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 Foundation Inc. Retirement Plan & Trust is a benefit plan reported by Hawthorne Foundation, Inc. under EIN 13-3447893 and plan number 001. The latest loaded filing year is 2023. The filing reports 325 participants and $6,842,640 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,842,640
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,842,640
- Net assets (BOY)
- $5,765,032
Income & contributions
- Employer contributions
- $336,954
- Total contributions
- $336,954
- Total income / additions
- $1,325,958
Expenses & distributions
- Benefits paid
- $239,193
- Administrative expenses
- $9,157
- Total expenses
- $248,350
- Net increase / (decrease)
- $1,077,608