2023 Form 5500 filing — Kona Brewing Company 401(K) 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 20241014032134NAL0012835139001) for Kona Brewing Company 401(K) Plan, reported by Kona Brewery LLC under EIN 27-0051257 and plan number 001. It reports 248 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)$2.6MReported net assets$2,604,737
Participants248
Provider compensation$34.5K2 Schedule C row(s)$34,503
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241014032134NAL0012835139001
Plan sponsor
Kona Brewery LLC
EIN
27-0051257
Plan number
001
Location
Kailua Kona, 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)$2.6M total assets
Net assets$2.6MLiabilities$0
Money in vs. money out
Total income / additions$1M
Total expenses$182.7K
Benefits paid / distributions$127.5K
Contributions
Employer$215.2K
Participant$368.3K
Full reported line items
Total assets (EOY)
$2,604,737
Total liabilities (EOY)
$0
Net assets (EOY)
$2,604,737
Employer contributions
$215,215
Participant contributions
$368,262
Total income / additions
$1,029,157
Benefits paid
$127,484
Administrative expenses
$34,503
Total expenses
$182,688
Net increase / (decrease)
$846,469
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $24.7K · Indirect $0
  2. 2
    NONE · Direct $9.8K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014032134NAL0012835139001 cover?
It is the 2023 Form 5500 filing for Kona Brewing Company 401(K) Plan, reported by Kona Brewery LLC (EIN 27-0051257).
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