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-Davisson, Inc. 401(K) Trust is a benefit plan reported by Hunter-Davisson, Inc. under EIN 93-0549473 and plan number 002. The latest loaded filing year is 2023. The filing reports 152 participants and $15,749,977 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,749,977
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,749,977
- Net assets (BOY)
- $13,669,740
Income & contributions
- Employer contributions
- $273,889
- Participant contributions
- $1,080,439
- Total contributions
- $1,381,860
- Total income / additions
- $3,713,101
Expenses & distributions
- Benefits paid
- $1,591,342
- Administrative expenses
- $41,522
- Total expenses
- $1,632,864
- Net increase / (decrease)
- $2,080,237