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, Brook, Smith & Reynolds, P.C. 401(K) Profit Sharing Plan is a benefit plan reported by Hamilton, Brook, Smith & Reynolds, P.C. under EIN 04-3052260 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $55,004,995 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $55,004,995
- Total liabilities (EOY)
- $2,530
- Net assets (EOY)
- $55,002,465
- Net assets (BOY)
- $47,918,269
Income & contributions
- Employer contributions
- $36
- Participant contributions
- $1,131,117
- Total contributions
- $1,160,224
- Total income / additions
- $8,810,224
Expenses & distributions
- Benefits paid
- $1,660,574
- Administrative expenses
- $65,454
- Total expenses
- $1,726,028
- Net increase / (decrease)
- $7,084,196