2023 Form 5500 filing — Hawthorne/Stone 401k Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240523140630NAL0002536915001) for Hawthorne/Stone 401k Plan, reported by Hawthorne/Stone Real Estate Investments, Inc. under EIN 94-2384963 and plan number 001. It reports 39 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$1.6MReported net assets$1,614,136
Participants39
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240523140630NAL0002536915001
Plan sponsor
Hawthorne/Stone Real Estate Investments, Inc.
EIN
94-2384963
Plan number
001
Location
San Francisco, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$1.6M total assets
Net assets$1.6MLiabilities$0
Money in vs. money out
Total income / additions$168.3K
Total expenses$28.2K
Benefits paid / distributions$24.1K
Contributions
Employer$45K
Participant$67.5K
Full reported line items
Total assets (EOY)
$1,614,136
Total liabilities (EOY)
$0
Net assets (EOY)
$1,614,136
Employer contributions
$44,963
Participant contributions
$67,465
Total income / additions
$168,313
Benefits paid
$24,065
Administrative expenses
$4,142
Total expenses
$28,207
Net increase / (decrease)
$140,106

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240523140630NAL0002536915001 cover?
It is the 2023 Form 5500 filing for Hawthorne/Stone 401k Plan, reported by Hawthorne/Stone Real Estate Investments, Inc. (EIN 94-2384963).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages