Hamlin Financial Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Hamlin Financial Group, INC.
  • Sponsor EIN: 853153328
  • Sponsor Address: 209 RED BAY LANE, ALABASTER, AL, 35114
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $158,925

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20252$158,925$4,441$5,521
20243$46,005$5,554$6,106
20232$292,739$4,661$5,752
20223$255,263$5,257$5,885

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