The Albert M. Higley Company Employees Retirement Plan & Trust — Form 5500 plan (The Albert M. Higley Co., LLC)
Plain-English plan 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, The Albert M. Higley Company Employees Retirement Plan & Trust is a benefit plan reported by The Albert M. Higley Co., LLC under EIN 27-0657807 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $19,361,282 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Albert M. Higley Co., LLC
- EIN
- 27-0657807
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $19,361,282
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241003151910NAL0019966338001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,361,282
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,361,282
- Net assets (BOY)
- $18,292,048
Income & contributions
- Employer contributions
- $384,240
- Participant contributions
- $1,120,125
- Total contributions
- $2,118,867
- Total income / additions
- $4,934,792
Expenses & distributions
- Benefits paid
- $3,806,629
- Administrative expenses
- $54,959
- Total expenses
- $3,865,558
- Net increase / (decrease)
- $1,069,234
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln Financial Advisors Corp | INVESTMENT ADVISOR | $30,174 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $17,590 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $6,795 | $0 | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Albert M. Higley Co., LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Lincoln Financial Advisors Corp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation