2023 Form 5500 filing — Hunter Business School 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 20241015132752NAL0014718019001) for Hunter Business School Inc. 401(K) Plan, reported by Hunter Business School Inc. under EIN 11-2555672 and plan number 001. It reports 159 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015132752NAL0014718019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hunter Business School Inc.
- EIN
- 11-2555672
- Plan number
- 001
- Location
- Levittown, NY
- Participants
- 159
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,318,971
- Total liabilities (EOY)
- $22,209
- Net assets (EOY)
- $3,296,762
- Employer contributions
- $69,728
- Participant contributions
- $260,997
- Total income / additions
- $1,062,716
- Benefits paid
- $1,413,693
- Administrative expenses
- $17,762
- Total expenses
- $1,446,816
- Net increase / (decrease)
- -$384,100
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stone Hill Fiduciary Management LLC | INVESTMENT ADVISOR | $7,761 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,182 | $0 |