Plan5500

Austin, Tsutsumi & Associates, Inc — 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, Austin, Tsutsumi & Associates, Inc (EIN 99-0088019) 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
99-0088019
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 Austin, Tsutsumi & Associates, Inc

  • 2 loaded plans hold $28.4M in reported assets.
  • The largest, Austin, Tsutsumi & Associates, Inc. 401(K) Profit Sharing Plan, holds 83% of this company's reported plan assets.
  • Plans cover 186 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$25.5MSummed across loaded plans$25,464,356
Total reported assets$28.4M$28,408,742
Total reported participants186
Total reported liabilities$2.9M$2,944,386

Reported net position

Reported assets = net assets + liabilities (summed)$28.4M total assets
Net assets$25.5MLiabilities$2.9M
Contributions & income
Employer contributions$445.9K
Participant contributions$800.2K
Total income / additions$5.5M
Expenses & distributions
Benefits paid / distributions$413.7K
Total expenses$516.3K
Net increase / (decrease)$5M

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 assets83%Austin, Tsutsumi & Associates, Inc. 401(K) Profit Sharing Plan
Participants per plan93Average 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
    Austin, Tsutsumi & Associates, Inc. 401(K) Profit Sharing Plan$23.7M
    Plan #001 · 105 participants · 2023
  2. 2
    Austin, Tsutsumi & Associates, Inc Esop$4.7M
    Plan #002 · 81 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Austin, Tsutsumi & Associates, Inc. Open one for its full reported snapshot.

  1. 2023
    Austin, Tsutsumi & Associates, Inc Esop81 participants · 2Sch I
    View filing →
  2. 2023
    Austin, Tsutsumi & Associates, Inc. 401(K) Profit Sharing Plan105 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Austin, Tsutsumi & Associates, Inc report on Form 5500?
Austin, Tsutsumi & Associates, Inc (EIN 99-0088019) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Austin, Tsutsumi & Associates, Inc?
The Employer Identification Number (EIN) reported for Austin, Tsutsumi & Associates, Inc is 99-0088019.
What is the latest Form 5500 filing year for Austin, Tsutsumi & Associates, Inc?
The latest loaded Form 5500 filing year for Austin, Tsutsumi & Associates, Inc is 2023.

Related Form 5500 pages