2023 Form 5500 filing — Herc-U-Lift, Inc. Profit Sharing Savings For 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 20241009150130NAL0018601201001) for Herc-U-Lift, Inc. Profit Sharing Savings For Retirement Plan, reported by Herc-U-Lift, Inc. under EIN 41-0968548 and plan number 001. It reports 210 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$19.9MReported net assets$19,949,159
Participants210
Provider compensation$75.2K1 Schedule C row(s)$75,235
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009150130NAL0018601201001
- Plan sponsor
- Herc-U-Lift, Inc.
- EIN
- 41-0968548
- Plan number
- 001
- Location
- Maple Plain, MN
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$19.9M total assets
Net assets$19.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,949,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,949,159
- Employer contributions
- $388,258
- Participant contributions
- $1,344,248
- Total income / additions
- $4,571,335
- Benefits paid
- $2,175,869
- Administrative expenses
- $75,235
- Total expenses
- $2,256,079
- Net increase / (decrease)
- $2,315,256
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner And S | RECORDKEEPER | $75,235 | $0 |