Plan5500

2023 Form 5500 filing — Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 2

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 20241025110201NAL0000182850002) for Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 2, reported by Hinman, Howard & Kattell, Llp under EIN 15-0561878 and plan number 001. It reports 5 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241025110201NAL0000182850002
Filing year
2023
Form type
2
Plan sponsor
Hinman, Howard & Kattell, Llp
EIN
15-0561878
Plan number
001
Location
Binghamton, NY
Participants
5
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$45,209,183
Net assets (EOY)
$45,209,183
Employer contributions
$372,020
Participant contributions
$1,042,298
Total income / additions
$7,668,000
Benefits paid
$2,640,267
Administrative expenses
$108,200
Total expenses
$2,748,467
Net increase / (decrease)
$4,919,533
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Douglas Winthrop Advisors, LLCSERVICE PROVIDER$38,583not reported in the loaded dataset
John G. Ullman & AssociatesSERVICE PROVIDER$27,791not reported in the loaded dataset
Nbt Wealth ManagamentSERVICE PROVIDER$14,331not reported in the loaded dataset
Kestra Advisory Services, LLCSERVICE PROVIDER$9,396not reported in the loaded dataset
Trg Capital ManagementSERVICE PROVIDER$7,304not reported in the loaded dataset
Newport GroupSERVICE PROVIDERnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages