Hunt Real Estate Corporation 401(K) Plan — Form 5500 plan (Hunt Real Estate Corporation)
Plain-English plan 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, Hunt Real Estate Corporation 401(K) Plan is a benefit plan reported by Hunt Real Estate Corporation under EIN 16-0822572 and plan number 001. The latest loaded filing year is 2023. The filing reports 352 participants and $23,215,220 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunt Real Estate Corporation
- EIN
- 16-0822572
- Plan number
- 001
- Plan type
- 2
- Location
- Depew, NY
- Latest filing year
- 2023
- Participants
- 352
- End-of-year plan assets
- $23,215,220
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241009125104NAL0031193712001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,215,220
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $23,215,220
- Net assets (BOY)
- $19,462,459
Income & contributions
- Employer contributions
- $384,159
- Participant contributions
- $1,642,370
- Total contributions
- $2,167,071
- Total income / additions
- $5,576,697
Expenses & distributions
- Benefits paid
- $1,740,481
- Administrative expenses
- $80,112
- Total expenses
- $1,823,936
- Net increase / (decrease)
- $3,752,761
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $44,464 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $35,648 | $0 | 2023 |