2023 Form 5500 filing — Tax Sheltered Annuity Plan For Employees Of Silverstone By Hunt

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 20251007095644NAL0002363011001) for Tax Sheltered Annuity Plan For Employees Of Silverstone By Hunt, reported by Silverstone By Hunt under EIN 02-0518617 and plan number 002. It reports 193 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)$5.7MReported net assets$5,719,257
Participants193
Provider compensation$25.1K2 Schedule C row(s)$25,106
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20251007095644NAL0002363011001
Plan sponsor
Silverstone By Hunt
EIN
02-0518617
Plan number
002
Location
Nashua, NH
Received date
not reported in the loaded dataset
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)$5.7M total assets
Net assets$5.7MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$1.8M
Benefits paid / distributions$1.7M
Contributions
Employer$79.4K
Participant$319.4K
Full reported line items
Total assets (EOY)
$5,719,257
Total liabilities (EOY)
$0
Net assets (EOY)
$5,719,257
Employer contributions
$79,414
Participant contributions
$319,385
Total income / additions
$1,131,513
Benefits paid
$1,725,771
Administrative expenses
$25,107
Total expenses
$1,750,878
Net increase / (decrease)
-$619,365

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Unified Trust Company, N.A.NONE$24,211$0
Variable Annuity Life Insurance Co.ADVISOR$895$0

Related Form 5500 pages