2023 Form 5500 filing — Hunt Consolidated, Inc. Fidelity Thrift 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 20240911094914NAL0004156291001) for Hunt Consolidated, Inc. Fidelity Thrift Plan, reported by Hunt Consolidated, Inc. under EIN 75-1727234 and plan number 002. It reports 1,215 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)$376.2MReported net assets$376,212,847
Participants1.2K1,215
Provider compensation$283.6K2 Schedule C row(s)$283,623
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911094914NAL0004156291001
Plan sponsor
Hunt Consolidated, Inc.
EIN
75-1727234
Plan number
002
Location
Dallas, TX
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)$376.2M total assets
Net assets$376.2MLiabilities$0
Money in vs. money out
Total income / additions$94.9M
Total expenses$23.9M
Benefits paid / distributions$23.1M
Contributions
Employer$17.2M
Participant$11.9M
Full reported line items
Total assets (EOY)
$376,212,847
Total liabilities (EOY)
$0
Net assets (EOY)
$376,212,847
Employer contributions
$17,234,910
Participant contributions
$11,924,691
Total income / additions
$94,869,657
Benefits paid
$23,138,625
Administrative expenses
$283,623
Total expenses
$23,940,366
Net increase / (decrease)
$70,929,291
Schedule C

Reported service provider compensation

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

  1. 1
    ADVISOR · Direct $226.7K
  2. 2
    RECORDKEEPER · Direct $56.9K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911094914NAL0004156291001 cover?
It is the 2023 Form 5500 filing for Hunt Consolidated, Inc. Fidelity Thrift Plan, reported by Hunt Consolidated, Inc. (EIN 75-1727234).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages