Plan5500

H&M Employee Stock Ownership Plan — Form 5500 plan (H&M Fashion Usa, 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&M Employee Stock Ownership Plan is a benefit plan reported by H&M Fashion Usa, Inc. under EIN 93-1778981 and plan number 003. The latest loaded filing year is 2023. The filing reports 9,580 participants and $4,424,640 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
H&M Fashion Usa, Inc.
EIN
93-1778981
Plan number
003
Plan type
2
Location
Secaucus, NJ
Latest filing year
2023
Participants
9,580
End-of-year plan assets
$4,424,640

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,580H, C20250226155107NAL0001128097001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,424,640
Total liabilities (EOY)
$0
Net assets (EOY)
$4,424,640
Net assets (BOY)
$3,403,317

Income & contributions

Employer contributions
$1,035,040
Total contributions
$1,035,040
Total income / additions
$2,005,731

Expenses & distributions

Benefits paid
$683,934
Administrative expenses
$300,474
Total expenses
$984,408
Net increase / (decrease)
$1,021,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$238,551$02023
Greatbanc Trust CompanyTRUSTEE$44,895not reported in the loaded dataset2023
Bdo Usa LlpAUDITOR$15,750not reported in the loaded dataset2023

Related Form 5500 pages