Hunt Companies Business Services, LLC 401k Plan — Form 5500 plan (Hunt Companies Business Services, LLC)

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, Hunt Companies Business Services, LLC 401k Plan is a benefit plan reported by Hunt Companies Business Services, LLC under EIN 20-5911113 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,804 participants and $173,450,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt Companies Business Services, LLC
EIN
20-5911113
Plan number
001
Plan type
3
Location
El Paso, TX
Latest filing year
2023
Participants
2,804
End-of-year plan assets
$173,450,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,804H, C20241011132807NAL0021938241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$173,450,841
Total liabilities (EOY)
$1
Net assets (EOY)
$173,450,840
Net assets (BOY)
$138,446,810

Income & contributions

Employer contributions
$8,754,231
Participant contributions
$13,000,007
Total contributions
$22,427,037
Total income / additions
$50,585,067

Expenses & distributions

Benefits paid
$15,585,379
Administrative expenses
-$6,319
Total expenses
$15,581,037
Net increase / (decrease)
$35,004,030

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$72,132not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER-$78,352$02023

Related Form 5500 pages