Ohana Pacific Management Company Retirement Plan — Form 5500 plan (Ohana Pacific Management Co., 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, Ohana Pacific Management Company Retirement Plan is a benefit plan reported by Ohana Pacific Management Co., Inc. under EIN 99-0353868 and plan number 001. The latest loaded filing year is 2023. The filing reports 581 participants and $9,529,293 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohana Pacific Management Co., Inc.
- EIN
- 99-0353868
- Plan number
- 001
- Plan type
- 2
- Location
- Kaneohe, HI
- Latest filing year
- 2023
- Participants
- 581
- End-of-year plan assets
- $9,529,293
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 581 | H, C | 20241014133408NAL0013358323001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,529,293
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,529,293
- Net assets (BOY)
- $7,752,536
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $618,255
- Total contributions
- $676,155
- Total income / additions
- $2,220,836
Expenses & distributions
- Benefits paid
- $421,526
- Administrative expenses
- $32,037
- Total expenses
- $444,079
- Net increase / (decrease)
- $1,776,757
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Edward D. Jones & Co. Lp | INVESTMENT ADVISOR | $27,897 | not reported in the loaded dataset | 2023 |
| Suemori & Inouye, Inc. | TPA | $3,325 | $4,039 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,450 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohana Pacific Management Co., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kaneohe, HI
- Edward D. Jones & Co. Lp — Schedule C compensation
- Suemori & Inouye, Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation