2023 Form 5500 filing — Huntsworth Group, Inc. Usa 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 20241015192020NAL0015308323001) for Huntsworth Group, Inc. Usa 401(K) Plan, reported by Huntsworth Group, Inc. under EIN 13-3313044 and plan number 001. It reports 1,817 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015192020NAL0015308323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Huntsworth Group, Inc.
- EIN
- 13-3313044
- Plan number
- 001
- Location
- Philadelphia, PA
- Participants
- 1,817
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $124,196,517
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $124,196,517
- Employer contributions
- $3,595,161
- Participant contributions
- $10,909,470
- Total income / additions
- $39,733,843
- Benefits paid
- $22,838,776
- Administrative expenses
- $83,459
- Total expenses
- $22,922,694
- Net increase / (decrease)
- $16,811,149
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | INVESTMENT ADVISOR | $85,000 | not reported in the loaded dataset |
| Wipfli Llp | ACCOUNTANT/AUDITOR | $25,500 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$27,041 | $0 |