2023 Form 5500 filing — Highmark Residential 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 20241009135731NAL0010696707001) for Highmark Residential 401(K) Plan, reported by Highmark Residential, LLC under EIN 87-0736673 and plan number 001. It reports 2,118 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)$31.1MReported net assets$31,115,385
Participants2.1K2,118
Provider compensation$138.6K3 Schedule C row(s)$138,553
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009135731NAL0010696707001
Plan sponsor
Highmark Residential, LLC
EIN
87-0736673
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)$31.1M total assets
Net assets$31.1MLiabilities$0
Money in vs. money out
Total income / additions$9.1M
Total expenses$4.1M
Benefits paid / distributions$4M
Contributions
Employer$1.6M
Participant$2.8M
Full reported line items
Total assets (EOY)
$31,115,385
Total liabilities (EOY)
$0
Net assets (EOY)
$31,115,385
Employer contributions
$1,588,072
Participant contributions
$2,774,822
Total income / additions
$9,077,189
Benefits paid
$4,004,441
Administrative expenses
$129,605
Total expenses
$4,134,046
Net increase / (decrease)
$4,943,143
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $128.9K
  2. 2
    NONE · Direct $0 · Indirect $9.6K
  3. 3
    NONE · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009135731NAL0010696707001 cover?
It is the 2023 Form 5500 filing for Highmark Residential 401(K) Plan, reported by Highmark Residential, LLC (EIN 87-0736673).
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