Hawthorne Foundation, Inc, 403(B) Tda Plan — Form 5500 plan (Hawthorne Foundation, 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, Hawthorne Foundation, Inc, 403(B) Tda Plan is a benefit plan reported by Hawthorne Foundation, Inc. under EIN 13-3447893 and plan number 002. The latest loaded filing year is 2023. The filing reports 540 participants and $6,021,232 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawthorne Foundation, Inc.
EIN
13-3447893
Plan number
002
Plan type
2
Location
Hawthorne, NY
Latest filing year
2023
Participants
540
End-of-year plan assets
$6,021,232

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023540H, C20240729094307NAL0012376163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,021,232
Total liabilities (EOY)
$0
Net assets (EOY)
$6,021,232
Net assets (BOY)
$5,456,819

Income & contributions

Employer contributions
$0
Participant contributions
$649,081
Total contributions
$666,853
Total income / additions
$1,413,053

Expenses & distributions

Benefits paid
$846,079
Administrative expenses
$1,475
Total expenses
$848,640
Net increase / (decrease)
$564,413

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tiaa-Teachers Ins And Annutiy AssocASSET HOLDER$1,475$02023

Related Form 5500 pages