Highgate Retirement Living 401(K)/Profit Sharing Plan — Form 5500 plan (Buron, Inc.)

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, Highgate Retirement Living 401(K)/Profit Sharing Plan is a benefit plan reported by Buron, Inc. under EIN 91-1644879 and plan number 001. The latest loaded filing year is 2023. The filing reports 658 participants and $5,065,964 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Buron, Inc.
EIN
91-1644879
Plan number
001
Plan type
2
Location
Issaquah, WA
Latest filing year
2023
Participants
658
End-of-year plan assets
$5,065,964

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023658H, C20241014181729NAL0047134800004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,065,964
Net assets (EOY)
$5,065,964
Net assets (BOY)
$3,969,748

Income & contributions

Employer contributions
$267,502
Participant contributions
$528,543
Total contributions
$796,045
Total income / additions
$1,512,391

Expenses & distributions

Benefits paid
$365,962
Administrative expenses
$37,059
Total expenses
$416,175
Net increase / (decrease)
$1,096,216

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Life Insurance CompanyRECORDKEEPER$37,059$02023

Related Form 5500 pages