High Reach Company, LLC Retirement Savings Plan — Form 5500 plan (High Reach Company, LLC)

Plain-English plan 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, High Reach Company, LLC Retirement Savings Plan is a benefit plan reported by High Reach Company, LLC under EIN 20-0185778 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $10,130,505 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
High Reach Company, LLC
EIN
20-0185778
Plan number
001
Plan type
2
Location
Sanford, FL
Latest filing year
2023
Participants
217
End-of-year plan assets
$10,130,505

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241009160008NAL0018708609001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,130,505
Total liabilities (EOY)
$0
Net assets (EOY)
$10,130,505
Net assets (BOY)
$7,919,993

Income & contributions

Employer contributions
$448,629
Participant contributions
$1,084,750
Total contributions
$1,533,379
Total income / additions
$2,869,311

Expenses & distributions

Benefits paid
$596,064
Administrative expenses
$51,254
Total expenses
$658,799
Net increase / (decrease)
$2,210,512

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CoNONE$43,814$02023
Psi Advisors LLCNONE$21,815not reported in the loaded dataset2023
Florida Retirement ConsultantsNONE$8,530$02023

Related Form 5500 pages