2023 Form 5500 filing — Hunsaker & Associates Irvine, Inc. 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 20241014191804NAL0027005345001) for Hunsaker & Associates Irvine, Inc. Profit Sharing Plan, reported by Hunsaker & Associates Irvine Inc under EIN 95-3123103 and plan number 001. It reports 238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014191804NAL0027005345001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunsaker & Associates Irvine Inc
- EIN
- 95-3123103
- Plan number
- 001
- Location
- Irvine, CA
- Participants
- 238
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $58,092,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,092,760
- Employer contributions
- $690,753
- Participant contributions
- $2,394,501
- Total income / additions
- $11,527,014
- Benefits paid
- $5,717,054
- Administrative expenses
- $125,860
- Total expenses
- $5,857,617
- Net increase / (decrease)
- $5,669,397
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,208 | $0 |
| Resources Investment Advisors Inc | NONE | $50,620 | not reported in the loaded dataset |
| Wright Ford Young & Co | NONE | $16,500 | not reported in the loaded dataset |