2023 Form 5500 filing — Hawaii Stevedores 401(K) Plan For Collectively Bargained Employees
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 20241015185059NAL0029421361001) for Hawaii Stevedores 401(K) Plan For Collectively Bargained Employees, reported by Hawaii Stevedores, Inc. under EIN 99-0108338 and plan number 002. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015185059NAL0029421361001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hawaii Stevedores, Inc.
- EIN
- 99-0108338
- Plan number
- 002
- Location
- San Rafael, CA
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,187,890
- Total liabilities (EOY)
- $88,297
- Net assets (EOY)
- $41,099,593
- Employer contributions
- $475,552
- Participant contributions
- $3,046,155
- Total income / additions
- $9,284,625
- Benefits paid
- $2,696,688
- Administrative expenses
- $23,132
- Total expenses
- $2,904,080
- Net increase / (decrease)
- $6,380,545
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $16,351 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,783 | $0 |