2023 Form 5500 filing — Tony Hawaii, LLC And Affiliates 401(K) Retirement Savings
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 20241011210440NAL0011354579001) for Tony Hawaii, LLC And Affiliates 401(K) Retirement Savings, reported by Tony Hawaii, LLC under EIN 99-0223623 and plan number 002. It reports 498 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011210440NAL0011354579001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Tony Hawaii, LLC
- EIN
- 99-0223623
- Plan number
- 002
- Location
- Waipahu, HI
- Participants
- 498
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $32,318,380
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,318,380
- Employer contributions
- $66,032
- Participant contributions
- $2,505,086
- Total income / additions
- $8,199,335
- Benefits paid
- $1,410,666
- Administrative expenses
- $102,349
- Total expenses
- $1,544,616
- Net increase / (decrease)
- $6,654,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $62,172 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $11,328 | not reported in the loaded dataset |
| Cw Associates, A Hawaii Cpa Corpor | ACCOUNTANT/AUDITOR | $5,235 | not reported in the loaded dataset |
| Alphapoint, Inc | CONSULTANT | $5,000 | not reported in the loaded dataset |