Hntb Retirement And Savings Plan — Form 5500 plan (Hntb Holdings Ltd.)
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, Hntb Retirement And Savings Plan is a benefit plan reported by Hntb Holdings Ltd. under EIN 56-2422024 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,873 participants and $542,719,946 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hntb Holdings Ltd.
- EIN
- 56-2422024
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 6,873
- End-of-year plan assets
- $542,719,946
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,873 | H, C | 20241003114018NAL0010488449001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $542,719,946
- Net assets (EOY)
- $542,719,946
- Net assets (BOY)
- $450,149,424
Income & contributions
- Employer contributions
- $10,062
- Participant contributions
- $47,556,916
- Total contributions
- $77,161,184
- Total income / additions
- $148,212,088
Expenses & distributions
- Benefits paid
- $33,456,986
- Administrative expenses
- $982,602
- Total expenses
- $34,465,073
- Net increase / (decrease)
- $113,747,015
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Schwab Retirement Plan Services Inc | NONE | $475,830 | not reported in the loaded dataset | 2023 |
| Morningstar Inc | NONE | $215,641 | not reported in the loaded dataset | 2023 |
| Creative Planning Holdco LLC | NONE | $206,076 | not reported in the loaded dataset | 2023 |
| Fas Wealth Partners Inc | NONE | $22,271 | not reported in the loaded dataset | 2023 |
| Optima Capital Management LLC | NONE | $17,991 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | NONE | $10,995 | not reported in the loaded dataset | 2023 |
| Moneta Group Investment Adviso | NONE | $6,300 | not reported in the loaded dataset | 2023 |
| Kwmg LLC | NONE | $5,045 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | NONE | $2,136 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hntb Holdings Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Schwab Retirement Plan Services Inc — Schedule C compensation
- Morningstar Inc — Schedule C compensation
- Creative Planning Holdco LLC — Schedule C compensation
- Fas Wealth Partners Inc — Schedule C compensation
- Optima Capital Management LLC — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Moneta Group Investment Adviso — Schedule C compensation
- Kwmg LLC — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation