Plan5500

H&E Equipment Services, Inc. 401k Profit Sharing — Form 5500 plan (H&E Equipment Services, Inc.)

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, H&E Equipment Services, Inc. 401k Profit Sharing is a benefit plan reported by H&E Equipment Services, Inc. under EIN 81-0553291 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,309 participants and $154,776,428 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H&E Equipment Services, Inc.
EIN
81-0553291
Plan number
001
Plan type
2
Location
Baton Rouge, LA
Latest filing year
2023
Participants
3,309
End-of-year plan assets
$154,776,428

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,309H, C20241010092042NAL0009847907001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$154,776,428
Total liabilities (EOY)
$0
Net assets (EOY)
$154,776,428
Net assets (BOY)
$130,201,920

Income & contributions

Employer contributions
$4,634,826
Participant contributions
$14,849,240
Total contributions
$21,457,926
Total income / additions
$42,776,008

Expenses & distributions

Benefits paid
$17,853,940
Administrative expenses
$368,318
Total expenses
$18,222,611
Net increase / (decrease)
$24,553,397

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$288,237$02023
Mbg Retirement Inc.SERVICE PROVIDER$77,594not reported in the loaded dataset2023

Related Form 5500 pages