Plan5500

Hamilton Square, NJ Form 5500 retirement and benefit plan filings

City Form 5500 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, Hamilton Square, NJ has 2 loaded benefit plan(s) reported by 2 plan sponsor(s), with $14,905,580 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
2
Latest filing year
2023

What stands out in Hamilton Square

  • 2 loaded plans hold $14.9M in reported assets across 2 sponsors.
  • The largest, Hamilton Dental Associates, P.A. 401(K) Profit Sharing Plan, holds 89% of reported Hamilton Square plan assets.
  • Plans cover 134 participants — about 67 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$14.9MSummed across loaded plans$14,905,580
Total reported assets$14.9M$14,905,580
Total reported participants134
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$14.9M total assets
Net assets$14.9MLiabilities$0
Contributions & income
Employer contributions$30.6K
Participant contributions$380K
Total income / additions$2.2M
Expenses & distributions
Benefits paid / distributions$249.3K
Total expenses$296.8K
Net increase / (decrease)$1.9M

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Hamilton Square, NJ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Hamilton Square market comparison

Largest plan share of assets89%Hamilton Dental Associates, P.A. 401(K) Profit Sharing Plan
Participants per plan67Average across loaded plans
Plan sponsors2
Ranked by reported assets

Largest loaded plans in Hamilton Square

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Hamilton Dental Associates, P.A. 401(K) Profit Sharing Plan$13.2M
    Hamilton Dental Associates, P.A. · 2023
  2. 2
    J.A.G. Childcare Services, Inc. Retirement Plan$1.7M
    J.A.G. Childcare Services, Inc. · 2023

Largest plans in Hamilton Square → · Hamilton Square plans by participants → · Hamilton Square plans with financial data → · Hamilton Square plans with provider compensation → · $1B+ plans in Hamilton Square →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Hamilton Square, NJ?
2 plan(s) reported by 2 sponsor(s) are loaded for Hamilton Square, NJ.

Related Form 5500 pages