2023 Form 5500 filing — Perot Retirement Savings Plan For Employees Of Hillwood Development

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 20240731093057NAL0022003489005) for Perot Retirement Savings Plan For Employees Of Hillwood Development, reported by Hillwood Development Company, LLC under EIN 75-2228517 and plan number 001. It reports 855 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$194.7MReported net assets$194,719,644
Participants855
Provider compensation$125.9K1 Schedule C row(s)$125,926
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731093057NAL0022003489005
Plan sponsor
Hillwood Development Company, LLC
EIN
75-2228517
Plan number
001
Location
Dallas, TX
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$194.7M total assets
Net assets$194.7MLiabilities
Money in vs. money out
Total income / additions$49.7M
Total expenses$14M
Benefits paid / distributions$13.8M
Contributions
Employer$6.9M
Participant$10.3M
Full reported line items
Total assets (EOY)
$194,719,644
Net assets (EOY)
$194,719,644
Employer contributions
$6,855,445
Participant contributions
$10,320,985
Total income / additions
$49,691,904
Benefits paid
$13,821,990
Administrative expenses
$125,926
Total expenses
$13,950,370
Net increase / (decrease)
$35,741,534
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CUSTODIAN · Direct $125.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731093057NAL0022003489005 cover?
It is the 2023 Form 5500 filing for Perot Retirement Savings Plan For Employees Of Hillwood Development, reported by Hillwood Development Company, LLC (EIN 75-2228517).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages