2023 Form 5500 filing — The 401(K) Retirement Plan Of Heidelberg Materials Us
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 20241015152215NAL0030148385001) for The 401(K) Retirement Plan Of Heidelberg Materials Us, reported by Hm Us Services, LLC under EIN 81-4086708 and plan number 016. It reports 6,517 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)$747.7MReported net assets$747,676,687
Participants6.5K6,517
Provider compensation$748.5K4 Schedule C row(s)$748,532
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015152215NAL0030148385001
- Plan sponsor
- Hm Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 016
- Location
- Irving, TX
- 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)$747.7M total assets
Net assets$747.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $747,676,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $747,676,687
- Employer contributions
- $27,133,029
- Participant contributions
- $27,362,797
- Total income / additions
- $167,368,516
- Benefits paid
- $97,719,213
- Administrative expenses
- $751,072
- Total expenses
- $98,777,313
- Net increase / (decrease)
- $68,591,203
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $393,417 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | NONE | $319,430 | $0 |
| Kong,Joy | NONE | $34,485 | not reported in the loaded dataset |
| Qdro Consultants Company, LLC | NONE | $1,200 | not reported in the loaded dataset |