2023 Form 5500 filing — H&M Hennes & Mauritz 401k 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 20241015082906NAL0015987267001) for H&M Hennes & Mauritz 401k Plan, reported by H&M Fashion Usa, Inc. under EIN 93-1778981 and plan number 001. It reports 7,684 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082906NAL0015987267001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H&M Fashion Usa, Inc.
- EIN
- 93-1778981
- Plan number
- 001
- Location
- Secaucus, NJ
- Participants
- 7,684
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $123,895,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,895,156
- Employer contributions
- $4,867,118
- Participant contributions
- $8,236,372
- Total income / additions
- $32,027,764
- Benefits paid
- $8,962,053
- Administrative expenses
- $129,896
- Total expenses
- $9,120,131
- Net increase / (decrease)
- $22,907,633
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $158,876 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $71,762 | $0 |
| Morningstar Investment Management | SERVICE PROVIDER | $34,897 | not reported in the loaded dataset |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $23,238 | not reported in the loaded dataset |