2023 Form 5500 filing — Hamann 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 20250103105611NAL0003622225001) for Hamann 401(K) Profit Sharing Plan, reported by Hamann Construction, Inc. under EIN 95-2275467 and plan number 001. It reports 514 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250103105611NAL0003622225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hamann Construction, Inc.
- EIN
- 95-2275467
- Plan number
- 001
- Location
- El Cajon, CA
- Participants
- 514
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,579,529
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,579,529
- Employer contributions
- $369,635
- Participant contributions
- $901,095
- Total income / additions
- $2,401,752
- Benefits paid
- $216,138
- Administrative expenses
- $13,360
- Total expenses
- $237,837
- Net increase / (decrease)
- $2,163,915
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Futureplan By Ascensus | TPA | $7,320 | not reported in the loaded dataset |
| American Funds - Capital Group | RECORDKEEPER | $2,565 | $0 |