THE HAMILTON FAMILY CHARITABLE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE HAMILTON FAMILY CHARITABLE TRUST
Measure | Date | Value |
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2022: THE HAMILTON FAMILY CHARITABLE TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 5 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 16 |
Number of participants with account balances | 2022-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: THE HAMILTON FAMILY CHARITABLE TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 8 |
Total of all active and inactive participants | 2021-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 15 |
Number of participants with account balances | 2021-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
Measure | Date | Value |
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2022 : THE HAMILTON FAMILY CHARITABLE TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-919,828 |
Expenses. Total of all expenses incurred | 2022-12-31 | $20,042 |
Benefits paid (including direct rollovers) | 2022-12-31 | $20,017 |
Total plan assets at end of year | 2022-12-31 | $3,630,463 |
Total plan assets at beginning of year | 2022-12-31 | $4,570,333 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Assets. Value of tangible personal property | 2022-12-31 | $0 |
Total contributions received or receivable from participants | 2022-12-31 | $105,946 |
Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
Other income received | 2022-12-31 | $-1,100,804 |
Noncash contributions received | 2022-12-31 | $0 |
Net income (gross income less expenses) | 2022-12-31 | $-939,870 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,630,463 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,570,333 |
Assets. Value of participant loans | 2022-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2022-12-31 | $0 |
Assets. Value of employer securities | 2022-12-31 | $0 |
Assets. Value of employer real property | 2022-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $75,030 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $25 |
2021 : THE HAMILTON FAMILY CHARITABLE TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $818,443 |
Expenses. Total of all expenses incurred | 2021-12-31 | $176,348 |
Benefits paid (including direct rollovers) | 2021-12-31 | $176,298 |
Total plan assets at end of year | 2021-12-31 | $4,570,333 |
Total plan assets at beginning of year | 2021-12-31 | $3,928,238 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Total contributions received or receivable from participants | 2021-12-31 | $111,520 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $615,479 |
Noncash contributions received | 2021-12-31 | $0 |
Net income (gross income less expenses) | 2021-12-31 | $642,095 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $4,570,333 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,928,238 |
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2021-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $91,444 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $50 |