Original filing (PDF)20240305152327NAL0030733760001

THE HAMILTON BANK

Name: THE HAMILTON BANK — THE HAMILTON BANK DEFINED BENEFIT PENSION PLAN & TRUST, Form 5500 (2023)
Creator: THE HAMILTON BANK

Form 5500-SF

FILING_RECEIVED

THE HAMILTON BANK DEFINED BENEFIT PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HAMILTON BANK.

Plan sponsor

Name

THE HAMILTON BANK

EIN

44-0161944

Address

111 NORTH DAVIS · P.O. BOX 127 · HAMILTON, MO · 646440127

Phone

(816) 583-2143

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-02-08

Filed

2024-03-05

Pension benefit codes

1A · Pay-related DB formula

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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