Oaktree Employee Stock Ownership Plan — Form 5500 plan (The Hawthorn Group, 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, Oaktree Employee Stock Ownership Plan is a benefit plan reported by The Hawthorn Group, Inc. under EIN 74-3073830 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,523 participants and $3,536,967 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Hawthorn Group, Inc.
- EIN
- 74-3073830
- Plan number
- 002
- Plan type
- 2
- Location
- Tulsa, OK
- Latest filing year
- 2023
- Participants
- 1,523
- End-of-year plan assets
- $3,536,967
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,523 | H | 20241023142400NAL0003890897001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,536,967
- Total liabilities (EOY)
- $19,534,941
- Net assets (EOY)
- -$15,997,974
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $1,786,856
- Total contributions
- $1,786,856
- Total income / additions
- -$15,463,033
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $0
- Total expenses
- $534,941
- Net increase / (decrease)
- -$15,997,974
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.