2023 Form 5500 filing — Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015093724NAL0056820146001) for Nally & Hamilton Enterprises, Inc. 401(K) Profit Sharing Plan, reported by Nally & Hamilton Enterprises, Inc. under EIN 61-0861287 and plan number 001. It reports 259 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015093724NAL0056820146001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nally & Hamilton Enterprises, Inc.
- EIN
- 61-0861287
- Plan number
- 001
- Location
- Bardstown, KY
- Participants
- 259
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,487,006
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,487,006
- Employer contributions
- $349,428
- Participant contributions
- $543,627
- Total income / additions
- $2,559,851
- Benefits paid
- $888,919
- Administrative expenses
- $56,685
- Total expenses
- $945,604
- Net increase / (decrease)
- $1,614,247
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| American Trust Company | CONTRACT ADMIN | $39,654 | $0 |
| First Bankers Trust | INVESTMENT ADVISOR | $17,031 | not reported in the loaded dataset |