Hawk Consultants, LLC 401(K) Savings Plan — Form 5500 plan (Hawk Consultants, LLC)

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, Hawk Consultants, LLC 401(K) Savings Plan is a benefit plan reported by Hawk Consultants, LLC under EIN 73-1725551 and plan number 001. The latest loaded filing year is 2023. The filing reports 171 participants and $6,586,618 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.6MPlan net assets, end of year$6,586,618
Participants171Covered participants reported
Assets / participant$38.5KComputed: assets ÷ participants$38,518 (computed)
Provider compensation$44.1K2 Schedule C provider row(s)$44,136
Plan sponsor
Hawk Consultants, LLC
EIN
73-1725551
Plan number
001
Plan type
2
Location
Tomball, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023171H, C20240731091628NAL0012561107001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$6.6M total assets
Net assets$6.6MLiabilities$0
Money in vs. money out
Total income / additions$2.5M
Total expenses$767.2K
Benefits paid / distributions$741.3K
Contributions
Employer$167.6K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$6,586,618
Total liabilities (EOY)
$0
Net assets (EOY)
$6,586,618
Net assets (BOY)
$4,832,530

Income & contributions

Employer contributions
$167,585
Participant contributions
$1,171,947
Total contributions
$1,699,934
Total income / additions
$2,521,253

Expenses & distributions

Benefits paid
$741,327
Administrative expenses
$25,838
Total expenses
$767,165
Net increase / (decrease)
$1,754,088
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 13%Participant 87%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuityRECORDKEEPER$24,709$02023
Equitable Advisors LLCSERVICE PROVIDER$0$19,4272023

Related Form 5500 pages