2023 Form 5500 filing — Kkv 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 20241014143623NAL0015117427001) for Kkv Retirement Plan, reported by Kokua Kalihi Valley Comprehensive Family Services under EIN 99-0149797 and plan number 001. It reports 327 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)$17.1MReported net assets$17,081,808
Participants327
Provider compensation$61.1K4 Schedule C row(s)$61,149
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014143623NAL0015117427001
Plan sponsor
Kokua Kalihi Valley Comprehensive Family Services
EIN
99-0149797
Plan number
001
Location
Honolulu, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$17.1M total assets
Net assets$17.1MLiabilities$0
Money in vs. money out
Total income / additions$3.9M
Total expenses$839.1K
Benefits paid / distributions$807.8K
Contributions
Employer$814K
Participant$672K
Full reported line items
Total assets (EOY)
$17,081,808
Total liabilities (EOY)
$0
Net assets (EOY)
$17,081,808
Employer contributions
$813,973
Participant contributions
$671,994
Total income / additions
$3,887,349
Benefits paid
$807,825
Administrative expenses
$31,301
Total expenses
$839,126
Net increase / (decrease)
$3,048,223
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $3.9K · Indirect $27.8K
  2. 2
    NONE · Direct $27.8K
  3. 3
    SERVICE PROVIDER · Direct $1.3K · Indirect $0
  4. 4
    RECORD KEEPER · Direct $345 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014143623NAL0015117427001 cover?
It is the 2023 Form 5500 filing for Kkv Retirement Plan, reported by Kokua Kalihi Valley Comprehensive Family Services (EIN 99-0149797).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages