2023 Form 5500 filing — Maunalani Nursing And Rehabilitation Center 401(K) Retirement 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 20250414155716NAL0001927441001) for Maunalani Nursing And Rehabilitation Center 401(K) Retirement Plan, reported by Maunalani Nursing And Rehabilitation Center under EIN 99-0249327 and plan number 002. It reports 244 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414155716NAL0001927441001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Maunalani Nursing And Rehabilitation Center
- EIN
- 99-0249327
- Plan number
- 002
- Location
- Honolulu, HI
- Participants
- 244
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,086,021
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,086,021
- Employer contributions
- $385,975
- Participant contributions
- $194,822
- Total income / additions
- $1,267,218
- Benefits paid
- $422,789
- Administrative expenses
- $9,385
- Total expenses
- $432,174
- Net increase / (decrease)
- $835,044
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ubs Financial Services Inc | INVEST. ADVISORY- PLAN | $13,455 | not reported in the loaded dataset |
| Pension Services Corporation | RECODKEEPER | $2,100 | $0 |
| Transamerica Life Insurance Company | RECORDKEEPER | $1,823 | $0 |