2023 Form 5500 filing — Kukio Golf And Beach Club 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 20240918161658NAL0010062674001) for Kukio Golf And Beach Club 401(K) Plan, reported by Kukio Golf And Beach Club under EIN 99-0353074 and plan number 001. It reports 316 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918161658NAL0010062674001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kukio Golf And Beach Club
- EIN
- 99-0353074
- Plan number
- 001
- Location
- Kailua-Kona, HI
- Participants
- 316
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,241,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,241,994
- Employer contributions
- $294,474
- Participant contributions
- $1,146,106
- Total income / additions
- $3,973,000
- Benefits paid
- $645,429
- Administrative expenses
- $20,076
- Total expenses
- $665,652
- Net increase / (decrease)
- $3,307,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Resources Investment Advisors LLC | CONSULTANT | $6,755 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | CONSULTANT | $6,743 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $6,579 | $0 |