Hamilton Wealth LLC
Plan context: Hamilton Wealth LLC 401(K) Profit Sharing Plan
EIN 82-2705640 • Encino, CA • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,568,561
2024 Contributions
$181,526
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 | 5 | $1,568,561 | $181,526 | $36,305iApproximate average salary by contribution assumption: employee only about $907,630 at 4% or $605,087 at 6%; with 50% employer match about $605,087 at 4% or $403,391 at 6%; with 100% employer match about $453,815 at 4% or $302,543 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 5 | $1,568,561 | $181,526 | $36,305iApproximate average salary by contribution assumption: employee only about $907,630 at 4% or $605,087 at 6%; with 50% employer match about $605,087 at 4% or $403,391 at 6%; with 100% employer match about $453,815 at 4% or $302,543 at 6%. |
| 2023 | 1 | 5 | $1,217,272 | $164,536 | $32,907iApproximate average salary by contribution assumption: employee only about $822,680 at 4% or $548,453 at 6%; with 50% employer match about $548,453 at 4% or $365,636 at 6%; with 100% employer match about $411,340 at 4% or $274,227 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 5 | $1,217,272 | $164,536 | $32,907iApproximate average salary by contribution assumption: employee only about $822,680 at 4% or $548,453 at 6%; with 50% employer match about $548,453 at 4% or $365,636 at 6%; with 100% employer match about $411,340 at 4% or $274,227 at 6%. |
| 2022 | 1 | 5 | $899,431 | $90,100 | $18,020iApproximate average salary by contribution assumption: employee only about $450,500 at 4% or $300,333 at 6%; with 50% employer match about $300,333 at 4% or $200,222 at 6%; with 100% employer match about $225,250 at 4% or $150,167 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 5 | $899,431 | $90,100 | $18,020iApproximate average salary by contribution assumption: employee only about $450,500 at 4% or $300,333 at 6%; with 50% employer match about $300,333 at 4% or $200,222 at 6%; with 100% employer match about $225,250 at 4% or $150,167 at 6%. |
| 2021 | 1 | 4 | $951,085 | $183,108 | $45,777iApproximate average salary by contribution assumption: employee only about $1,144,425 at 4% or $762,950 at 6%; with 50% employer match about $762,950 at 4% or $508,633 at 6%; with 100% employer match about $572,213 at 4% or $381,475 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 4 | $951,085 | $183,108 | $45,777iApproximate average salary by contribution assumption: employee only about $1,144,425 at 4% or $762,950 at 6%; with 50% employer match about $762,950 at 4% or $508,633 at 6%; with 100% employer match about $572,213 at 4% or $381,475 at 6%. |
| 2020 | 1 | 3 | $660,257 | $90,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 3 | $660,257 | $90,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| 2019 | 1 | 3 | $502,399 | $61,900 | $20,633iApproximate average salary by contribution assumption: employee only about $515,833 at 4% or $343,889 at 6%; with 50% employer match about $343,889 at 4% or $229,259 at 6%; with 100% employer match about $257,917 at 4% or $171,944 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 3 | $502,399 | $61,900 | $20,633iApproximate average salary by contribution assumption: employee only about $515,833 at 4% or $343,889 at 6%; with 50% employer match about $343,889 at 4% or $229,259 at 6%; with 100% employer match about $257,917 at 4% or $171,944 at 6%. |
| 2018 | 1 | 3 | $365,359 | $68,173 | $22,724iApproximate average salary by contribution assumption: employee only about $568,108 at 4% or $378,739 at 6%; with 50% employer match about $378,739 at 4% or $252,493 at 6%; with 100% employer match about $284,054 at 4% or $189,369 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 3 | $365,359 | $68,173 | $22,724iApproximate average salary by contribution assumption: employee only about $568,108 at 4% or $378,739 at 6%; with 50% employer match about $378,739 at 4% or $252,493 at 6%; with 100% employer match about $284,054 at 4% or $189,369 at 6%. |
| 2017 | 1 | 3 | $320,824 | $12,412 | $4,137iApproximate average salary by contribution assumption: employee only about $103,433 at 4% or $68,956 at 6%; with 50% employer match about $68,956 at 4% or $45,970 at 6%; with 100% employer match about $51,717 at 4% or $34,478 at 6%. |
| Hamilton Wealth LLC 401(K) Profit Sharing Plan | - | 3 | $320,824 | $12,412 | $4,137iApproximate average salary by contribution assumption: employee only about $103,433 at 4% or $68,956 at 6%; with 50% employer match about $68,956 at 4% or $45,970 at 6%; with 100% employer match about $51,717 at 4% or $34,478 at 6%. |