Plan5500

Aqua Engineers, 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, Aqua Engineers, Inc. (EIN 99-0202762) is a plan sponsor located in Kalaheo, 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
99-0202762
Location
Kalaheo, 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 Aqua Engineers, Inc.

  • 2 loaded plans hold $68.5M in reported assets.
  • The largest, Aqua Engineers, Inc. Employee Stock Ownership Plan, holds 78% of this company's reported plan assets.
  • Plans cover 223 reported participants.
  • 2 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$66.1MSummed across loaded plans$66,117,999
Total reported assets$68.5M$68,483,075
Total reported participants223
Total reported liabilities$2.4M$2,365,076

Reported net position

Reported assets = net assets + liabilities (summed)$68.5M total assets
Net assets$66.1MLiabilities$2.4M
Contributions & income
Employer contributions$624K
Participant contributions$769.5K
Total income / additions$10.2M
Expenses & distributions
Benefits paid / distributions$3.6M
Total expenses$3.6M
Net increase / (decrease)$6.6M

Data coverage

Plans with financial statements2 / 2 (100%)
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 assets78%Aqua Engineers, Inc. Employee Stock Ownership Plan
Participants per plan112Average 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
    Aqua Engineers, Inc. Employee Stock Ownership Plan$53.5M
    Plan #002 · 111 participants · 2023
  2. 2
    Aqua Engineers, Inc. 401(K) Profit Sharing Plan$15M
    Plan #001 · 112 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 Aqua Engineers, Inc.. Open one for its full reported snapshot.

  1. 2023
    Aqua Engineers, Inc. 401(K) Profit Sharing Plan112 participants · 2Sch HSch C
    View filing →
  2. 2023
    Aqua Engineers, Inc. Employee Stock Ownership Plan111 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Aqua Engineers, Inc. report on Form 5500?
Aqua Engineers, Inc. (EIN 99-0202762) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Aqua Engineers, Inc.?
The Employer Identification Number (EIN) reported for Aqua Engineers, Inc. is 99-0202762.
What is the latest Form 5500 filing year for Aqua Engineers, Inc.?
The latest loaded Form 5500 filing year for Aqua Engineers, Inc. is 2023.

Related Form 5500 pages