2023 Form 5500 filing — Hawaii Preparatory Academy Defined Contribution 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 20240927205512NAL0005610738001) for Hawaii Preparatory Academy Defined Contribution Retirement Plan, reported by Hawaii Preparatory Academy under EIN 99-0078306 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240927205512NAL0005610738001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Preparatory Academy
- EIN
- 99-0078306
- Plan number
- 001
- Location
- Kamuela, HI
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,031,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,031,927
- Employer contributions
- $853,252
- Participant contributions
- $896,006
- Total income / additions
- $7,277,801
- Benefits paid
- $4,166,263
- Administrative expenses
- $73,273
- Total expenses
- $4,239,536
- Net increase / (decrease)
- $3,038,265
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Multnomah Group, Inc. | ADVISOR | $34,675 | not reported in the loaded dataset |
| Tiaa | RECORDKEEPER | $18,490 | $0 |
| Cw Associates Cpa | AUDITOR | $16,858 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $3,325 | not reported in the loaded dataset |