Plan5500

Hancock Estabrook, Llp Retirement Plan — Form 5500 plan (Hancock Estabrook, Llp)

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, Hancock Estabrook, Llp Retirement Plan is a benefit plan reported by Hancock Estabrook, Llp under EIN 15-0502175 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $44,722,444 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$44.7MPlan net assets, end of year$44,722,444
Participants140Covered participants reported
Assets / participant$319.4KComputed: assets ÷ participants$319,446 (computed)
Provider compensation$51.7K3 Schedule C provider row(s)$51,671
Plan sponsor
Hancock Estabrook, Llp
EIN
15-0502175
Plan number
002
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    140 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$44.7M total assets
Net assets$44.7MLiabilities$0
Money in vs. money out
Total income / additions$9.5M
Total expenses$9.9M
Benefits paid / distributions$9.9M
Contributions
Employer$1M
Participant$948.2K
Full reported line items

Net assets

Total assets (EOY)
$44,722,444
Total liabilities (EOY)
$0
Net assets (EOY)
$44,722,444
Net assets (BOY)
$45,129,618

Income & contributions

Employer contributions
$1,044,933
Participant contributions
$948,212
Total contributions
$2,494,383
Total income / additions
$9,531,783

Expenses & distributions

Benefits paid
$9,887,286
Administrative expenses
$51,671
Total expenses
$9,938,957
Net increase / (decrease)
-$407,174
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 52%Participant 48%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Wilmington Trust National Assoc$64K
    ADVISOR · Direct $64K
  2. 2
    Strategic Advisors, Inc.$10.8K
    ADVISOR · Direct $10.8K
  3. 3
    Fidelity Investments Institutional-$23.1K
    RECORDKEEPER · Direct -$23.1K · Indirect $0

Related Form 5500 pages