2023 Form 5500 filing — Hunter, Keith Retirement & Savings Plan
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 20240716141211NAL0005668258001) for Hunter, Keith Retirement & Savings Plan, reported by Hunter, Keith Industries, Inc. under EIN 41-1245512 and plan number 004. It reports 130 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716141211NAL0005668258001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Hunter, Keith Industries, Inc.
- EIN
- 41-1245512
- Plan number
- 004
- Location
- Wayzata, MN
- Participants
- 130
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,064,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,064,504
- Employer contributions
- $361,615
- Participant contributions
- $682,608
- Total income / additions
- $3,580,678
- Benefits paid
- $2,471,309
- Administrative expenses
- $13,096
- Total expenses
- $2,484,405
- Net increase / (decrease)
- $1,096,273
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nfp Corporate Services (Mn) Inc | ADVISOR | $14,241 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$1,145 | $0 |