2023 Form 5500 filing — 401(K) Profit Sharing Thrift Plan Of Robert'S Hawaii, Inc. & Affiliates
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 20250109212235NAL0013205729001) for 401(K) Profit Sharing Thrift Plan Of Robert'S Hawaii, Inc. & Affiliates, reported by Robert'S Hawaii, Inc. under EIN 99-0185478 and plan number 001. It reports 1,391 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250109212235NAL0013205729001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Robert'S Hawaii, Inc.
- EIN
- 99-0185478
- Plan number
- 001
- Location
- Honolulu, HI
- Participants
- 1,391
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $28,141,380
- Total liabilities (EOY)
- $833
- Net assets (EOY)
- $28,140,547
- Employer contributions
- $0
- Participant contributions
- $1,655,239
- Total income / additions
- $6,873,419
- Benefits paid
- $3,342,832
- Administrative expenses
- $102,226
- Total expenses
- $3,463,918
- Net increase / (decrease)
- $3,409,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $426,758 | $0 |
| Kmh Llp | ACCOUNTANT/INVESTMENT ADV | $15,461 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $7,351 | $0 |
| Alphapoint,Inc | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset |