Hale Kipa Inc. 403b Plan — Form 5500 plan (Hale Kipa Inc.)
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, Hale Kipa Inc. 403b Plan is a benefit plan reported by Hale Kipa Inc. under EIN 23-7061499 and plan number 003. The latest loaded filing year is 2023. The filing reports 140 participants and $4,595,584 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hale Kipa Inc.
- EIN
- 23-7061499
- Plan number
- 003
- Plan type
- 2
- Location
- Ewa Beach, HI
- Latest filing year
- 2023
- Participants
- 140
- End-of-year plan assets
- $4,595,584
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 140 | H, C | 20250414202233NAL0003996224001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,595,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,595,584
- Net assets (BOY)
- $4,611,277
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $209,026
- Total contributions
- $224,314
- Total income / additions
- $829,234
Expenses & distributions
- Benefits paid
- $825,778
- Administrative expenses
- $19,149
- Total expenses
- $844,927
- Net increase / (decrease)
- -$15,693
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kobo Wealth Conservancy | NONE | $17,749 | not reported in the loaded dataset | 2023 |
| American United Life Insurance Co | NONE | $1,400 | $10,278 | 2023 |