Hamilton Maverick 401(K) Savings Plan — Form 5500 plan (Workstream, 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, Hamilton Maverick 401(K) Savings Plan is a benefit plan reported by Workstream, Inc. under EIN 31-1276329 and plan number 001. The latest loaded filing year is 2023. The filing reports 190 participants and $7,975,346 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Workstream, Inc.
EIN
31-1276329
Plan number
001
Plan type
2
Location
Fairfield, OH
Latest filing year
2023
Participants
190
End-of-year plan assets
$7,975,346

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023190H, C20240801081025NAL0013336851001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,975,346
Total liabilities (EOY)
$0
Net assets (EOY)
$7,975,346
Net assets (BOY)
$7,404,720

Income & contributions

Employer contributions
$179,630
Participant contributions
$495,235
Total contributions
$677,072
Total income / additions
$1,833,164

Expenses & distributions

Benefits paid
$1,210,231
Administrative expenses
$52,258
Total expenses
$1,262,538
Net increase / (decrease)
$570,626

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$51,669$02023
Commonwealth Equity ServicesSERVICE PROVIDER$0$18,7272023

Related Form 5500 pages