Hamlin Financial Group Inc.
Plan context: Hamlin Financial Group Retirement Plan
EIN 85-3153328 • 6 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$158,925
2025 Contributions
$9,962
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $158,925 | $9,962 | $4,981iApproximate average salary by contribution assumption: employee only about $124,525 at 4% or $83,017 at 6%; with 50% employer match about $83,017 at 4% or $55,344 at 6%; with 100% employer match about $62,263 at 4% or $41,508 at 6%. |
| Hamlin Financial Group Retirement Plan | - | 2 | $158,925 | $9,962 | $4,981iApproximate average salary by contribution assumption: employee only about $124,525 at 4% or $83,017 at 6%; with 50% employer match about $83,017 at 4% or $55,344 at 6%; with 100% employer match about $62,263 at 4% or $41,508 at 6%. |
| 2024 | 1 | 3 | $46,005 | $11,660 | $3,887iApproximate average salary by contribution assumption: employee only about $97,167 at 4% or $64,778 at 6%; with 50% employer match about $64,778 at 4% or $43,185 at 6%; with 100% employer match about $48,583 at 4% or $32,389 at 6%. |
| Hamlin Financial Group Retirement Plan | - | 3 | $46,005 | $11,660 | $3,887iApproximate average salary by contribution assumption: employee only about $97,167 at 4% or $64,778 at 6%; with 50% employer match about $64,778 at 4% or $43,185 at 6%; with 100% employer match about $48,583 at 4% or $32,389 at 6%. |
| 2023 | 1 | 2 | $292,739 | $10,413 | $5,207iApproximate average salary by contribution assumption: employee only about $130,163 at 4% or $86,775 at 6%; with 50% employer match about $86,775 at 4% or $57,850 at 6%; with 100% employer match about $65,081 at 4% or $43,388 at 6%. |
| Hamlin Financial Group Retirement Plan | - | 2 | $292,739 | $10,413 | $5,207iApproximate average salary by contribution assumption: employee only about $130,163 at 4% or $86,775 at 6%; with 50% employer match about $86,775 at 4% or $57,850 at 6%; with 100% employer match about $65,081 at 4% or $43,388 at 6%. |
| 2022 | 1 | 3 | $255,263 | $11,142 | $3,714iApproximate average salary by contribution assumption: employee only about $92,850 at 4% or $61,900 at 6%; with 50% employer match about $61,900 at 4% or $41,267 at 6%; with 100% employer match about $46,425 at 4% or $30,950 at 6%. |
| Hamlin Financial Group Retirement Plan | - | 3 | $255,263 | $11,142 | $3,714iApproximate average salary by contribution assumption: employee only about $92,850 at 4% or $61,900 at 6%; with 50% employer match about $61,900 at 4% or $41,267 at 6%; with 100% employer match about $46,425 at 4% or $30,950 at 6%. |
| 2021 | 1 | 1 | $152,161 | $0 | - |
| Hamlin Financial Group Retirement Plan | - | 1 | $152,161 | - | - |
| 2020 | 1 | 1 | $208,343 | $243,039 | $243,039iApproximate average salary by contribution assumption: employee only about $6,075,975 at 4% or $4,050,650 at 6%; with 50% employer match about $4,050,650 at 4% or $2,700,433 at 6%; with 100% employer match about $3,037,988 at 4% or $2,025,325 at 6%. |
| Hamlin Financial Group Retirement Plan | - | 1 | $208,343 | $243,039 | $243,039iApproximate average salary by contribution assumption: employee only about $6,075,975 at 4% or $4,050,650 at 6%; with 50% employer match about $4,050,650 at 4% or $2,700,433 at 6%; with 100% employer match about $3,037,988 at 4% or $2,025,325 at 6%. |