The Evan Group 401(K) Retirement Plan — Form 5500 plan (Hamilton News Co., 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 Evan Group 401(K) Retirement Plan is a benefit plan reported by Hamilton News Co., Inc under EIN 14-1457364 and plan number 003. The latest loaded filing year is 2023. The filing reports 205 participants and $5,194,438 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton News Co., Inc
EIN
14-1457364
Plan number
003
Plan type
2
Location
Glenmont, NY
Latest filing year
2023
Participants
205
End-of-year plan assets
$5,194,438

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023205H, C20250122084554NAL0004798993001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,194,438
Total liabilities (EOY)
$0
Net assets (EOY)
$5,194,438
Net assets (BOY)
$4,985,794

Income & contributions

Employer contributions
$41,854
Participant contributions
$228,004
Total contributions
$297,593
Total income / additions
$1,145,436

Expenses & distributions

Benefits paid
$906,292
Administrative expenses
$30,500
Total expenses
$936,792
Net increase / (decrease)
$208,644

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Peter E. SmithINVESTMENT/FINANCIAL ADVI$17,616$02023
Adp, Inc.RECORD KEEPER$12,882$02023

Related Form 5500 pages