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, Hunter, Keith Retirement & Savings Plan is a benefit plan reported by Hunter, Keith Industries, Inc. under EIN 41-1245512 and plan number 004. The latest loaded filing year is 2023. The filing reports 130 participants and $15,064,504 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,064,504
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,064,504
- Net assets (BOY)
- $13,968,231
Income & contributions
- Employer contributions
- $361,615
- Participant contributions
- $682,608
- Total contributions
- $1,047,628
- Total income / additions
- $3,580,678
Expenses & distributions
- Benefits paid
- $2,471,309
- Administrative expenses
- $13,096
- Total expenses
- $2,484,405
- Net increase / (decrease)
- $1,096,273