James Hamilton Construction Co. 401(K) & Profit Sharing Plan — Form 5500 plan (James Hamilton Construction 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, James Hamilton Construction Co. 401(K) & Profit Sharing Plan is a benefit plan reported by James Hamilton Construction Co. under EIN 85-0139360 and plan number 002. The latest loaded filing year is 2023. The filing reports 287 participants and $12,178,194 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- James Hamilton Construction Co.
- EIN
- 85-0139360
- Plan number
- 002
- Plan type
- 2
- Location
- Silver City, NM
- Latest filing year
- 2023
- Participants
- 287
- End-of-year plan assets
- $12,178,194
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 287 | H, C | 20241015184448NAL0059230482002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,178,194
- Net assets (EOY)
- $12,178,194
- Net assets (BOY)
- $10,271,375
Income & contributions
- Employer contributions
- $420,604
- Participant contributions
- $733,626
- Total contributions
- $1,154,230
- Total income / additions
- $3,271,577
Expenses & distributions
- Benefits paid
- $1,332,486
- Administrative expenses
- $32,272
- Total expenses
- $1,364,758
- Net increase / (decrease)
- $1,906,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Co | RECORDKEEPER | $32,272 | not reported in the loaded dataset | 2023 |