Retirement Plan For 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 Non-Bargaining Employees Of Hale Makua is a benefit plan reported by Hale Makua under EIN 99-0080460 and plan number 002. The latest loaded filing year is 2023. The filing reports 120 participants and $0 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hale Makua
EIN
99-0080460
Plan number
002
Plan type
2
Location
Kahului, HI
Latest filing year
2023
Participants
120
End-of-year plan assets
$0

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023120H20241015180812NAL0049276528001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$0
Total liabilities (EOY)
$0
Net assets (EOY)
$0
Net assets (BOY)
$6,051,007

Income & contributions

Total contributions
$0
Total income / additions
$376,088

Expenses & distributions

Benefits paid
$508,969
Administrative expenses
$0
Total expenses
$508,969
Net increase / (decrease)
-$132,881

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages