2023 Form 5500 filing — Hunt Bros., Inc. Retirement 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 20250110144221NAL0023328656001) for Hunt Bros., Inc. Retirement Plan, reported by Hunt Bros., Inc. under EIN 59-0300630 and plan number 001. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250110144221NAL0023328656001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunt Bros., Inc.
- EIN
- 59-0300630
- Plan number
- 001
- Location
- Lake Wales, FL
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,041,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,041,304
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $492,555
- Benefits paid
- $200,078
- Administrative expenses
- $49,846
- Total expenses
- $249,924
- Net increase / (decrease)
- $242,631
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kestra Investment Services, Inc. | INVESTMENT ADVISOR | $46,586 | not reported in the loaded dataset |