Dr A B Hammond Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Dr A B Hammond Pc)

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, Dr A B Hammond Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Dr A B Hammond Pc under EIN 54-1902970 and plan number 001. The latest loaded filing year is 2023. The filing reports 10 participants and $1,394,162 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.4MPlan net assets, end of year$1,394,162
Participants10Covered participants reported
Assets / participant$139.4KComputed: assets ÷ participants$139,416 (computed)
Provider compensationNone reported
Plan sponsor
Dr A B Hammond Pc
EIN
54-1902970
Plan number
001
Plan type
2
Location
Lexington, VA
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
    10 participants · 2Sch I
    View filing →
Schedule I · 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)$1.4M total assets
Net assets$1.4MLiabilities$0
Money in vs. money out
Total income / additions$114.2K
Total expenses$168.3K
Benefits paid / distributions$166.7K
Contributions
Employer$6.4K
Participant$1.2K
Full reported line items

Net assets

Total assets (EOY)
$1,394,162
Total liabilities (EOY)
$0
Net assets (EOY)
$1,394,162
Net assets (BOY)
$1,448,222

Income & contributions

Employer contributions
$6,392
Participant contributions
$1,175
Total income / additions
$114,218

Expenses & distributions

Benefits paid
$166,652
Administrative expenses
$1,626
Total expenses
$168,278
Net increase / (decrease)
-$54,060
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 84%Participant 16%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income146%Computed ratio
Schedule C

Service provider compensation

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

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages