2023 Form 5500 filing — Hunter Roberts Construction Group, LLC 401(K) And Profit Sharing 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 20241007081449NAL0007415139001) for Hunter Roberts Construction Group, LLC 401(K) And Profit Sharing Plan, reported by Hunter Roberts Construction Group, LLC under EIN 20-2303474 and plan number 001. It reports 503 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007081449NAL0007415139001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter Roberts Construction Group, LLC
- EIN
- 20-2303474
- Plan number
- 001
- Location
- New York, NY
- Participants
- 503
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $102,726,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,726,696
- Employer contributions
- $3,669,061
- Participant contributions
- $3,900,108
- Total income / additions
- $25,756,619
- Benefits paid
- $5,946,931
- Administrative expenses
- $162,664
- Total expenses
- $6,109,595
- Net increase / (decrease)
- $19,647,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $60,950 | not reported in the loaded dataset |
| Wbg Advisors LLC | CONSULTANT | $60,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $25,957 | $0 |
| Grassi & Co., Cpas P.C. | ACCOUNTANT/AUDITOR | $15,757 | not reported in the loaded dataset |