2023 Form 5500 filing — Kessinger-Hunter Management Company, Inc. 401(K) 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 20240729081942NAL0012325587001) for Kessinger-Hunter Management Company, Inc. 401(K) Plan, reported by Kessinger-Hunter Management Company, Inc. under EIN 43-1582144 and plan number 001. It reports 156 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$9.7MReported net assets$9,743,813
Participants156
Provider compensation$62.6K4 Schedule C row(s)$62,635
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240729081942NAL0012325587001
Plan sponsor
Kessinger-Hunter Management Company, Inc.
EIN
43-1582144
Plan number
001
Location
Kansas City, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$703.2K
Benefits paid / distributions$662.7K
Contributions
Employer$223.2K
Participant$576.3K
Full reported line items
Total assets (EOY)
$9,743,813
Total liabilities (EOY)
$0
Net assets (EOY)
$9,743,813
Employer contributions
$223,229
Participant contributions
$576,308
Total income / additions
$1,989,621
Benefits paid
$662,700
Administrative expenses
$58,343
Total expenses
$703,161
Net increase / (decrease)
$1,286,460
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $35.6K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $17.9K
  3. 3
    CONTRACT ADMIN · Direct $4.8K
  4. 4
    OTHER · Direct $0 · Indirect $4.3K

Related Form 5500 pages