Thomas, Bennett & Hunter, Inc. Employee Profit Sharing Plan — Form 5500 plan (Thomas, Bennett & Hunter, 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, Thomas, Bennett & Hunter, Inc. Employee Profit Sharing Plan is a benefit plan reported by Thomas, Bennett & Hunter, Inc. under EIN 52-0507300 and plan number 001. The latest loaded filing year is 2023. The filing reports 133 participants and $19,857,095 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Thomas, Bennett & Hunter, Inc.
EIN
52-0507300
Plan number
001
Plan type
2
Location
Westminster, MD
Latest filing year
2023
Participants
133
End-of-year plan assets
$19,857,095

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023133H, C20241015112454NAL0016226963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,857,095
Total liabilities (EOY)
$0
Net assets (EOY)
$19,857,095
Net assets (BOY)
$17,526,010

Income & contributions

Employer contributions
$1,780,000
Participant contributions
$0
Total contributions
$1,780,000
Total income / additions
$3,581,117

Expenses & distributions

Benefits paid
$1,186,058
Administrative expenses
$1,741
Total expenses
$1,250,032
Net increase / (decrease)
$2,331,085

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$1,741$02023

Related Form 5500 pages