Plan5500

C.S. Wo & Sons, LLC Profit Sharing Plan — Form 5500 plan (C.S. Wo & Sons, LLC)

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, C.S. Wo & Sons, LLC Profit Sharing Plan is a benefit plan reported by C.S. Wo & Sons, LLC under EIN 99-0063065 and plan number 001. The latest loaded filing year is 2023. The filing reports 248 participants and $30,285,478 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.S. Wo & Sons, LLC
EIN
99-0063065
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
248
End-of-year plan assets
$30,285,478

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023248H, C20241011203854NAL0040016704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,285,478
Total liabilities (EOY)
$0
Net assets (EOY)
$30,285,478
Net assets (BOY)
$25,334,285

Income & contributions

Employer contributions
$110,382
Participant contributions
$667,114
Total contributions
$1,222,645
Total income / additions
$6,050,930

Expenses & distributions

Benefits paid
$1,022,038
Administrative expenses
$77,699
Total expenses
$1,099,737
Net increase / (decrease)
$4,951,193

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mosaic Pacific Investment AdvisorsNONE$55,647not reported in the loaded dataset2023
Accuity LlpNONE$15,812not reported in the loaded dataset2023
Riversedge Adv Ret Solutions, LLCNONE$6,240not reported in the loaded dataset2023

Related Form 5500 pages