2023 Form 5500 filing — Hale Kipa Inc. 403b 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 20250414202233NAL0003996224001) for Hale Kipa Inc. 403b Plan, reported by Hale Kipa Inc. under EIN 23-7061499 and plan number 003. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414202233NAL0003996224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hale Kipa Inc.
- EIN
- 23-7061499
- Plan number
- 003
- Location
- Ewa Beach, HI
- Participants
- 140
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,595,584
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,595,584
- Employer contributions
- $0
- Participant contributions
- $209,026
- Total income / additions
- $829,234
- Benefits paid
- $825,778
- Administrative expenses
- $19,149
- Total expenses
- $844,927
- Net increase / (decrease)
- -$15,693
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kobo Wealth Conservancy | NONE | $17,749 | not reported in the loaded dataset |
| American United Life Insurance Co | NONE | $1,400 | $10,278 |