2023 Form 5500 filing — Ali'I Health Center 401(A) 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 20241008134434NAL0008421027001) for Ali'I Health Center 401(A) Plan, reported by Alii Health Center under EIN 83-3321758 and plan number 003. It reports 132 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,886,298
Participants132
Provider compensation$11.9K2 Schedule C row(s)$11,947
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008134434NAL0008421027001
Plan sponsor
Alii Health Center
EIN
83-3321758
Plan number
003
Location
Kailua Kona, HI
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.9M total assets
Net assets$3.9MLiabilities$0
Money in vs. money out
Total income / additions$772.8K
Total expenses$601.5K
Benefits paid / distributions$580.5K
Contributions
Employer$378.7K
ParticipantNot reported
Full reported line items
Total assets (EOY)
$3,886,298
Total liabilities (EOY)
$0
Net assets (EOY)
$3,886,298
Employer contributions
$378,708
Total income / additions
$772,846
Benefits paid
$580,519
Administrative expenses
$12,023
Total expenses
$601,463
Net increase / (decrease)
$171,383
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $11.9K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

Related Form 5500 pages