2023 Form 5500 filing — Hunter Corporation Salary Deferral 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 20241024074712NAL0001497698001) for Hunter Corporation Salary Deferral 401(K) Plan, reported by Hunter Corporation under EIN 56-0487622 and plan number 001. It reports 195 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)$5.4MReported net assets$5,369,737
Participants195
Provider compensation$68.2K3 Schedule C row(s)$68,183
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241024074712NAL0001497698001
- Plan sponsor
- Hunter Corporation
- EIN
- 56-0487622
- Plan number
- 001
- Location
- Hendersonville, NC
- Received date
- not reported in the loaded dataset
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
- Total assets (EOY)
- $5,369,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,369,737
- Employer contributions
- $274,770
- Participant contributions
- $647,430
- Total income / additions
- $1,638,617
- Benefits paid
- $590,030
- Administrative expenses
- $44,871
- Total expenses
- $654,555
- Net increase / (decrease)
- $984,062
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,129 | $0 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $23,312 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $742 | not reported in the loaded dataset |