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HAMILTON & CO. PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameHAMILTON & CO. PROFIT SHARING PLAN & TRUST
Plan identification number 001

HAMILTON & CO. PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

HAMILTON & CO. CPA'S has sponsored the creation of one or more 401k plans.

Company Name:HAMILTON & CO. CPA'S
Employer identification number (EIN):810463005
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMILTON & CO. PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVEN S. HAMILTON
0012015-01-01STEVEN S. HAMILTON
0012014-01-01STEVEN S. HAMILTON
0012013-01-01STEVEN S. HAMILTON
0012012-01-01STEVEN S. HAMILTON
0012011-01-01STEVEN S HAMILTON
0012009-01-01STEVEN S HAMILTON

Plan Statistics for HAMILTON & CO. PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for HAMILTON & CO. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-017
Total number of active participants reported on line 7a of the Form 55002023-01-017
Total of all active and inactive participants2023-01-017
Total participants2023-01-017
Number of participants with account balances2023-01-017
2022: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-017
Total number of active participants reported on line 7a of the Form 55002022-01-017
Total of all active and inactive participants2022-01-017
Total participants2022-01-017
Number of participants with account balances2022-01-017
2021: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-017
Total number of active participants reported on line 7a of the Form 55002021-01-017
Total of all active and inactive participants2021-01-017
Total participants2021-01-017
Number of participants with account balances2021-01-017
2020: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-017
Total number of active participants reported on line 7a of the Form 55002020-01-017
Total of all active and inactive participants2020-01-017
Total participants2020-01-017
Number of participants with account balances2020-01-017
2019: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-017
Total number of active participants reported on line 7a of the Form 55002019-01-017
Total of all active and inactive participants2019-01-017
Total participants2019-01-017
Number of participants with account balances2019-01-017
2018: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-017
Total number of active participants reported on line 7a of the Form 55002018-01-017
Total of all active and inactive participants2018-01-017
Total participants2018-01-017
Number of participants with account balances2018-01-017
2017: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-018
Total number of active participants reported on line 7a of the Form 55002017-01-017
Total of all active and inactive participants2017-01-017
Total participants2017-01-017
Number of participants with account balances2017-01-017
2015: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-018
Total number of active participants reported on line 7a of the Form 55002015-01-018
Total of all active and inactive participants2015-01-018
Total participants2015-01-018
Number of participants with account balances2015-01-018
2014: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-018
Total number of active participants reported on line 7a of the Form 55002014-01-018
Total of all active and inactive participants2014-01-018
Total participants2014-01-018
Number of participants with account balances2014-01-018
2013: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-018
Total number of active participants reported on line 7a of the Form 55002013-01-018
Total of all active and inactive participants2013-01-018
Total participants2013-01-018
Number of participants with account balances2013-01-018
2012: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-017
Total number of active participants reported on line 7a of the Form 55002012-01-018
Total of all active and inactive participants2012-01-018
Total participants2012-01-018
Number of participants with account balances2012-01-018
2011: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-019
Total number of active participants reported on line 7a of the Form 55002011-01-017
Total of all active and inactive participants2011-01-017
Total participants2011-01-017
Number of participants with account balances2011-01-017
2009: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-018
Total number of active participants reported on line 7a of the Form 55002009-01-019
Total of all active and inactive participants2009-01-019
Total participants2009-01-019
Number of participants with account balances2009-01-019

Financial Data on HAMILTON & CO. PROFIT SHARING PLAN & TRUST

Measure Date Value
2023 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total income from all sources2023-12-31$130,080
Total plan assets at end of year2023-12-31$1,899,283
Total plan assets at beginning of year2023-12-31$1,769,203
Assets. Value of loans (other than to participants)2023-12-31$137,453
Other income received2023-12-31$130,080
Net income (gross income less expenses)2023-12-31$130,080
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,899,283
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,769,203
Assets. Value of participant loans2023-12-31$21,755
2022 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-181,823
Expenses. Total of all expenses incurred2022-12-31$600,086
Benefits paid (including direct rollovers)2022-12-31$600,000
Total plan assets at end of year2022-12-31$1,769,203
Total plan assets at beginning of year2022-12-31$2,551,112
Assets. Value of loans (other than to participants)2022-12-31$144,508
Expenses. Other expenses not covered elsewhere2022-12-31$86
Other income received2022-12-31$-181,823
Net income (gross income less expenses)2022-12-31$-781,909
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,769,203
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$2,551,112
Assets. Value of participant loans2022-12-31$222,434
2021 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$99,607
Total plan assets at end of year2021-12-31$2,551,112
Total plan assets at beginning of year2021-12-31$2,451,505
Assets. Value of loans (other than to participants)2021-12-31$516,207
Other income received2021-12-31$99,607
Net income (gross income less expenses)2021-12-31$99,607
Net plan assets at end of year (total assets less liabilities)2021-12-31$2,551,112
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$2,451,505
Assets. Value of participant loans2021-12-31$224,785
2020 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$304,540
Total plan assets at end of year2020-12-31$2,451,505
Total plan assets at beginning of year2020-12-31$2,146,965
Assets. Value of loans (other than to participants)2020-12-31$522,785
Other income received2020-12-31$304,540
Net income (gross income less expenses)2020-12-31$304,540
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,451,505
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,146,965
Assets. Value of participant loans2020-12-31$444,038
2019 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$181,696
Expenses. Total of all expenses incurred2019-12-31$11,635
Total plan assets at end of year2019-12-31$2,146,965
Total plan assets at beginning of year2019-12-31$1,976,904
Assets. Value of loans (other than to participants)2019-12-31$164,251
Expenses. Other expenses not covered elsewhere2019-12-31$11,635
Other income received2019-12-31$181,696
Net income (gross income less expenses)2019-12-31$170,061
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,146,965
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,976,904
Assets. Value of participant loans2019-12-31$854,253
2018 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$289,089
Expenses. Total of all expenses incurred2018-12-31$2
Total plan assets at end of year2018-12-31$1,976,904
Total plan assets at beginning of year2018-12-31$1,687,817
Assets. Value of loans (other than to participants)2018-12-31$170,385
Expenses. Other expenses not covered elsewhere2018-12-31$2
Other income received2018-12-31$67,089
Net income (gross income less expenses)2018-12-31$289,087
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,976,904
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,687,817
Assets. Value of participant loans2018-12-31$854,253
Total contributions received or receivable from employer(s)2018-12-31$222,000
2017 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$84,435
Expenses. Total of all expenses incurred2017-12-31$82,211
Benefits paid (including direct rollovers)2017-12-31$74,405
Total plan assets at end of year2017-12-31$1,687,817
Total plan assets at beginning of year2017-12-31$1,685,593
Expenses. Other expenses not covered elsewhere2017-12-31$7,806
Other income received2017-12-31$84,435
Net income (gross income less expenses)2017-12-31$2,224
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,687,817
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,685,593
Assets. Value of participant loans2017-12-31$840,353
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2015 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$232,554
Expenses. Total of all expenses incurred2015-12-31$44
Total plan assets at end of year2015-12-31$1,652,692
Total plan assets at beginning of year2015-12-31$1,420,182
Expenses. Other expenses not covered elsewhere2015-12-31$44
Other income received2015-12-31$70,850
Net income (gross income less expenses)2015-12-31$232,510
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,652,692
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,420,182
Total contributions received or receivable from employer(s)2015-12-31$161,704
2014 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$126,882
Expenses. Total of all expenses incurred2014-12-31$50
Total plan assets at end of year2014-12-31$1,420,182
Total plan assets at beginning of year2014-12-31$1,293,350
Expenses. Other expenses not covered elsewhere2014-12-31$50
Other income received2014-12-31$126,882
Net income (gross income less expenses)2014-12-31$126,832
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,420,182
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,293,350
Assets. Value of participant loans2014-12-31$384,332
2013 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$25,378
Expenses. Total of all expenses incurred2013-12-31$29,057
Total plan assets at end of year2013-12-31$1,293,350
Total plan assets at beginning of year2013-12-31$1,297,029
Expenses. Other expenses not covered elsewhere2013-12-31$29,057
Other income received2013-12-31$25,378
Net income (gross income less expenses)2013-12-31$-3,679
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,293,350
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,297,029
Assets. Value of participant loans2013-12-31$353,713
2012 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$203,943
Expenses. Total of all expenses incurred2012-12-31$5,832
Total plan assets at end of year2012-12-31$1,297,029
Total plan assets at beginning of year2012-12-31$1,098,918
Expenses. Other expenses not covered elsewhere2012-12-31$5,832
Other income received2012-12-31$58,968
Net income (gross income less expenses)2012-12-31$198,111
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,297,029
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,098,918
Assets. Value of participant loans2012-12-31$281,927
Total contributions received or receivable from employer(s)2012-12-31$144,975
2011 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$78,345
Expenses. Total of all expenses incurred2011-12-31$6,201
Benefits paid (including direct rollovers)2011-12-31$6,189
Total plan assets at end of year2011-12-31$1,098,918
Total plan assets at beginning of year2011-12-31$1,026,774
Expenses. Other expenses not covered elsewhere2011-12-31$12
Other income received2011-12-31$78,345
Net income (gross income less expenses)2011-12-31$72,144
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,098,918
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,026,774
Assets. Value of participant loans2011-12-31$383,715
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2009 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for HAMILTON & CO. PROFIT SHARING PLAN & TRUST

2023: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2015: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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