2023 Form 5500 filing — Tradewind Group, Inc Profit Sharing 401(K) 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 20241014145707NAL0054069314001) for Tradewind Group, Inc Profit Sharing 401(K) Plan, reported by Tradewind Group, Inc. under EIN 99-0291845 and plan number 001. It reports 601 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145707NAL0054069314001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tradewind Group, Inc.
- EIN
- 99-0291845
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 601
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,121,262
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,121,262
- Employer contributions
- $2,316,744
- Participant contributions
- $3,878,449
- Total income / additions
- $23,039,216
- Benefits paid
- $7,658,779
- Administrative expenses
- $129,237
- Total expenses
- $7,788,016
- Net increase / (decrease)
- $15,251,200
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $66,567 | $0 |
| Raymond James | NONE | $37,600 | not reported in the loaded dataset |
| Kmh Llp | NONE | $16,134 | not reported in the loaded dataset |
| Carlsmith Ball | NONE | $9,837 | not reported in the loaded dataset |