2023 Form 5500 filing — Hawaii National Bank 401(K) Retirement Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240708221638NAL0027933298001) for Hawaii National Bank 401(K) Retirement Savings Plan, reported by Hawaii National Bank under EIN 99-0104713 and plan number 002. It reports 195 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240708221638NAL0027933298001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii National Bank
- EIN
- 99-0104713
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 195
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,690,570
- Total liabilities (EOY)
- $4,082
- Net assets (EOY)
- $21,686,488
- Employer contributions
- $352,506
- Participant contributions
- $930,535
- Total income / additions
- $4,728,806
- Benefits paid
- $2,124,268
- Administrative expenses
- $52,866
- Total expenses
- $2,177,134
- Net increase / (decrease)
- $2,551,672
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investmts Inst Oper Co Inc | RECORDKEEPER | $20,842 | $0 |
| Lpl Financial LLC | ADVISOR | $17,508 | not reported in the loaded dataset |
| Suemori And Inouye, Inc. | TPA | $6,700 | not reported in the loaded dataset |