2023 Form 5500 filing — Highline Warren LLC 401(K)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 20240820080052NAL0001349107001) for Highline Warren LLC 401(K)Plan, reported by Highline Warren LLC under EIN 85-3672631 and plan number 001. It reports 1,720 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240820080052NAL0001349107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highline Warren LLC
- EIN
- 85-3672631
- Plan number
- 001
- Location
- Memphis, TN
- Participants
- 1,720
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,005,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,005,650
- Employer contributions
- $1,982,538
- Participant contributions
- $5,587,086
- Total income / additions
- $19,534,690
- Benefits paid
- $5,975,105
- Administrative expenses
- $264,755
- Total expenses
- $6,293,806
- Net increase / (decrease)
- $13,240,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $107,712 | $0 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $98,649 | not reported in the loaded dataset |
| Acuff & Associates, Inc. | CONTRACT ADMIN | $44,031 | not reported in the loaded dataset |
| Watkins Uiberall Pllc | AUDITOR | $13,500 | not reported in the loaded dataset |