Hamilton Safe Group 401(K) Plan — Form 5500 plan (Hamilton Safe Co.)
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 Safe Group 401(K) Plan is a benefit plan reported by Hamilton Safe Co. under EIN 31-0729027 and plan number 002. The latest loaded filing year is 2023. The filing reports 365 participants and $18,668,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hamilton Safe Co.
- EIN
- 31-0729027
- Plan number
- 002
- Plan type
- 2
- Location
- Milford, OH
- Latest filing year
- 2023
- Participants
- 365
- End-of-year plan assets
- $18,668,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 365 | H, C | 20241002071721NAL0007985025001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,668,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,668,293
- Net assets (BOY)
- $15,991,655
Income & contributions
- Employer contributions
- $469,316
- Participant contributions
- $1,037,090
- Total contributions
- $1,908,712
- Total income / additions
- $4,236,475
Expenses & distributions
- Benefits paid
- $1,480,107
- Administrative expenses
- $64,709
- Total expenses
- $1,559,837
- Net increase / (decrease)
- $2,676,638
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | INVESTMENT MGMT | $45,747 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,644 | $0 | 2023 |
| Fifth Third Bank | OTHER | $1,318 | not reported in the loaded dataset | 2023 |