A.V. Hunter Trust, Inc. Retirement Plan — Form 5500 plan (A. V. Hunter Trust, Incorporated)
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, A.V. Hunter Trust, Inc. Retirement Plan is a benefit plan reported by A. V. Hunter Trust, Incorporated under EIN 84-0461332 and plan number 001. The latest loaded filing year is 2023. The filing reports 3 participants and $611,053 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A. V. Hunter Trust, Incorporated
- EIN
- 84-0461332
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, CO
- Latest filing year
- 2023
- Participants
- 3
- End-of-year plan assets
- $611,053
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3 | I | 20240822114740NAL0003030787001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $611,053
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $611,053
- Net assets (BOY)
- $436,454
Income & contributions
- Employer contributions
- $126,805
- Participant contributions
- $0
- Total income / additions
- $193,317
Expenses & distributions
- Benefits paid
- $18,693
- Administrative expenses
- $25
- Total expenses
- $18,718
- Net increase / (decrease)
- $174,599
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.