Retirement Plan For Bargaining And Non-Bargaining Employees Of Hale Makua — Form 5500 plan (Hale Makua)
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, Retirement Plan For Bargaining And Non-Bargaining Employees Of Hale Makua is a benefit plan reported by Hale Makua under EIN 99-0080460 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $20,995,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hale Makua
- EIN
- 99-0080460
- Plan number
- 001
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 443
- End-of-year plan assets
- $20,995,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 443 | H | 20241015180711NAL0015221651001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,995,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,995,652
- Net assets (BOY)
- $11,992,086
Income & contributions
- Employer contributions
- $3,100,000
- Total contributions
- $3,100,000
- Total income / additions
- $3,817,470
Expenses & distributions
- Benefits paid
- $732,030
- Administrative expenses
- $0
- Total expenses
- $732,030
- Net increase / (decrease)
- $3,085,440
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.