Plan5500

Island Palm Communities, LLC Employees Savings Trust — Form 5500 plan (Island Palm Communities, LLC)

Plain-English plan 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, Island Palm Communities, LLC Employees Savings Trust is a benefit plan reported by Island Palm Communities, LLC under EIN 20-1108750 and plan number 001. The latest loaded filing year is 2023. The filing reports 463 participants and $21,466,656 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.5MPlan net assets, end of year$21,466,656
Participants463Covered participants reported
Assets / participant$46.4KComputed: assets ÷ participants$46,364 (computed)
Provider compensation$111.1K2 Schedule C provider row(s)$111,058
Plan sponsor
Island Palm Communities, LLC
EIN
20-1108750
Plan number
001
Plan type
2
Location
Schofield Barracks, HI
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    463 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$21.5M total assets
Net assets$21.5MLiabilities—
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$591.9K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$21,466,656
Net assets (EOY)
$21,466,656
Net assets (BOY)
$18,613,411

Income & contributions

Employer contributions
$591,937
Participant contributions
$1,240,269
Total contributions
$1,839,531
Total income / additions
$4,771,549

Expenses & distributions

Benefits paid
$1,796,705
Administrative expenses
$111,058
Total expenses
$1,918,304
Net increase / (decrease)
$2,853,245
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 32%Participant 68%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Financial Life Ins Co$64.7K
    RECORD KEEPER · Direct $64.7K · Indirect $0
  2. 2
    Merrill Lynch Life Agency, Inc.$46.3K
    ADVISORY · Direct $46.3K

Related Form 5500 pages