2023 Form 5500 filing — Highland Medical Pc 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 20241011093113NAL0043812418001) for Highland Medical Pc Retirement Savings Plan, reported by Highland Medical Pc under EIN 13-4034481 and plan number 004. It reports 279 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011093113NAL0043812418001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Highland Medical Pc
- EIN
- 13-4034481
- Plan number
- 004
- Location
- Nyack, NY
- Participants
- 279
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,380,305
- Net assets (EOY)
- $22,380,305
- Employer contributions
- $947,306
- Participant contributions
- $1,489,961
- Total income / additions
- $5,361,815
- Benefits paid
- $1,459,020
- Administrative expenses
- $34,942
- Total expenses
- $1,494,999
- Net increase / (decrease)
- $3,866,816
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $24,942 | $0 |
| Raymond James & Associates, Inc. | ADVISOR | $10,000 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |