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, Headlands Research 401(K) Plan is a benefit plan reported by Headlands Research, Inc. under EIN 83-0520149 and plan number 001. The latest loaded filing year is 2023. The filing reports 262 participants and $7,268,119 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,268,119
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,268,119
- Net assets (BOY)
- $7,623,380
Income & contributions
- Participant contributions
- $877,412
- Total contributions
- $1,430,718
- Total income / additions
- $2,583,475
Expenses & distributions
- Benefits paid
- $2,948,894
- Administrative expenses
- $55,085
- Total expenses
- $3,003,979
- Net increase / (decrease)
- -$420,504