H&E EQUIPMENT SERVICES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k plan membership statisitcs for H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-6,319,047 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $21,063,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $20,678,348 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $20,497 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $17,652,888 |
Value of total assets at end of year | 2022-12-31 | $130,201,920 |
Value of total assets at beginning of year | 2022-12-31 | $157,584,094 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $364,282 |
Total interest from all sources | 2022-12-31 | $302,393 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,618,842 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,618,842 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $12,985,069 |
Participant contributions at end of year | 2022-12-31 | $2,583,270 |
Participant contributions at beginning of year | 2022-12-31 | $2,745,756 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $763,343 |
Other income not declared elsewhere | 2022-12-31 | $70,565 |
Administrative expenses (other) incurred | 2022-12-31 | $364,282 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-27,382,174 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $130,201,920 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $157,584,094 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $115,094,164 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $144,827,800 |
Interest on participant loans | 2022-12-31 | $135,887 |
Interest earned on other investments | 2022-12-31 | $166,506 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $12,524,486 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $10,010,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-28,963,735 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,904,476 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $20,678,348 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2022-12-31 | 720464428 |
2021 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $322,929 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $36,999,931 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $30,792,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $30,334,398 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,123 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $18,008,695 |
Value of total assets at end of year | 2021-12-31 | $157,584,094 |
Value of total assets at beginning of year | 2021-12-31 | $151,699,630 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $455,017 |
Total interest from all sources | 2021-12-31 | $395,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,464,801 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,464,801 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $12,461,874 |
Participant contributions at end of year | 2021-12-31 | $2,745,756 |
Participant contributions at beginning of year | 2021-12-31 | $2,792,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,295,887 |
Other income not declared elsewhere | 2021-12-31 | $82,422 |
Administrative expenses (other) incurred | 2021-12-31 | $455,017 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $6,207,393 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $157,584,094 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $151,699,630 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $144,827,800 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $136,240,854 |
Interest on participant loans | 2021-12-31 | $155,415 |
Interest earned on other investments | 2021-12-31 | $239,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $10,010,538 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $12,666,510 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $14,048,675 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,250,934 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $30,334,398 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2021-12-31 | 720464428 |
2020 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $35,707,914 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $15,166,344 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $14,729,196 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $27,330 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,121,547 |
Value of total assets at end of year | 2020-12-31 | $151,699,630 |
Value of total assets at beginning of year | 2020-12-31 | $131,158,060 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $409,818 |
Total interest from all sources | 2020-12-31 | $430,312 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,040,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,040,394 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $11,866,668 |
Participant contributions at end of year | 2020-12-31 | $2,792,266 |
Participant contributions at beginning of year | 2020-12-31 | $3,022,361 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $807,912 |
Other income not declared elsewhere | 2020-12-31 | $168,931 |
Administrative expenses (other) incurred | 2020-12-31 | $409,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $20,541,570 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $151,699,630 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $131,158,060 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $136,240,854 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $118,281,467 |
Interest on participant loans | 2020-12-31 | $177,893 |
Interest earned on other investments | 2020-12-31 | $252,419 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $12,666,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $9,854,232 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $12,946,730 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,446,967 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $14,729,196 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2020-12-31 | 720464428 |
2019 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $35,596,810 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $12,119,459 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $11,794,018 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $15,594 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,458,012 |
Value of total assets at end of year | 2019-12-31 | $131,158,060 |
Value of total assets at beginning of year | 2019-12-31 | $107,680,709 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $309,847 |
Total interest from all sources | 2019-12-31 | $332,553 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,141,259 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,141,259 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $11,781,810 |
Participant contributions at end of year | 2019-12-31 | $3,022,361 |
Participant contributions at beginning of year | 2019-12-31 | $2,924,727 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $1,589,419 |
Other income not declared elsewhere | 2019-12-31 | $32,832 |
Administrative expenses (other) incurred | 2019-12-31 | $309,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $23,477,351 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $131,158,060 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $107,680,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $118,281,467 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $96,368,486 |
Interest on participant loans | 2019-12-31 | $173,716 |
