2023 Form 5500 filing — Nakupuna Foundation Family Of Companies Retirement 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 20240827153523NAL0020088000001) for Nakupuna Foundation Family Of Companies Retirement Plan, reported by Na Alii Consulting And Sales, LLC under EIN 20-1741740 and plan number 003. It reports 1,008 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827153523NAL0020088000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Na Alii Consulting And Sales, LLC
- EIN
- 20-1741740
- Plan number
- 003
- Location
- Arlington, VA
- Participants
- 1,008
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $59,783,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,783,454
- Employer contributions
- $6,339,686
- Participant contributions
- $7,977,507
- Total income / additions
- $26,323,461
- Benefits paid
- $3,055,387
- Administrative expenses
- $153,679
- Total expenses
- $3,211,998
- Net increase / (decrease)
- $23,111,463
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $98,277 | $0 |
| Securian Financial Services | NONE | $40,277 | not reported in the loaded dataset |
| Cetera Investment Advisors | NONE | $15,125 | not reported in the loaded dataset |