2023 Form 5500 filing — Kamehemeha Schools 403(B) 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 20241010152252NAL0020421953001) for Kamehemeha Schools 403(B) Retirement Savings Plan, reported by Kamehameha Schools under EIN 99-0073480 and plan number 008. It reports 395 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.9MReported net assets$3,917,817
Participants395
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20241010152252NAL0020421953001
Plan sponsor
Kamehameha Schools
EIN
99-0073480
Plan number
008
Location
Honolulu, HI
Received date
not reported in the loaded dataset
Schedule I · 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$638.5K
Total expenses$307.2K
Benefits paid / distributions$307.6K
Contributions
Employer$0
Participant$0
Full reported line items
Total assets (EOY)
$3,917,817
Total liabilities (EOY)
$0
Net assets (EOY)
$3,917,817
Employer contributions
$0
Participant contributions
$0
Total income / additions
$638,458
Benefits paid
$307,575
Administrative expenses
-$376
Total expenses
$307,199
Net increase / (decrease)
$331,259

Related Form 5500 pages