2023 Form 5500 filing — Hunter-Davisson, Inc. 401(K) Trust
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 20240711191648NAL0027106352001) for Hunter-Davisson, Inc. 401(K) Trust, reported by Hunter-Davisson, Inc. under EIN 93-0549473 and plan number 002. It reports 152 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711191648NAL0027106352001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter-Davisson, Inc.
- EIN
- 93-0549473
- Plan number
- 002
- Location
- Portland, OR
- Participants
- 152
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,749,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,749,977
- Employer contributions
- $273,889
- Participant contributions
- $1,080,439
- Total income / additions
- $3,713,101
- Benefits paid
- $1,591,342
- Administrative expenses
- $41,522
- Total expenses
- $1,632,864
- Net increase / (decrease)
- $2,080,237
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Martel Wealth Advisors | NONE | $23,689 | not reported in the loaded dataset |
| Stanccorp Financial Group | NONE | $17,833 | $1,159 |