2023 Form 5500 filing — Highland Ventures, Ltd. 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 20241002145826NAL0004944995001) for Highland Ventures, Ltd. 401(K) Plan, reported by Highland Ventures, Ltd. under EIN 37-1196789 and plan number 001. It reports 808 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002145826NAL0004944995001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highland Ventures, Ltd.
- EIN
- 37-1196789
- Plan number
- 001
- Location
- Brentwood, TN
- Participants
- 808
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,793,878
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,793,878
- Employer contributions
- $159,300
- Participant contributions
- $480,478
- Total income / additions
- $3,414,078
- Benefits paid
- $1,910,952
- Administrative expenses
- $59,672
- Total expenses
- $2,004,884
- Net increase / (decrease)
- $1,409,194
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fgmk Financial Services, LLC | TPA | $0 | $7,901 |
| Sikich Llp | AUDITOR | $2,660 | not reported in the loaded dataset |