Tax Sheltered Annuity Plan For Employees Of Silverstone By Hunt — Form 5500 plan (Silverstone By Hunt)
Plain-English plan 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, Tax Sheltered Annuity Plan For Employees Of Silverstone By Hunt is a benefit plan reported by Silverstone By Hunt under EIN 02-0518617 and plan number 002. The latest loaded filing year is 2023. The filing reports 193 participants and $5,719,257 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.7MPlan net assets, end of year$5,719,257
Participants193Covered participants reported
Assets / participant$29.6KComputed: assets ÷ participants$29,633 (computed)
Provider compensation$25.1K2 Schedule C provider row(s)$25,106
- Plan sponsor
- Silverstone By Hunt
- EIN
- 02-0518617
- Plan number
- 002
- Plan type
- 2
- Location
- Nashua, NH
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 193 | H, C | 20251007095644NAL0002363011001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.7M total assets
Net assets$5.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,719,257
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,719,257
- Net assets (BOY)
- $6,338,622
Income & contributions
- Employer contributions
- $79,414
- Participant contributions
- $319,385
- Total contributions
- $398,799
- Total income / additions
- $1,131,513
Expenses & distributions
- Benefits paid
- $1,725,771
- Administrative expenses
- $25,107
- Total expenses
- $1,750,878
- Net increase / (decrease)
- -$619,365
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
20%80%
Employer 20%Participant 80%
Total expenses ÷ net assets31%Computed ratio
Benefits paid ÷ total income153%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unified Trust Company, N.A. | NONE | $24,211 | $0 | 2023 |
| Variable Annuity Life Insurance Co. | ADVISOR | $895 | $0 | 2023 |