Hawaii Pacific Foundation 401(K) Plan — Form 5500 plan (Hawaii Pacific Foundation)

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, Hawaii Pacific Foundation 401(K) Plan is a benefit plan reported by Hawaii Pacific Foundation under EIN 27-2497099 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,063 participants and $21,277,133 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hawaii Pacific Foundation
EIN
27-2497099
Plan number
001
Plan type
2
Location
Manassas, VA
Latest filing year
2023
Participants
1,063
End-of-year plan assets
$21,277,133

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,063H, C20250410055328NAL0021338161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,277,133
Total liabilities (EOY)
$0
Net assets (EOY)
$21,277,133
Net assets (BOY)
$19,792,963

Income & contributions

Employer contributions
$1,485,899
Participant contributions
$2,815,124
Total contributions
$5,736,689
Total income / additions
$9,028,967

Expenses & distributions

Benefits paid
$7,527,639
Administrative expenses
$17,158
Total expenses
$7,544,797
Net increase / (decrease)
$1,484,170

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American United Life Insurance CoNONE$13,761$111,1962023

Related Form 5500 pages