Tony Hawaii, LLC And Affiliates 401(K) Retirement Savings — Form 5500 plan (Tony Hawaii, LLC)
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, Tony Hawaii, LLC And Affiliates 401(K) Retirement Savings is a benefit plan reported by Tony Hawaii, LLC under EIN 99-0223623 and plan number 002. The latest loaded filing year is 2023. The filing reports 498 participants and $32,318,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Tony Hawaii, LLC
- EIN
- 99-0223623
- Plan number
- 002
- Plan type
- 2
- Location
- Waipahu, HI
- Latest filing year
- 2023
- Participants
- 498
- End-of-year plan assets
- $32,318,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 498 | H, C | 20241011210440NAL0011354579001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,318,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,318,380
- Net assets (BOY)
- $25,663,661
Income & contributions
- Employer contributions
- $66,032
- Participant contributions
- $2,505,086
- Total contributions
- $3,227,951
- Total income / additions
- $8,199,335
Expenses & distributions
- Benefits paid
- $1,410,666
- Administrative expenses
- $102,349
- Total expenses
- $1,544,616
- Net increase / (decrease)
- $6,654,719
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,172 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,328 | not reported in the loaded dataset | 2023 |
| Cw Associates, A Hawaii Cpa Corpor | ACCOUNTANT/AUDITOR | $5,235 | not reported in the loaded dataset | 2023 |
| Alphapoint, Inc | CONSULTANT | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Tony Hawaii, LLC
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Waipahu, HI
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Cw Associates, A Hawaii Cpa Corpor — Schedule C compensation
- Alphapoint, Inc — Schedule C compensation