Hamann 401(K) Profit Sharing Plan — Form 5500 plan (Hamann Construction, 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, Hamann 401(K) Profit Sharing Plan is a benefit plan reported by Hamann Construction, Inc. under EIN 95-2275467 and plan number 001. The latest loaded filing year is 2023. The filing reports 514 participants and $9,579,529 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamann Construction, Inc.
EIN
95-2275467
Plan number
001
Plan type
2
Location
El Cajon, CA
Latest filing year
2023
Participants
514
End-of-year plan assets
$9,579,529

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023514H, C20250103105611NAL0003622225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,579,529
Total liabilities (EOY)
$0
Net assets (EOY)
$9,579,529
Net assets (BOY)
$7,415,614

Income & contributions

Employer contributions
$369,635
Participant contributions
$901,095
Total contributions
$1,270,730
Total income / additions
$2,401,752

Expenses & distributions

Benefits paid
$216,138
Administrative expenses
$13,360
Total expenses
$237,837
Net increase / (decrease)
$2,163,915

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Futureplan By AscensusTPA$7,320not reported in the loaded dataset2023
American Funds - Capital GroupRECORDKEEPER$2,565$02023

Related Form 5500 pages