2023 Form 5500 filing — Higher Logic Retirement 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 20241008114852NAL0009607619001) for Higher Logic Retirement Plan, reported by Higher Logic, LLC under EIN 81-3810775 and plan number 001. It reports 453 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)$23.8MReported net assets$23,836,909
Participants453
Provider compensation$105K3 Schedule C row(s)$105,034
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008114852NAL0009607619001
Plan sponsor
Higher Logic, LLC
EIN
81-3810775
Plan number
001
Location
Arlington, VA
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)$23.8M total assets
Net assets$23.8MLiabilities$0
Money in vs. money out
Total income / additions$7.3M
Total expenses$3.3M
Benefits paid / distributions$3.2M
Contributions
Employer$1M
Participant$2.3M
Full reported line items
Total assets (EOY)
$23,836,909
Total liabilities (EOY)
$0
Net assets (EOY)
$23,836,909
Employer contributions
$1,002,603
Participant contributions
$2,307,064
Total income / additions
$7,272,685
Benefits paid
$3,169,794
Administrative expenses
$105,034
Total expenses
$3,275,823
Net increase / (decrease)
$3,996,862
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $51.5K
  2. 2
    RECORDKEEPER · Direct $46.5K · Indirect $0
  3. 3
    ADVISOR · Direct $7.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008114852NAL0009607619001 cover?
It is the 2023 Form 5500 filing for Higher Logic Retirement Plan, reported by Higher Logic, LLC (EIN 81-3810775).
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