Hunt Midwest Enterprises, Inc. Defined Contribution Plan — Form 5500 plan (Hunt Midwest Enterprises, 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 Midwest Enterprises, Inc. Defined Contribution Plan is a benefit plan reported by Hunt Midwest Enterprises, Inc. under EIN 43-1186641 and plan number 002. The latest loaded filing year is 2023. The filing reports 172 participants and $32,608,882 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hunt Midwest Enterprises, Inc.
EIN
43-1186641
Plan number
002
Plan type
2
Location
Kansas City, MO
Latest filing year
2023
Participants
172
End-of-year plan assets
$32,608,882

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023172H, C20240906134111NAL0000617315001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,608,882
Total liabilities (EOY)
$0
Net assets (EOY)
$32,608,882
Net assets (BOY)
$27,180,004

Income & contributions

Employer contributions
$929,294
Participant contributions
$1,152,667
Total contributions
$2,419,273
Total income / additions
$7,166,253

Expenses & distributions

Benefits paid
$1,642,372
Administrative expenses
$95,003
Total expenses
$1,737,375
Net increase / (decrease)
$5,428,878

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan Stanley GlobalINVESTMENT ADVISORY$58,285$62023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$36,718$02023

Related Form 5500 pages