Original filing (PDF)20240610183032NAL0012739347001

HAMILTON, MICHAELSON & HILTY, LLP

Name: HAMILTON, MICHAELSON & HILTY, LLP — HAMILTON MICHAELSON & HILTY, LLP 401(K) PLAN, Form 5500 (2023)
Creator: HAMILTON, MICHAELSON & HILTY, LLP

Form 5500-SF

FILING_RECEIVED

HAMILTON MICHAELSON & HILTY, LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 HAMILTON, MICHAELSON & HILTY, LLP.

Plan sponsor

Name

HAMILTON, MICHAELSON & HILTY, LLP

EIN

82-0398949

Address

P O BOX 65 · NAMPA, ID · 836530065

Phone

(208) 467-4479

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-10

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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