2023 Form 5500 filing — Aloha Auto Group, Ltd. 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 20241015135722NAL0028660817001) for Aloha Auto Group, Ltd. 401(K) Plan, reported by Aloha Auto Group, Ltd. under EIN 94-3264088 and plan number 001. It reports 240 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)$0Reported net assets

Participants240

Provider compensation$59.5K6 Schedule C row(s)$59,523

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241015135722NAL0028660817001
Plan sponsor: Aloha Auto Group, Ltd.
EIN: 94-3264088
Plan number: 001
Location: Honolulu, 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.

Money in vs. money out

Total income / additions$978.1K

Total expenses$4.3M

Benefits paid / distributions$4.2M

Contributions

Employer$125K

Participant$595.4K

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $125,000
Participant contributions: $595,402
Total income / additions: $978,132
Benefits paid: $4,192,426
Administrative expenses: $59,523
Total expenses: $4,262,889
Net increase / (decrease): -$3,284,757

Schedule C

Reported service provider compensation

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

1
Empower Annuity Insurance Company O$37.5K
RECORDKEEPER · Direct $37.5K · Indirect $0
2
Lpl Financial$14.9K
INVESTMENT ADVISOR · Direct $14.9K
3
National Automobile Dealers Associa$4.2K
OTHER · Direct $4.2K
4
Empower Advisory Group, LLC$1.7K
INVESTMENT MGMT · Direct $1.7K
5
Capfinancial Partners LLC Dba Captr$701
OTHER · Direct $701
6
Northeast Retirement Services, Inc.$438
OTHER · Direct $438

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241015135722NAL0028660817001 cover?: It is the 2023 Form 5500 filing for Aloha Auto Group, Ltd. 401(K) Plan, reported by Aloha Auto Group, Ltd. (EIN 94-3264088).
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).