H&E Sod Nursery, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (H&E Sod Nursery, 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 Sod Nursery, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by H&E Sod Nursery, Inc. under EIN 36-2301943 and plan number 002. The latest loaded filing year is 2023. The filing reports 23 participants and $1,285,348 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.3MPlan net assets, end of year$1,285,348
Participants23Covered participants reported
Assets / participant$55.9KComputed: assets ÷ participants$55,885 (computed)
Provider compensationNone reported
Plan sponsor
H&E Sod Nursery, Inc.
EIN
36-2301943
Plan number
002
Plan type
2
Location
Momence, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202323I20241014162333NAL0027849313001
Schedule I · 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)$1.3M total assets
Net assets$1.3MLiabilities$0
Money in vs. money out
Total income / additions$303.9K
Total expenses$543.9K
Benefits paid / distributions$543.7K
Contributions
Employer$40K
Participant$60.4K
Full reported line items

Net assets

Total assets (EOY)
$1,285,348
Total liabilities (EOY)
$0
Net assets (EOY)
$1,285,348
Net assets (BOY)
$1,525,363

Income & contributions

Employer contributions
$40,035
Participant contributions
$60,401
Total income / additions
$303,867

Expenses & distributions

Benefits paid
$543,713
Administrative expenses
$169
Total expenses
$543,882
Net increase / (decrease)
-$240,015
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 40%Participant 60%
Total expenses ÷ net assets42%Computed ratio
Benefits paid ÷ total income179%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages