Hunt Club 401(K) Plan — Form 5500 plan (Hunt Club, Inc.)

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 Club 401(K) Plan is a benefit plan reported by Hunt Club, Inc. under EIN 30-1035080 and plan number 002. The latest loaded filing year is 2023. The filing reports 163 participants and $3,786,488 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt Club, Inc.
EIN
30-1035080
Plan number
002
Plan type
2
Location
Chicago, IL
Latest filing year
2023
Participants
163
End-of-year plan assets
$3,786,488

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023163H, C20240927151802NAL0001150691001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,786,488
Total liabilities (EOY)
$0
Net assets (EOY)
$3,786,488
Net assets (BOY)
$0

Income & contributions

Employer contributions
$281,289
Participant contributions
$879,181
Total contributions
$1,204,282
Total income / additions
$1,667,113

Expenses & distributions

Benefits paid
$660,442
Administrative expenses
$20,605
Total expenses
$681,047
Net increase / (decrease)
$986,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport Group, Inc.RECORDKEEPER$14,242$02023
Merrill Lynch Wealth ManagementADVISOR$5,664not reported in the loaded dataset2023

Related Form 5500 pages