2023 Form 5500 filing — Hawthorne Foundation Inc. Retirement Plan & Trust
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 20250314134836NAL0013745987001) for Hawthorne Foundation Inc. Retirement Plan & Trust, reported by Hawthorne Foundation, Inc. under EIN 13-3447893 and plan number 001. It reports 325 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250314134836NAL0013745987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawthorne Foundation, Inc.
- EIN
- 13-3447893
- Plan number
- 001
- Location
- Hawthorne, NY
- Participants
- 325
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,842,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,842,640
- Employer contributions
- $336,954
- Total income / additions
- $1,325,958
- Benefits paid
- $239,193
- Administrative expenses
- $9,157
- Total expenses
- $248,350
- Net increase / (decrease)
- $1,077,608
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fureplan By Ascensus | CONTRACT ADMIN | $0 | $2,802 |