C. S. Wo & Sons, 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, C. S. Wo & Sons, LLC. (EIN 99-0063065) is a plan sponsor located in Honolulu, HI with 1 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
99-0063065
Location
Honolulu, HI
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$30,285,478
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$30,285,478

Contributions & income

Employer contributions
$110,382
Participant contributions
$667,114
Total income / additions
$6,050,930

Expenses & distributions

Benefits paid / distributions
$1,022,038
Total expenses
$1,099,737
Net increase / (decrease)
$4,951,193

Coverage

Total reported participants
430
Plans with financial statements
1
Plans with provider compensation
1

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.

Largest loaded plans by reported assets

C. S. Wo & Sons, LLC. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
C.S. Wo & Sons, LLC Profit Sharing Plan001248$30,285,4782023
Health And Wellness Plan For Employees Of C. S. Wo & Sons, LLC.507182not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for C. S. Wo & Sons, LLC.
YearPlanParticipantsSchedulesFiling
2023C.S. Wo & Sons, LLC Profit Sharing Plan248H, C20241011203854NAL0040016704001
2023Health And Wellness Plan For Employees Of C. S. Wo & Sons, LLC.18220250429210659NAL0000681683001

Related Form 5500 pages