Hawthorne Cat 401(K) Retirement Plan — Form 5500 plan (Hawthorne Machinery Co., A California 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, Hawthorne Cat 401(K) Retirement Plan is a benefit plan reported by Hawthorne Machinery Co., A California Corp under EIN 95-1583539 and plan number 001. The latest loaded filing year is 2023. The filing reports 724 participants and $50,768,376 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawthorne Machinery Co., A California Corp
EIN
95-1583539
Plan number
001
Plan type
3
Location
San Diego, CA
Latest filing year
2023
Participants
724
End-of-year plan assets
$50,768,376

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023724H, C20241004163309NAL0023145202001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,768,376
Total liabilities (EOY)
$0
Net assets (EOY)
$50,768,376
Net assets (BOY)
$42,944,837

Income & contributions

Employer contributions
$1,186,465
Participant contributions
$3,405,784
Total contributions
$4,803,504
Total income / additions
$12,175,112

Expenses & distributions

Benefits paid
$4,232,533
Administrative expenses
$112,146
Total expenses
$4,351,573
Net increase / (decrease)
$7,823,539

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$88,899$02023
Resources Investment AdvisorsINVESTMENT ADVISORY$23,247$30,2012023

Related Form 5500 pages