Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Nally & Hamilton Enterprises, 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, Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Nally & Hamilton Enterprises, Inc. under EIN 61-0861287 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $12,487,006 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Nally & Hamilton Enterprises, Inc.
EIN
61-0861287
Plan number
001
Plan type
2
Location
Bardstown, KY
Latest filing year
2023
Participants
259
End-of-year plan assets
$12,487,006

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023259H, C20241015093724NAL0056820146001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,487,006
Total liabilities (EOY)
$0
Net assets (EOY)
$12,487,006
Net assets (BOY)
$10,872,759

Income & contributions

Employer contributions
$349,428
Participant contributions
$543,627
Total contributions
$893,055
Total income / additions
$2,559,851

Expenses & distributions

Benefits paid
$888,919
Administrative expenses
$56,685
Total expenses
$945,604
Net increase / (decrease)
$1,614,247

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American Trust CompanyCONTRACT ADMIN$39,654$02023
First Bankers TrustINVESTMENT ADVISOR$17,031not reported in the loaded dataset2023

Related Form 5500 pages