Herky Hawk Financial Corp. 401(K) Plan — Form 5500 plan (Herky Hawk Financial Corp.)
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, Herky Hawk Financial Corp. 401(K) Plan is a benefit plan reported by Herky Hawk Financial Corp. under EIN 42-1309793 and plan number 001. The latest loaded filing year is 2023. The filing reports 80 participants and $8,117,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Herky Hawk Financial Corp.
- EIN
- 42-1309793
- Plan number
- 001
- Plan type
- 2
- Location
- Monticello, IA
- Latest filing year
- 2023
- Participants
- 80
- End-of-year plan assets
- $8,117,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 80 | I | 20240722071128NAL0015900992001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $8,117,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,117,446
- Net assets (BOY)
- $6,545,108
Income & contributions
- Employer contributions
- $142,147
- Participant contributions
- $413,608
- Total income / additions
- $1,740,850
Expenses & distributions
- Benefits paid
- $132,500
- Administrative expenses
- $29,614
- Total expenses
- $168,512
- Net increase / (decrease)
- $1,572,338
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.