Interest earned on other investments | 2019-12-31 | $158,837 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $9,854,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $8,387,496 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $18,632,154 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $86,783 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $11,794,018 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2019-12-31 | 720464428 |
2018 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $8,498,529 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,483,589 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,313,930 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $1,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,489,134 |
Value of total assets at end of year | 2018-12-31 | $107,680,709 |
Value of total assets at beginning of year | 2018-12-31 | $108,665,769 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $168,560 |
Total interest from all sources | 2018-12-31 | $294,737 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,381,294 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,381,294 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $10,205,530 |
Participant contributions at end of year | 2018-12-31 | $2,924,727 |
Participant contributions at beginning of year | 2018-12-31 | $2,996,348 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,759,888 |
Other income not declared elsewhere | 2018-12-31 | $7,965 |
Administrative expenses (other) incurred | 2018-12-31 | $168,560 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-985,060 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $107,680,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $108,665,769 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $96,368,486 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $98,405,907 |
Interest on participant loans | 2018-12-31 | $156,444 |
Interest earned on other investments | 2018-12-31 | $138,293 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $8,387,496 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $7,263,514 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,674,601 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,523,716 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,313,930 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2018-12-31 | 720464428 |
2017 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $26,283,552 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $13,484,076 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $13,392,651 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,330,853 |
Value of total assets at end of year | 2017-12-31 | $108,665,769 |
Value of total assets at beginning of year | 2017-12-31 | $95,866,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $91,425 |
Total interest from all sources | 2017-12-31 | $425,180 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,742,026 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,742,026 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $9,024,256 |
Participant contributions at end of year | 2017-12-31 | $2,996,348 |
Participant contributions at beginning of year | 2017-12-31 | $2,740,029 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,116,338 |
Other income not declared elsewhere | 2017-12-31 | $99,460 |
Administrative expenses (other) incurred | 2017-12-31 | $91,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $12,799,476 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $108,665,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $95,866,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $98,405,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $82,400,895 |
Interest on participant loans | 2017-12-31 | $136,518 |
Interest earned on other investments | 2017-12-31 | $288,662 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $7,263,514 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $10,725,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $10,686,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,190,259 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $13,392,651 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2017-12-31 | 720464428 |
2016 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $19,268,465 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $8,728,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $8,591,321 |
Value of total corrective distributions | 2016-12-31 | $143 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $11,557,679 |
Value of total assets at end of year | 2016-12-31 | $95,866,293 |
Value of total assets at beginning of year | 2016-12-31 | $85,326,519 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $137,227 |
Total interest from all sources | 2016-12-31 | $115,510 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,179,930 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,179,930 |
Administrative expenses professional fees incurred | 2016-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $8,488,590 |
Participant contributions at end of year | 2016-12-31 | $2,740,029 |
Participant contributions at beginning of year | 2016-12-31 | $2,184,271 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $995,488 |
Other income not declared elsewhere | 2016-12-31 | $222,408 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $10,539,774 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $95,866,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $85,326,519 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $3,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $82,400,895 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $74,400,563 |
Interest on participant loans | 2016-12-31 | $115,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $10,725,369 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $8,741,685 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $6,192,938 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,073,601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $8,591,321 |
Contract administrator fees | 2016-12-31 | $122,227 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2016-12-31 | 720464428 |
2015 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $10,246,479 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,805,295 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $7,695,438 |
Value of total corrective distributions | 2015-12-31 | $1,525 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $11,083,289 |
Value of total assets at end of year | 2015-12-31 | $85,326,519 |
Value of total assets at beginning of year | 2015-12-31 | $82,885,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $108,332 |
Total interest from all sources | 2015-12-31 | $100,672 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $972,835 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $972,835 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $8,070,197 |
Participant contributions at end of year | 2015-12-31 | $2,184,271 |
Participant contributions at beginning of year | 2015-12-31 | $2,068,176 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $905,188 |
Other income not declared elsewhere | 2015-12-31 | $201,693 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $2,441,184 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $85,326,519 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $82,885,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $74,400,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $71,094,793 |
Interest on participant loans | 2015-12-31 | $100,672 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $8,741,685 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $9,722,366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,112,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,107,904 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $7,695,438 |
