2023 Form 5500 filing — I. Kitagawa And Company, Limited 401(K) Retirement Savings Plan (003)
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 20241014224251NAL0027282561001) for I. Kitagawa And Company, Limited 401(K) Retirement Savings Plan (003), reported by I. Kitagawa And Company, Limited under EIN 99-0045046 and plan number 003. It reports 175 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014224251NAL0027282561001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- I. Kitagawa And Company, Limited
- EIN
- 99-0045046
- Plan number
- 003
- Location
- Hilo, HI
- Participants
- 175
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,627,156
- Total liabilities (EOY)
- $4,240
- Net assets (EOY)
- $7,622,916
- Employer contributions
- $185,852
- Participant contributions
- $389,795
- Total income / additions
- $1,658,777
- Benefits paid
- $555,878
- Administrative expenses
- $12,993
- Total expenses
- $570,371
- Net increase / (decrease)
- $1,088,406
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Suemori & Inouye, Inc.Dba Si Group | THIRD PARTY ADMIN | $0 | $6,581 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,272 | $0 |
| Alphapoint Inc | INVESTMENT ADVISOR | $5,000 | $0 |