Hawkins Ash Cpas, Llp Retirement Plan — Form 5500 plan (Hawkins Ash Cpas, Llp)
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, Hawkins Ash Cpas, Llp Retirement Plan is a benefit plan reported by Hawkins Ash Cpas, Llp under EIN 39-0912608 and plan number 001. The latest loaded filing year is 2023. The filing reports 250 participants and $28,071,481 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawkins Ash Cpas, Llp
- EIN
- 39-0912608
- Plan number
- 001
- Plan type
- 2
- Location
- La Crosse, WI
- Latest filing year
- 2023
- Participants
- 250
- End-of-year plan assets
- $28,071,481
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 250 | H, C | 20241007144729NAL0016267617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,071,481
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $28,071,481
- Net assets (BOY)
- $24,238,289
Income & contributions
- Employer contributions
- $767,766
- Participant contributions
- $1,652,338
- Total contributions
- $2,494,677
- Total income / additions
- $6,812,882
Expenses & distributions
- Benefits paid
- $2,891,203
- Administrative expenses
- $88,487
- Total expenses
- $2,979,690
- Net increase / (decrease)
- $3,833,192
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Brinker Capital Investments LLC | ADVISOR\INVESTMENT ADV | $39,520 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $27,374 | $0 | 2023 |
| Isc Financial Advisors | INVESTMENT ADVISOR | $15,391 | not reported in the loaded dataset | 2023 |
| Leafhouse Financial Advisors LLC | INVESTMENT ADVISOR | $6,201 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawkins Ash Cpas, Llp
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in La Crosse, WI
- Brinker Capital Investments LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Isc Financial Advisors — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation