2023 Form 5500 filing — Kuhana Associates, LLC 401(K) Retirement Savings 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 20241014085845NAL0026863441001) for Kuhana Associates, LLC 401(K) Retirement Savings Plan, reported by Kuhana Associates LLC under EIN 99-0335219 and plan number 001. It reports 439 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)$7.6MReported net assets$7,611,894
Participants439
Provider compensation$48.6K2 Schedule C row(s)$48,607
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014085845NAL0026863441001
- Plan sponsor
- Kuhana Associates LLC
- EIN
- 99-0335219
- Plan number
- 001
- Location
- Honolulu, 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)$7.6M total assets
Net assets$7.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $7,611,894
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,611,894
- Employer contributions
- $469,825
- Participant contributions
- $633,054
- Total income / additions
- $2,287,399
- Benefits paid
- $644,847
- Administrative expenses
- $47,933
- Total expenses
- $692,780
- Net increase / (decrease)
- $1,594,619
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merill Lynch Life Agency, Inc. | INVESTMENT ADVISORY | $29,723 | not reported in the loaded dataset |
| Transamerica Financial Life Ins Com | RECORDKEEPER | $18,884 | $0 |