Maunalani Nursing And Rehabilitation Center 401(K) Retirement Plan — Form 5500 plan (Maunalani Nursing And Rehabilitation 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, Maunalani Nursing And Rehabilitation Center 401(K) Retirement Plan is a benefit plan reported by Maunalani Nursing And Rehabilitation Center under EIN 99-0249327 and plan number 002. The latest loaded filing year is 2023. The filing reports 244 participants and $6,086,021 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maunalani Nursing And Rehabilitation Center
- EIN
- 99-0249327
- Plan number
- 002
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 244
- End-of-year plan assets
- $6,086,021
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 244 | H, C | 20250414155716NAL0001927441001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,086,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,086,021
- Net assets (BOY)
- $5,250,977
Income & contributions
- Employer contributions
- $385,975
- Participant contributions
- $194,822
- Total contributions
- $580,797
- Total income / additions
- $1,267,218
Expenses & distributions
- Benefits paid
- $422,789
- Administrative expenses
- $9,385
- Total expenses
- $432,174
- Net increase / (decrease)
- $835,044
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ubs Financial Services Inc | INVEST. ADVISORY- PLAN | $13,455 | not reported in the loaded dataset | 2023 |
| Pension Services Corporation | RECODKEEPER | $2,100 | $0 | 2023 |
| Transamerica Life Insurance Company | RECORDKEEPER | $1,823 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Maunalani Nursing And Rehabilitation Center
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Ubs Financial Services Inc — Schedule C compensation
- Pension Services Corporation — Schedule C compensation
- Transamerica Life Insurance Company — Schedule C compensation