2023 Form 5500 filing — Kahala Nui 401(K) 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 20241001184540NAL0007643569001) for Kahala Nui 401(K) Plan, reported by Kahala Senior Living Community, Inc. under EIN 99-0290103 and plan number 001. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$0Reported net assets

Participants463

Provider compensation$2.6K1 Schedule C row(s)$2,610

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241001184540NAL0007643569001
Plan sponsor: Kahala Senior Living Community, Inc.
EIN: 99-0290103
Plan number: 001
Location: Honolulu, HI
Received date: not reported in the loaded dataset

How to read this filing

This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
Schedule chips (Sch H / I / C) show which schedules this filing includes.
Net assets = total assets minus total liabilities (Schedule H/I).
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
For the plan's full history, open the plan profile.

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Money in vs. money out

Total income / additions$3.9M

Total expenses$1.8M

Benefits paid / distributions$1.7M

Contributions

Employer$459.7K

Participant$1.2M

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $459,709
Participant contributions: $1,216,500
Total income / additions: $3,901,101
Benefits paid: $1,652,364
Administrative expenses: $108,504
Total expenses: $1,760,868
Net increase / (decrease): $2,140,233

Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

1
John Hancock Life Insurance Co(Usa)$2.6K
RECORDKEEPER · Direct $2.1K · Indirect $500

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241001184540NAL0007643569001 cover?: It is the 2023 Form 5500 filing for Kahala Nui 401(K) Plan, reported by Kahala Senior Living Community, Inc. (EIN 99-0290103).
Which Form 5500 schedules are attached to this 2023 filing?: Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).