Hunter Corporation Salary Deferral 401(K) Plan — Form 5500 plan (Hunter Corporation)
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, Hunter Corporation Salary Deferral 401(K) Plan is a benefit plan reported by Hunter Corporation under EIN 56-0487622 and plan number 001. The latest loaded filing year is 2023. The filing reports 195 participants and $5,369,737 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.4MPlan net assets, end of year$5,369,737
Participants195Covered participants reported
Assets / participant$27.5KComputed: assets ÷ participants$27,537 (computed)
Provider compensation$68.2K3 Schedule C provider row(s)$68,183
- Plan sponsor
- Hunter Corporation
- EIN
- 56-0487622
- Plan number
- 001
- Plan type
- 2
- Location
- Hendersonville, NC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 195 | H, C | 20241024074712NAL0001497698001 |
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)$5.4M total assets
Net assets$5.4MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $5,369,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,369,737
- Net assets (BOY)
- $4,385,675
Income & contributions
- Employer contributions
- $274,770
- Participant contributions
- $647,430
- Total contributions
- $931,335
- Total income / additions
- $1,638,617
Expenses & distributions
- Benefits paid
- $590,030
- Administrative expenses
- $44,871
- Total expenses
- $654,555
- Net increase / (decrease)
- $984,062
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.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $44,129 | $0 | 2023 |
| Morgan Stanley Smith Barney LLC | BROKER/ADVISER | $0 | $23,312 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGER | $742 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Hendersonville, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation