Plan5500

Aloha House 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, Aloha House Inc. (EIN 99-0173804) is a plan sponsor located in Paia, 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
99-0173804
Location
Paia, HI
Loaded plans
3
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 Aloha House Inc.

  • 3 loaded plans hold $4.5M in reported assets.
  • The largest, 403b Thrift Plan Of Aloha House Inc., holds 100% of this company's reported plan assets.
  • Plans cover 382 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$4.5MSummed across loaded plans$4,466,671
Total reported assets$4.5M$4,466,671
Total reported participants382
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$4.5M total assets
Net assets$4.5MLiabilities$0
Contributions & income
Employer contributions$148.4K
Participant contributions$306.5K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$1.3M
Total expenses$1.3M
Net increase / (decrease)-$152.9K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%403b Thrift Plan Of Aloha House Inc.
Participants per plan127Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    403b Thrift Plan Of Aloha House Inc.$4.5M
    Plan #002 · 212 participants · 2023
  2. 2
    Aloha House, Inc.not reported in the loaded dataset
    Plan #503 · 97 participants · 2023
  3. 3
    Aloha House, Inc.not reported in the loaded dataset
    Plan #501 · 73 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 Aloha House Inc.. Open one for its full reported snapshot.

  1. 2023
    403b Thrift Plan Of Aloha House Inc.212 participants · 2Sch HSch C
    View filing →
  2. 2023
    Aloha House, Inc.97 participants · 2No schedules
    View filing →
  3. 2023
    Aloha House, Inc.73 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aloha House Inc. report on Form 5500?
Aloha House Inc. (EIN 99-0173804) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aloha House Inc.?
The Employer Identification Number (EIN) reported for Aloha House Inc. is 99-0173804.
What is the latest Form 5500 filing year for Aloha House Inc.?
The latest loaded Form 5500 filing year for Aloha House Inc. is 2023.

Related Form 5500 pages