2023 Form 5500 filing — Maui Jim, Inc. 401(K) Retirement And Savings Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240805090616NAL0000952257001) for Maui Jim, Inc. 401(K) Retirement And Savings Plan And Trust, reported by Maui Jim, Inc. under EIN 37-1173264 and plan number 001. It reports 934 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805090616NAL0000952257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maui Jim, Inc.
- EIN
- 37-1173264
- Plan number
- 001
- Location
- Peoria, IL
- Participants
- 934
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $144,510,174
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,510,174
- Employer contributions
- $7,064,764
- Participant contributions
- $4,496,382
- Total income / additions
- $34,841,940
- Benefits paid
- $15,348,942
- Administrative expenses
- $98,998
- Total expenses
- $15,447,940
- Net increase / (decrease)
- $19,394,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $38,773 | $0 |