Highlight Technologies, Inc. Employee Stock Ownership Plan And Trust — Form 5500 plan (Highlight Technologies, Inc)

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, Highlight Technologies, Inc. Employee Stock Ownership Plan And Trust is a benefit plan reported by Highlight Technologies, Inc under EIN 26-1329304 and plan number 002. The latest loaded filing year is 2023. The filing reports 539 participants and $33,582,708 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highlight Technologies, Inc
EIN
26-1329304
Plan number
002
Plan type
2
Location
Fairfax, VA
Latest filing year
2023
Participants
539
End-of-year plan assets
$33,582,708

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023539H, C20240911103554NAL0012146448001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,582,708
Total liabilities (EOY)
$22,502,673
Net assets (EOY)
$11,080,035
Net assets (BOY)
$29,358,922

Income & contributions

Participant contributions
$2,448,202
Total contributions
$2,448,202
Total income / additions
-$17,422,244

Expenses & distributions

Benefits paid
$350,214
Administrative expenses
$128,183
Total expenses
$856,643
Net increase / (decrease)
-$18,278,887

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transition Finance Strategies, LLCNONE$0not reported in the loaded dataset2023
Argent Trust CompanyNONE$0not reported in the loaded dataset2023
Stout Risius Ross LLCNONE$0not reported in the loaded dataset2023

Related Form 5500 pages