Civic Intelligence

Hamilton Strategies LLC

Plan context: Hamilton Strategies LLC 401(K) P/S Plan

EIN 03-0555565 • Schwenksville, PA • 13 filings • 1 plans

2024 Cressman Rd Ste 210Schwenksville, PA 19473
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,905,783

2024 Contributions

$127,493

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,905,783$952,892$0201120172024YearValue
$1,905,783Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260201220182024YearValue
12Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024112$1,905,783$127,493$10,624iApproximate average salary by contribution assumption: employee only about $265,610 at 4% or $177,074 at 6%; with 50% employer match about $177,074 at 4% or $118,049 at 6%; with 100% employer match about $132,805 at 4% or $88,537 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-12$1,905,783$127,493$10,624iApproximate average salary by contribution assumption: employee only about $265,610 at 4% or $177,074 at 6%; with 50% employer match about $177,074 at 4% or $118,049 at 6%; with 100% employer match about $132,805 at 4% or $88,537 at 6%.
202219$1,237,326$147,760$16,418iApproximate average salary by contribution assumption: employee only about $410,444 at 4% or $273,630 at 6%; with 50% employer match about $273,630 at 4% or $182,420 at 6%; with 100% employer match about $205,222 at 4% or $136,815 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-9$1,237,326$147,760$16,418iApproximate average salary by contribution assumption: employee only about $410,444 at 4% or $273,630 at 6%; with 50% employer match about $273,630 at 4% or $182,420 at 6%; with 100% employer match about $205,222 at 4% or $136,815 at 6%.
202118$1,310,935$100,427$12,553iApproximate average salary by contribution assumption: employee only about $313,834 at 4% or $209,223 at 6%; with 50% employer match about $209,223 at 4% or $139,482 at 6%; with 100% employer match about $156,917 at 4% or $104,611 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-8$1,310,935$100,427$12,553iApproximate average salary by contribution assumption: employee only about $313,834 at 4% or $209,223 at 6%; with 50% employer match about $209,223 at 4% or $139,482 at 6%; with 100% employer match about $156,917 at 4% or $104,611 at 6%.
202018$1,078,560$135,639$16,955iApproximate average salary by contribution assumption: employee only about $423,872 at 4% or $282,581 at 6%; with 50% employer match about $282,581 at 4% or $188,388 at 6%; with 100% employer match about $211,936 at 4% or $141,291 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-8$1,078,560$135,639$16,955iApproximate average salary by contribution assumption: employee only about $423,872 at 4% or $282,581 at 6%; with 50% employer match about $282,581 at 4% or $188,388 at 6%; with 100% employer match about $211,936 at 4% or $141,291 at 6%.
201918$1,036,669$130,257$16,282iApproximate average salary by contribution assumption: employee only about $407,053 at 4% or $271,369 at 6%; with 50% employer match about $271,369 at 4% or $180,913 at 6%; with 100% employer match about $203,527 at 4% or $135,684 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-8$1,036,669$130,257$16,282iApproximate average salary by contribution assumption: employee only about $407,053 at 4% or $271,369 at 6%; with 50% employer match about $271,369 at 4% or $180,913 at 6%; with 100% employer match about $203,527 at 4% or $135,684 at 6%.
201817$765,751$88,807$12,687iApproximate average salary by contribution assumption: employee only about $317,168 at 4% or $211,445 at 6%; with 50% employer match about $211,445 at 4% or $140,963 at 6%; with 100% employer match about $158,584 at 4% or $105,723 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-7$765,751$88,807$12,687iApproximate average salary by contribution assumption: employee only about $317,168 at 4% or $211,445 at 6%; with 50% employer match about $211,445 at 4% or $140,963 at 6%; with 100% employer match about $158,584 at 4% or $105,723 at 6%.
201717$702,000$110,909$15,844iApproximate average salary by contribution assumption: employee only about $396,104 at 4% or $264,069 at 6%; with 50% employer match about $264,069 at 4% or $176,046 at 6%; with 100% employer match about $198,052 at 4% or $132,035 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-7$702,000$110,909$15,844iApproximate average salary by contribution assumption: employee only about $396,104 at 4% or $264,069 at 6%; with 50% employer match about $264,069 at 4% or $176,046 at 6%; with 100% employer match about $198,052 at 4% or $132,035 at 6%.
201617$548,961$147,232$21,033iApproximate average salary by contribution assumption: employee only about $525,829 at 4% or $350,552 at 6%; with 50% employer match about $350,552 at 4% or $233,702 at 6%; with 100% employer match about $262,914 at 4% or $175,276 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-7$548,961$147,232$21,033iApproximate average salary by contribution assumption: employee only about $525,829 at 4% or $350,552 at 6%; with 50% employer match about $350,552 at 4% or $233,702 at 6%; with 100% employer match about $262,914 at 4% or $175,276 at 6%.
201516$403,156$87,602$14,600iApproximate average salary by contribution assumption: employee only about $365,008 at 4% or $243,339 at 6%; with 50% employer match about $243,339 at 4% or $162,226 at 6%; with 100% employer match about $182,504 at 4% or $121,669 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-6$403,156$87,602$14,600iApproximate average salary by contribution assumption: employee only about $365,008 at 4% or $243,339 at 6%; with 50% employer match about $243,339 at 4% or $162,226 at 6%; with 100% employer match about $182,504 at 4% or $121,669 at 6%.
201414$306,008$121,391$30,348iApproximate average salary by contribution assumption: employee only about $758,694 at 4% or $505,796 at 6%; with 50% employer match about $505,796 at 4% or $337,197 at 6%; with 100% employer match about $379,347 at 4% or $252,898 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-4$306,008$121,391$30,348iApproximate average salary by contribution assumption: employee only about $758,694 at 4% or $505,796 at 6%; with 50% employer match about $505,796 at 4% or $337,197 at 6%; with 100% employer match about $379,347 at 4% or $252,898 at 6%.
201314$168,151$43,989$10,997iApproximate average salary by contribution assumption: employee only about $274,931 at 4% or $183,288 at 6%; with 50% employer match about $183,288 at 4% or $122,192 at 6%; with 100% employer match about $137,466 at 4% or $91,644 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-4$168,151$43,989$10,997iApproximate average salary by contribution assumption: employee only about $274,931 at 4% or $183,288 at 6%; with 50% employer match about $183,288 at 4% or $122,192 at 6%; with 100% employer match about $137,466 at 4% or $91,644 at 6%.
201213$101,437$67,061$22,354iApproximate average salary by contribution assumption: employee only about $558,842 at 4% or $372,561 at 6%; with 50% employer match about $372,561 at 4% or $248,374 at 6%; with 100% employer match about $279,421 at 4% or $186,281 at 6%.
Hamilton Strategies LLC 401(K) P/S Plan-3$101,437$67,061$22,354iApproximate average salary by contribution assumption: employee only about $558,842 at 4% or $372,561 at 6%; with 50% employer match about $372,561 at 4% or $248,374 at 6%; with 100% employer match about $279,421 at 4% or $186,281 at 6%.
201110$30,799$30,799-
Hamilton Strategies LLC 401(K) P/S Plan-0$30,799$30,799-