Ali'I Health Center 401(A) 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 401(A) Plan is a benefit plan reported by Alii Health Center under EIN 83-3321758 and plan number 003. The latest loaded filing year is 2023. The filing reports 132 participants and $3,886,298 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$3.9MPlan net assets, end of year$3,886,298
Participants132Covered participants reported
Assets / participant$29.4KComputed: assets ÷ participants$29,442 (computed)
Provider compensation$11.9K2 Schedule C provider row(s)$11,947
- Plan sponsor
- Alii Health Center
- EIN
- 83-3321758
- Plan number
- 003
- Plan type
- 2
- Location
- Kailua Kona, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 132 | H, C | 20241008134434NAL0008421027001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $3,886,298
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,886,298
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $378,708
- Total contributions
- $378,708
- Total income / additions
- $772,846
Expenses & distributions
- Benefits paid
- $580,519
- Administrative expenses
- $12,023
- Total expenses
- $601,463
- Net increase / (decrease)
- $171,383
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $11,947 | $0 | 2023 |
| Wilshire Advisors, LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |