2023 Form 5500 filing — Hamilton Safe Group 401(K) 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 20241002071721NAL0007985025001) for Hamilton Safe Group 401(K) Plan, reported by Hamilton Safe Co. under EIN 31-0729027 and plan number 002. It reports 365 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241002071721NAL0007985025001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamilton Safe Co.
- EIN
- 31-0729027
- Plan number
- 002
- Location
- Milford, OH
- Participants
- 365
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,668,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,668,293
- Employer contributions
- $469,316
- Participant contributions
- $1,037,090
- Total income / additions
- $4,236,475
- Benefits paid
- $1,480,107
- Administrative expenses
- $64,709
- Total expenses
- $1,559,837
- Net increase / (decrease)
- $2,676,638
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $45,747 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,644 | $0 |
| Fifth Third Bank | OTHER | $1,318 | not reported in the loaded dataset |