2023 Form 5500 filing — Hawk Consultants, LLC 401(K) Savings Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240731091628NAL0012561107001) for Hawk Consultants, LLC 401(K) Savings Plan, reported by Hawk Consultants, LLC under EIN 73-1725551 and plan number 001. It reports 171 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.6MReported net assets$6,586,618
Participants171
Provider compensation$44.1K2 Schedule C row(s)$44,136
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731091628NAL0012561107001
Plan sponsor
Hawk Consultants, LLC
EIN
73-1725551
Plan number
001
Location
Tomball, TX
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$767.2K
Benefits paid / distributions$741.3K
Contributions
Employer$167.6K
Participant$1.2M
Full reported line items
Total assets (EOY)
$6,586,618
Total liabilities (EOY)
$0
Net assets (EOY)
$6,586,618
Employer contributions
$167,585
Participant contributions
$1,171,947
Total income / additions
$2,521,253
Benefits paid
$741,327
Administrative expenses
$25,838
Total expenses
$767,165
Net increase / (decrease)
$1,754,088

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuityRECORDKEEPER$24,709$0
Equitable Advisors LLCSERVICE PROVIDER$0$19,427

Related Form 5500 pages