2023 Form 5500 filing — Higgs, Fletcher & Mack 401(K) Profit Sharing 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 20241014183829NAL0026952225001) for Higgs, Fletcher & Mack 401(K) Profit Sharing Plan, reported by Higgs, Fletcher & Mack, Llp under EIN 95-1743907 and plan number 001. It reports 207 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)$46MReported net assets$45,977,693
Participants207
Provider compensation$25K1 Schedule C row(s)$25,031
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014183829NAL0026952225001
Plan sponsor
Higgs, Fletcher & Mack, Llp
EIN
95-1743907
Plan number
001
Location
San Diego, CA
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)$46M total assets
Net assets$46MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$470.5K
Participant$1.9M
Full reported line items
Total assets (EOY)
$45,977,693
Total liabilities (EOY)
$0
Net assets (EOY)
$45,977,693
Employer contributions
$470,471
Participant contributions
$1,896,323
Total income / additions
$9,522,460
Benefits paid
$1,170,088
Administrative expenses
$28,759
Total expenses
$1,198,847
Net increase / (decrease)
$8,323,613
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $25K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014183829NAL0026952225001 cover?
It is the 2023 Form 5500 filing for Higgs, Fletcher & Mack 401(K) Profit Sharing Plan, reported by Higgs, Fletcher & Mack, Llp (EIN 95-1743907).
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