Morris P. Hebert, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Morris P. Hebert, Inc. (EIN 72-0879384) is a plan sponsor located in Houma, LA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
72-0879384
Location
Houma, LA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$17,881,114
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$17,881,114

Contributions & income

Employer contributions
$253,701
Participant contributions
$678,501
Total income / additions
$3,596,744

Expenses & distributions

Benefits paid / distributions
$658,350
Total expenses
$664,756
Net increase / (decrease)
$2,931,988

Coverage

Total reported participants
259
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Morris P. Hebert, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Morris P. Hebert, Inc. 401(K) Retirement Plan001155$17,881,1142023
Morris P. Hebert, Inc. Employee Benefit Plan502104not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Morris P. Hebert, Inc.
YearPlanParticipantsSchedulesFiling
2023Morris P. Hebert, Inc. Employee Benefit Plan10420240723104346NAL0011118913004
2023Morris P. Hebert, Inc. 401(K) Retirement Plan155H, C20240916092618NAL0001896608001

Related Form 5500 pages