Tradewind Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Tradewind Group, Inc. (EIN 99-0291845) is a plan sponsor located in Honolulu, HI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
99-0291845
Location
Honolulu, HI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$115,121,262
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$115,121,262

Contributions & income

Employer contributions
$2,316,744
Participant contributions
$3,878,449
Total income / additions
$23,039,216

Expenses & distributions

Benefits paid / distributions
$7,658,779
Total expenses
$7,788,016
Net increase / (decrease)
$15,251,200

Coverage

Total reported participants
1,225
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's 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

Tradewind Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Tradewind Group, Inc Profit Sharing 401(K) Plan001601$115,121,2622023
Health And Welfare Plan For The Employees Of Tradewind Group, Inc.501624not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Tradewind Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Health And Welfare Plan For The Employees Of Tradewind Group, Inc.62420240617125559NAL0001961568001
2023Tradewind Group, Inc Profit Sharing 401(K) Plan601H, C20241014145707NAL0054069314001

Related Form 5500 pages