2023 Form 5500 filing — Architects Hawaii, Ltd. 401(K) Profit Sharing Plan (Plan B)
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 20241014135923NAL0013409699001) for Architects Hawaii, Ltd. 401(K) Profit Sharing Plan (Plan B), reported by Architects Hawaii, Ltd. under EIN 99-0076120 and plan number 002. It reports 49 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014135923NAL0013409699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Architects Hawaii, Ltd.
- EIN
- 99-0076120
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 49
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,231,664
- Net assets (EOY)
- $16,231,664
- Employer contributions
- $324,198
- Participant contributions
- $449,077
- Total income / additions
- $2,899,628
- Benefits paid
- $1,123,361
- Administrative expenses
- $28,988
- Total expenses
- $1,152,349
- Net increase / (decrease)
- $1,747,279
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | INVESTMENT ADVISOR | $8,530 | not reported in the loaded dataset |
| Pension Services Corporation | THIRD PARTY ADMINISTRATO | $5,090 | not reported in the loaded dataset |