How many benefit plans does Hunsaker & Associates San Diego, Inc. report on Form 5500?

Hunsaker & Associates San Diego, Inc. (EIN 33-0223312) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Hunsaker & Associates San Diego, Inc.?

The Employer Identification Number (EIN) reported for Hunsaker & Associates San Diego, Inc. is 33-0223312.

What is the latest Form 5500 filing year for Hunsaker & Associates San Diego, Inc.?

The latest loaded Form 5500 filing year for Hunsaker & Associates San Diego, Inc. is 2023.

Hunsaker & Associates San Diego, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Hunsaker & Associates San Diego, Inc. (EIN 33-0223312) is a plan sponsor located in San Diego, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 33-0223312
Location: San Diego, CA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hunsaker & Associates San Diego, Inc.

1 loaded plans hold $12.1M in reported assets.
The largest, Hunsaker & Associates San Diego, Inc. 401(K) Savings Plan, holds 100% of this company's reported plan assets.
Plans cover 68 reported participants.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$12.1MSummed across loaded plans$12,140,029

Total reported assets$12.1M$12,140,029

Total reported participants68

Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$12.1M total assets

Net assets$12.1MLiabilities$0

Contributions & income

Employer contributions$158.9K

Participant contributions$884.1K

Total income / additions$3.1M

Expenses & distributions

Benefits paid / distributions$2M

Total expenses$2M

Net increase / (decrease)$1.1M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Hunsaker & Associates San Diego, Inc. 401(K) Savings Plan

Participants per plan68Average across loaded plans

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Hunsaker & Associates San Diego, Inc. 401(K) Savings Plan$12.1M
Plan #001 · 68 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hunsaker & Associates San Diego, Inc.. Open one for its full reported snapshot.

2023
Hunsaker & Associates San Diego, Inc. 401(K) Savings Plan68 participants · 2Sch I
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hunsaker & Associates San Diego, Inc. report on Form 5500?: Hunsaker & Associates San Diego, Inc. (EIN 33-0223312) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hunsaker & Associates San Diego, Inc.?: The Employer Identification Number (EIN) reported for Hunsaker & Associates San Diego, Inc. is 33-0223312.
What is the latest Form 5500 filing year for Hunsaker & Associates San Diego, Inc.?: The latest loaded Form 5500 filing year for Hunsaker & Associates San Diego, Inc. is 2023.