2023 Form 5500 filing — Hunt & Joiner, Inc. Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240715143254NAL0002907954001) for Hunt & Joiner, Inc. Retirement Savings Plan, reported by Hunt & Joiner, Inc. under EIN 75-1056970 and plan number 001. It reports 54 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$5.6MReported net assets$5,551,292
Participants54
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240715143254NAL0002907954001
Plan sponsor
Hunt & Joiner, Inc.
EIN
75-1056970
Plan number
001
Location
Dallas, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$4.2K
Benefits paid / distributions$4K
Contributions
Employer$120.3K
Participant$365.4K
Full reported line items
Total assets (EOY)
$5,551,292
Total liabilities (EOY)
$0
Net assets (EOY)
$5,551,292
Employer contributions
$120,324
Participant contributions
$365,357
Total income / additions
$1,547,972
Benefits paid
$4,012
Administrative expenses
$175
Total expenses
$4,187
Net increase / (decrease)
$1,543,785

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240715143254NAL0002907954001 cover?
It is the 2023 Form 5500 filing for Hunt & Joiner, Inc. Retirement Savings Plan, reported by Hunt & Joiner, Inc. (EIN 75-1056970).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages