Plan5500

Mead & Hunt, Inc. 401(K) Savings Plan — Form 5500 plan (Mead & Hunt, 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, Mead & Hunt, Inc. 401(K) Savings Plan is a benefit plan reported by Mead & Hunt, Inc. under EIN 39-0793822 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,610 participants and $236,623,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Mead & Hunt, Inc.
EIN
39-0793822
Plan number
002
Plan type
2
Location
Middleton, WI
Latest filing year
2023
Participants
1,610
End-of-year plan assets
$236,623,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,610H, C20250812122744NAL0007984017001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$236,623,488
Total liabilities (EOY)
$0
Net assets (EOY)
$236,623,488
Net assets (BOY)
$175,910,162

Income & contributions

Employer contributions
$7,289,747
Participant contributions
$13,398,915
Total contributions
$24,678,407
Total income / additions
$75,422,860

Expenses & distributions

Benefits paid
$14,342,336
Administrative expenses
$316,990
Total expenses
$14,709,534
Net increase / (decrease)
$60,713,326

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acec Retirement TrustOTHER$231,337not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$61,030not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$24,623$02023

Related Form 5500 pages