Hamilton Cardiology Associates, P.A. 401(K) Plan — Form 5500 plan (Hamilton Cardiology Associates, P.A.)
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, Hamilton Cardiology Associates, P.A. 401(K) Plan is a benefit plan reported by Hamilton Cardiology Associates, P.A. under EIN 22-3052989 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $19,468,604 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hamilton Cardiology Associates, P.A.
- EIN
- 22-3052989
- Plan number
- 001
- Plan type
- 2
- Location
- Hamilton Township, NJ
- Latest filing year
- 2023
- Participants
- 171
- End-of-year plan assets
- $19,468,604
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 171 | H, C | 20241010070408NAL0033477376001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,468,604
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,468,604
- Net assets (BOY)
- $16,129,652
Income & contributions
- Employer contributions
- $321,321
- Participant contributions
- $590,979
- Total contributions
- $933,876
- Total income / additions
- $3,602,569
Expenses & distributions
- Benefits paid
- $177,699
- Administrative expenses
- $85,918
- Total expenses
- $263,617
- Net increase / (decrease)
- $3,338,952
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Withumsmith+Brown, Pc | AUDITOR | $25,684 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $21,059 | $0 | 2023 |
| Alliancebernstein Lp | INVESTMENT ADVISOR | $20,862 | not reported in the loaded dataset | 2023 |
| Rahl & Associates Pc | AUDITOR | $19,240 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hamilton Cardiology Associates, P.A.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Hamilton Township, NJ
- Withumsmith+Brown, Pc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Alliancebernstein Lp — Schedule C compensation
- Rahl & Associates Pc — Schedule C compensation