HAMILTON ANDERSON ASSOCIATES INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMILTON ANDERSON ASSOCIATES INC. 401K PLAN
| Measure | Date | Value |
|---|
| 2025 : HAMILTON ANDERSON ASSOCIATES INC. 401K PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-26 | 564312 |
| Net assets as of the end of the plan year | 2025-09-26 | 2727233 |
| Total assets as of the beginning of the plan year | 2025-09-26 | 2773091 |
| Value of plan covered by a fidelity bond | 2025-09-26 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-26 | 146381 |
| Other contributions to plan in this plan year | 2025-09-26 | 15410 |
| Other income to plan in this plan year | 2025-09-26 | 323320 |
| Plan net income in this plan year | 2025-09-26 | -45858 |
| Net assets as of the end of the plan year | 2025-09-26 | 2727233 |
| Net assets as of the beginning of the plan year | 2025-09-26 | 2773091 |
| Employer contributions to plan in this plan year | 2025-09-26 | 33343 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-26 | 16383 |
| 2024 : HAMILTON ANDERSON ASSOCIATES INC. 401K PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-29 | 407916 |
| Net assets as of the end of the plan year | 2024-05-29 | 2773091 |
| Total assets as of the beginning of the plan year | 2024-05-29 | 2446677 |
| Value of plan covered by a fidelity bond | 2024-05-29 | 350000 |
| Participant contributions to plan in this plan year | 2024-05-29 | 186131 |
| Other contributions to plan in this plan year | 2024-05-29 | 125589 |
| Other income to plan in this plan year | 2024-05-29 | 403956 |
| Plan net income in this plan year | 2024-05-29 | 326414 |
| Net assets as of the end of the plan year | 2024-05-29 | 2773091 |
| Net assets as of the beginning of the plan year | 2024-05-29 | 2446677 |
| Employer contributions to plan in this plan year | 2024-05-29 | 18654 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-29 | 14868 |
| 2010 : HAMILTON ANDERSON ASSOCIATES INC. 401K PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $540,627 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $321,112 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $313,652 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $7,130 |
| Value of total corrective distributions | 2010-12-31 | $228 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $239,720 |
| Value of total assets at end of year | 2010-12-31 | $2,512,179 |
| Value of total assets at beginning of year | 2010-12-31 | $2,292,662 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $102 |
| Total interest from all sources | 2010-12-31 | $7,292 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $237,380 |
| Participant contributions at end of year | 2010-12-31 | $17,936 |
| Participant contributions at beginning of year | 2010-12-31 | $24,165 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $2,340 |
| Administrative expenses (other) incurred | 2010-12-31 | $102 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $219,515 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,512,179 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,292,662 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,342,818 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,117,511 |
| Interest on participant loans | 2010-12-31 | $1,115 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6,177 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $151,425 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $150,986 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $293,615 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $313,652 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | ALAN C YOUNG |
| Accountancy firm EIN | 2010-12-31 | 383193028 |
| 2009 : HAMILTON ANDERSON ASSOCIATES INC. 401K PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
