401k Plan data: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	001

HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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 ASSOCIATES INC has sponsored the creation of one or more 401k plans.

Company Name: HIGHLAND ASSOCIATES INC

Employer identification number (EIN): 630955503

NAIC Classification: 523900

Additional information about HIGHLAND ASSOCIATES INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2929118

More information about HIGHLAND ASSOCIATES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 PAM HOLLADAY
001 2017-01-01 PAM HOLLADAY
001 2016-01-01 PAM HOLLADAY
001 2015-01-01 PAM HOLLADAY
001 2014-01-01 PAM HOLLADAY
001 2013-01-01 JOHN DOODY
001 2012-01-01 HIGHLAND ASSOCIATES INC

Financial Data on HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2019 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Transfers to/from the plan	2019-11-01	$0
Total plan liabilities at end of year	2019-11-01	$0
Total plan liabilities at beginning of year	2019-11-01	$0
Total income from all sources	2019-11-01	$1,093,423
Expenses. Total of all expenses incurred	2019-11-01	$4,987,537
Benefits paid (including direct rollovers)	2019-11-01	$4,986,798
Total plan assets at end of year	2019-11-01	$0
Total plan assets at beginning of year	2019-11-01	$3,894,114
Value of fidelity bond covering the plan	2019-11-01	$1,000,000
Total contributions received or receivable from participants	2019-11-01	$218,093
Expenses. Other expenses not covered elsewhere	2019-11-01	$0
Contributions received from other sources (not participants or employers)	2019-11-01	$14,278
Other income received	2019-11-01	$539,472
Noncash contributions received	2019-11-01	$0
Net income (gross income less expenses)	2019-11-01	$-3,894,114
Net plan assets at end of year (total assets less liabilities)	2019-11-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2019-11-01	$3,894,114
Assets. Value of participant loans	2019-11-01	$0
Total contributions received or receivable from employer(s)	2019-11-01	$321,580
Value of certain deemed distributions of participant loans	2019-11-01	$0
Value of corrective distributions	2019-11-01	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-11-01	$739
2018 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$307,975
Expenses. Total of all expenses incurred	2018-12-31	$3,934
Benefits paid (including direct rollovers)	2018-12-31	$3,546
Total plan assets at end of year	2018-12-31	$3,894,114
Total plan assets at beginning of year	2018-12-31	$3,590,073
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Total contributions received or receivable from participants	2018-12-31	$268,983
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-317,325
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$304,041
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,894,114
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,590,073
Assets. Value of participant loans	2018-12-31	$52,977
Total contributions received or receivable from employer(s)	2018-12-31	$356,317
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$388
2017 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$1,000,483
Expenses. Total of all expenses incurred	2017-12-31	$55,791
Benefits paid (including direct rollovers)	2017-12-31	$55,272
Total plan assets at end of year	2017-12-31	$3,590,073
Total plan assets at beginning of year	2017-12-31	$2,645,381
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$247,540
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$444,505
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$944,692
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,590,073
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,645,381
Assets. Value of participant loans	2017-12-31	$85,379
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$308,438
Value of certain deemed distributions of participant loans	2017-12-31	$0
Value of corrective distributions	2017-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$519
2016 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$742,375
Expenses. Total of all expenses incurred	2016-12-31	$124,645
Benefits paid (including direct rollovers)	2016-12-31	$123,914
Total plan assets at end of year	2016-12-31	$2,645,381
Total plan assets at beginning of year	2016-12-31	$2,027,651
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Total contributions received or receivable from participants	2016-12-31	$221,052
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$3,157
Other income received	2016-12-31	$209,992
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$617,730
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,645,381
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,027,651
Assets. Value of participant loans	2016-12-31	$119,769
Total contributions received or receivable from employer(s)	2016-12-31	$308,174
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$731
2015 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$628,604
Expenses. Total of all expenses incurred	2015-12-31	$35,037
Benefits paid (including direct rollovers)	2015-12-31	$34,532
Total plan assets at end of year	2015-12-31	$2,027,651
Total plan assets at beginning of year	2015-12-31	$1,434,084
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Total contributions received or receivable from participants	2015-12-31	$189,274
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$232,412
Other income received	2015-12-31	$-93,078
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$593,567
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,027,651
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,434,084
Assets. Value of participant loans	2015-12-31	$36,893
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2015-12-31	$0
Total contributions received or receivable from employer(s)	2015-12-31	$299,996
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$505
2014 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$661,341
Expenses. Total of all expenses incurred	2014-12-31	$21,514
Benefits paid (including direct rollovers)	2014-12-31	$20,954
Total plan assets at end of year	2014-12-31	$1,434,084
Total plan assets at beginning of year	2014-12-31	$794,257
Value of fidelity bond covering the plan	2014-12-31	$79,426
Total contributions received or receivable from participants	2014-12-31	$170,477
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$114,724
Other income received	2014-12-31	$47,943
Net income (gross income less expenses)	2014-12-31	$639,827
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,434,084
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$794,257
Assets. Value of participant loans	2014-12-31	$42,823
Total contributions received or receivable from employer(s)	2014-12-31	$328,197
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$560
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$600,685
Expenses. Total of all expenses incurred	2013-12-31	$35,426
Benefits paid (including direct rollovers)	2013-12-31	$35,166
Total plan assets at end of year	2013-12-31	$794,257
Total plan assets at beginning of year	2013-12-31	$228,998
Value of fidelity bond covering the plan	2013-12-31	$22,900
Total contributions received or receivable from participants	2013-12-31	$173,168
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$86,761
Net income (gross income less expenses)	2013-12-31	$565,259
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$794,257
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$228,998
Assets. Value of participant loans	2013-12-31	$9,553
Total contributions received or receivable from employer(s)	2013-12-31	$340,756
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$260
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$230,135
Expenses. Total of all expenses incurred	2012-12-31	$1,137
Benefits paid (including direct rollovers)	2012-12-31	$1,072
Total plan assets at end of year	2012-12-31	$228,998
Total plan assets at beginning of year	2012-12-31	$0
Value of fidelity bond covering the plan	2012-12-31	$20,000
Total contributions received or receivable from participants	2012-12-31	$143,974
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$7,184
Net income (gross income less expenses)	2012-12-31	$228,998
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$228,998
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$78,977
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$65
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0

Form 5500 Responses for HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

2019: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	Yes
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HIGHLAND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HIGHLAND ASSOCIATES INC
Employer identification number (EIN):	630955503
NAIC Classification:	523900

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2929118

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01	PAM HOLLADAY
001	2017-01-01	PAM HOLLADAY
001	2016-01-01	PAM HOLLADAY
001	2015-01-01	PAM HOLLADAY
001	2014-01-01	PAM HOLLADAY
001	2013-01-01	JOHN DOODY
001	2012-01-01	HIGHLAND ASSOCIATES INC