Hunters Run 401k Retirement Plan — Form 5500 plan (Hunters Run Property Owners Association 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, Hunters Run 401k Retirement Plan is a benefit plan reported by Hunters Run Property Owners Association Inc. under EIN 59-1965261 and plan number 001. The latest loaded filing year is 2023. The filing reports 251 participants and $3,414,312 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunters Run Property Owners Association Inc.
- EIN
- 59-1965261
- Plan number
- 001
- Plan type
- 2
- Location
- Boynton Beach, FL
- Latest filing year
- 2023
- Participants
- 251
- End-of-year plan assets
- $3,414,312
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 251 | H, C | 20250218133613NAL0003059057001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,414,312
- Net assets (EOY)
- $3,414,312
- Net assets (BOY)
- $2,634,034
Income & contributions
- Employer contributions
- $105,485
- Participant contributions
- $607,859
- Total contributions
- $743,482
- Total income / additions
- $1,221,739
Expenses & distributions
- Benefits paid
- $402,434
- Administrative expenses
- $39,027
- Total expenses
- $441,461
- Net increase / (decrease)
- $780,278
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wells Fargo Advisors | RIA | $14,567 | $0 | 2023 |
| John Hancock Usa | RECORDKEEPER | $3,687 | $0 | 2023 |