2023 Form 5500 filing — Hunter Fan Company Retirement Savings 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 20241015093224NAL0014318627001) for Hunter Fan Company Retirement Savings Plan, reported by Hunter Fan Company under EIN 62-1218702 and plan number 003. It reports 325 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)$27.6MReported net assets$27,643,055
Participants325
Provider compensation$39.5K2 Schedule C row(s)$39,486
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241015093224NAL0014318627001
Plan sponsor
Hunter Fan Company
EIN
62-1218702
Plan number
003
Location
Memphis, TN
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)$27.6M total assets
Net assets$27.6MLiabilities$0
Money in vs. money out
Total income / additions$6.1M
Total expenses$2.4M
Benefits paid / distributions$2.3M
Contributions
Employer$622.9K
Participant$1.5M
Full reported line items
Total assets (EOY)
$27,643,055
Total liabilities (EOY)
$0
Net assets (EOY)
$27,643,055
Employer contributions
$622,878
Participant contributions
$1,516,542
Total income / additions
$6,149,624
Benefits paid
$2,334,993
Administrative expenses
$39,486
Total expenses
$2,374,479
Net increase / (decrease)
$3,775,145
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $40.8K
  2. 2
    RECORDKEEPER · Direct -$1.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015093224NAL0014318627001 cover?
It is the 2023 Form 5500 filing for Hunter Fan Company Retirement Savings Plan, reported by Hunter Fan Company (EIN 62-1218702).
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