2023 Form 5500 filing — Huber & Associates, Inc. 401(K) 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 20241001134317NAL0003331715001) for Huber & Associates, Inc. 401(K) Plan, reported by Huber & Associates, Inc. under EIN 43-1516109 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$21MReported net assets$21,006,657
Participants135
Provider compensation$45.7K2 Schedule C row(s)$45,656
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241001134317NAL0003331715001
Plan sponsor
Huber & Associates, Inc.
EIN
43-1516109
Plan number
001
Location
Jefferson City, MO
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$21M total assets
Net assets$21MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$2M
Benefits paid / distributions$1.9M
Contributions
Employer$617.2K
Participant$831.2K
Full reported line items
Total assets (EOY)
$21,006,657
Total liabilities (EOY)
$0
Net assets (EOY)
$21,006,657
Employer contributions
$617,227
Participant contributions
$831,177
Total income / additions
$3,808,044
Benefits paid
$1,922,203
Administrative expenses
$45,656
Total expenses
$1,967,859
Net increase / (decrease)
$1,840,185
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $27K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $18.6K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001134317NAL0003331715001 cover?
It is the 2023 Form 5500 filing for Huber & Associates, Inc. 401(K) Plan, reported by Huber & Associates, Inc. (EIN 43-1516109).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages