Aloha Wms Retirement Savings Plan — Form 5500 plan (Aloha Workforce Management Solutions)
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, Aloha Wms Retirement Savings Plan is a benefit plan reported by Aloha Workforce Management Solutions under EIN 82-4839041 and plan number 001. The latest loaded filing year is 2023. The filing reports 588 participants and $10,079,267 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aloha Workforce Management Solutions
- EIN
- 82-4839041
- Plan number
- 001
- Plan type
- 3
- Location
- Las Vegas, NV
- Latest filing year
- 2023
- Participants
- 588
- End-of-year plan assets
- $10,079,267
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 588 | H, C | 20241004105600NAL0019487312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,079,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,079,267
- Net assets (BOY)
- $8,335,231
Income & contributions
- Employer contributions
- $200,314
- Participant contributions
- $796,781
- Total contributions
- $997,095
- Total income / additions
- $2,280,444
Expenses & distributions
- Benefits paid
- $419,770
- Administrative expenses
- $79,922
- Total expenses
- $511,840
- Net increase / (decrease)
- $1,768,604
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $37,027 | not reported in the loaded dataset | 2023 |
| Rbf Capital Management, Inc. | NONE | $21,525 | not reported in the loaded dataset | 2023 |
| Skibbie, Cpa Inc. | NONE | $8,979 | not reported in the loaded dataset | 2023 |
| Aloha Workforce Management Solution | NONE | $7,108 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $2,086 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aloha Workforce Management Solutions
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Las Vegas, NV
- Ameritas Life Insurance Corp — Schedule C compensation
- Rbf Capital Management, Inc. — Schedule C compensation
- Skibbie, Cpa Inc. — Schedule C compensation
- Aloha Workforce Management Solution — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation