Thrift Plan For Employees Of Highland Resources, Inc. And Associated Employers — Form 5500 plan (Highland Resources, 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, Thrift Plan For Employees Of Highland Resources, Inc. And Associated Employers is a benefit plan reported by Highland Resources, Inc. under EIN 76-0081739 and plan number 002. The latest loaded filing year is 2023. The filing reports 99 participants and $7,826,562 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.8MPlan net assets, end of year$7,826,562
Participants99Covered participants reported
Assets / participant$79.1KComputed: assets ÷ participants$79,056 (computed)
Provider compensationNone reported
Plan sponsor
Highland Resources, Inc.
EIN
76-0081739
Plan number
002
Plan type
2
Location
Houston, TX
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    99 participants · 2Sch I
    View filing →
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.8M total assets
Net assets$7.8MLiabilities$0
Money in vs. money out
Total income / additions$1.9M
Total expenses$1.3M
Benefits paid / distributions$1.3M
Contributions
Employer$275.4K
Participant$406.1K
Full reported line items

Net assets

Total assets (EOY)
$7,826,562
Total liabilities (EOY)
$0
Net assets (EOY)
$7,826,562
Net assets (BOY)
$7,227,966

Income & contributions

Employer contributions
$275,352
Participant contributions
$406,110
Total income / additions
$1,912,199

Expenses & distributions

Benefits paid
$1,282,892
Administrative expenses
$28,774
Total expenses
$1,313,603
Net increase / (decrease)
$598,596
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income67%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages