HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HAMMONTREE & ASSOCIATES, LTD.
This Other plan holds N/A in total assets and serves 43 participants as of 2024. It is sponsored by HAMMONTREE & ASSOCIATES, LTD. in Ohio.
What the Filing Says About HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN
HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by HAMMONTREE & ASSOCIATES, LTD., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 43 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 341147301, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2024 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Other |
| Employer EIN | 341147301 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HAMMONTREE & ASSOCIATES, LTD.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 91 | N/A |
| 2023 | 2 | 91 | N/A |
| 2024 | 2 | 89 | N/A |
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Frequently Asked Questions
How much money is in the HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN? ▼
What type of plan is HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN? ▼
Who sponsors the HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How did HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN perform in 2024? ▼
Where can I find official filings for HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN? ▼
How does HAMMONTREE & ASSOCIATES EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans? ▼
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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.
Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 341147301.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.