Search public Form 5500 filings

Plans

• planMaui Medical Group, Inc. 401(K) Retirement Savings PlanFinancial statementProvider compensation2023 filing
  $51.3Mreported assets (EOY)
  Sponsor: The Maui Medical Group, Inc.EIN: 99-0176859Plan: 002Participants: 473Assets: $51,349,122Net assets: $51.3MAssets / participant: $108.6KLocation: Wailuku, HILatest: 2023
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• planMaui Economic Opportunity Inc. 401(K) PlanFinancial statementProvider compensation2023 filing
  $5.5Mreported assets (EOY)
  Sponsor: Maui Economic Opportunity IncEIN: 99-6009889Plan: 002Participants: 176Assets: $5,532,826Net assets: $5.5MAssets / participant: $31.4KLocation: Wailuku, HILatest: 2023
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• planDowling Company, Inc. 401(K) Salary Reduction PlanFinancial statement2023 filing
  $3.7Mreported assets (EOY)
  Sponsor: Dowling Company, Inc.EIN: 99-0294145Plan: 001Participants: 9Assets: $3,746,778Net assets: $3.7MAssets / participant: $416.3KLocation: Wailuku, HILatest: 2023
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• planMitchell Tasaki M.D., Inc. 401(K) Profit Sharing PlanFinancial statement2023 filing
  $3.4Mreported assets (EOY)
  Sponsor: Mitchell Tasaki, M.D., Inc.EIN: 99-0347706Plan: 001Participants: 6Assets: $3,367,835Net assets: $3.4MAssets / participant: $561.3KLocation: Wailuku, HILatest: 2023
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• planMichael R. Savona, M.D., A Sole Proprietorship, Profit Sharing PlanFinancial statement2023 filing
  $2Mreported assets (EOY)
  Sponsor: Michael R. Savona, M.D., A Sole ProprietorshipEIN: 65-1281738Plan: 001Participants: 3Assets: $2,031,803Net assets: $2MAssets / participant: $677.3KLocation: Wailuku, HILatest: 2023
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• planPacific Whale Foundation 401(K) PlanFinancial statementProvider compensation2023 filing
  $1.7Mreported assets (EOY)
  Sponsor: Pacific Whale FoundationEIN: 99-0207417Plan: 001Participants: 94Assets: $1,657,296Net assets: $1.7MAssets / participant: $17.6KLocation: Wailuku, HILatest: 2023
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• planHawaii Premier Investments Inc. Pension Transfer Trust PlanFinancial statement2023 filing
  $851.1Kreported assets (EOY)
  Sponsor: Hawaii Premier Investments, IncEIN: 45-5212013Plan: 001Participants: 1Assets: $851,103Net assets: $851.1KAssets / participant: $851.1KLocation: Wailuku, HILatest: 2023
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• planBrietta Inc. 401(K) PlanFinancial statement2023 filing
  $369.2Kreported assets (EOY)
  Sponsor: Brietta Inc.EIN: 93-1646743Plan: 001Participants: 0Assets: $369,156Net assets: $369.2KLocation: Wailuku, HILatest: 2023
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