Hilo Medical Investors, Ltd. 401(K) Plan — Form 5500 plan (Hilo Medical Investors, Ltd.)

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, Hilo Medical Investors, Ltd. 401(K) Plan is a benefit plan reported by Hilo Medical Investors, Ltd. under EIN 58-1339022 and plan number 001. The latest loaded filing year is 2023. The filing reports 342 participants and $11,938,588 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hilo Medical Investors, Ltd.
EIN
58-1339022
Plan number
001
Plan type
2
Location
Hilo, HI
Latest filing year
2023
Participants
342
End-of-year plan assets
$11,938,588

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023342H, C20240829153710NAL0006556195001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,938,588
Total liabilities (EOY)
$12,194
Net assets (EOY)
$11,926,394
Net assets (BOY)
$11,557,782

Income & contributions

Employer contributions
$106,108
Participant contributions
$653,333
Total contributions
$784,876
Total income / additions
$1,954,732

Expenses & distributions

Benefits paid
$1,565,204
Administrative expenses
$8,722
Total expenses
$1,586,120
Net increase / (decrease)
$368,612

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$7,782$02023

Related Form 5500 pages