Hawktree Retirement Plan — Form 5500 plan (Hawktree International, 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, Hawktree Retirement Plan is a benefit plan reported by Hawktree International, Inc. under EIN 99-0090520 and plan number 001. The latest loaded filing year is 2023. The filing reports 487 participants and $13,892,085 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawktree International, Inc.
- EIN
- 99-0090520
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 487
- End-of-year plan assets
- $13,892,085
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 487 | H, C | 20241015195143NAL0015345491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,892,085
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,892,085
- Net assets (BOY)
- $9,993,660
Income & contributions
- Employer contributions
- $223,732
- Participant contributions
- $835,181
- Total contributions
- $2,913,468
- Total income / additions
- $4,764,554
Expenses & distributions
- Benefits paid
- $757,282
- Administrative expenses
- $108,354
- Total expenses
- $866,129
- Net increase / (decrease)
- $3,898,425
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Co | RECORDKEEPER | $71,098 | $0 | 2023 |
| Bankoh Investment Services | BROKER/ADVISE R | $0 | $41,937 | 2023 |
| N&K Cpas, Inc. | AUDITOR | $33,508 | $0 | 2023 |
| Hicks Pension Group | CONTRACT ADMI | $7,660 | $10,000 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $9,474 | $0 | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $5,888 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawktree International, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Empower Annuity Insurance Co — Schedule C compensation
- Bankoh Investment Services — Schedule C compensation
- N&K Cpas, Inc. — Schedule C compensation
- Hicks Pension Group — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation