Kamehemeha Schools 403(B) Retirement Savings Plan — Form 5500 plan (Kamehameha Schools)
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, Kamehemeha Schools 403(B) Retirement Savings Plan is a benefit plan reported by Kamehameha Schools under EIN 99-0073480 and plan number 008. The latest loaded filing year is 2023. The filing reports 395 participants and $3,917,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kamehameha Schools
- EIN
- 99-0073480
- Plan number
- 008
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $3,917,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | I | 20241010152252NAL0020421953001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $3,917,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,917,817
- Net assets (BOY)
- $3,269,079
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $638,458
Expenses & distributions
- Benefits paid
- $307,575
- Administrative expenses
- -$376
- Total expenses
- $307,199
- Net increase / (decrease)
- $331,259
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.