2023 Form 5500 filing — Headlands Research 401(K) Plan
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 20250430083245NAL0002567056001) for Headlands Research 401(K) Plan, reported by Headlands Research, Inc. under EIN 83-0520149 and plan number 001. It reports 262 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250430083245NAL0002567056001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Headlands Research, Inc.
- EIN
- 83-0520149
- Plan number
- 001
- Location
- Lake Worth, FL
- Participants
- 262
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,268,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,268,119
- Participant contributions
- $877,412
- Total income / additions
- $2,583,475
- Benefits paid
- $2,948,894
- Administrative expenses
- $55,085
- Total expenses
- $3,003,979
- Net increase / (decrease)
- -$420,504
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Financial Life Ins Co | RECORDKEEPER | $36,025 | $0 |
| Tag Resources, LLC | RECORDKEEPER | $19,060 | $0 |
| Cornerstone Wealth Group | FINANCIAL ADVICE | $0 | $1,787 |