2023 Form 5500 filing — Island Palm Communities, LLC Employees Savings Trust

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 20241009165359NAL0019662609001) for Island Palm Communities, LLC Employees Savings Trust, reported by Island Palm Communities, LLC under EIN 20-1108750 and plan number 001. It reports 463 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)$21.5MReported net assets$21,466,656
Participants463
Provider compensation$111.1K2 Schedule C row(s)$111,058
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009165359NAL0019662609001
Plan sponsor
Island Palm Communities, LLC
EIN
20-1108750
Plan number
001
Location
Schofield Barracks, HI
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$21.5M total assets
Net assets$21.5MLiabilities
Money in vs. money out
Total income / additions$4.8M
Total expenses$1.9M
Benefits paid / distributions$1.8M
Contributions
Employer$591.9K
Participant$1.2M
Full reported line items
Total assets (EOY)
$21,466,656
Net assets (EOY)
$21,466,656
Employer contributions
$591,937
Participant contributions
$1,240,269
Total income / additions
$4,771,549
Benefits paid
$1,796,705
Administrative expenses
$111,058
Total expenses
$1,918,304
Net increase / (decrease)
$2,853,245
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $64.7K · Indirect $0
  2. 2
    ADVISORY · Direct $46.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009165359NAL0019662609001 cover?
It is the 2023 Form 5500 filing for Island Palm Communities, LLC Employees Savings Trust, reported by Island Palm Communities, LLC (EIN 20-1108750).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages