Plan5500

Gertrude Hawk Chocolates 401(K) Plan — Form 5500 plan (Gertrude Hawk Brands, Inc.)

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, Gertrude Hawk Chocolates 401(K) Plan is a benefit plan reported by Gertrude Hawk Brands, Inc. under EIN 23-2069119 and plan number 002. The latest loaded filing year is 2023. The filing reports 576 participants and $22,174,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Gertrude Hawk Brands, Inc.
EIN
23-2069119
Plan number
002
Plan type
2
Location
Dunmore, PA
Latest filing year
2023
Participants
576
End-of-year plan assets
$22,174,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023576H, C20241015093708NAL0029149825001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,174,299
Total liabilities (EOY)
$0
Net assets (EOY)
$22,174,299
Net assets (BOY)
$19,102,683

Income & contributions

Employer contributions
$109,834
Participant contributions
$840,282
Total contributions
$1,074,283
Total income / additions
$4,526,857

Expenses & distributions

Benefits paid
$1,393,437
Administrative expenses
$46,309
Total expenses
$1,455,241
Net increase / (decrease)
$3,071,616

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$46,309$02023
Wells Fargo Clearing Services LLCINVESTMENT ADVISORY$0$20,4092023

Related Form 5500 pages