Plan5500

Highlands, NJ Form 5500 retirement and benefit plan filings

City Form 5500 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, Highlands, NJ has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $436,618 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Highlands

  • 2 loaded plans hold $436.6K in reported assets across 1 sponsors.
  • The largest, Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity, holds 55% of reported Highlands plan assets.
  • Plans cover 4 participants — about 2 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$436.6KSummed across loaded plans$436,618
Total reported assets$436.6K$436,618
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$436.6K total assets
Net assets$436.6KLiabilities—
Contributions & income
Employer contributions$6K
Participant contributionsNot reported
Total income / additions$32.3K
Expenses & distributions
Benefits paid / distributions$15.5K
Total expenses$15.5K
Net increase / (decrease)$16.9K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Highlands, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Highlands market comparison

Largest plan share of assets55%Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity
Participants per plan2Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Highlands

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Michael Lomenzo Cpa Pc Profit Sharing Plan -Fidelity$240.6K
    Michael Lomenzo, Cpa, P.C. · 2023
  2. 2
    Michael Lomenzo Cpa Pc Money Purchase Plan Fidelity Plan$196K
    Michael Lomenzo Cpa Pc · 2023

Largest plans in Highlands → · Highlands plans by participants → · Highlands plans with financial data → · Highlands plans with provider compensation → · $1B+ plans in Highlands →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Highlands, NJ?
2 plan(s) reported by 1 sponsor(s) are loaded for Highlands, NJ.

Related Form 5500 pages