2023 Form 5500 filing — Mauna Lani Resort 401(K) Retirement Savings 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 20241015150940NAL0030108145003) for Mauna Lani Resort 401(K) Retirement Savings Plan, reported by Dhl Mahi Staffing, LLC under EIN 37-1860601 and plan number 001. It reports 288 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015150940NAL0030108145003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dhl Mahi Staffing, LLC
- EIN
- 37-1860601
- Plan number
- 001
- Location
- Kamuela, HI
- Participants
- 288
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,952,775
- Total liabilities (EOY)
- $61,529
- Net assets (EOY)
- $9,891,246
- Employer contributions
- $300,138
- Participant contributions
- $800,452
- Total income / additions
- $2,543,434
- Benefits paid
- $909,815
- Administrative expenses
- $28,716
- Total expenses
- $1,000,060
- Net increase / (decrease)
- $1,543,374
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sageview Advisory Group, LLC | INVESTMENT ADVISOR | $12,937 | $0 |
| Empower Annuity Insurance Co Americ | RECORDKEEPER | $8,968 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,081 | $0 |