Hammer Williams Company 401(K) Plan — Form 5500 plan (Hammer Williams Company)
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, Hammer Williams Company 401(K) Plan is a benefit plan reported by Hammer Williams Company under EIN 73-0936509 and plan number 001. The latest loaded filing year is 2023. The filing reports 244 participants and $3,518,923 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hammer Williams Company
- EIN
- 73-0936509
- Plan number
- 001
- Plan type
- 3
- Location
- Enid, OK
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $3,518,923
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20241001151437NAL0007351857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,518,923
- Total liabilities (EOY)
- -$601
- Net assets (EOY)
- $3,519,524
- Net assets (BOY)
- $2,952,612
Income & contributions
- Employer contributions
- $83,873
- Participant contributions
- $262,325
- Total contributions
- $372,985
- Total income / additions
- $762,888
Expenses & distributions
- Benefits paid
- $153,510
- Administrative expenses
- $42,466
- Total expenses
- $195,976
- Net increase / (decrease)
- $566,912
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $17,740 | $0 | 2023 |
| Pensionmark Financial Group LLC | ADVISOR | $15,437 | $0 | 2023 |
| Tristar Pension, Ltd. | CONTRACT ADMIN | $8,784 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $479 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hammer Williams Company
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Enid, OK
- Empower Annuity Insurance Company O — Schedule C compensation
- Pensionmark Financial Group LLC — Schedule C compensation
- Tristar Pension, Ltd. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation