2023 Form 5500 filing — Kama'Aina Care 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 20251028193327NAL0011980928001) for Kama'Aina Care 401(K) Retirement Plan, reported by Kama'Aina Care, Inc under EIN 99-0261935 and plan number 001. It reports 460 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251028193327NAL0011980928001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kama'Aina Care, Inc
- EIN
- 99-0261935
- Plan number
- 001
- Location
- Kailua, HI
- Participants
- 460
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,057,030
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,057,030
- Employer contributions
- $406,832
- Participant contributions
- $550,025
- Total income / additions
- $1,659,357
- Benefits paid
- $812,396
- Administrative expenses
- $33,539
- Total expenses
- $845,935
- Net increase / (decrease)
- $813,422
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY EMPLOYER | $17,492 | $0 |
| Raymond James Financial Services In | INVESTMENT ADVISORY - PL | $16,047 | not reported in the loaded dataset |