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, Maui Jim, Inc. 401(K) Retirement And Savings Plan And Trust is a benefit plan reported by Maui Jim, Inc. under EIN 37-1173264 and plan number 001. The latest loaded filing year is 2023. The filing reports 934 participants and $144,510,174 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $144,510,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,510,174
- Net assets (BOY)
- $125,116,174
Income & contributions
- Employer contributions
- $7,064,764
- Participant contributions
- $4,496,382
- Total contributions
- $11,736,699
- Total income / additions
- $34,841,940
Expenses & distributions
- Benefits paid
- $15,348,942
- Administrative expenses
- $98,998
- Total expenses
- $15,447,940
- Net increase / (decrease)
- $19,394,000