Plan5500

2023 Form 5500 filing — Macfarms Of Hawaii 401(K) Profit Sharing 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 20241015135834NAL0028664481001) for Macfarms Of Hawaii 401(K) Profit Sharing Plan, reported by Macfarms, LLC under EIN 26-3007910 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015135834NAL0028664481001
Filing year
2023
Form type
2
Plan sponsor
Macfarms, LLC
EIN
26-3007910
Plan number
001
Location
Captain Cook, HI
Participants
209
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$5,013,071
Total liabilities (EOY)
$81
Net assets (EOY)
$5,012,990
Employer contributions
$168,355
Participant contributions
$245,014
Total income / additions
$1,042,966
Benefits paid
$1,097,730
Administrative expenses
$36,974
Total expenses
$1,137,969
Net increase / (decrease)
-$95,003
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Empower Annuity Ins Co Of AmericaRECORDKEEPER$31,898not reported in the loaded dataset
Hicks Pension GroupCONTRACT ADMIN$2,570not reported in the loaded dataset
3 38 Investment Fiduciaries IncINVESTMENT ADVISOR$2,370not reported in the loaded dataset
Morgan Stanley Insurance SvcsBROKER/ADVISE Rnot reported in the loaded dataset$2,025
Empower Advisory Group LLCINVESTMENT MGMT$335not reported in the loaded dataset
Morgan Stanley Ins Services IBROKER/ADVISO Rnot reported in the loaded dataset$86

Related Form 5500 pages