2023 Form 5500 filing — Hm Equity Employee Benefit Plan Trust

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240729101510NAL0031826832008) for Hm Equity Employee Benefit Plan Trust, reported by Hm Equity Management, LLC. under EIN 26-0596182 and plan number 505. It reports 13 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)-$10.8KReported net assets-$10,758
Participants13
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729101510NAL0031826832008
Plan sponsor
Hm Equity Management, LLC.
EIN
26-0596182
Plan number
505
Location
Houston, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out
Total income / additions$169.8K
Total expenses$180.6K
Benefits paid / distributions$166K
Contributions
Employer$169.8K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$0
Total liabilities (EOY)
$10,758
Net assets (EOY)
-$10,758
Employer contributions
$169,802
Total income / additions
$169,802
Benefits paid
$165,998
Administrative expenses
$14,562
Total expenses
$180,560
Net increase / (decrease)
-$10,758

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729101510NAL0031826832008 cover?
It is the 2023 Form 5500 filing for Hm Equity Employee Benefit Plan Trust, reported by Hm Equity Management, LLC. (EIN 26-0596182).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages