2023 Form 5500 filing — Kalihi-Palama Health Center 401(K) Retirement Savings Plan (002)
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 20241003092051NAL0004737443003) for Kalihi-Palama Health Center 401(K) Retirement Savings Plan (002), reported by Kalihi-Palama Health Center under EIN 99-0161221 and plan number 002. It reports 268 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003092051NAL0004737443003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kalihi-Palama Health Center
- EIN
- 99-0161221
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 268
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,713,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,713,419
- Employer contributions
- $430,101
- Participant contributions
- $898,257
- Total income / additions
- $2,682,925
- Benefits paid
- $498,866
- Administrative expenses
- $35,956
- Total expenses
- $534,822
- Net increase / (decrease)
- $2,148,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $28,906 | $0 |
| Suemori & Inouye, Inc. | THIRD PARTY ADMINISTRATOR | $7,050 | not reported in the loaded dataset |