2023 Form 5500 filing — H & M Construction Company, Inc. Employees' Profit Sharing And 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 20241203131316NAL0002921985001) for H & M Construction Company, Inc. Employees' Profit Sharing And Retirement Plan, reported by H & M Construction Company, Inc. under EIN 62-0587864 and plan number 001. It reports 340 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)$27MReported net assets$26,992,168
Participants340
Provider compensation$3.9K4 Schedule C row(s)$3,870
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241203131316NAL0002921985001
- Plan sponsor
- H & M Construction Company, Inc.
- EIN
- 62-0587864
- Plan number
- 001
- Location
- Jackson, TN
- 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)$27M total assets
Net assets$27MLiabilities$0
Full reported line items
- Total assets (EOY)
- $26,992,168
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $26,992,168
- Employer contributions
- $598,114
- Participant contributions
- $1,497,757
- Total income / additions
- $5,325,097
- Benefits paid
- $1,388,180
- Administrative expenses
- $19,495
- Total expenses
- $1,407,675
- Net increase / (decrease)
- $3,917,422
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| T Rowe Price Rps, Inc | RECORDKEEPER | $3,870 | $0 |
| American Funds | NONE | $0 | $0 |
| Cohen & Steers Funds | NONE | $0 | $0 |
| Invesco Funds | NONE | $0 | $0 |