Hampel 401(K) Savings Plan — Form 5500 plan (L.T. Hampel Corp)
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, Hampel 401(K) Savings Plan is a benefit plan reported by L.T. Hampel Corp under EIN 39-1234774 and plan number 001. The latest loaded filing year is 2023. The filing reports 194 participants and $9,042,412 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- L.T. Hampel Corp
- EIN
- 39-1234774
- Plan number
- 001
- Plan type
- 2
- Location
- Germantown, WI
- Latest filing year
- 2023
- Participants
- 194
- End-of-year plan assets
- $9,042,412
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 194 | H, C | 20241015135742NAL0016546259001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,042,412
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,042,412
- Net assets (BOY)
- $7,698,589
Income & contributions
- Employer contributions
- $187,018
- Participant contributions
- $533,784
- Total contributions
- $720,802
- Total income / additions
- $1,998,111
Expenses & distributions
- Benefits paid
- $590,439
- Administrative expenses
- $63,849
- Total expenses
- $654,288
- Net increase / (decrease)
- $1,343,823
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Independent Financial Partners | NONE | $36,731 | not reported in the loaded dataset | 2023 |
| Epic Retirement Plan Services | NONE | $22,838 | $0 | 2023 |
| Premier Retirement Partners | NONE | $4,280 | not reported in the loaded dataset | 2023 |