Contract administrator fees | 2015-12-31 | $108,332 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2015-12-31 | 720464428 |
2014 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $15,459,401 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,651,127 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,560,459 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $9,656,149 |
Value of total assets at end of year | 2014-12-31 | $82,885,335 |
Value of total assets at beginning of year | 2014-12-31 | $75,077,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $90,668 |
Total interest from all sources | 2014-12-31 | $94,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $783,901 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $783,901 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $7,004,102 |
Participant contributions at end of year | 2014-12-31 | $2,068,176 |
Participant contributions at beginning of year | 2014-12-31 | $2,030,819 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $735,515 |
Other income not declared elsewhere | 2014-12-31 | $199,471 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $7,808,274 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $82,885,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $75,077,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $71,094,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $63,991,694 |
Interest on participant loans | 2014-12-31 | $94,555 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $9,722,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $9,054,548 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,725,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,916,532 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,560,459 |
Contract administrator fees | 2014-12-31 | $90,668 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2014-12-31 | 720464428 |
2013 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $20,581,267 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,327,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,256,234 |
Value of total corrective distributions | 2013-12-31 | $6,106 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $8,097,945 |
Value of total assets at end of year | 2013-12-31 | $75,077,061 |
Value of total assets at beginning of year | 2013-12-31 | $60,823,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $65,644 |
Total interest from all sources | 2013-12-31 | $90,443 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $490,087 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $490,087 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $5,854,967 |
Participant contributions at end of year | 2013-12-31 | $2,030,819 |
Participant contributions at beginning of year | 2013-12-31 | $1,757,068 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $567,056 |
Other income not declared elsewhere | 2013-12-31 | $183,942 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $14,253,283 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $75,077,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $60,823,778 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $63,991,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $49,521,824 |
Interest on participant loans | 2013-12-31 | $90,443 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $9,054,548 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $9,544,886 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,718,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,675,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,256,234 |
Contract administrator fees | 2013-12-31 | $65,644 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2013-12-31 | 720464428 |
2012 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $12,760,512 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,087,110 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,029,315 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $1,652 |
Value of total corrective distributions | 2012-12-31 | $679 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,967,728 |
Value of total assets at end of year | 2012-12-31 | $60,823,778 |
Value of total assets at beginning of year | 2012-12-31 | $52,150,376 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $55,464 |
Total interest from all sources | 2012-12-31 | $81,631 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $596,912 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $596,912 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $4,985,438 |
Participant contributions at end of year | 2012-12-31 | $1,757,068 |
Participant contributions at beginning of year | 2012-12-31 | $1,733,102 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $566,214 |
Other income not declared elsewhere | 2012-12-31 | $167,653 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $8,673,402 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $60,823,778 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $52,150,376 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $49,521,824 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $42,057,697 |
Interest on participant loans | 2012-12-31 | $81,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $9,544,886 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $8,359,577 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,946,588 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $1,416,076 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,029,315 |
Contract administrator fees | 2012-12-31 | $55,464 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2012-12-31 | 720464428 |
2011 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $5,839,433 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,019,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,957,507 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $959 |
Value of total corrective distributions | 2011-12-31 | $13,231 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $5,893,949 |
Value of total assets at end of year | 2011-12-31 | $52,150,376 |
Value of total assets at beginning of year | 2011-12-31 | $50,330,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $47,554 |
Total interest from all sources | 2011-12-31 | $85,642 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $476,777 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $476,777 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,546,666 |
Participant contributions at end of year | 2011-12-31 | $1,733,102 |
Participant contributions at beginning of year | 2011-12-31 | $1,594,654 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $161,953 |
Other income not declared elsewhere | 2011-12-31 | $160,057 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $1,820,182 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $52,150,376 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $50,330,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $42,057,697 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $43,051,132 |
Interest on participant loans | 2011-12-31 | $85,642 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $8,359,577 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $5,684,408 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-776,992 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $1,185,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,957,507 |
Contract administrator fees | 2011-12-31 | $47,554 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HAWTHORN, WAYMOUTH, & CARROLL |
Accountancy firm EIN | 2011-12-31 | 720464428 |
2009 : H & E EQUIPMENT SERVICES, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |