The 401(K) Retirement Plan Of Heidelberg Materials Us — Form 5500 plan (Hm Us Services, LLC)
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, The 401(K) Retirement Plan Of Heidelberg Materials Us is a benefit plan reported by Hm Us Services, LLC under EIN 81-4086708 and plan number 016. The latest loaded filing year is 2023. The filing reports 6,517 participants and $747,676,687 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$747.7MPlan net assets, end of year$747,676,687
Participants6.5KCovered participants reported6,517
Assets / participant$114.7KComputed: assets ÷ participants$114,727 (computed)
Provider compensation$748.5K4 Schedule C provider row(s)$748,532
- Plan sponsor
- Hm Us Services, LLC
- EIN
- 81-4086708
- Plan number
- 016
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,517 | H, C | 20241015152215NAL0030148385001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$747.7M total assets
Net assets$747.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $747,676,687
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $747,676,687
- Net assets (BOY)
- $659,967,719
Income & contributions
- Employer contributions
- $27,133,029
- Participant contributions
- $27,362,797
- Total contributions
- $57,268,281
- Total income / additions
- $167,368,516
Expenses & distributions
- Benefits paid
- $97,719,213
- Administrative expenses
- $751,072
- Total expenses
- $98,777,313
- Net increase / (decrease)
- $68,591,203
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $393,417 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | NONE | $319,430 | $0 | 2023 |
| Kong,Joy | NONE | $34,485 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | NONE | $1,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hm Us Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Kong,Joy — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation