Hoaloha Na Eha. Ltd. 401(K) Profit Sharing Plan — Form 5500 plan (Hoaloha Na Eha. 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, Hoaloha Na Eha. Ltd. 401(K) Profit Sharing Plan is a benefit plan reported by Hoaloha Na Eha. Ltd. under EIN 99-0158936 and plan number 001. The latest loaded filing year is 2023. The filing reports 261 participants and $11,492,469 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hoaloha Na Eha. Ltd.
- EIN
- 99-0158936
- Plan number
- 001
- Plan type
- 2
- Location
- Lahaina, HI
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $11,492,469
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241015142527NAL0016619139001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,492,469
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,492,469
- Net assets (BOY)
- $10,256,600
Income & contributions
- Employer contributions
- $235,556
- Participant contributions
- $484,032
- Total contributions
- $719,588
- Total income / additions
- $1,981,658
Expenses & distributions
- Benefits paid
- $694,126
- Administrative expenses
- $35,691
- Total expenses
- $745,789
- Net increase / (decrease)
- $1,235,869
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sageview Advisory | SERVICE PROVIDER | $34,621 | not reported in the loaded dataset | 2023 |
| Lincoln National Corporation | SERVICE PROVIDER | $1,070 | $0 | 2023 |