Macfarms Of Hawaii 401(K) Profit Sharing Plan — Form 5500 plan (Macfarms, 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, Macfarms Of Hawaii 401(K) Profit Sharing Plan is a benefit plan reported by Macfarms, LLC under EIN 26-3007910 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $5,013,071 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Macfarms, LLC
- EIN
- 26-3007910
- Plan number
- 001
- Plan type
- 2
- Location
- Captain Cook, HI
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $5,013,071
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20241015135834NAL0028664481001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,013,071
- Total liabilities (EOY)
- $81
- Net assets (EOY)
- $5,012,990
- Net assets (BOY)
- $5,107,993
Income & contributions
- Employer contributions
- $168,355
- Participant contributions
- $245,014
- Total contributions
- $413,369
- Total income / additions
- $1,042,966
Expenses & distributions
- Benefits paid
- $1,097,730
- Administrative expenses
- $36,974
- Total expenses
- $1,137,969
- Net increase / (decrease)
- -$95,003
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Ins Co Of America | RECORDKEEPER | $31,898 | not reported in the loaded dataset | 2023 |
| Hicks Pension Group | CONTRACT ADMIN | $2,570 | not reported in the loaded dataset | 2023 |
| 3 38 Investment Fiduciaries Inc | INVESTMENT ADVISOR | $2,370 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Insurance Svcs | BROKER/ADVISE R | not reported in the loaded dataset | $2,025 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $335 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Ins Services I | BROKER/ADVISO R | not reported in the loaded dataset | $86 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Macfarms, LLC
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Captain Cook, HI
- Empower Annuity Ins Co Of America — Schedule C compensation
- Hicks Pension Group — Schedule C compensation
- 3 38 Investment Fiduciaries Inc — Schedule C compensation
- Morgan Stanley Insurance Svcs — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation
- Morgan Stanley Ins Services I — Schedule C compensation