How big is Stephen Hamilton, Inc.'s plan?

Stephen Hamilton, Inc.'s plan reported $1.5M in assets and 3 participants for 2024.

Original filing (PDF)20250911151349NAL0000399553001

Stephen Hamilton, Inc.

Name: Stephen Hamilton, Inc. — Stephen Hamilton, Inc. Cash, Form 5500 (2024)
Creator: Stephen Hamilton, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen Hamilton, Inc. Cash Balance Pension Plan & Trust

Defined-benefit pension plan · Stephen Hamilton, Inc.'s Stephen Hamilton, Inc. Cash Balance Pension Plan & Trust held $1.5M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Stephen Hamilton signed Stephen Hamilton, Inc.'s 2024 Form 5500 as plan administrator.

Stephen Hamilton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Stephen Hamilton, Inc.'s EIN is 36-3776737.

EIN 36-3776737

Plan number 002

Plan year 2024

ACK ID 20250911151349NAL0000399553001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Stephen Hamilton, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen Hamilton, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEPHEN HAMILTON, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score