2023 Form 5500 filing — Punahou School 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 20241009193727NAL0019865729001) for Punahou School Defined Contribution Retirement Plan, reported by Punahou School under EIN 99-0073523 and plan number 001. It reports 1,494 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009193727NAL0019865729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Punahou School
- EIN
- 99-0073523
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,494
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $298,582,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $298,582,210
- Employer contributions
- $4,659,206
- Participant contributions
- $5,767,322
- Total income / additions
- $49,312,299
- Benefits paid
- $19,886,168
- Administrative expenses
- $213,063
- Total expenses
- $20,104,690
- Net increase / (decrease)
- $29,207,609
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tiaa | RECORDKEEPER | $115,930 | $0 |
| Sageview Advisory Group, LLC | ADVISOR | $70,511 | not reported in the loaded dataset |
| Kmh, Llp | AUDITOR | $21,848 | not reported in the loaded dataset |
| New Pinnacle Consulting Group, LLC | TPA | $5,068 | not reported in the loaded dataset |
| Trucker Huss, A Professional Corp. | LEGAL | $528 | not reported in the loaded dataset |