Hugg & Hall Equipment 401(K) Profit Sharing Plan — Form 5500 plan (Hugg & Hall Equipment Co.)
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, Hugg & Hall Equipment 401(K) Profit Sharing Plan is a benefit plan reported by Hugg & Hall Equipment Co. under EIN 71-0416379 and plan number 003. The latest loaded filing year is 2023. The filing reports 725 participants and $37,785,522 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hugg & Hall Equipment Co.
- EIN
- 71-0416379
- Plan number
- 003
- Plan type
- 2
- Location
- Little Rock, AR
- Latest filing year
- 2023
- Participants
- 725
- End-of-year plan assets
- $37,785,522
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 725 | H, C | 20240903134534NAL0038906722001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,785,522
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $37,785,522
- Net assets (BOY)
- $29,129,403
Income & contributions
- Employer contributions
- $1,086,041
- Participant contributions
- $3,174,766
- Total contributions
- $4,480,922
- Total income / additions
- $10,237,539
Expenses & distributions
- Benefits paid
- $1,468,270
- Administrative expenses
- $77,236
- Total expenses
- $1,581,420
- Net increase / (decrease)
- $8,656,119
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stephens Group Asset Management LLC | INVESTMENT ADVISOR | $37,461 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $21,063 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $12,289 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | OTHER | $6,423 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hugg & Hall Equipment Co.
- 2023 Form 5500 filing
- Form 5500 filings in AR
- 401(k) and benefit plan filings in Little Rock, AR
- Stephens Group Asset Management LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation