2023 Form 5500 filing — Kendall Hunt Retirement 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 20250613084322NAL0015555843001) for Kendall Hunt Retirement Plan, reported by Kendall Hunt Publishing Company under EIN 42-1426616 and plan number 001. It reports 990 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)$77.1MReported net assets$77,144,597
Participants990
Provider compensation$130.8K2 Schedule C row(s)$130,807
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250613084322NAL0015555843001
- Plan sponsor
- Kendall Hunt Publishing Company
- EIN
- 42-1426616
- Plan number
- 001
- Location
- Dubuque, IA
- 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)$77.1M total assets
Net assets$77.1MLiabilities$0
Full reported line items
- Total assets (EOY)
- $77,144,597
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,144,597
- Employer contributions
- $2,620,669
- Participant contributions
- $2,264,866
- Total income / additions
- $16,533,576
- Benefits paid
- $5,378,215
- Administrative expenses
- $130,807
- Total expenses
- $5,509,022
- Net increase / (decrease)
- $11,024,554
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dubuque Bank & Trust Company | RECORDKEEPER | $130,783 | $0 |
| July Business Services LLC | CONTRACT ADMINISTRATOR | $24 | not reported in the loaded dataset |