Kalihi-Palama Health Center 401(K) Retirement Savings Plan (002) — Form 5500 plan (Kalihi-Palama Health Center)
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, Kalihi-Palama Health Center 401(K) Retirement Savings Plan (002) is a benefit plan reported by Kalihi-Palama Health Center under EIN 99-0161221 and plan number 002. The latest loaded filing year is 2023. The filing reports 268 participants and $10,713,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kalihi-Palama Health Center
- EIN
- 99-0161221
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 268
- End-of-year plan assets
- $10,713,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 268 | H, C | 20241003092051NAL0004737443003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,713,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,419
- Net assets (BOY)
- $8,565,316
Income & contributions
- Employer contributions
- $430,101
- Participant contributions
- $898,257
- Total contributions
- $1,328,358
- Total income / additions
- $2,682,925
Expenses & distributions
- Benefits paid
- $498,866
- Administrative expenses
- $35,956
- Total expenses
- $534,822
- Net increase / (decrease)
- $2,148,103
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $28,906 | $0 | 2023 |
| Suemori & Inouye, Inc. | THIRD PARTY ADMINISTRATOR | $7,050 | not reported in the loaded dataset | 2023 |