Nakupuna Foundation Family Of Companies Retirement Plan — Form 5500 plan (Na Alii Consulting And Sales, LLC)
Plain-English plan 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, Nakupuna Foundation Family Of Companies Retirement Plan is a benefit plan reported by Na Alii Consulting And Sales, LLC under EIN 20-1741740 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,008 participants and $59,783,454 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Na Alii Consulting And Sales, LLC
- EIN
- 20-1741740
- Plan number
- 003
- Plan type
- 2
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 1,008
- End-of-year plan assets
- $59,783,454
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,008 | H, C | 20240827153523NAL0020088000001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $59,783,454
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $59,783,454
- Net assets (BOY)
- $36,671,991
Income & contributions
- Employer contributions
- $6,339,686
- Participant contributions
- $7,977,507
- Total contributions
- $18,254,499
- Total income / additions
- $26,323,461
Expenses & distributions
- Benefits paid
- $3,055,387
- Administrative expenses
- $153,679
- Total expenses
- $3,211,998
- Net increase / (decrease)
- $23,111,463
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $98,277 | $0 | 2023 |
| Securian Financial Services | NONE | $40,277 | not reported in the loaded dataset | 2023 |
| Cetera Investment Advisors | NONE | $15,125 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Na Alii Consulting And Sales, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- The Vanguard Group, Inc. — Schedule C compensation
- Securian Financial Services — Schedule C compensation
- Cetera Investment Advisors — Schedule C compensation