Hunter Business School Inc. 401(K) Plan — Form 5500 plan (Hunter Business School Inc.)
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, Hunter Business School Inc. 401(K) Plan is a benefit plan reported by Hunter Business School Inc. under EIN 11-2555672 and plan number 001. The latest loaded filing year is 2023. The filing reports 159 participants and $3,318,971 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter Business School Inc.
- EIN
- 11-2555672
- Plan number
- 001
- Plan type
- 2
- Location
- Levittown, NY
- Latest filing year
- 2023
- Participants
- 159
- End-of-year plan assets
- $3,318,971
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 159 | H, C | 20241015132752NAL0014718019001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,318,971
- Total liabilities (EOY)
- $22,209
- Net assets (EOY)
- $3,296,762
- Net assets (BOY)
- $3,680,862
Income & contributions
- Employer contributions
- $69,728
- Participant contributions
- $260,997
- Total contributions
- $414,779
- Total income / additions
- $1,062,716
Expenses & distributions
- Benefits paid
- $1,413,693
- Administrative expenses
- $17,762
- Total expenses
- $1,446,816
- Net increase / (decrease)
- -$384,100
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Stone Hill Fiduciary Management LLC | INVESTMENT ADVISOR | $7,761 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,182 | $0 | 2023 |