Architects Hawaii, Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Architects Hawaii, Ltd.)
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, Architects Hawaii, Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Architects Hawaii, Ltd. under EIN 99-0076120 and plan number 001. The latest loaded filing year is 2023. The filing reports 116 participants and $11,172,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Architects Hawaii, Ltd.
- EIN
- 99-0076120
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 116
- End-of-year plan assets
- $11,172,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 116 | I, C | 20241014135135NAL0015051635001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $11,172,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,172,264
- Net assets (BOY)
- $23,191,163
Income & contributions
- Employer contributions
- $299,552
- Participant contributions
- $442,079
- Total income / additions
- $3,966,364
Expenses & distributions
- Benefits paid
- $1,434,048
- Administrative expenses
- $64,956
- Total expenses
- $1,499,004
- Net increase / (decrease)
- $2,467,360
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $43,933 | not reported in the loaded dataset | 2023 |
| Kmh Llp | OTHER | $17,927 | not reported in the loaded dataset | 2023 |
| Pension Services Corporation | THIRD PARTY ADMINISTRATO | $6,820 | not reported in the loaded dataset | 2023 |
| Carlsmith Ball Llp | ATTORNEY | $5,936 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Architects Hawaii, Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Morgan Stanley — Schedule C compensation
- Kmh Llp — Schedule C compensation
- Pension Services Corporation — Schedule C compensation
- Carlsmith Ball Llp — Schedule C compensation