Hamilton Center, Inc. Retirement Plan — Form 5500 plan (Hamilton Center, 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 Center, Inc. Retirement Plan is a benefit plan reported by Hamilton Center, Inc. under EIN 35-1140758 and plan number 001. The latest loaded filing year is 2023. The filing reports 999 participants and $24,950,222 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hamilton Center, Inc.
EIN
35-1140758
Plan number
001
Plan type
2
Location
Terre Haute, IN
Latest filing year
2023
Participants
999
End-of-year plan assets
$24,950,222

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023999H, C20241015142656NAL0058122882001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$24,950,222
Total liabilities (EOY)
$0
Net assets (EOY)
$24,950,222
Net assets (BOY)
$22,595,102

Income & contributions

Employer contributions
$1,257,681
Participant contributions
$796,989
Total contributions
$2,182,490
Total income / additions
$5,428,773

Expenses & distributions

Benefits paid
$3,053,243
Administrative expenses
$20,410
Total expenses
$3,073,653
Net increase / (decrease)
$2,355,120

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
First Fin BankOTHER SERVICES$0$43,3692023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$20,409$02023

Related Form 5500 pages