Kaaawa, HI Form 5500 retirement and benefit plan filings

City Form 5500 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, Kaaawa, HI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $7,733,966 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$7,733,966
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$7,733,966

Contributions & income

Employer contributions
$349,281
Participant contributions
$548,765
Total income / additions
$2,387,087

Expenses & distributions

Benefits paid / distributions
$1,001,186
Total expenses
$1,029,168
Net increase / (decrease)
$1,357,919

Coverage

Total reported participants
760
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Kaaawa, HI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Largest loaded plans in Kaaawa, HI
PlanSponsorReported assets (EOY)Year
Kualoa Ranch Hawaii, Inc. 401(K) Savings PlanKualoa Ranch Hawaii, Inc.$7,733,9662023
Kualoa Ranch HawaiiKualoa Ranch Hawaiinot reported in the loaded dataset2023

Related Form 5500 pages