2023 Form 5500 filing — Ali'I Health Center 401(A) 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 20241008134434NAL0008421027001) for Ali'I Health Center 401(A) Plan, reported by Alii Health Center under EIN 83-3321758 and plan number 003. It reports 132 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)$3.9MReported net assets$3,886,298
Participants132
Provider compensation$11.9K2 Schedule C row(s)$11,947
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241008134434NAL0008421027001
- Plan sponsor
- Alii Health Center
- EIN
- 83-3321758
- Plan number
- 003
- Location
- Kailua Kona, HI
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,886,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,886,298
- Employer contributions
- $378,708
- Total income / additions
- $772,846
- Benefits paid
- $580,519
- Administrative expenses
- $12,023
- Total expenses
- $601,463
- Net increase / (decrease)
- $171,383
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,947 | $0 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 |