2023 Form 5500 filing — The Hana Group Ii, Inc. Retirement 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 20241011133406NAL0037062608001) for The Hana Group Ii, Inc. Retirement Plan, reported by Hbc Management Company, Inc. under EIN 51-0548541 and plan number 001. It reports 1,134 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)$14MReported net assets$14,017,934
Participants1.1K1,134
Provider compensation$115.3K2 Schedule C row(s)$115,275
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011133406NAL0037062608001
- Plan sponsor
- Hbc Management Company, Inc.
- EIN
- 51-0548541
- Plan number
- 001
- Location
- Honolulu, 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)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
- Total assets (EOY)
- $14,017,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,017,934
- Employer contributions
- $1,412,666
- Participant contributions
- $1,050,575
- Total income / additions
- $4,594,369
- Benefits paid
- $2,251,006
- Administrative expenses
- $115,275
- Total expenses
- $2,422,728
- Net increase / (decrease)
- $2,171,641
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $69,787 | $0 |
| Trinity Retirement Planning | AVISOR | $45,488 | not reported in the loaded dataset |