Hawaii Premier Investments Inc. Pension Transfer Trust Plan — Form 5500 plan (Hawaii Premier Investments, 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, Hawaii Premier Investments Inc. Pension Transfer Trust Plan is a benefit plan reported by Hawaii Premier Investments, Inc under EIN 45-5212013 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $851,103 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Premier Investments, Inc
- EIN
- 45-5212013
- Plan number
- 001
- Plan type
- 2
- Location
- Wailuku, HI
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $851,103
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240930154059NAL0010496384001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $851,103
- Net assets (EOY)
- $851,103
- Net assets (BOY)
- $499,534
Income & contributions
- Employer contributions
- $2,000
- Total income / additions
- $359,623
Expenses & distributions
- Benefits paid
- $8,040
- Administrative expenses
- $14
- Total expenses
- $8,054
- Net increase / (decrease)
- $351,569
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.