Hamilton Parker Company, LLC Ps Plan & Trust — Form 5500 plan (Hamilton Parker Company, LLC)

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, Hamilton Parker Company, LLC Ps Plan & Trust is a benefit plan reported by Hamilton Parker Company, LLC under EIN 26-4038680 and plan number 001. The latest loaded filing year is 2023. The filing reports 162 participants and $11,220,014 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton Parker Company, LLC
EIN
26-4038680
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
Participants
162
End-of-year plan assets
$11,220,014

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023162H, C20240628125140NAL0000407075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,220,014
Total liabilities (EOY)
$0
Net assets (EOY)
$11,220,014
Net assets (BOY)
$9,111,132

Income & contributions

Employer contributions
$247,801
Participant contributions
$522,587
Total contributions
$770,388
Total income / additions
$2,514,350

Expenses & distributions

Benefits paid
$378,530
Administrative expenses
$26,938
Total expenses
$405,468
Net increase / (decrease)
$2,108,882

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Everhart AdvisorsNONE$21,124not reported in the loaded dataset2023
Ascensus LLCNONE$5,814$302023

Related Form 5500 pages