2023 Form 5500 filing — Hawkins Ash Cpas, Llp Retirement 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 20241007144729NAL0016267617001) for Hawkins Ash Cpas, Llp Retirement Plan, reported by Hawkins Ash Cpas, Llp under EIN 39-0912608 and plan number 001. It reports 250 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007144729NAL0016267617001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawkins Ash Cpas, Llp
- EIN
- 39-0912608
- Plan number
- 001
- Location
- La Crosse, WI
- Participants
- 250
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,071,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,071,481
- Employer contributions
- $767,766
- Participant contributions
- $1,652,338
- Total income / additions
- $6,812,882
- Benefits paid
- $2,891,203
- Administrative expenses
- $88,487
- Total expenses
- $2,979,690
- Net increase / (decrease)
- $3,833,192
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Brinker Capital Investments LLC | ADVISOR\INVESTMENT ADV | $39,520 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $27,374 | $0 |
| Isc Financial Advisors | INVESTMENT ADVISOR | $15,391 | not reported in the loaded dataset |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $6,201 | not reported in the loaded dataset |