2023 Form 5500 filing — Hunt Club 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 20240927151802NAL0001150691001) for Hunt Club 401(K) Plan, reported by Hunt Club, Inc. under EIN 30-1035080 and plan number 002. It reports 163 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927151802NAL0001150691001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt Club, Inc.
- EIN
- 30-1035080
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 163
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,786,488
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,786,488
- Employer contributions
- $281,289
- Participant contributions
- $879,181
- Total income / additions
- $1,667,113
- Benefits paid
- $660,442
- Administrative expenses
- $20,605
- Total expenses
- $681,047
- Net increase / (decrease)
- $986,066
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $14,242 | $0 |
| Merrill Lynch Wealth Management | ADVISOR | $5,664 | not reported in the loaded dataset |