Plan5500

Gewalt Hamilton Associates — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Gewalt Hamilton Associates (EIN 36-3426053) is a plan sponsor located in Vernon Hills, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-3426053
Location
Vernon Hills, IL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Gewalt Hamilton Associates

  • 2 loaded plans hold $10.3M in reported assets.
  • The largest, Gewalt Hamilton Associates Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 271 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.7MSummed across loaded plans$8,668,727
Total reported assets$10.3M$10,280,823
Total reported participants271
Total reported liabilities$1.6M$1,612,096

Reported net position

Reported assets = net assets + liabilities (summed)$10.3M total assets
Net assets$8.7MLiabilities$1.6M
Contributions & income
Employer contributions$263.3K
Participant contributions$0
Total income / additions$969.3K
Expenses & distributions
Benefits paid / distributions$323.2K
Total expenses$379.3K
Net increase / (decrease)$590K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Portfolio comparison

Largest plan share of assets100%Gewalt Hamilton Associates Employee Stock Ownership Plan
Participants per plan136Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Gewalt Hamilton Associates Employee Stock Ownership Plan$10.3M
    Plan #003 · 124 participants · 2023
  2. 2
    Gewalt Hamilton Associates Medicalnot reported in the loaded dataset
    Plan #501 · 147 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Gewalt Hamilton Associates. Open one for its full reported snapshot.

  1. 2023
    Gewalt Hamilton Associates Employee Stock Ownership Plan124 participants · 2Sch I
    View filing →
  2. 2023
    Gewalt Hamilton Associates Medical147 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Gewalt Hamilton Associates report on Form 5500?
Gewalt Hamilton Associates (EIN 36-3426053) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Gewalt Hamilton Associates?
The Employer Identification Number (EIN) reported for Gewalt Hamilton Associates is 36-3426053.
What is the latest Form 5500 filing year for Gewalt Hamilton Associates?
The latest loaded Form 5500 filing year for Gewalt Hamilton Associates is 2023.

Related Form 5500 pages