Kessinger-Hunter Management Company, Inc. 401(K) Plan — Form 5500 plan (Kessinger-Hunter Management Company, 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, Kessinger-Hunter Management Company, Inc. 401(K) Plan is a benefit plan reported by Kessinger-Hunter Management Company, Inc. under EIN 43-1582144 and plan number 001. The latest loaded filing year is 2023. The filing reports 156 participants and $9,743,813 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$9.7MPlan net assets, end of year$9,743,813
Participants156Covered participants reported
Assets / participant$62.5KComputed: assets ÷ participants$62,460 (computed)
Provider compensation$62.6K4 Schedule C provider row(s)$62,635
Plan sponsor
Kessinger-Hunter Management Company, Inc.
EIN
43-1582144
Plan number
001
Plan type
2
Location
Kansas City, MO
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023156H, C20240729081942NAL0012325587001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$9.7M total assets
Net assets$9.7MLiabilities$0
Money in vs. money out
Total income / additions$2M
Total expenses$703.2K
Benefits paid / distributions$662.7K
Contributions
Employer$223.2K
Participant$576.3K
Full reported line items

Net assets

Total assets (EOY)
$9,743,813
Total liabilities (EOY)
$0
Net assets (EOY)
$9,743,813
Net assets (BOY)
$8,457,353

Income & contributions

Employer contributions
$223,229
Participant contributions
$576,308
Total contributions
$799,537
Total income / additions
$1,989,621

Expenses & distributions

Benefits paid
$662,700
Administrative expenses
$58,343
Total expenses
$703,161
Net increase / (decrease)
$1,286,460
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 28%Participant 72%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income33%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$35,647$02023
Prime Capital Investment Advs LLCINVESTMENT ADVISOR$17,875not reported in the loaded dataset2023
Ascensus Holdings Inc DbaCONTRACT ADMIN$4,821not reported in the loaded dataset2023
Ascensus IncOTHER$0$4,2922023

Related Form 5500 pages