Hunter Corporation Salary Deferral 401(K) Plan — Form 5500 plan (Hunter 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, Hunter Corporation Salary Deferral 401(K) Plan is a benefit plan reported by Hunter Corporation under EIN 56-0487622 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $5,369,737 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter Corporation
- EIN
- 56-0487622
- Plan number
- 001
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
- Participants
- 195
- End-of-year plan assets
- $5,369,737
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241024074712NAL0001497698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,369,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,369,737
- Net assets (BOY)
- $4,385,675
Income & contributions
- Employer contributions
- $274,770
- Participant contributions
- $647,430
- Total contributions
- $931,335
- Total income / additions
- $1,638,617
Expenses & distributions
- Benefits paid
- $590,030
- Administrative expenses
- $44,871
- Total expenses
- $654,555
- Net increase / (decrease)
- $984,062
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,129 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $23,312 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hendersonville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation