401k Plan data: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST plan

HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 401k Plan overview

Plan Name	HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST
Plan identification number	001

HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

401k Sponsoring company profile

HAMBRO ENTERPRISES, INC. has sponsored the creation of one or more 401k plans.

Company Name: HAMBRO ENTERPRISES, INC.

Employer identification number (EIN): 930425598

NAIC Classification: 423800

Additional information about HAMBRO ENTERPRISES, INC.

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C1528183

More information about HAMBRO ENTERPRISES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 DOUGLAS C. HAMILTON 2021-04-26
001 2019-01-01 DOUGLAS C. HAMILTON 2020-05-06
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 DOUGLAS HAMILTON
001 2013-01-01 DOUGLAS HAMILTON
001 2012-01-01 DOUGLAS HAMILTON
001 2011-01-01 DOUGLAS HAMILTON
001 2009-01-01 DOUGLAS W ANDERSON DOUGLAS W ANDERSON 2010-05-24

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	DOUGLAS C. HAMILTON	2021-04-26
001	2019-01-01	DOUGLAS C. HAMILTON	2020-05-06
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	DOUGLAS HAMILTON
001	2013-01-01	DOUGLAS HAMILTON
001	2012-01-01	DOUGLAS HAMILTON
001	2011-01-01	DOUGLAS HAMILTON
001	2009-01-01	DOUGLAS W ANDERSON		DOUGLAS W ANDERSON	2010-05-24

Plan Statistics for HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST

401k plan membership statisitcs for HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST

Measure Date Value
2020: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 2
Number of participants with account balances 2017-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 2
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 11
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 14
Number of participants with account balances 2015-01-01 14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 11
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 13
Number of participants with account balances 2014-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 11
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 12
Number of participants with account balances 2013-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 11
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 12
Number of participants with account balances 2012-01-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 11
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 15
Number of participants with account balances 2011-01-01 15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	2
Number of participants with account balances	2017-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	2
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	11
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	14
Number of participants with account balances	2015-01-01	14
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	11
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	13
Number of participants with account balances	2014-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	11
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	12
Number of participants with account balances	2013-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	11
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	12
Number of participants with account balances	2012-01-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	11
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	15
Number of participants with account balances	2011-01-01	15
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST

Measure	Date	Value
2020 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$351,439
Expenses. Total of all expenses incurred	2020-12-31	$1,911,383
Benefits paid (including direct rollovers)	2020-12-31	$1,910,531
Total plan assets at end of year	2020-12-31	$0
Total plan assets at beginning of year	2020-12-31	$1,559,944
Value of fidelity bond covering the plan	2020-12-31	$500,000
Assets. Value of tangible personal property	2020-12-31	$0
Expenses. Other expenses not covered elsewhere	2020-12-31	$852
Other income received	2020-12-31	$350,719
Net income (gross income less expenses)	2020-12-31	$-1,559,944
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,559,944
Total contributions received or receivable from employer(s)	2020-12-31	$720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$23,656
2019 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$237,721
Expenses. Total of all expenses incurred	2019-12-31	$2,686
Total plan assets at end of year	2019-12-31	$1,559,944
Total plan assets at beginning of year	2019-12-31	$1,324,909
Value of fidelity bond covering the plan	2019-12-31	$500,000
Assets. Value of tangible personal property	2019-12-31	$1,553,743
Expenses. Other expenses not covered elsewhere	2019-12-31	$2,686
Other income received	2019-12-31	$236,721
Net income (gross income less expenses)	2019-12-31	$235,035
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,559,944
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$1,324,909
Total contributions received or receivable from employer(s)	2019-12-31	$1,000
2018 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$-26,442
Expenses. Total of all expenses incurred	2018-12-31	$64,542
Benefits paid (including direct rollovers)	2018-12-31	$60,152
Total plan assets at end of year	2018-12-31	$1,324,909
Total plan assets at beginning of year	2018-12-31	$1,415,893
Value of fidelity bond covering the plan	2018-12-31	$500,000
Assets. Value of tangible personal property	2018-12-31	$1,317,023
Expenses. Other expenses not covered elsewhere	2018-12-31	$4,390
Other income received	2018-12-31	$-27,442
Net income (gross income less expenses)	2018-12-31	$-90,984
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,324,909
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,415,893
Total contributions received or receivable from employer(s)	2018-12-31	$1,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$313,292
Expenses. Total of all expenses incurred	2017-12-31	$1,440,739
Benefits paid (including direct rollovers)	2017-12-31	$1,438,937
Total plan assets at end of year	2017-12-31	$1,415,893
Total plan assets at beginning of year	2017-12-31	$2,543,340
Value of fidelity bond covering the plan	2017-12-31	$500,000
Assets. Value of tangible personal property	2017-12-31	$1,404,983
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,277
Other income received	2017-12-31	$313,292
Net income (gross income less expenses)	2017-12-31	$-1,127,447
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,415,893
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,543,340
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$525
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$358,500
Expenses. Total of all expenses incurred	2016-12-31	$1,567,240
Benefits paid (including direct rollovers)	2016-12-31	$1,564,890
Total plan assets at end of year	2016-12-31	$2,543,340
Total plan assets at beginning of year	2016-12-31	$3,752,080
Value of fidelity bond covering the plan	2016-12-31	$500,000
Assets. Value of tangible personal property	2016-12-31	$1,251,636
Total contributions received or receivable from participants	2016-12-31	$11,025
Expenses. Other expenses not covered elsewhere	2016-12-31	$2,350
Other income received	2016-12-31	$337,759
Net income (gross income less expenses)	2016-12-31	$-1,208,740
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,543,340
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$3,752,080
Assets. Value of participant loans	2016-12-31	$0
Total contributions received or receivable from employer(s)	2016-12-31	$9,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$-115,808
Expenses. Total of all expenses incurred	2015-12-31	$104,958
Benefits paid (including direct rollovers)	2015-12-31	$104,283
Total plan assets at end of year	2015-12-31	$3,752,080
Total plan assets at beginning of year	2015-12-31	$3,972,846
Value of fidelity bond covering the plan	2015-12-31	$500,000
Assets. Value of tangible personal property	2015-12-31	$1,444,340
Total contributions received or receivable from participants	2015-12-31	$20,250
Expenses. Other expenses not covered elsewhere	2015-12-31	$675
Other income received	2015-12-31	$-166,058
Net income (gross income less expenses)	2015-12-31	$-220,766
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$3,752,080
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,972,846
Assets. Value of participant loans	2015-12-31	$16,231
Total contributions received or receivable from employer(s)	2015-12-31	$30,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$147,801
Expenses. Total of all expenses incurred	2014-12-31	$52,105
Benefits paid (including direct rollovers)	2014-12-31	$51,295
Total plan assets at end of year	2014-12-31	$3,972,846
Total plan assets at beginning of year	2014-12-31	$3,877,150
Value of fidelity bond covering the plan	2014-12-31	$500,000
Assets. Value of tangible personal property	2014-12-31	$1,683,857
Total contributions received or receivable from participants	2014-12-31	$20,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$810
Other income received	2014-12-31	$77,801
Net income (gross income less expenses)	2014-12-31	$95,696
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,972,846
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,877,150
Assets. Value of participant loans	2014-12-31	$32,153
Total contributions received or receivable from employer(s)	2014-12-31	$50,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2013 401k financial data
Total income from all sources	2013-12-31	$-541,604
Expenses. Total of all expenses incurred	2013-12-31	$1,215
Total plan assets at end of year	2013-12-31	$3,877,150
Total plan assets at beginning of year	2013-12-31	$4,419,969
Value of fidelity bond covering the plan	2013-12-31	$500,000
Assets. Value of tangible personal property	2013-12-31	$1,771,128
Total contributions received or receivable from participants	2013-12-31	$14,041
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,215
Other income received	2013-12-31	$-585,645
Net income (gross income less expenses)	2013-12-31	$-542,819
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,877,150
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$4,419,969
Assets. Value of participant loans	2013-12-31	$38,143
Total contributions received or receivable from employer(s)	2013-12-31	$30,000
2012 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$312,714
Expenses. Total of all expenses incurred	2012-12-31	$2,276,867
Benefits paid (including direct rollovers)	2012-12-31	$2,248,515
Total plan assets at end of year	2012-12-31	$4,419,969
Total plan assets at beginning of year	2012-12-31	$6,384,122
Value of fidelity bond covering the plan	2012-12-31	$4,110,453
Assets. Value of tangible personal property	2012-12-31	$3,026,923
Total contributions received or receivable from participants	2012-12-31	$13,818
Expenses. Other expenses not covered elsewhere	2012-12-31	$28,352
Other income received	2012-12-31	$253,008
Net income (gross income less expenses)	2012-12-31	$-1,964,153
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$4,419,969
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,384,122
Assets. Value of participant loans	2012-12-31	$23,067
Assets. Value of assets in partnership/joint-venture interests	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$45,888
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$83,197
Expenses. Total of all expenses incurred	2011-12-31	$102,861
Benefits paid (including direct rollovers)	2011-12-31	$78,186
Total plan assets at end of year	2011-12-31	$6,384,122
Total plan assets at beginning of year	2011-12-31	$6,403,786
Value of fidelity bond covering the plan	2011-12-31	$3,851,202
Assets. Value of tangible personal property	2011-12-31	$4,851,300
Total contributions received or receivable from participants	2011-12-31	$35,568
Other income received	2011-12-31	$7,629
Net income (gross income less expenses)	2011-12-31	$-19,664
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,384,122
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$6,403,786
Assets. Value of participant loans	2011-12-31	$8,979
Total contributions received or receivable from employer(s)	2011-12-31	$40,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$24,675
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$1,620,776
Expenses. Total of all expenses incurred	2010-12-31	$133,209
Benefits paid (including direct rollovers)	2010-12-31	$110,846
Total plan assets at end of year	2010-12-31	$6,403,786
Total plan assets at beginning of year	2010-12-31	$4,916,219
Value of fidelity bond covering the plan	2010-12-31	$3,851,202
Assets. Value of tangible personal property	2010-12-31	$4,658,485
Total contributions received or receivable from participants	2010-12-31	$50,917
Expenses. Other expenses not covered elsewhere	2010-12-31	$2,107
Other income received	2010-12-31	$1,489,859
Net income (gross income less expenses)	2010-12-31	$1,487,567
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$6,403,786
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,916,219
Assets. Value of participant loans	2010-12-31	$508
Total contributions received or receivable from employer(s)	2010-12-31	$80,000
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$20,256
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 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

Form 5500 Responses for HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST

2020: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HAMILTON ENGINE SALES, INC. SALARY REDUCTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

008689061

Policy instance

Insurance contract or identification number	008689061
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $42
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

008689061

Policy instance

Insurance contract or identification number	008689061
Number of Individuals Covered	1
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $42
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $42
Insurance broker organization code?	3
Insurance broker name	PHILLIPS MARCUS EVERETT

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Company Name:	HAMBRO ENTERPRISES, INC.
Employer identification number (EIN):	930425598
NAIC Classification:	423800

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C1528183