Huseby 401k Plan — Form 5500 plan (Huseby, 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, Huseby 401k Plan is a benefit plan reported by Huseby, LLC under EIN 31-1763752 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $5,838,610 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Huseby, LLC
EIN
31-1763752
Plan number
001
Plan type
2
Location
Charlotte, NC
Latest filing year
2023
Participants
156
End-of-year plan assets
$5,838,610

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20241011111911NAL0043462338001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,838,610
Total liabilities (EOY)
$0
Net assets (EOY)
$5,838,610
Net assets (BOY)
$4,178,208

Income & contributions

Employer contributions
$299,474
Participant contributions
$886,757
Total contributions
$1,263,558
Total income / additions
$2,083,801

Expenses & distributions

Benefits paid
$365,019
Administrative expenses
$42,953
Total expenses
$423,399
Net increase / (decrease)
$1,660,402

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$40,190$02023
Centaurus Financial, Inc.OTHER SERVICES$0$15,8232023
Pentegra Services IncCONTRACT ADMINISTRATOR$2,790$1,9782023

Related Form 5500 pages