Limited Energy 401(K) Field Plan — Form 5500 plan (Hunt Electric Corporation)

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, Limited Energy 401(K) Field Plan is a benefit plan reported by Hunt Electric Corporation under EIN 41-0888550 and plan number 002. The latest loaded filing year is 2023. The filing reports 122 participants and $10,174,841 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt Electric Corporation
EIN
41-0888550
Plan number
002
Plan type
2
Location
Bloomington, MN
Latest filing year
2023
Participants
122
End-of-year plan assets
$10,174,841

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023122H, C20240719131600NAL0004411347001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,174,841
Total liabilities (EOY)
$0
Net assets (EOY)
$10,174,841
Net assets (BOY)
$8,666,179

Income & contributions

Employer contributions
$904,185
Participant contributions
$437,682
Total contributions
$1,341,867
Total income / additions
$2,633,135

Expenses & distributions

Benefits paid
$85,934
Administrative expenses
$58,151
Total expenses
$158,293
Net increase / (decrease)
$2,474,842

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cota Street Investment ManagementINVESTMENT MGMT$24,558not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$18,721$02023
Larson Allen LlpOTHER$10,080not reported in the loaded dataset2023
Pensionmark Financial Group LLCINVESTMENT ADVISOR$5,465not reported in the loaded dataset2023

Related Form 5500 pages