Hamilton Company 401(K) Retirement Plan — Form 5500 plan (Hamilton Company)

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 Company 401(K) Retirement Plan is a benefit plan reported by Hamilton Company under EIN 95-2217116 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,731 participants and $120,888,743 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton Company
EIN
95-2217116
Plan number
001
Plan type
2
Location
Reno, NV
Latest filing year
2023
Participants
1,731
End-of-year plan assets
$120,888,743

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,731H, C20241015105314NAL0014434515001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$120,888,743
Total liabilities (EOY)
$0
Net assets (EOY)
$120,888,743
Net assets (BOY)
$96,414,662

Income & contributions

Employer contributions
$5,281,663
Participant contributions
$10,800,238
Total contributions
$16,861,522
Total income / additions
$34,454,892

Expenses & distributions

Benefits paid
$9,800,501
Administrative expenses
$74,191
Total expenses
$9,980,811
Net increase / (decrease)
$24,474,081

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$60,309$02023
Strategic Advisors, Inc.ADVISOR$13,882not reported in the loaded dataset2023

Related Form 5500 pages