Hancock Estabrook, Llp Retirement Plan — Form 5500 plan (Hancock Estabrook, Llp)
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, Hancock Estabrook, Llp Retirement Plan is a benefit plan reported by Hancock Estabrook, Llp under EIN 15-0502175 and plan number 002. The latest loaded filing year is 2023. The filing reports 140 participants and $44,722,444 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44.7MPlan net assets, end of year$44,722,444
Participants140Covered participants reported
Assets / participant$319.4KComputed: assets ÷ participants$319,446 (computed)
Provider compensation$51.7K3 Schedule C provider row(s)$51,671
- Plan sponsor
- Hancock Estabrook, Llp
- EIN
- 15-0502175
- Plan number
- 002
- Plan type
- 2
- Location
- Syracuse, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20240718085825NAL0005510161001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44.7M total assets
Net assets$44.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $44,722,444
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,722,444
- Net assets (BOY)
- $45,129,618
Income & contributions
- Employer contributions
- $1,044,933
- Participant contributions
- $948,212
- Total contributions
- $2,494,383
- Total income / additions
- $9,531,783
Expenses & distributions
- Benefits paid
- $9,887,286
- Administrative expenses
- $51,671
- Total expenses
- $9,938,957
- Net increase / (decrease)
- -$407,174
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets22%Computed ratio
Benefits paid ÷ total income104%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust National Assoc | ADVISOR | $64,035 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $10,763 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$23,127 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hancock Estabrook, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Syracuse, NY
- Wilmington Trust National Assoc — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation