Plan5500

Huntsworth Group, Inc. Usa 401(K) Plan — Form 5500 plan (Huntsworth Group, 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, Huntsworth Group, Inc. Usa 401(K) Plan is a benefit plan reported by Huntsworth Group, Inc. under EIN 13-3313044 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,817 participants and $124,196,517 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Huntsworth Group, Inc.
EIN
13-3313044
Plan number
001
Plan type
2
Location
Philadelphia, PA
Latest filing year
2023
Participants
1,817
End-of-year plan assets
$124,196,517

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,817H, C20241015192020NAL0015308323001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$124,196,517
Total liabilities (EOY)
$0
Net assets (EOY)
$124,196,517
Net assets (BOY)
$104,060,913

Income & contributions

Employer contributions
$3,595,161
Participant contributions
$10,909,470
Total contributions
$16,226,371
Total income / additions
$39,733,843

Expenses & distributions

Benefits paid
$22,838,776
Administrative expenses
$83,459
Total expenses
$22,922,694
Net increase / (decrease)
$16,811,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Resources Investment Advisors LLCINVESTMENT ADVISOR$85,000not reported in the loaded dataset2023
Wipfli LlpACCOUNTANT/AUDITOR$25,500not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$27,041$02023

Related Form 5500 pages