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HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN 401k Plan overview

Plan NameHIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN
Plan identification number 001

HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HIGHLAND CAPITAL ADVISORS, LLC has sponsored the creation of one or more 401k plans.

Company Name:HIGHLAND CAPITAL ADVISORS, LLC
Employer identification number (EIN):204284376
NAIC Classification:523900

Additional information about HIGHLAND CAPITAL ADVISORS, LLC

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 2006-02-07
Company Identification Number: 602582566
Legal Registered Office Address: 485 RAINIER BLVD N STE 103

ISSAQUAH
United States of America (USA)
980272835

More information about HIGHLAND CAPITAL ADVISORS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01WILLIAM SMALL2024-04-25 WILLIAM SMALL2024-04-25
0012022-01-01WILLIAM SMALL2023-04-28 WILLIAM SMALL2023-04-28
0012021-01-01WILLIAM SEAN SMALL2022-04-26 WILLIAM SEAN SMALL2022-04-26
0012020-01-01WILLIAM SMALL2021-04-23 WILLIAM SMALL2021-04-23
0012019-01-01WILLIAM SMALL2020-05-13 WILLIAM SMALL2020-05-13
0012018-01-01WILLIAM SMALL2019-06-04 WILLIAM SMALL2019-06-04
0012017-01-01WILLIAM SMALL2018-05-17

Financial Data on HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN

Measure Date Value
2025 : HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-04-240
Total expenses incurred by plan in this plan year2025-04-24393465
Net assets as of the end of the plan year2025-04-242257700
Total assets as of the beginning of the plan year2025-04-241651412
Value of plan covered by a fidelity bond2025-04-24250000
Participant contributions to plan in this plan year2025-04-24209577
Other contributions to plan in this plan year2025-04-24450662
Other income to plan in this plan year2025-04-24207576
Plan net income in this plan year2025-04-24606288
Net assets as of the end of the plan year2025-04-242257700
Net assets as of the beginning of the plan year2025-04-241651412
Employer contributions to plan in this plan year2025-04-24131938
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-24565
2024 : HIGHLAND CAPITAL ADVISORS, LLC 401(K) PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-250
Total expenses incurred by plan in this plan year2024-04-2511238
Net assets as of the end of the plan year2024-04-251651412
Total assets as of the beginning of the plan year2024-04-251152432
Value of plan covered by a fidelity bond2024-04-25250000
Participant contributions to plan in this plan year2024-04-25181007
Other contributions to plan in this plan year2024-04-2511163
Other income to plan in this plan year2024-04-25197079
Plan net income in this plan year2024-04-25498980
Net assets as of the end of the plan year2024-04-251651412
Net assets as of the beginning of the plan year2024-04-251152432
Employer contributions to plan in this plan year2024-04-25120969
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-25150

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