Plan5500

Richard Hambleton Inc — 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, Richard Hambleton Inc (EIN 95-2668577) is a plan sponsor located in Pasadena, CA with 2 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
95-2668577
Location
Pasadena, CA
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 Richard Hambleton Inc

  • 2 loaded plans hold $8.4M in reported assets.
  • The largest, Richard Hambleton Inc Profit Sharing Plan, holds 99% of this company's reported plan assets.
  • Plans cover 28 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$8.4MSummed across loaded plans$8,415,021
Total reported assets$8.4M$8,415,021
Total reported participants28
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$8.4M total assets
Net assets$8.4MLiabilities$0
Contributions & income
Employer contributions$0
Participant contributions$0
Total income / additions$4.7M
Expenses & distributions
Benefits paid / distributions$3.9M
Total expenses$3.9M
Net increase / (decrease)$738.2K

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 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 assets99%Richard Hambleton Inc Profit Sharing Plan
Participants per plan14Average 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
    Richard Hambleton Inc Profit Sharing Plan$8.3M
    Plan #002 · 16 participants · 2023
  2. 2
    Richard Hambleton Inc Defined Benefit Pension Plan$76.9K
    Plan #003 · 12 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 Richard Hambleton Inc. Open one for its full reported snapshot.

  1. 2023
    Richard Hambleton Inc Profit Sharing Plan16 participants · 2Sch I
    View filing →
  2. 2023
    Richard Hambleton Inc Defined Benefit Pension Plan12 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Richard Hambleton Inc report on Form 5500?
Richard Hambleton Inc (EIN 95-2668577) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Richard Hambleton Inc?
The Employer Identification Number (EIN) reported for Richard Hambleton Inc is 95-2668577.
What is the latest Form 5500 filing year for Richard Hambleton Inc?
The latest loaded Form 5500 filing year for Richard Hambleton Inc is 2023.

Related Form 5500 pages