2023 Form 5500 filing — Seven-Eleven (Hawaii), Inc. 401(K) Plan

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 20240911172802NAL0014859186001) for Seven-Eleven (Hawaii), Inc. 401(K) Plan, reported by Seven-Eleven Hawaii, Inc. under EIN 99-0275843 and plan number 001. It reports 740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240911172802NAL0014859186001
Filing year
2023
Form type
2
Plan sponsor
Seven-Eleven Hawaii, Inc.
EIN
99-0275843
Plan number
001
Location
Honolulu, HI
Participants
740
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$20,502,233
Net assets (EOY)
$20,502,233
Employer contributions
$661,287
Participant contributions
$1,046,504
Total income / additions
$4,713,716
Benefits paid
$1,483,709
Administrative expenses
$74,029
Total expenses
$1,557,738
Net increase / (decrease)
$3,155,978
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Alphapoint, Inc.RIA$7,500not reported in the loaded dataset

Related Form 5500 pages