Original filing (PDF)20251229132755NAL0010223619001

HAMILTON, INC

Name: HAMILTON, INC — HAMILTON, INC CBS BENEFIT PLAN, Form 5500 (2024)
Creator: HAMILTON, INC

Form 5500-SF

FILING_RECEIVED

HAMILTON, INC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

HAMILTON, INC

EIN

61-1260649all filings

Address

PO BOX 809 · 10 CAROLYN INGRAM DRIVE · MOREHEAD, KY · 403510809

Phone

(606) 784-4126

Industry

Wholesale Tradesee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-06-01

Tax period

2025-05-31

Filed

2025-12-29

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Wholesale Trade plans

GLOWING JUICES LLC

GLOWING JUICES 401(K) PLAN

$7K · 16 participants

MARQUET WILLIAMSBURG INC

MARQUET WILLIAMSBURG 401(K) PLAN

$7K · 21 participants

RUMIS MARKET LLC

RUMI'S MARKET LLC

$7K · 4 participants

SABINA FARMERS EXCHANGE

SABINA FARMERS EXCHANGE OFB BENEFIT PLAN

$6K · 22 participants

FA HEALTH & FITNESS LLC

FA HEALTH & FITNESS LLC 401(K) PLAN

$6K · 7 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.