Hrca Retirement Plan — Form 5500 plan (Highlands Ranch Community Association, 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, Hrca Retirement Plan is a benefit plan reported by Highlands Ranch Community Association, Inc. under EIN 84-0869474 and plan number 001. The latest loaded filing year is 2023. The filing reports 235 participants and $12,913,161 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highlands Ranch Community Association, Inc.
- EIN
- 84-0869474
- Plan number
- 001
- Plan type
- 2
- Location
- Highlands Ranch, CO
- Latest filing year
- 2023
- Participants
- 235
- End-of-year plan assets
- $12,913,161
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 235 | H, C | 20241011092151NAL0038293872001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,913,161
- Total liabilities (EOY)
- $15,135
- Net assets (EOY)
- $12,898,026
- Net assets (BOY)
- $11,225,636
Income & contributions
- Employer contributions
- $264,829
- Participant contributions
- $592,556
- Total contributions
- $890,292
- Total income / additions
- $2,957,290
Expenses & distributions
- Benefits paid
- $1,236,129
- Administrative expenses
- $39,274
- Total expenses
- $1,284,900
- Net increase / (decrease)
- $1,672,390
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $18,338 | $0 | 2023 |
| Creative Planning LLC | ADVISOR | $15,901 | not reported in the loaded dataset | 2023 |
| Lockton Financial Advisors LLC | ADVISOR | $5,035 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highlands Ranch Community Association, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Highlands Ranch, CO
- Fidelity Investments Institutional — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Lockton Financial Advisors LLC — Schedule C compensation