Highbury Defense Group 401(K) Plan — Form 5500 plan (Highbury Defense Group)
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, Highbury Defense Group 401(K) Plan is a benefit plan reported by Highbury Defense Group under EIN 46-0780667 and plan number 001. The latest loaded filing year is 2023. The filing reports 181 participants and $9,818,396 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highbury Defense Group
- EIN
- 46-0780667
- Plan number
- 001
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 181
- End-of-year plan assets
- $9,818,396
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 181 | H, C | 20241015210931NAL0051369888001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,818,396
- Total liabilities (EOY)
- $1,033
- Net assets (EOY)
- $9,817,363
- Net assets (BOY)
- $6,266,669
Income & contributions
- Employer contributions
- $602,375
- Participant contributions
- $1,328,990
- Total contributions
- $2,986,073
- Total income / additions
- $4,312,978
Expenses & distributions
- Benefits paid
- $727,011
- Administrative expenses
- $35,273
- Total expenses
- $762,284
- Net increase / (decrease)
- $3,550,694
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Premier Plan Consultants Inc | CONTRACT ADMIN | $3,425 | $19,187 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $20,314 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | 11887.33 | $11,887 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highbury Defense Group
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Premier Plan Consultants Inc — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation