2023 Form 5500 filing — Ali'I Health Center 403(B) 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 20241008134922NAL0016805793001) for Ali'I Health Center 403(B) Plan, reported by Alii Health Center under EIN 83-3321758 and plan number 002. It reports 123 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008134922NAL0016805793001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alii Health Center
- EIN
- 83-3321758
- Plan number
- 002
- Location
- Kailua Kona, HI
- Participants
- 123
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $541,078
- Net assets (EOY)
- $541,078
- Employer contributions
- $0
- Participant contributions
- $469,805
- Total income / additions
- $555,090
- Benefits paid
- $12,862
- Administrative expenses
- $100
- Total expenses
- $14,012
- Net increase / (decrease)
- $541,078
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100 | $0 |
| Wilshire Advisors | INVESTMENT ADVISORY | $0 | $0 |