2023 Form 5500 filing — Hawktree 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 20241015195143NAL0015345491001) for Hawktree Retirement Plan, reported by Hawktree International, Inc. under EIN 99-0090520 and plan number 001. It reports 487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195143NAL0015345491001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawktree International, Inc.
- EIN
- 99-0090520
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,892,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,892,085
- Employer contributions
- $223,732
- Participant contributions
- $835,181
- Total income / additions
- $4,764,554
- Benefits paid
- $757,282
- Administrative expenses
- $108,354
- Total expenses
- $866,129
- Net increase / (decrease)
- $3,898,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $71,098 | $0 |
| Bankoh Investment Services | BROKER/ADVISE R | $0 | $41,937 |
| N&K Cpas, Inc. | AUDITOR | $33,508 | $0 |
| Hicks Pension Group | CONTRACT ADMI | $7,660 | $10,000 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,474 | $0 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $5,888 | $0 |