2023 Form 5500 filing — H&E Equipment Services, Inc. 401k Profit Sharing
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010092042NAL0009847907001) for H&E Equipment Services, Inc. 401k Profit Sharing, reported by H&E Equipment Services, Inc. under EIN 81-0553291 and plan number 001. It reports 3,309 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010092042NAL0009847907001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- H&E Equipment Services, Inc.
- EIN
- 81-0553291
- Plan number
- 001
- Location
- Baton Rouge, LA
- Participants
- 3,309
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $154,776,428
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $154,776,428
- Employer contributions
- $4,634,826
- Participant contributions
- $14,849,240
- Total income / additions
- $42,776,008
- Benefits paid
- $17,853,940
- Administrative expenses
- $368,318
- Total expenses
- $18,222,611
- Net increase / (decrease)
- $24,553,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Insurance & Annuity | SERVICE PROVIDER | $288,237 | $0 |
| Mbg Retirement Inc. | SERVICE PROVIDER | $77,594 | not reported in the loaded dataset |