2023 Form 5500 filing — Hi-Lex Employees 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 20241015124012NAL0049431808001) for Hi-Lex Employees Retirement Savings Plan, reported by Hi-Lex under EIN 38-2072086 and plan number 001. It reports 1,538 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)$66MReported net assets$66,003,499
Participants1.5K1,538
Provider compensation$13K2 Schedule C row(s)$13,003
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015124012NAL0049431808001
Plan sponsor
Hi-Lex
EIN
38-2072086
Plan number
001
Location
Litchfield, MI
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)$66M total assets
Net assets$66MLiabilities$0
Money in vs. money out
Total income / additions$14.8M
Total expenses$13.5M
Benefits paid / distributions$13.2M
Contributions
Employer$1.4M
Participant$5M
Full reported line items
Total assets (EOY)
$66,003,499
Total liabilities (EOY)
$0
Net assets (EOY)
$66,003,499
Employer contributions
$1,448,818
Participant contributions
$5,016,654
Total income / additions
$14,823,568
Benefits paid
$13,243,622
Administrative expenses
$273,965
Total expenses
$13,522,612
Net increase / (decrease)
$1,300,956
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $6.6K
  2. 2
    RECORDKEEPER · Direct $6.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015124012NAL0049431808001 cover?
It is the 2023 Form 5500 filing for Hi-Lex Employees Retirement Savings Plan, reported by Hi-Lex (EIN 38-2072086).
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