HAMLET & SMITH, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HAMLET & SMITH, INC. 401(K) SAVINGS PLAN
401k plan membership statisitcs for HAMLET & SMITH, INC. 401(K) SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2020: HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 12 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 7 |
| Total of all active and inactive participants | 2020-04-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-04-01 | 0 |
| Total participants | 2020-04-01 | 19 |
| Number of participants with account balances | 2020-04-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-04-01 | 0 |
| 2019: HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 15 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 7 |
| Total of all active and inactive participants | 2019-04-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-04-01 | 0 |
| Total participants | 2019-04-01 | 22 |
| Number of participants with account balances | 2019-04-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-04-01 | 0 |
| Measure | Date | Value |
|---|
| 2021 : HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-03-31 | $0 |
| Total plan liabilities at beginning of year | 2021-03-31 | $0 |
| Total income from all sources | 2021-03-31 | $434,803 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $41,098 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $33,486 |
| Total plan assets at end of year | 2021-03-31 | $1,425,480 |
| Total plan assets at beginning of year | 2021-03-31 | $1,031,775 |
| Value of fidelity bond covering the plan | 2021-03-31 | $450,000 |
| Total contributions received or receivable from participants | 2021-03-31 | $4,082 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $350 |
| Contributions received from other sources (not participants or employers) | 2021-03-31 | $0 |
| Other income received | 2021-03-31 | $430,721 |
| Noncash contributions received | 2021-03-31 | $0 |
| Net income (gross income less expenses) | 2021-03-31 | $393,705 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $1,425,480 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $1,031,775 |
| Assets. Value of participant loans | 2021-03-31 | $14,527 |
| Assets. Value of real-estate (other than employer real property) | 2021-03-31 | $975,000 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $0 |
| Value of certain deemed distributions of participant loans | 2021-03-31 | $7,262 |
| Value of corrective distributions | 2021-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-03-31 | $0 |
| 2020 : HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-03-31 | $0 |
| Total plan liabilities at end of year | 2020-03-31 | $0 |
| Total plan liabilities at beginning of year | 2020-03-31 | $0 |
| Total income from all sources | 2020-03-31 | $13,679 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $73,319 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $72,789 |
| Total plan assets at end of year | 2020-03-31 | $1,031,775 |
| Total plan assets at beginning of year | 2020-03-31 | $1,091,415 |
| Value of fidelity bond covering the plan | 2020-03-31 | $450,000 |
| Total contributions received or receivable from participants | 2020-03-31 | $4,252 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-03-31 | $0 |
| Other income received | 2020-03-31 | $9,427 |
| Noncash contributions received | 2020-03-31 | $0 |
| Net income (gross income less expenses) | 2020-03-31 | $-59,640 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $1,031,775 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $1,091,415 |
| Assets. Value of participant loans | 2020-03-31 | $32,720 |
| Assets. Value of real-estate (other than employer real property) | 2020-03-31 | $662,000 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $0 |
| Value of certain deemed distributions of participant loans | 2020-03-31 | $0 |
| Value of corrective distributions | 2020-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $530 |
| 2020: HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: HAMLET & SMITH, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
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