2023 Form 5500 filing — Hawkeye Area Community Action Program 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 20241014143836NAL0015121827001) for Hawkeye Area Community Action Program Retirement Plan, reported by Hawkeye Area Community Action Program, Inc. under EIN 42-0898405 and plan number 002. It reports 364 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)$8MReported net assets$8,018,889
Participants364
Provider compensation$56.2K2 Schedule C row(s)$56,165
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143836NAL0015121827001
- Plan sponsor
- Hawkeye Area Community Action Program, Inc.
- EIN
- 42-0898405
- Plan number
- 002
- Location
- Hiawatha, IA
- 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)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $8,018,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,018,889
- Employer contributions
- $252,977
- Participant contributions
- $352,404
- Total income / additions
- $1,843,430
- Benefits paid
- $558,493
- Administrative expenses
- $38,162
- Total expenses
- $596,655
- Net increase / (decrease)
- $1,246,775
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,162 | $0 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $18,003 |