2023 Form 5500 filing — Morris P. Hebert, Inc. 401(K) Retirement 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 20240916092618NAL0001896608001) for Morris P. Hebert, Inc. 401(K) Retirement Plan, reported by Morris P. Hebert, Inc. under EIN 72-0879384 and plan number 001. It reports 155 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240916092618NAL0001896608001
Filing year
2023
Form type
2
Plan sponsor
Morris P. Hebert, Inc.
EIN
72-0879384
Plan number
001
Location
Houma, LA
Participants
155
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$17,881,114
Total liabilities (EOY)
$0
Net assets (EOY)
$17,881,114
Employer contributions
$253,701
Participant contributions
$678,501
Total income / additions
$3,596,744
Benefits paid
$658,350
Administrative expenses
$6,406
Total expenses
$664,756
Net increase / (decrease)
$2,931,988
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Minnesota Life Insurance CompanyNONE$6,406$0

Related Form 5500 pages