2023 Form 5500 filing — Aloha Wms Retirement Savings 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 20241004105600NAL0019487312001) for Aloha Wms Retirement Savings Plan, reported by Aloha Workforce Management Solutions under EIN 82-4839041 and plan number 001. It reports 588 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004105600NAL0019487312001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Aloha Workforce Management Solutions
- EIN
- 82-4839041
- Plan number
- 001
- Location
- Las Vegas, NV
- Participants
- 588
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $10,079,267
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,079,267
- Employer contributions
- $200,314
- Participant contributions
- $796,781
- Total income / additions
- $2,280,444
- Benefits paid
- $419,770
- Administrative expenses
- $79,922
- Total expenses
- $511,840
- Net increase / (decrease)
- $1,768,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ameritas Life Insurance Corp | NONE | $37,027 | not reported in the loaded dataset |
| Rbf Capital Management, Inc. | NONE | $21,525 | not reported in the loaded dataset |
| Skibbie, Cpa Inc. | NONE | $8,979 | not reported in the loaded dataset |
| Aloha Workforce Management Solution | NONE | $7,108 | not reported in the loaded dataset |
| Charles Schwab Trust Bank | NONE | $2,086 | $0 |