2023 Form 5500 filing — C.S. Wo & Sons, LLC Profit Sharing 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 20241011203854NAL0040016704001) for C.S. Wo & Sons, LLC Profit Sharing Plan, reported by C.S. Wo & Sons, LLC under EIN 99-0063065 and plan number 001. It reports 248 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011203854NAL0040016704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- C.S. Wo & Sons, LLC
- EIN
- 99-0063065
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 248
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,285,478
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,285,478
- Employer contributions
- $110,382
- Participant contributions
- $667,114
- Total income / additions
- $6,050,930
- Benefits paid
- $1,022,038
- Administrative expenses
- $77,699
- Total expenses
- $1,099,737
- Net increase / (decrease)
- $4,951,193
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mosaic Pacific Investment Advisors | NONE | $55,647 | not reported in the loaded dataset |
| Accuity Llp | NONE | $15,812 | not reported in the loaded dataset |
| Riversedge Adv Ret Solutions, LLC | NONE | $6,240 | not reported in the loaded dataset |