Kukio Community Association 401(K) Plan — Form 5500 plan (Kukio Community Association)
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, Kukio Community Association 401(K) Plan is a benefit plan reported by Kukio Community Association under EIN 99-0352677 and plan number 001. The latest loaded filing year is 2023. The filing reports 79 participants and $2,944,408 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kukio Community Association
- EIN
- 99-0352677
- Plan number
- 001
- Plan type
- 2
- Location
- Kailua-Kona, HI
- Latest filing year
- 2023
- Participants
- 79
- End-of-year plan assets
- $2,944,408
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 79 | I | 20240918152954NAL0002694867001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $2,944,408
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,944,408
- Net assets (BOY)
- $2,718,137
Income & contributions
- Employer contributions
- $65,339
- Participant contributions
- $216,796
- Total income / additions
- $742,339
Expenses & distributions
- Benefits paid
- $511,436
- Administrative expenses
- $4,632
- Total expenses
- $516,068
- Net increase / (decrease)
- $226,271
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.