Hawaii Carpenters 401(K) Fd — Form 5500 plan (Hawaii Carpenters 401(K) 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 Carpenters 401(K) Fd is a benefit plan reported by Hawaii Carpenters 401(K) Fund under EIN 55-0822045 and plan number 004. The latest loaded filing year is 2023. The filing reports 6,309 participants and $235,148,504 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Carpenters 401(K) Fund
- EIN
- 55-0822045
- Plan number
- 004
- Plan type
- 1
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 6,309
- End-of-year plan assets
- $235,148,504
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,309 | H, C | 20241015190840NAL0057802770004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $235,148,504
- Total liabilities (EOY)
- $33,045
- Net assets (EOY)
- $235,115,459
- Net assets (BOY)
- $204,481,919
Income & contributions
- Employer contributions
- $17,384,390
- Total contributions
- $17,420,206
- Total income / additions
- $44,506,559
Expenses & distributions
- Benefits paid
- $13,241,722
- Administrative expenses
- $631,297
- Total expenses
- $13,873,019
- Net increase / (decrease)
- $30,633,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Hawaii Benefit Administrators, Inc | NONE | $308,090 | not reported in the loaded dataset | 2023 |
| Raymond James & Associates, Inc | NONE | $147,449 | not reported in the loaded dataset | 2023 |
| Shanley A Professional Corp | NONE | $37,969 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $29,543 | not reported in the loaded dataset | 2023 |
| First Hawaiian Bank | NONE | $12,270 | $977 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Carpenters 401(K) Fund
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Hawaii Benefit Administrators, Inc — Schedule C compensation
- Raymond James & Associates, Inc — Schedule C compensation
- Shanley A Professional Corp — Schedule C compensation
- The Segal Company — Schedule C compensation
- First Hawaiian Bank — Schedule C compensation