The Rice Partnership, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, The Rice Partnership, LLC (EIN 81-0671115) is a plan sponsor located in Honolulu, HI with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
81-0671115
Location
Honolulu, HI
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for The Rice Partnership, LLC

  • 2 loaded plans hold $3.1M in reported assets.
  • The largest, The Rice Partnership, LLC Cash Balance Plan, holds 53% of this company's reported plan assets.
  • Plans cover 20 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.1MSummed across loaded plans$3,107,677
Total reported assets$3.1M$3,111,685
Total reported participants20
Total reported liabilities$4K$4,008

Reported net position

Reported assets = net assets + liabilities (summed)$3.1M total assets
Net assets$3.1MLiabilities$4K
Contributions & income
Employer contributions$227.5K
Participant contributions$75.5K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$320.2K
Total expenses$443.4K
Net increase / (decrease)$733.2K

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 this company's 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

Portfolio comparison

Largest plan share of assets53%The Rice Partnership, LLC Cash Balance Plan
Participants per plan10Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #002 · 7 participants · 2023
  2. 2
    Plan #001 · 13 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for The Rice Partnership, LLC. Open one for its full reported snapshot.

  1. 2023
    The Rice Partnership, LLC Cash Balance Plan7 participants · 2Sch I
    View filing →
  2. 2023
    The Rice Partnership, LLC 401(K) Profit Sharing Plan13 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does The Rice Partnership, LLC report on Form 5500?
The Rice Partnership, LLC (EIN 81-0671115) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for The Rice Partnership, LLC?
The Employer Identification Number (EIN) reported for The Rice Partnership, LLC is 81-0671115.
What is the latest Form 5500 filing year for The Rice Partnership, LLC?
The latest loaded Form 5500 filing year for The Rice Partnership, LLC is 2023.

Related Form 5500 pages