Waialae Country Club — 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, Waialae Country Club (EIN 99-0057829) 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
99-0057829
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 Waialae Country Club

  • 2 loaded plans hold $9.8M in reported assets.
  • The largest, Waialae Country Club 401(K) Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 262 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$9.8MSummed across loaded plans$9,838,193
Total reported assets$9.8M$9,838,193
Total reported participants262
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$9.8M total assets
Net assets$9.8MLiabilities
Contributions & income
Employer contributions$252.7K
Participant contributions$401.7K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$1.6M
Net increase / (decrease)$804.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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 assets100%Waialae Country Club 401(K) Retirement Savings Plan
Participants per plan131Average 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 · 145 participants · 2023
  2. 2
    Plan #501 · 117 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Waialae Country Club. Open one for its full reported snapshot.

  1. 2023
    Health And Welfare Plan For The Employees Of Waialae Country Club117 participants · 2No schedules
    View filing →
  2. 2023
    Waialae Country Club 401(K) Retirement Savings Plan145 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Waialae Country Club report on Form 5500?
Waialae Country Club (EIN 99-0057829) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Waialae Country Club?
The Employer Identification Number (EIN) reported for Waialae Country Club is 99-0057829.
What is the latest Form 5500 filing year for Waialae Country Club?
The latest loaded Form 5500 filing year for Waialae Country Club is 2023.

Related Form 5500 pages