Plan5500

Hunt Bros., Inc. Retirement Plan — Form 5500 plan (Hunt Bros., 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, Hunt Bros., Inc. Retirement Plan is a benefit plan reported by Hunt Bros., Inc. under EIN 59-0300630 and plan number 001. The latest loaded filing year is 2023. The filing reports 180 participants and $4,041,304 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt Bros., Inc.
EIN
59-0300630
Plan number
001
Plan type
2
Location
Lake Wales, FL
Latest filing year
2023
Participants
180
End-of-year plan assets
$4,041,304

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20250110144221NAL0023328656001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,041,304
Total liabilities (EOY)
$0
Net assets (EOY)
$4,041,304
Net assets (BOY)
$3,798,673

Income & contributions

Employer contributions
$0
Participant contributions
$0
Total contributions
$0
Total income / additions
$492,555

Expenses & distributions

Benefits paid
$200,078
Administrative expenses
$49,846
Total expenses
$249,924
Net increase / (decrease)
$242,631

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Kestra Investment Services, Inc.INVESTMENT ADVISOR$46,586not reported in the loaded dataset2023

Related Form 5500 pages