Plan5500

2023 Form 5500 filing — Hawaii Island Community Health Center 403(B) 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 20241015152505NAL0016744979001) for Hawaii Island Community Health Center 403(B) Plan, reported by West Hawaii Community Health Center, Inc. Dba Hawaii Island Community under EIN 20-0495394 and plan number 001. It reports 523 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241015152505NAL0016744979001
Filing year
2023
Form type
2
Plan sponsor
West Hawaii Community Health Center, Inc. Dba Hawaii Island Community
EIN
20-0495394
Plan number
001
Location
Kailua-Kona, HI
Participants
523
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$10,061,855
Total liabilities (EOY)
$0
Net assets (EOY)
$10,061,855
Employer contributions
$734,234
Participant contributions
$1,718,624
Total income / additions
$3,803,955
Benefits paid
$673,920
Administrative expenses
$71,273
Total expenses
$745,193
Net increase / (decrease)
$3,058,762
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Saxony Capital ManagementINVESTMENT ADVISOR$26,927$0
Empower Annuity Insurance CompanyRECORDKEEPER$20,530$0
Hicks Pension GroupCONTRACT ADMIN$17,114$0
Pensionmark Financial GroupINVESTMENT AD VISOR$8,975$0
Empower Advisory Group, LLCINVESTMENT MGMT$3,072$0
Hicks Pension Groupnot reported in the loaded datasetnot reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages