HAMILTON & CO. CPA'S has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMILTON & CO. PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for HAMILTON & CO. PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2023: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 401k membership |
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Total participants, beginning-of-year | 2023-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 7 |
Total of all active and inactive participants | 2023-01-01 | 7 |
Total participants | 2023-01-01 | 7 |
Number of participants with account balances | 2023-01-01 | 7 |
2022: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 7 |
Total of all active and inactive participants | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 7 |
Number of participants with account balances | 2022-01-01 | 7 |
2021: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 7 |
Total participants | 2021-01-01 | 7 |
Number of participants with account balances | 2021-01-01 | 7 |
2020: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 7 |
Total participants | 2020-01-01 | 7 |
Number of participants with account balances | 2020-01-01 | 7 |
2019: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Total of all active and inactive participants | 2019-01-01 | 7 |
Total participants | 2019-01-01 | 7 |
Number of participants with account balances | 2019-01-01 | 7 |
2018: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Total of all active and inactive participants | 2018-01-01 | 7 |
Total participants | 2018-01-01 | 7 |
Number of participants with account balances | 2018-01-01 | 7 |
2017: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 7 |
Total participants | 2017-01-01 | 7 |
Number of participants with account balances | 2017-01-01 | 7 |
2015: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 8 |
Total participants | 2015-01-01 | 8 |
Number of participants with account balances | 2015-01-01 | 8 |
2014: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
Total of all active and inactive participants | 2014-01-01 | 8 |
Total participants | 2014-01-01 | 8 |
Number of participants with account balances | 2014-01-01 | 8 |
2013: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Total of all active and inactive participants | 2013-01-01 | 8 |
Total participants | 2013-01-01 | 8 |
Number of participants with account balances | 2013-01-01 | 8 |
2012: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 7 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 8 |
Total participants | 2012-01-01 | 8 |
Number of participants with account balances | 2012-01-01 | 8 |
2011: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 9 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 7 |
Number of participants with account balances | 2011-01-01 | 7 |
2009: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 8 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 9 |
Total participants | 2009-01-01 | 9 |
Number of participants with account balances | 2009-01-01 | 9 |
Measure | Date | Value |
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2023 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 401k financial data |
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Total income from all sources | 2023-12-31 | $130,080 |
Total plan assets at end of year | 2023-12-31 | $1,899,283 |
Total plan assets at beginning of year | 2023-12-31 | $1,769,203 |
Assets. Value of loans (other than to participants) | 2023-12-31 | $137,453 |
Other income received | 2023-12-31 | $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 loans | 2023-12-31 | $21,755 |
2022 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total income from all sources | 2022-12-31 | $-181,823 |
Expenses. Total of all expenses incurred | 2022-12-31 | $600,086 |
Benefits paid (including direct rollovers) | 2022-12-31 | $600,000 |
Total plan assets at end of year | 2022-12-31 | $1,769,203 |
Total plan assets at beginning of year | 2022-12-31 | $2,551,112 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $144,508 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $86 |
Other income received | 2022-12-31 | $-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 loans | 2022-12-31 | $222,434 |
2021 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total income from all sources | 2021-12-31 | $99,607 |
Total plan assets at end of year | 2021-12-31 | $2,551,112 |
Total plan assets at beginning of year | 2021-12-31 | $2,451,505 |
Assets. Value of loans (other than to participants) | 2021-12-31 | $516,207 |
Other income received | 2021-12-31 | $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 loans | 2021-12-31 | $224,785 |
2020 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $304,540 |
Total plan assets at end of year | 2020-12-31 | $2,451,505 |
Total plan assets at beginning of year | 2020-12-31 | $2,146,965 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $522,785 |
Other income received | 2020-12-31 | $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 loans | 2020-12-31 | $444,038 |
2019 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $181,696 |
Expenses. Total of all expenses incurred | 2019-12-31 | $11,635 |
Total plan assets at end of year | 2019-12-31 | $2,146,965 |
Total plan assets at beginning of year | 2019-12-31 | $1,976,904 |
Assets. Value of loans (other than to participants) | 2019-12-31 | $164,251 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $11,635 |
Other income received | 2019-12-31 | $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 loans | 2019-12-31 | $854,253 |
2018 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $289,089 |
Expenses. Total of all expenses incurred | 2018-12-31 | $2 |
Total plan assets at end of year | 2018-12-31 | $1,976,904 |
Total plan assets at beginning of year | 2018-12-31 | $1,687,817 |
Assets. Value of loans (other than to participants) | 2018-12-31 | $170,385 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $2 |
Other income received | 2018-12-31 | $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 loans | 2018-12-31 | $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 |
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Total income from all sources | 2017-12-31 | $84,435 |
Expenses. Total of all expenses incurred | 2017-12-31 | $82,211 |
Benefits paid (including direct rollovers) | 2017-12-31 | $74,405 |
Total plan assets at end of year | 2017-12-31 | $1,687,817 |
Total plan assets at beginning of year | 2017-12-31 | $1,685,593 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,806 |
Other income received | 2017-12-31 | $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 loans | 2017-12-31 | $840,353 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2015 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $232,554 |
Expenses. Total of all expenses incurred | 2015-12-31 | $44 |
Total plan assets at end of year | 2015-12-31 | $1,652,692 |
Total plan assets at beginning of year | 2015-12-31 | $1,420,182 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $44 |
Other income received | 2015-12-31 | $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 |
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Total income from all sources | 2014-12-31 | $126,882 |
Expenses. Total of all expenses incurred | 2014-12-31 | $50 |
Total plan assets at end of year | 2014-12-31 | $1,420,182 |
Total plan assets at beginning of year | 2014-12-31 | $1,293,350 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $50 |
Other income received | 2014-12-31 | $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 loans | 2014-12-31 | $384,332 |
2013 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $25,378 |
Expenses. Total of all expenses incurred | 2013-12-31 | $29,057 |
Total plan assets at end of year | 2013-12-31 | $1,293,350 |
Total plan assets at beginning of year | 2013-12-31 | $1,297,029 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $29,057 |
Other income received | 2013-12-31 | $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 loans | 2013-12-31 | $353,713 |
2012 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $203,943 |
Expenses. Total of all expenses incurred | 2012-12-31 | $5,832 |
Total plan assets at end of year | 2012-12-31 | $1,297,029 |
Total plan assets at beginning of year | 2012-12-31 | $1,098,918 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $5,832 |
Other income received | 2012-12-31 | $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 loans | 2012-12-31 | $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 |
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Total income from all sources | 2011-12-31 | $78,345 |
Expenses. Total of all expenses incurred | 2011-12-31 | $6,201 |
Benefits paid (including direct rollovers) | 2011-12-31 | $6,189 |
Total plan assets at end of year | 2011-12-31 | $1,098,918 |
Total plan assets at beginning of year | 2011-12-31 | $1,026,774 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $12 |
Other income received | 2011-12-31 | $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 loans | 2011-12-31 | $383,715 |
Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2009 : HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |
2023: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2023 form 5500 responses |
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2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2015: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: HAMILTON & CO. PROFIT SHARING PLAN & TRUST 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |