Hamlin Capital Management, LLC
Plan context: Hamlin Capital Management LLC Retirement Plan & Trust
EIN 52-2344187 • New York, NY • 21 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
34
2024 Assets
$37,275,125
2024 Contributions
$1,377,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 34 | $37,275,125 | $1,377,000 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 34 | $37,275,125 | $1,377,000 | $40,500iApproximate average salary by contribution assumption: employee only about $1,012,500 at 4% or $675,000 at 6%; with 50% employer match about $675,000 at 4% or $450,000 at 6%; with 100% employer match about $506,250 at 4% or $337,500 at 6%. |
| 2023 | 1 | 32 | $30,606,563 | $1,302,718 | $40,710iApproximate average salary by contribution assumption: employee only about $1,017,748 at 4% or $678,499 at 6%; with 50% employer match about $678,499 at 4% or $452,333 at 6%; with 100% employer match about $508,874 at 4% or $339,249 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 32 | $30,606,563 | $1,302,718 | $40,710iApproximate average salary by contribution assumption: employee only about $1,017,748 at 4% or $678,499 at 6%; with 50% employer match about $678,499 at 4% or $452,333 at 6%; with 100% employer match about $508,874 at 4% or $339,249 at 6%. |
| 2022 | 1 | 32 | $25,981,450 | $1,236,557 | $38,642iApproximate average salary by contribution assumption: employee only about $966,060 at 4% or $644,040 at 6%; with 50% employer match about $644,040 at 4% or $429,360 at 6%; with 100% employer match about $483,030 at 4% or $322,020 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 32 | $25,981,450 | $1,236,557 | $38,642iApproximate average salary by contribution assumption: employee only about $966,060 at 4% or $644,040 at 6%; with 50% employer match about $644,040 at 4% or $429,360 at 6%; with 100% employer match about $483,030 at 4% or $322,020 at 6%. |
| 2021 | 1 | 31 | $25,074,004 | $1,039,716 | $33,539iApproximate average salary by contribution assumption: employee only about $838,481 at 4% or $558,987 at 6%; with 50% employer match about $558,987 at 4% or $372,658 at 6%; with 100% employer match about $419,240 at 4% or $279,494 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 31 | $25,074,004 | $1,039,716 | $33,539iApproximate average salary by contribution assumption: employee only about $838,481 at 4% or $558,987 at 6%; with 50% employer match about $558,987 at 4% or $372,658 at 6%; with 100% employer match about $419,240 at 4% or $279,494 at 6%. |
| 2020 | 1 | 31 | $19,305,880 | $1,030,250 | $33,234iApproximate average salary by contribution assumption: employee only about $830,847 at 4% or $553,898 at 6%; with 50% employer match about $553,898 at 4% or $369,265 at 6%; with 100% employer match about $415,423 at 4% or $276,949 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 31 | $19,305,880 | $1,030,250 | $33,234iApproximate average salary by contribution assumption: employee only about $830,847 at 4% or $553,898 at 6%; with 50% employer match about $553,898 at 4% or $369,265 at 6%; with 100% employer match about $415,423 at 4% or $276,949 at 6%. |
| 2019 | 1 | 31 | $17,299,840 | $1,022,000 | $32,968iApproximate average salary by contribution assumption: employee only about $824,194 at 4% or $549,462 at 6%; with 50% employer match about $549,462 at 4% or $366,308 at 6%; with 100% employer match about $412,097 at 4% or $274,731 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 31 | $17,299,840 | $1,022,000 | $32,968iApproximate average salary by contribution assumption: employee only about $824,194 at 4% or $549,462 at 6%; with 50% employer match about $549,462 at 4% or $366,308 at 6%; with 100% employer match about $412,097 at 4% or $274,731 at 6%. |
| 2018 | 1 | 31 | $13,737,698 | $1,046,000 | $33,742iApproximate average salary by contribution assumption: employee only about $843,548 at 4% or $562,366 at 6%; with 50% employer match about $562,366 at 4% or $374,910 at 6%; with 100% employer match about $421,774 at 4% or $281,183 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 31 | $13,737,698 | $1,046,000 | $33,742iApproximate average salary by contribution assumption: employee only about $843,548 at 4% or $562,366 at 6%; with 50% employer match about $562,366 at 4% or $374,910 at 6%; with 100% employer match about $421,774 at 4% or $281,183 at 6%. |
| 2017 | 1 | 24 | $13,070,792 | $940,300 | $39,179iApproximate average salary by contribution assumption: employee only about $979,479 at 4% or $652,986 at 6%; with 50% employer match about $652,986 at 4% or $435,324 at 6%; with 100% employer match about $489,740 at 4% or $326,493 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 24 | $13,070,792 | $940,300 | $39,179iApproximate average salary by contribution assumption: employee only about $979,479 at 4% or $652,986 at 6%; with 50% employer match about $652,986 at 4% or $435,324 at 6%; with 100% employer match about $489,740 at 4% or $326,493 at 6%. |
| 2016 | 1 | 21 | $10,670,796 | $765,984 | $36,475iApproximate average salary by contribution assumption: employee only about $911,886 at 4% or $607,924 at 6%; with 50% employer match about $607,924 at 4% or $405,283 at 6%; with 100% employer match about $455,943 at 4% or $303,962 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 21 | $10,670,796 | $765,984 | $36,475iApproximate average salary by contribution assumption: employee only about $911,886 at 4% or $607,924 at 6%; with 50% employer match about $607,924 at 4% or $405,283 at 6%; with 100% employer match about $455,943 at 4% or $303,962 at 6%. |
| 2015 | 1 | 17 | $8,684,460 | $676,200 | $39,776iApproximate average salary by contribution assumption: employee only about $994,412 at 4% or $662,941 at 6%; with 50% employer match about $662,941 at 4% or $441,961 at 6%; with 100% employer match about $497,206 at 4% or $331,471 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 17 | $8,684,460 | $676,200 | $39,776iApproximate average salary by contribution assumption: employee only about $994,412 at 4% or $662,941 at 6%; with 50% employer match about $662,941 at 4% or $441,961 at 6%; with 100% employer match about $497,206 at 4% or $331,471 at 6%. |
| 2014 | 1 | 18 | $8,250,591 | $674,525 | $37,474iApproximate average salary by contribution assumption: employee only about $936,840 at 4% or $624,560 at 6%; with 50% employer match about $624,560 at 4% or $416,373 at 6%; with 100% employer match about $468,420 at 4% or $312,280 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 18 | $8,250,591 | $674,525 | $37,474iApproximate average salary by contribution assumption: employee only about $936,840 at 4% or $624,560 at 6%; with 50% employer match about $624,560 at 4% or $416,373 at 6%; with 100% employer match about $468,420 at 4% or $312,280 at 6%. |
| 2013 | 1 | 14 | $6,789,259 | $522,253 | $37,304iApproximate average salary by contribution assumption: employee only about $932,595 at 4% or $621,730 at 6%; with 50% employer match about $621,730 at 4% or $414,487 at 6%; with 100% employer match about $466,297 at 4% or $310,865 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 14 | $6,789,259 | $522,253 | $37,304iApproximate average salary by contribution assumption: employee only about $932,595 at 4% or $621,730 at 6%; with 50% employer match about $621,730 at 4% or $414,487 at 6%; with 100% employer match about $466,297 at 4% or $310,865 at 6%. |
| 2012 | 1 | 14 | $5,007,538 | $603,837 | $43,131iApproximate average salary by contribution assumption: employee only about $1,078,280 at 4% or $718,854 at 6%; with 50% employer match about $718,854 at 4% or $479,236 at 6%; with 100% employer match about $539,140 at 4% or $359,427 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 14 | $5,007,538 | $603,837 | $43,131iApproximate average salary by contribution assumption: employee only about $1,078,280 at 4% or $718,854 at 6%; with 50% employer match about $718,854 at 4% or $479,236 at 6%; with 100% employer match about $539,140 at 4% or $359,427 at 6%. |
| 2011 | 1 | 11 | $3,975,651 | $381,708 | $34,701iApproximate average salary by contribution assumption: employee only about $867,518 at 4% or $578,345 at 6%; with 50% employer match about $578,345 at 4% or $385,564 at 6%; with 100% employer match about $433,759 at 4% or $289,173 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 11 | $3,975,651 | $381,708 | $34,701iApproximate average salary by contribution assumption: employee only about $867,518 at 4% or $578,345 at 6%; with 50% employer match about $578,345 at 4% or $385,564 at 6%; with 100% employer match about $433,759 at 4% or $289,173 at 6%. |
| 2010 | 1 | 12 | $3,181,750 | $696,640 | $58,053iApproximate average salary by contribution assumption: employee only about $1,451,333 at 4% or $967,556 at 6%; with 50% employer match about $967,556 at 4% or $645,037 at 6%; with 100% employer match about $725,667 at 4% or $483,778 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 12 | $3,181,750 | $696,640 | $58,053iApproximate average salary by contribution assumption: employee only about $1,451,333 at 4% or $967,556 at 6%; with 50% employer match about $967,556 at 4% or $645,037 at 6%; with 100% employer match about $725,667 at 4% or $483,778 at 6%. |
| 2009 | 1 | 10 | $1,963,648 | $310,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 10 | $1,963,648 | $310,000 | $31,000iApproximate average salary by contribution assumption: employee only about $775,000 at 4% or $516,667 at 6%; with 50% employer match about $516,667 at 4% or $344,444 at 6%; with 100% employer match about $387,500 at 4% or $258,333 at 6%. |
| 2008 | 1 | 7 | $1,410,904 | $221,188 | $31,598iApproximate average salary by contribution assumption: employee only about $789,957 at 4% or $526,638 at 6%; with 50% employer match about $526,638 at 4% or $351,092 at 6%; with 100% employer match about $394,979 at 4% or $263,319 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 7 | $1,410,904 | $221,188 | $31,598iApproximate average salary by contribution assumption: employee only about $789,957 at 4% or $526,638 at 6%; with 50% employer match about $526,638 at 4% or $351,092 at 6%; with 100% employer match about $394,979 at 4% or $263,319 at 6%. |
| 2007 | 1 | 8 | $1,522,396 | $224,943 | $28,118iApproximate average salary by contribution assumption: employee only about $702,947 at 4% or $468,631 at 6%; with 50% employer match about $468,631 at 4% or $312,421 at 6%; with 100% employer match about $351,473 at 4% or $234,316 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 8 | $1,522,396 | $224,943 | $28,118iApproximate average salary by contribution assumption: employee only about $702,947 at 4% or $468,631 at 6%; with 50% employer match about $468,631 at 4% or $312,421 at 6%; with 100% employer match about $351,473 at 4% or $234,316 at 6%. |
| 2006 | 1 | 7 | $3,730,280 | $238,350 | $34,050iApproximate average salary by contribution assumption: employee only about $851,250 at 4% or $567,500 at 6%; with 50% employer match about $567,500 at 4% or $378,333 at 6%; with 100% employer match about $425,625 at 4% or $283,750 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 7 | $3,730,280 | $238,350 | $34,050iApproximate average salary by contribution assumption: employee only about $851,250 at 4% or $567,500 at 6%; with 50% employer match about $567,500 at 4% or $378,333 at 6%; with 100% employer match about $425,625 at 4% or $283,750 at 6%. |
| 2005 | 1 | 7 | $3,113,826 | $526,456 | $75,208iApproximate average salary by contribution assumption: employee only about $1,880,200 at 4% or $1,253,467 at 6%; with 50% employer match about $1,253,467 at 4% or $835,644 at 6%; with 100% employer match about $940,100 at 4% or $626,733 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 7 | $3,113,826 | $526,456 | $75,208iApproximate average salary by contribution assumption: employee only about $1,880,200 at 4% or $1,253,467 at 6%; with 50% employer match about $1,253,467 at 4% or $835,644 at 6%; with 100% employer match about $940,100 at 4% or $626,733 at 6%. |
| 2004 | 1 | 8 | $2,120,551 | $170,912 | $21,364iApproximate average salary by contribution assumption: employee only about $534,100 at 4% or $356,067 at 6%; with 50% employer match about $356,067 at 4% or $237,378 at 6%; with 100% employer match about $267,050 at 4% or $178,033 at 6%. |
| Hamlin Capital Management LLC Retirement Plan & Trust | - | 8 | $2,120,551 | $170,912 | $21,364iApproximate average salary by contribution assumption: employee only about $534,100 at 4% or $356,067 at 6%; with 50% employer match about $356,067 at 4% or $237,378 at 6%; with 100% employer match about $267,050 at 4% or $178,033 at 6%. |