Honolulu Freight Service 401k Plan — Form 5500 plan (Honolulu Freight Service)
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, Honolulu Freight Service 401k Plan is a benefit plan reported by Honolulu Freight Service under EIN 95-2001046 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $20,759,694 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Honolulu Freight Service
- EIN
- 95-2001046
- Plan number
- 001
- Plan type
- 2
- Location
- Seattle, WA
- Latest filing year
- 2023
- Participants
- 252
- End-of-year plan assets
- $20,759,694
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 252 | H, C | 20241014191404NAL0015459603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,759,694
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,759,694
- Net assets (BOY)
- $17,903,663
Income & contributions
- Employer contributions
- $579,541
- Participant contributions
- $1,113,238
- Total contributions
- $1,692,779
- Total income / additions
- $5,108,941
Expenses & distributions
- Benefits paid
- $6,676,494
- Administrative expenses
- $107,029
- Total expenses
- $6,783,523
- Net increase / (decrease)
- -$1,674,582
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Burnham Gibson Wealth Advisors | INVESTMENT ADVISOR | $50,918 | not reported in the loaded dataset | 2023 |
| John Hancock Life Insurance Company | RECORDKEEPER | $2,480 | not reported in the loaded dataset | 2023 |