Hamilton Point Investments Esop — Form 5500 plan (Hamilton Point Holding Corporation)
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 Point Investments Esop is a benefit plan reported by Hamilton Point Holding Corporation under EIN 88-4315353 and plan number 002. The latest loaded filing year is 2023. The filing reports 95 participants and $51,206,792 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hamilton Point Holding Corporation
- EIN
- 88-4315353
- Plan number
- 002
- Plan type
- 2
- Location
- Old Lyme, CT
- Latest filing year
- 2023
- Participants
- 95
- End-of-year plan assets
- $51,206,792
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 95 | I | 20240903164505NAL0039263778001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $51,206,792
- Total liabilities (EOY)
- $69,000,000
- Net assets (EOY)
- -$17,793,208
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $3,289,506
- Total income / additions
- -$16,203,902
Expenses & distributions
- Total expenses
- $1,589,306
- Net increase / (decrease)
- -$17,793,208
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.