2023 Form 5500 filing — Halekulani Corporation Cash Accumulation 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 20240929161346NAL0004683761001) for Halekulani Corporation Cash Accumulation Plan, reported by Halekulani Corporation under EIN 99-0202926 and plan number 001. It reports 1,242 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240929161346NAL0004683761001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Halekulani Corporation
- EIN
- 99-0202926
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,242
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,424,406
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $97,424,406
- Employer contributions
- $1,178,382
- Participant contributions
- $4,957,615
- Total income / additions
- $18,700,396
- Benefits paid
- $8,675,303
- Administrative expenses
- $119,663
- Total expenses
- $8,967,375
- Net increase / (decrease)
- $9,733,021
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corp | SERVICE PROVIDER | $101,636 | $0 |
| Sageview Advisory | SERVICE PROVIDER | $40,000 | not reported in the loaded dataset |
| Kmh Llp | SERVICE PROVIDER | $18,027 | not reported in the loaded dataset |