2023 Form 5500 filing — Hampel 401(K) Savings 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 20241015135742NAL0016546259001) for Hampel 401(K) Savings Plan, reported by L.T. Hampel Corp under EIN 39-1234774 and plan number 001. It reports 194 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135742NAL0016546259001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- L.T. Hampel Corp
- EIN
- 39-1234774
- Plan number
- 001
- Location
- Germantown, WI
- Participants
- 194
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,042,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,042,412
- Employer contributions
- $187,018
- Participant contributions
- $533,784
- Total income / additions
- $1,998,111
- Benefits paid
- $590,439
- Administrative expenses
- $63,849
- Total expenses
- $654,288
- Net increase / (decrease)
- $1,343,823
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Independent Financial Partners | NONE | $36,731 | not reported in the loaded dataset |
| Epic Retirement Plan Services | NONE | $22,838 | $0 |
| Premier Retirement Partners | NONE | $4,280 | not reported in the loaded dataset |