Hawaii Tapers Vacation Plan — Form 5500 plan (Board Of Trustees Of Hawaii Tapers Vacation Trust Fund)
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 Tapers Vacation Plan is a benefit plan reported by Board Of Trustees Of Hawaii Tapers Vacation Trust Fund under EIN 32-0421626 and plan number 501. The latest loaded filing year is 2023. The filing reports 464 participants and $1,477,186 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of Hawaii Tapers Vacation Trust Fund
- EIN
- 32-0421626
- Plan number
- 501
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 464
- End-of-year plan assets
- $1,477,186
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 464 | H, C | 20241011135119NAL0012557779001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,477,186
- Total liabilities (EOY)
- $1,389,186
- Net assets (EOY)
- $88,000
- Net assets (BOY)
- $64,912
Income & contributions
- Employer contributions
- $2,246,278
- Total contributions
- $2,246,278
- Total income / additions
- $2,299,447
Expenses & distributions
- Benefits paid
- $2,227,322
- Administrative expenses
- $49,037
- Total expenses
- $2,276,359
- Net increase / (decrease)
- $23,088
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Group Plan Administrators | NONE | $38,025 | not reported in the loaded dataset | 2023 |
| Lemke, Chinen & Tanaka, Cpa, Inc. | NONE | $9,162 | not reported in the loaded dataset | 2023 |