Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan — Form 5500 plan (Evans, Mechwart, Hambleton & Tilton, 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, Evans, Mechwart, Hambleton & Tilton, Inc. Salary Deferral Plan is a benefit plan reported by Evans, Mechwart, Hambleton & Tilton, Inc. under EIN 31-0685594 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $56,767,624 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Evans, Mechwart, Hambleton & Tilton, Inc.
EIN
31-0685594
Plan number
001
Plan type
2
Location
New Albany, OH
Latest filing year
2023
Participants
427
End-of-year plan assets
$56,767,624

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20240820200330NAL0006723730001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,767,624
Total liabilities (EOY)
$0
Net assets (EOY)
$56,767,624
Net assets (BOY)
$46,240,244

Income & contributions

Employer contributions
$1,124,173
Participant contributions
$2,747,120
Total contributions
$3,998,876
Total income / additions
$12,691,915

Expenses & distributions

Benefits paid
$2,040,137
Administrative expenses
$124,398
Total expenses
$2,164,535
Net increase / (decrease)
$10,527,380

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$60,463$6,0112023
Lpl Financial Corporation RpcpNONE$63,934not reported in the loaded dataset2023

Related Form 5500 pages