The Hunter Savings Investment Plan — Form 5500 plan (Hunter Industries Incorporated)
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, The Hunter Savings Investment Plan is a benefit plan reported by Hunter Industries Incorporated under EIN 33-0592522 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,591 participants and $195,289,574 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter Industries Incorporated
- EIN
- 33-0592522
- Plan number
- 001
- Plan type
- 2
- Location
- San Marcos, CA
- Latest filing year
- 2023
- Participants
- 1,591
- End-of-year plan assets
- $195,289,574
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,591 | H, C | 20240716133204NAL0004527728001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $195,289,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,289,574
- Net assets (BOY)
- $166,358,867
Income & contributions
- Employer contributions
- $3,951,850
- Participant contributions
- $8,693,202
- Total contributions
- $13,405,675
- Total income / additions
- $43,546,950
Expenses & distributions
- Benefits paid
- $14,309,632
- Administrative expenses
- $275,561
- Total expenses
- $14,616,243
- Net increase / (decrease)
- $28,930,707
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $94,044 | $0 | 2023 |
| Empower Advisory Group, LLC | NONE | $93,780 | not reported in the loaded dataset | 2023 |
| Mma Securities LLC | NONE | $86,536 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter Industries Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Marcos, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Mma Securities LLC — Schedule C compensation