Hunsaker & Associates Irvine, Inc. Profit Sharing Plan — Form 5500 plan (Hunsaker & Associates Irvine 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, Hunsaker & Associates Irvine, Inc. Profit Sharing Plan is a benefit plan reported by Hunsaker & Associates Irvine Inc under EIN 95-3123103 and plan number 001. The latest loaded filing year is 2023. The filing reports 238 participants and $58,092,760 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hunsaker & Associates Irvine Inc
- EIN
- 95-3123103
- Plan number
- 001
- Plan type
- 2
- Location
- Irvine, CA
- Latest filing year
- 2023
- Participants
- 238
- End-of-year plan assets
- $58,092,760
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 238 | H, C | 20241014191804NAL0027005345001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $58,092,760
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $58,092,760
- Net assets (BOY)
- $52,423,363
Income & contributions
- Employer contributions
- $690,753
- Participant contributions
- $2,394,501
- Total contributions
- $3,085,254
- Total income / additions
- $11,527,014
Expenses & distributions
- Benefits paid
- $5,717,054
- Administrative expenses
- $125,860
- Total expenses
- $5,857,617
- Net increase / (decrease)
- $5,669,397
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $59,208 | $0 | 2023 |
| Resources Investment Advisors Inc | NONE | $50,620 | not reported in the loaded dataset | 2023 |
| Wright Ford Young & Co | NONE | $16,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hunsaker & Associates Irvine Inc
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Irvine, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Resources Investment Advisors Inc — Schedule C compensation
- Wright Ford Young & Co — Schedule C compensation