2023 Form 5500 filing — Higginbotham Bartlett Co. Of New Mexico Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240522111201NAL0007318578001) for Higginbotham Bartlett Co. Of New Mexico Profit Sharing Plan, reported by Higginbotham Bartlett Co Of N M under EIN 85-0042768 and plan number 001. It reports 79 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$2.9MReported net assets$2,873,703
Participants79
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240522111201NAL0007318578001
Plan sponsor
Higginbotham Bartlett Co Of N M
EIN
85-0042768
Plan number
001
Location
Lovington, NM
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities
Money in vs. money out
Total income / additions$414.3K
Total expenses$356.7K
Benefits paid / distributions$356.6K
Contributions
Employer$82.5K
Participant$56.7K
Full reported line items
Total assets (EOY)
$2,873,703
Net assets (EOY)
$2,873,703
Employer contributions
$82,545
Participant contributions
$56,664
Total income / additions
$414,345
Benefits paid
$356,561
Total expenses
$356,711
Net increase / (decrease)
$57,634

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240522111201NAL0007318578001 cover?
It is the 2023 Form 5500 filing for Higginbotham Bartlett Co. Of New Mexico Profit Sharing Plan, reported by Higginbotham Bartlett Co Of N M (EIN 85-0042768).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages