2023 Form 5500 filing — Higginbotham Pep

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014143816NAL0026431761001) for Higginbotham Pep, reported by The Finway Group under EIN 42-1468222 and plan number 011. It reports 2,311 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 3 · 2023

Filing snapshot

Net assets (EOY)$16.5MReported net assets$16,514,756
Participants2.3K2,311
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241014143816NAL0026431761001
Plan sponsor
The Finway Group
EIN
42-1468222
Plan number
011
Location
West Des Moines, IA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$16.5M total assets
Net assets$16.5MLiabilities
Money in vs. money out
Total income / additions$3.5M
Total expenses$377.2K
Benefits paid / distributions$357.4K
Contributions
Employer$560.7K
Participant$1.4M
Full reported line items
Total assets (EOY)
$16,514,756
Net assets (EOY)
$16,514,756
Employer contributions
$560,739
Participant contributions
$1,402,187
Total income / additions
$3,519,580
Benefits paid
$357,376
Administrative expenses
$19,837
Total expenses
$377,213
Net increase / (decrease)
$3,142,367

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143816NAL0026431761001 cover?
It is the 2023 Form 5500 filing for Higginbotham Pep, reported by The Finway Group (EIN 42-1468222).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages