Plan5500

Highland Resources, Inc. Retirement Plan — 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, Highland Resources, Inc. Retirement Plan is a benefit plan reported by Highland Resources, Inc. under EIN 76-0081739 and plan number 003. The latest loaded filing year is 2023. The filing reports 75 participants and $5,306,256 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.3MPlan net assets, end of year$5,306,256
Participants75Covered participants reported
Assets / participant$70.8KComputed: assets ÷ participants$70,750 (computed)
Provider compensationNone reported
Plan sponsor
Highland Resources, Inc.
EIN
76-0081739
Plan number
003
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
    75 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$698K
Benefits paid / distributions$679.9K
Contributions
Employer$329K
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$5,306,256
Total liabilities (EOY)
$0
Net assets (EOY)
$5,306,256
Net assets (BOY)
$4,872,991

Income & contributions

Employer contributions
$328,975
Participant contributions
$0
Total income / additions
$1,131,225

Expenses & distributions

Benefits paid
$679,890
Administrative expenses
$18,070
Total expenses
$697,960
Net increase / (decrease)
$433,265
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 100%Participant 0%
Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income60%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