Plan5500

Ali'I Health Center 403(B) Plan — Form 5500 plan (Alii Health Center)

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, Ali'I Health Center 403(B) Plan is a benefit plan reported by Alii Health Center under EIN 83-3321758 and plan number 002. The latest loaded filing year is 2023. The filing reports 123 participants and $541,078 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Alii Health Center
EIN
83-3321758
Plan number
002
Plan type
2
Location
Kailua Kona, HI
Latest filing year
2023
Participants
123
End-of-year plan assets
$541,078

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023123I, C20241008134922NAL0016805793001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$541,078
Net assets (EOY)
$541,078
Net assets (BOY)
$0

Income & contributions

Employer contributions
$0
Participant contributions
$469,805
Total income / additions
$555,090

Expenses & distributions

Benefits paid
$12,862
Administrative expenses
$100
Total expenses
$14,012
Net increase / (decrease)
$541,078

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$100$02023
Wilshire AdvisorsINVESTMENT ADVISORY$0$02023

Related Form 5500 pages