Plain-English plan 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, Herc-U-Lift, Inc. Profit Sharing Savings For Retirement Plan is a benefit plan reported by Herc-U-Lift, Inc. under EIN 41-0968548 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $19,949,159 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,949,159
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,949,159
- Net assets (BOY)
- $17,633,903
Income & contributions
- Employer contributions
- $388,258
- Participant contributions
- $1,344,248
- Total contributions
- $1,764,199
- Total income / additions
- $4,571,335
Expenses & distributions
- Benefits paid
- $2,175,869
- Administrative expenses
- $75,235
- Total expenses
- $2,256,079
- Net increase / (decrease)
- $2,315,256