Highland Engineering Inc Employee Stock Ownership — Form 5500 plan (Highland Engineering 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, Highland Engineering Inc Employee Stock Ownership is a benefit plan reported by Highland Engineering Inc under EIN 38-2637865 and plan number 002. The latest loaded filing year is 2023. The filing reports 47 participants and $3,993,866 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Highland Engineering Inc
EIN
38-2637865
Plan number
002
Plan type
2
Location
Howell, MI
Latest filing year
2023
Participants
47
End-of-year plan assets
$3,993,866

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347I20241013113622NAL0043668768001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$3,993,866
Total liabilities (EOY)
$680,292
Net assets (EOY)
$3,313,574
Net assets (BOY)
$3,342,878

Income & contributions

Employer contributions
$100,000
Total income / additions
$119,563

Expenses & distributions

Benefits paid
$129,894
Administrative expenses
$16,419
Total expenses
$148,867
Net increase / (decrease)
-$29,304

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages