Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 1 — Form 5500 plan (Hinman, Howard & Kattell, 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, Hinman, Howard & Kattell, Llp Profit Sharing Plan And Trust No. 1 is a benefit plan reported by Hinman, Howard & Kattell, Llp under EIN 15-0561878 and plan number 002. The latest loaded filing year is 2023. The filing reports 240 participants and $45,209,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hinman, Howard & Kattell, Llp
- EIN
- 15-0561878
- Plan number
- 002
- Plan type
- 2
- Location
- Binghamton, NY
- Latest filing year
- 2023
- Participants
- 240
- End-of-year plan assets
- $45,209,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 240 | H, C | 20241024110201NAL0000906193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $45,209,183
- Net assets (EOY)
- $45,209,183
- Net assets (BOY)
- $40,289,650
Income & contributions
- Employer contributions
- $372,020
- Participant contributions
- $1,042,298
- Total contributions
- $1,500,973
- Total income / additions
- $7,668,000
Expenses & distributions
- Benefits paid
- $2,640,267
- Administrative expenses
- $108,200
- Total expenses
- $2,748,467
- Net increase / (decrease)
- $4,919,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Douglass Winthrop Advisors LLC | SERVICE PROVIDER | $38,583 | not reported in the loaded dataset | 2023 |
| John G Ullman & Associates | SERVICE PROVIDER | $27,791 | not reported in the loaded dataset | 2023 |
| Nbt Wealth Management | SERVICE PROVIDER | $14,331 | not reported in the loaded dataset | 2023 |
| Kestra Advisory Services, LLC | SERVICE PROVIDER | $9,396 | not reported in the loaded dataset | 2023 |
| Trg Capital Management | SERVICE PROVIDER | $7,304 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hinman, Howard & Kattell, Llp
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Binghamton, NY
- Douglass Winthrop Advisors LLC — Schedule C compensation
- John G Ullman & Associates — Schedule C compensation
- Nbt Wealth Management — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Trg Capital Management — Schedule C compensation