Hawaiiana Group Incorporated 401(K) Plan — Form 5500 plan (Hawaiiana Group Incorporated)
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, Hawaiiana Group Incorporated 401(K) Plan is a benefit plan reported by Hawaiiana Group Incorporated under EIN 99-0207892 and plan number 001. The latest loaded filing year is 2023. The filing reports 294 participants and $22,640,217 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaiiana Group Incorporated
- EIN
- 99-0207892
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 294
- End-of-year plan assets
- $22,640,217
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 294 | H, C | 20240729132652NAL0029821488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $22,640,217
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,640,217
- Net assets (BOY)
- $19,948,677
Income & contributions
- Employer contributions
- $361,240
- Participant contributions
- $1,351,302
- Total contributions
- $1,714,781
- Total income / additions
- $5,162,587
Expenses & distributions
- Benefits paid
- $2,430,371
- Administrative expenses
- $33,972
- Total expenses
- $2,471,047
- Net increase / (decrease)
- $2,691,540
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $17,829 | not reported in the loaded dataset | 2023 |
| Kmh Llp | ACCOUNTANT/AUDITOR | $12,493 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,650 | $0 | 2023 |