2023 Form 5500 filing — Hale Makua Health Services 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 20241014215353NAL0046047952001) for Hale Makua Health Services 401(K) Plan, reported by Hale Makua Health Services under EIN 99-0080460 and plan number 006. It reports 490 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014215353NAL0046047952001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hale Makua Health Services
- EIN
- 99-0080460
- Plan number
- 006
- Location
- Kahului, HI
- Participants
- 490
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,144,393
- Total liabilities (EOY)
- $28,257
- Net assets (EOY)
- $15,116,136
- Employer contributions
- $300,388
- Participant contributions
- $864,803
- Total income / additions
- $2,925,908
- Benefits paid
- $888,406
- Administrative expenses
- $84,840
- Total expenses
- $991,849
- Net increase / (decrease)
- $1,934,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insur Co | RECORDKEEPER | $30,995 | $0 |
| Lpl Financial | INVESTMENT ADVISOR | $22,458 | $0 |
| Suemori & Inouye, Inc. | TPA | $4,800 | $0 |