2023 Form 5500 filing — Maui Medical Group, Inc. 401(K) Retirement Savings 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 20241014155802NAL0026647393004) for Maui Medical Group, Inc. 401(K) Retirement Savings Plan, reported by The Maui Medical Group, Inc. under EIN 99-0176859 and plan number 002. It reports 473 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155802NAL0026647393004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Maui Medical Group, Inc.
- EIN
- 99-0176859
- Plan number
- 002
- Location
- Wailuku, HI
- Participants
- 473
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,349,122
- Net assets (EOY)
- $51,349,122
- Employer contributions
- $687,036
- Participant contributions
- $1,605,381
- Total income / additions
- $10,232,988
- Benefits paid
- $4,018,376
- Administrative expenses
- $53,440
- Total expenses
- $4,125,957
- Net increase / (decrease)
- $6,107,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | NONE | $45,381 | not reported in the loaded dataset |