Hd&W Retirement Plan — Form 5500 plan (Hawkins, Delafield & Wood, Llp)

Plain-English plan 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, Hd&W Retirement Plan is a benefit plan reported by Hawkins, Delafield & Wood, Llp under EIN 13-5513990 and plan number 001. The latest loaded filing year is 2023. The filing reports 166 participants and $98,596,289 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawkins, Delafield & Wood, Llp
EIN
13-5513990
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
166
End-of-year plan assets
$98,596,289

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023166H, C20240930144243NAL0005821089001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,596,289
Total liabilities (EOY)
$110,935
Net assets (EOY)
$98,485,354
Net assets (BOY)
$92,233,889

Income & contributions

Employer contributions
$1,408,903
Participant contributions
$892,229
Total contributions
$2,339,265
Total income / additions
$19,348,145

Expenses & distributions

Benefits paid
$12,966,129
Administrative expenses
$130,551
Total expenses
$13,096,680
Net increase / (decrease)
$6,251,465

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Ingham & CompanyNONE$114,449$39,9852023
National Financial ServicesNONE$16,102not reported in the loaded dataset2023

Related Form 5500 pages