Hampton Jitney, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Hampton Jitney, Inc.)

Plain-English plan 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, Hampton Jitney, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Hampton Jitney, Inc. under EIN 11-2330835 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $9,725,974 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hampton Jitney, Inc.
EIN
11-2330835
Plan number
001
Plan type
2
Location
Calverton, NY
Latest filing year
2023
Participants
231
End-of-year plan assets
$9,725,974

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20240715135457NAL0000790067001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,725,974
Total liabilities (EOY)
$0
Net assets (EOY)
$9,725,974
Net assets (BOY)
$8,680,686

Income & contributions

Employer contributions
$123,562
Participant contributions
$517,529
Total contributions
$641,091
Total income / additions
$1,827,969

Expenses & distributions

Benefits paid
$738,923
Administrative expenses
$43,758
Total expenses
$782,681
Net increase / (decrease)
$1,045,288

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,758$02023
Park Avenue SecuritiesINVESTMENT ADVISORY$0$15,3562023
Wilshire Advisors LLCINVESTMENT ADVISORY$0$02023

Related Form 5500 pages