2023 Form 5500 filing — The Hunter Savings Investment 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 20240716133204NAL0004527728001) for The Hunter Savings Investment Plan, reported by Hunter Industries Incorporated under EIN 33-0592522 and plan number 001. It reports 1,591 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240716133204NAL0004527728001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter Industries Incorporated
- EIN
- 33-0592522
- Plan number
- 001
- Location
- San Marcos, CA
- Participants
- 1,591
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $195,289,574
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $195,289,574
- Employer contributions
- $3,951,850
- Participant contributions
- $8,693,202
- Total income / additions
- $43,546,950
- Benefits paid
- $14,309,632
- Administrative expenses
- $275,561
- Total expenses
- $14,616,243
- Net increase / (decrease)
- $28,930,707
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $94,044 | $0 |
| Empower Advisory Group, LLC | NONE | $93,780 | not reported in the loaded dataset |
| Mma Securities LLC | NONE | $86,536 | not reported in the loaded dataset |