Highline Warren LLC 401(K)Plan — Form 5500 plan (Highline Warren 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, Highline Warren LLC 401(K)Plan is a benefit plan reported by Highline Warren LLC under EIN 85-3672631 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,720 participants and $77,005,650 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Highline Warren LLC
- EIN
- 85-3672631
- Plan number
- 001
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 1,720
- End-of-year plan assets
- $77,005,650
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,720 | H, C | 20240820080052NAL0001349107001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,005,650
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,005,650
- Net assets (BOY)
- $63,764,766
Income & contributions
- Employer contributions
- $1,982,538
- Participant contributions
- $5,587,086
- Total contributions
- $9,128,663
- Total income / additions
- $19,534,690
Expenses & distributions
- Benefits paid
- $5,975,105
- Administrative expenses
- $264,755
- Total expenses
- $6,293,806
- Net increase / (decrease)
- $13,240,884
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $107,712 | $0 | 2023 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $98,649 | not reported in the loaded dataset | 2023 |
| Acuff & Associates, Inc. | CONTRACT ADMIN | $44,031 | not reported in the loaded dataset | 2023 |
| Watkins Uiberall Pllc | AUDITOR | $13,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Highline Warren LLC
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Empower Annuity Insurance Company — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Acuff & Associates, Inc. — Schedule C compensation
- Watkins Uiberall Pllc — Schedule C compensation