Hawkeye Area Community Action Program Retirement Plan — Form 5500 plan (Hawkeye Area Community Action Program, 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, Hawkeye Area Community Action Program Retirement Plan is a benefit plan reported by Hawkeye Area Community Action Program, Inc. under EIN 42-0898405 and plan number 002. The latest loaded filing year is 2023. The filing reports 364 participants and $8,018,889 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$8MPlan net assets, end of year$8,018,889
Participants364Covered participants reported
Assets / participant$22KComputed: assets ÷ participants$22,030 (computed)
Provider compensation$56.2K2 Schedule C provider row(s)$56,165
- Plan sponsor
- Hawkeye Area Community Action Program, Inc.
- EIN
- 42-0898405
- Plan number
- 002
- Plan type
- 2
- Location
- Hiawatha, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 364 | H, C | 20241014143836NAL0015121827001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$8M total assets
Net assets$8MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $8,018,889
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,018,889
- Net assets (BOY)
- $6,772,114
Income & contributions
- Employer contributions
- $252,977
- Participant contributions
- $352,404
- Total contributions
- $623,588
- Total income / additions
- $1,843,430
Expenses & distributions
- Benefits paid
- $558,493
- Administrative expenses
- $38,162
- Total expenses
- $596,655
- Net increase / (decrease)
- $1,246,775
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
42%58%
Employer 42%Participant 58%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income30%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $38,162 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $0 | $18,003 | 2023 |