The Hamilton Company, Inc. 401(K) Plan — Form 5500 plan (The Hamilton Company, 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, The Hamilton Company, Inc. 401(K) Plan is a benefit plan reported by The Hamilton Company, Inc. under EIN 04-3168136 and plan number 001. The latest loaded filing year is 2023. The filing reports 217 participants and $10,960,503 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Hamilton Company, Inc.
EIN
04-3168136
Plan number
001
Plan type
2
Location
Allston, MA
Latest filing year
2023
Participants
217
End-of-year plan assets
$10,960,503

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023217H, C20241007144559NAL0026450288001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,960,503
Total liabilities (EOY)
$0
Net assets (EOY)
$10,960,503
Net assets (BOY)
$9,344,838

Income & contributions

Employer contributions
$259,391
Participant contributions
$882,734
Total contributions
$1,153,569
Total income / additions
$2,627,952

Expenses & distributions

Benefits paid
$994,550
Administrative expenses
$13,846
Total expenses
$1,012,287
Net increase / (decrease)
$1,615,665

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$12,087$02023

Related Form 5500 pages