Kualoa Ranch Hawaii, Inc. 401(K) Savings Plan — Form 5500 plan (Kualoa Ranch Hawaii, Inc.)
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, Kualoa Ranch Hawaii, Inc. 401(K) Savings Plan is a benefit plan reported by Kualoa Ranch Hawaii, Inc. under EIN 99-0238054 and plan number 002. The latest loaded filing year is 2023. The filing reports 429 participants and $7,733,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kualoa Ranch Hawaii, Inc.
- EIN
- 99-0238054
- Plan number
- 002
- Plan type
- 2
- Location
- Kaaawa, HI
- Latest filing year
- 2023
- Participants
- 429
- End-of-year plan assets
- $7,733,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 429 | H, C | 20241015151254NAL0058358514001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,733,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,733,966
- Net assets (BOY)
- $6,376,047
Income & contributions
- Employer contributions
- $349,281
- Participant contributions
- $548,765
- Total contributions
- $1,141,128
- Total income / additions
- $2,387,087
Expenses & distributions
- Benefits paid
- $1,001,186
- Administrative expenses
- $27,982
- Total expenses
- $1,029,168
- Net increase / (decrease)
- $1,357,919
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $20,353 | $0 | 2023 |
| Edward D Jones & Co Lp | INVESTMENT ADVISOR | $6,007 | $0 | 2023 |
| Hicks Pension Group | CONTRACT ADMIN | $5,236 | $0 | 2023 |
| Morningstar Inc Dba | OTHER | $366 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $12 | $0 | 2023 |
| Morningstar Inc Dba | OTHER | $1 | $0 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kualoa Ranch Hawaii, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kaaawa, HI
- Transamerica Life Insurance Company — Schedule C compensation
- Edward D Jones & Co Lp — Schedule C compensation
- Hicks Pension Group — Schedule C compensation
- Morningstar Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation