Lanakila Pacific 401(K) Retirement Plan — Form 5500 plan (Lanakila Pacific)
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, Lanakila Pacific 401(K) Retirement Plan is a benefit plan reported by Lanakila Pacific under EIN 99-0103922 and plan number 005. The latest loaded filing year is 2023. The filing reports 204 participants and $4,302,470 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lanakila Pacific
- EIN
- 99-0103922
- Plan number
- 005
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 204
- End-of-year plan assets
- $4,302,470
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20250403130619NAL0011495377001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,302,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,302,470
- Net assets (BOY)
- $3,988,311
Income & contributions
- Employer contributions
- $135,629
- Participant contributions
- $374,284
- Total contributions
- $509,913
- Total income / additions
- $1,062,695
Expenses & distributions
- Benefits paid
- $736,812
- Administrative expenses
- $1,847
- Total expenses
- $748,536
- Net increase / (decrease)
- $314,159
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISER | $0 | $8,962 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,847 | $0 | 2023 |
| Suemori & Inouye Inc | CONTRACT ADMIN | $812 | $0 | 2023 |