Hunter, Maclean, Exley & Dunn, P.C. 401(K) Profit Sharing Plan — Form 5500 plan (Hunter, Maclean, Exley & Dunn, P.C.)
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, Maclean, Exley & Dunn, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Hunter, Maclean, Exley & Dunn, P.C. under EIN 58-2211993 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $40,373,369 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunter, Maclean, Exley & Dunn, P.C.
- EIN
- 58-2211993
- Plan number
- 001
- Plan type
- 2
- Location
- Savannah, GA
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $40,373,369
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20241015112943NAL0057233058001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $40,373,369
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,373,369
- Net assets (BOY)
- $36,266,450
Income & contributions
- Employer contributions
- $784,986
- Participant contributions
- $1,132,089
- Total contributions
- $1,960,216
- Total income / additions
- $8,201,756
Expenses & distributions
- Benefits paid
- $4,029,917
- Administrative expenses
- $64,920
- Total expenses
- $4,094,837
- Net increase / (decrease)
- $4,106,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $30,668 | $0 | 2023 |
| Leafhouse Financial Advisors, LLC | INVESTMENT ADVISOR | $17,991 | not reported in the loaded dataset | 2023 |
| Symphona Llp | ACCOUNTANT/AUDITOR | $16,261 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunter, Maclean, Exley & Dunn, P.C.
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Savannah, GA
- Fidelity Investments Institutional — Schedule C compensation
- Leafhouse Financial Advisors, LLC — Schedule C compensation
- Symphona Llp — Schedule C compensation