2023 Form 5500 filing — The Hana Group Ii, Inc. 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 20241011133406NAL0037062608001) for The Hana Group Ii, Inc. Retirement Plan, reported by Hbc Management Company, Inc. under EIN 51-0548541 and plan number 001. It reports 1,134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011133406NAL0037062608001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hbc Management Company, Inc.
- EIN
- 51-0548541
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,017,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,017,934
- Employer contributions
- $1,412,666
- Participant contributions
- $1,050,575
- Total income / additions
- $4,594,369
- Benefits paid
- $2,251,006
- Administrative expenses
- $115,275
- Total expenses
- $2,422,728
- Net increase / (decrease)
- $2,171,641
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $69,787 | $0 |
| Trinity Retirement Planning | AVISOR | $45,488 | not reported in the loaded dataset |