2023 Form 5500 filing — Kualoa Ranch Hawaii, Inc. 401(K) 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 20241015151254NAL0058358514001) for Kualoa Ranch Hawaii, Inc. 401(K) Savings Plan, reported by Kualoa Ranch Hawaii, Inc. under EIN 99-0238054 and plan number 002. It reports 429 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015151254NAL0058358514001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kualoa Ranch Hawaii, Inc.
- EIN
- 99-0238054
- Plan number
- 002
- Location
- Kaaawa, HI
- Participants
- 429
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,733,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,733,966
- Employer contributions
- $349,281
- Participant contributions
- $548,765
- Total income / additions
- $2,387,087
- Benefits paid
- $1,001,186
- Administrative expenses
- $27,982
- Total expenses
- $1,029,168
- Net increase / (decrease)
- $1,357,919
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $20,353 | $0 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $6,007 | $0 |
| Hicks Pension Group | CONTRACT ADMIN | $5,236 | $0 |
| Morningstar Inc Dba | OTHER | $366 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12 | $0 |
| Morningstar Inc Dba | OTHER | $1 | $0 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 |