Highland Ventures, Ltd. 401(K) Plan — Form 5500 plan (Highland Ventures, Ltd.)

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, Highland Ventures, Ltd. 401(K) Plan is a benefit plan reported by Highland Ventures, Ltd. under EIN 37-1196789 and plan number 001. The latest loaded filing year is 2023. The filing reports 808 participants and $16,793,878 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highland Ventures, Ltd.
EIN
37-1196789
Plan number
001
Plan type
2
Location
Brentwood, TN
Latest filing year
2023
Participants
808
End-of-year plan assets
$16,793,878

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023808H, C20241002145826NAL0004944995001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,793,878
Total liabilities (EOY)
$0
Net assets (EOY)
$16,793,878
Net assets (BOY)
$15,384,684

Income & contributions

Employer contributions
$159,300
Participant contributions
$480,478
Total contributions
$732,880
Total income / additions
$3,414,078

Expenses & distributions

Benefits paid
$1,910,952
Administrative expenses
$59,672
Total expenses
$2,004,884
Net increase / (decrease)
$1,409,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fgmk Financial Services, LLCTPA$0$7,9012023
Sikich LlpAUDITOR$2,660not reported in the loaded dataset2023

Related Form 5500 pages