Hammond Brothers 401k Plan — Form 5500 plan (Hammond, William Jr. & Gary)

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, Hammond Brothers 401k Plan is a benefit plan reported by Hammond, William Jr. & Gary under EIN 16-1038998 and plan number 001. The latest loaded filing year is 2023. The filing reports 2 participants and $297,187 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$297.2KPlan net assets, end of year$297,187
Participants2Covered participants reported
Assets / participant$148.6KComputed: assets ÷ participants$148,594 (computed)
Provider compensationNone reported
Plan sponsor
Hammond, William Jr. & Gary
EIN
16-1038998
Plan number
001
Plan type
2
Location
Macedon, NY
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232I20240723150200NAL0011990769006
Schedule I · 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)$297.2K total assets
Net assets$297.2KLiabilities
Money in vs. money out
Total income / additions$115.8K
Total expenses$11K
Benefits paid / distributions$11K
Contributions
Employer$103.4K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$297,187
Net assets (EOY)
$297,187
Net assets (BOY)
$192,351

Income & contributions

Employer contributions
$103,374
Total income / additions
$115,836

Expenses & distributions

Benefits paid
$11,000
Total expenses
$11,000
Net increase / (decrease)
$104,836
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.

Total expenses ÷ net assets4%Computed ratio
Benefits paid ÷ total income9%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages