Original filing (PDF)20250711110428NAL0004181331001

E.P. HAMILTON & ASSOCIATES, INC.

Name: E.P. HAMILTON & ASSOCIATES, INC. — HAMILTON & ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: E.P. HAMILTON & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

HAMILTON & ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

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

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E.P. HAMILTON & ASSOCIATES, INC..

Plan sponsor

Name

E.P. HAMILTON & ASSOCIATES, INC.

EIN

74-2381712

Address

1406 THREE POINTS RD STE A100 · PFLUGERVILLE, TX · 786603226

Phone

(512) 251-4279

Industry

Agriculture, Forestry, Fishing, Huntingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

MICHAEL W. GALLAGHER, DDS, LLC

MICHAEL GALLAGHER DDS LLC EES SAVINGS TRUST

$1.5M · 13 participants

EVELYNTON FARMS, INC.

EVELYNTON FARMS, INC. PROFIT SHARING RETIREMENT PLAN & TRUST

$1.5M · 6 participants

CHIROFIT, LLC

CHIROFIT, LLC PROFIT SHARING 401(K) PLAN

$1.5M · 10 participants

C3S CORE CONSULTING, INC.

C3S CORE CONSULTING, INC. 401K

$1.5M · 10 participants

FDS FARMS

FDS FARMS 401(K) PROFIT SHARING PLAN

$1.5M · 7 participants