2023 Form 5500 filing — J.W. Hampton Jr. & Co., Inc. Profit Sharing Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240603140231NAL0029267808001) for J.W. Hampton Jr. & Co., Inc. Profit Sharing Plan, reported by J.W. Hampton Jr. & Co., Inc. under EIN 13-5129000 and plan number 001. It reports 15 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.2MReported net assets$6,156,180
Participants15
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240603140231NAL0029267808001
Plan sponsor
J.W. Hampton Jr. & Co., Inc.
EIN
13-5129000
Plan number
001
Location
Jamaica, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.2M total assets
Net assets$6.2MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$317.7K
Benefits paid / distributions$300.1K
Contributions
Employer$152.7K
Participant$0
Full reported line items
Total assets (EOY)
$6,156,180
Total liabilities (EOY)
$0
Net assets (EOY)
$6,156,180
Employer contributions
$152,692
Participant contributions
$0
Total income / additions
$1,589,679
Benefits paid
$300,086
Administrative expenses
$17,572
Total expenses
$317,658
Net increase / (decrease)
$1,272,021

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240603140231NAL0029267808001 cover?
It is the 2023 Form 5500 filing for J.W. Hampton Jr. & Co., Inc. Profit Sharing Plan, reported by J.W. Hampton Jr. & Co., Inc. (EIN 13-5129000).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages