2023 Form 5500 filing — Retirement Plan For Bargaining And Non-Bargaining Employees Of Hale Makua
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 20241015180711NAL0015221651001) for Retirement Plan For Bargaining And Non-Bargaining Employees Of Hale Makua, reported by Hale Makua under EIN 99-0080460 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015180711NAL0015221651001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hale Makua
- EIN
- 99-0080460
- Plan number
- 001
- Location
- Kahului, HI
- Participants
- 443
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,995,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,995,652
- Employer contributions
- $3,100,000
- Total income / additions
- $3,817,470
- Benefits paid
- $732,030
- Administrative expenses
- $0
- Total expenses
- $732,030
- Net increase / (decrease)
- $3,085,440
- Schedule source
- Schedule H