Hunter Roberts Construction Group, LLC 401(K) And Profit Sharing Plan — Form 5500 plan (Hunter Roberts Construction Group, LLC)
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, Hunter Roberts Construction Group, LLC 401(K) And Profit Sharing Plan is a benefit plan reported by Hunter Roberts Construction Group, LLC under EIN 20-2303474 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $102,726,696 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter Roberts Construction Group, LLC
- EIN
- 20-2303474
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $102,726,696
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20241007081449NAL0007415139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,726,696
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $102,726,696
- Net assets (BOY)
- $83,079,672
Income & contributions
- Employer contributions
- $3,669,061
- Participant contributions
- $3,900,108
- Total contributions
- $7,801,898
- Total income / additions
- $25,756,619
Expenses & distributions
- Benefits paid
- $5,946,931
- Administrative expenses
- $162,664
- Total expenses
- $6,109,595
- Net increase / (decrease)
- $19,647,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $60,950 | not reported in the loaded dataset | 2023 |
| Wbg Advisors LLC | CONSULTANT | $60,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $25,957 | $0 | 2023 |
| Grassi & Co., Cpas P.C. | ACCOUNTANT/AUDITOR | $15,757 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter Roberts Construction Group, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Strategic Advisors, Inc. — Schedule C compensation
- Wbg Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Grassi & Co., Cpas P.C. — Schedule C compensation