2023 Form 5500 filing — Ohana Pacific Management Company 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 20241014133408NAL0013358323001) for Ohana Pacific Management Company Retirement Plan, reported by Ohana Pacific Management Co., Inc. under EIN 99-0353868 and plan number 001. It reports 581 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133408NAL0013358323001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohana Pacific Management Co., Inc.
- EIN
- 99-0353868
- Plan number
- 001
- Location
- Kaneohe, HI
- Participants
- 581
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,529,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,529,293
- Employer contributions
- $0
- Participant contributions
- $618,255
- Total income / additions
- $2,220,836
- Benefits paid
- $421,526
- Administrative expenses
- $32,037
- Total expenses
- $444,079
- Net increase / (decrease)
- $1,776,757
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Edward D. Jones & Co. Lp | INVESTMENT ADVISOR | $27,897 | not reported in the loaded dataset |
| Suemori & Inouye, Inc. | TPA | $3,325 | $4,039 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,450 | not reported in the loaded dataset |