2023 Form 5500 filing — High Reach Company, LLC Retirement Savings 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 20241009160008NAL0018708609001) for High Reach Company, LLC Retirement Savings Plan, reported by High Reach Company, LLC under EIN 20-0185778 and plan number 001. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009160008NAL0018708609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- High Reach Company, LLC
- EIN
- 20-0185778
- Plan number
- 001
- Location
- Sanford, FL
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,130,505
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,130,505
- Employer contributions
- $448,629
- Participant contributions
- $1,084,750
- Total income / additions
- $2,869,311
- Benefits paid
- $596,064
- Administrative expenses
- $51,254
- Total expenses
- $658,799
- Net increase / (decrease)
- $2,210,512
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Ins Co | NONE | $43,814 | $0 |
| Psi Advisors LLC | NONE | $21,815 | not reported in the loaded dataset |
| Florida Retirement Consultants | NONE | $8,530 | $0 |