2023 Form 5500 filing — Marukai Corporation 401(K) Profit Sharing 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 20241011141305NAL0012578147004) for Marukai Corporation 401(K) Profit Sharing Plan, reported by Marukai Corporation under EIN 99-0113530 and plan number 001. It reports 894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011141305NAL0012578147004
Filing year
2023
Form type
2
Plan sponsor
Marukai Corporation
EIN
99-0113530
Plan number
001
Location
Honolulu, HI
Participants
894
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$13,584,477
Total liabilities (EOY)
$49,521
Net assets (EOY)
$13,534,956
Employer contributions
$537,812
Participant contributions
$1,442,018
Total income / additions
$3,799,229
Benefits paid
$1,238,841
Administrative expenses
$134,163
Total expenses
$1,373,004
Net increase / (decrease)
$2,426,225
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$85,927$0
Si GroupTPA$24,312not reported in the loaded dataset
Lpl Financial LLCADVISOR$16,544not reported in the loaded dataset
Pension Assurance LlpACCOUNTANT/AUDITOR$15,000not reported in the loaded dataset

Related Form 5500 pages