Plan5500

Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila — 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, Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila (EIN 99-0256665) is a plan sponsor located in Albuquerque, NM 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
99-0256665
Location
Albuquerque, NM
Loaded plans
1
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 Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila

  • 1 loaded plans hold $2.4M in reported assets.
  • The largest, Aquila Employee Stock Ownership Plan, holds 100% of this company's reported plan assets.
  • Plans cover 71 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$640.4KSummed across loaded plans$640,433
Total reported assets$2.4M$2,421,212
Total reported participants71
Total reported liabilities$1.8M$1,780,779

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$640.4KLiabilities$1.8M
Contributions & income
Employer contributions$390.6K
Participant contributionsNot reported
Total income / additions-$8.8K
Expenses & distributions
Benefits paid / distributions$50.9K
Total expenses$132.5K
Net increase / (decrease)-$141.3K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Aquila Employee Stock Ownership Plan
Participants per plan71Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Aquila Employee Stock Ownership Plan$2.4M
    Plan #002 · 71 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 Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila. Open one for its full reported snapshot.

  1. 2023
    Aquila Employee Stock Ownership Plan71 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila report on Form 5500?
Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila (EIN 99-0256665) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila?
The Employer Identification Number (EIN) reported for Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila is 99-0256665.
What is the latest Form 5500 filing year for Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila?
The latest loaded Form 5500 filing year for Yamasato, Fujiwara, Higa & Associates, Inc. Dba Aquila is 2023.

Related Form 5500 pages