2023 Form 5500 filing — Hunt Midwest Enterprises, Inc. Defined Contribution 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 20240906134111NAL0000617315001) for Hunt Midwest Enterprises, Inc. Defined Contribution Plan, reported by Hunt Midwest Enterprises, Inc. under EIN 43-1186641 and plan number 002. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240906134111NAL0000617315001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt Midwest Enterprises, Inc.
- EIN
- 43-1186641
- Plan number
- 002
- Location
- Kansas City, MO
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,608,882
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,608,882
- Employer contributions
- $929,294
- Participant contributions
- $1,152,667
- Total income / additions
- $7,166,253
- Benefits paid
- $1,642,372
- Administrative expenses
- $95,003
- Total expenses
- $1,737,375
- Net increase / (decrease)
- $5,428,878
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Global | INVESTMENT ADVISORY | $58,285 | $6 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $36,718 | $0 |