2023 Form 5500 filing — The Albert M. Higley Company Employees Retirement Plan & Trust
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 20241003151910NAL0019966338001) for The Albert M. Higley Company Employees Retirement Plan & Trust, reported by The Albert M. Higley Co., LLC under EIN 27-0657807 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003151910NAL0019966338001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Albert M. Higley Co., LLC
- EIN
- 27-0657807
- Plan number
- 001
- Location
- Cleveland, OH
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,361,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,361,282
- Employer contributions
- $384,240
- Participant contributions
- $1,120,125
- Total income / additions
- $4,934,792
- Benefits paid
- $3,806,629
- Administrative expenses
- $54,959
- Total expenses
- $3,865,558
- Net increase / (decrease)
- $1,069,234
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $30,174 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,590 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,795 | $0 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset |