2023 Form 5500 filing — Lanakila Pacific 401(K) Retirement 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 20250403130619NAL0011495377001) for Lanakila Pacific 401(K) Retirement Plan, reported by Lanakila Pacific under EIN 99-0103922 and plan number 005. It reports 204 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250403130619NAL0011495377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lanakila Pacific
- EIN
- 99-0103922
- Plan number
- 005
- Location
- Honolulu, HI
- Participants
- 204
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,302,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,302,470
- Employer contributions
- $135,629
- Participant contributions
- $374,284
- Total income / additions
- $1,062,695
- Benefits paid
- $736,812
- Administrative expenses
- $1,847
- Total expenses
- $748,536
- Net increase / (decrease)
- $314,159
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISER | $0 | $8,962 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,847 | $0 |
| Suemori & Inouye Inc | CONTRACT ADMIN | $812 | $0 |