2023 Form 5500 filing — Hugg & Hall Equipment 401(K) Profit Sharing Plan
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 20240903134534NAL0038906722001) for Hugg & Hall Equipment 401(K) Profit Sharing Plan, reported by Hugg & Hall Equipment Co. under EIN 71-0416379 and plan number 003. It reports 725 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240903134534NAL0038906722001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hugg & Hall Equipment Co.
- EIN
- 71-0416379
- Plan number
- 003
- Location
- Little Rock, AR
- Participants
- 725
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,785,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,785,522
- Employer contributions
- $1,086,041
- Participant contributions
- $3,174,766
- Total income / additions
- $10,237,539
- Benefits paid
- $1,468,270
- Administrative expenses
- $77,236
- Total expenses
- $1,581,420
- Net increase / (decrease)
- $8,656,119
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $37,461 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,063 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,289 | $0 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,423 | not reported in the loaded dataset |