Plan5500

Puunene, HI Form 5500 retirement and benefit plan filings

City Form 5500 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, Puunene, HI has 2 loaded benefit plan(s) reported by 1 plan sponsor(s), with $5,300,907 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
2
Plan sponsors
1
Latest filing year
2023

What stands out in Puunene

  • 2 loaded plans hold $5.3M in reported assets across 1 sponsors.
  • The largest, S & F Land Co., Inc. Profit Sharing Plan, holds 57% of reported Puunene plan assets.
  • Plans cover 8 participants — about 4 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$5MSummed across loaded plans$4,967,093
Total reported assets$5.3M$5,300,907
Total reported participants8
Total reported liabilities$333.8K$333,814

Reported net position

Reported assets = net assets + liabilities (summed)$5.3M total assets
Net assets$5MLiabilities$333.8K
Contributions & income
Employer contributions$180.5K
Participant contributions$0
Total income / additions$782.1K
Expenses & distributions
Benefits paid / distributions$380K
Total expenses$380K
Net increase / (decrease)$402.1K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Puunene, HI plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Puunene market comparison

Largest plan share of assets57%S & F Land Co., Inc. Profit Sharing Plan
Participants per plan4Average across loaded plans
Plan sponsors1
Ranked by reported assets

Largest loaded plans in Puunene

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    S & F Land Co., Inc. Profit Sharing Plan$3M
    S & F Land Co., Inc. · 2023
  2. 2
    S & F Land Co., Inc. Cash Balance Pension Plan$2.3M
    S & F Land Co., Inc. · 2023

Largest plans in Puunene → · Puunene plans by participants → · Puunene plans with financial data → · Puunene plans with provider compensation → · $1B+ plans in Puunene →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Puunene, HI?
2 plan(s) reported by 1 sponsor(s) are loaded for Puunene, HI.

Related Form 5500 pages