The Hana Group Ii, Inc. Retirement Plan — Form 5500 plan (Hbc Management Company, Inc.)
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, The Hana Group Ii, Inc. Retirement Plan is a benefit plan reported by Hbc Management Company, Inc. under EIN 51-0548541 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,134 participants and $14,017,934 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14MPlan net assets, end of year$14,017,934
Participants1.1KCovered participants reported1,134
Assets / participant$12.4KComputed: assets ÷ participants$12,361 (computed)
Provider compensation$115.3K2 Schedule C provider row(s)$115,275
- Plan sponsor
- Hbc Management Company, Inc.
- EIN
- 51-0548541
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,134 | H, C | 20241011133406NAL0037062608001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14M total assets
Net assets$14MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,017,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,017,934
- Net assets (BOY)
- $11,846,293
Income & contributions
- Employer contributions
- $1,412,666
- Participant contributions
- $1,050,575
- Total contributions
- $2,702,678
- Total income / additions
- $4,594,369
Expenses & distributions
- Benefits paid
- $2,251,006
- Administrative expenses
- $115,275
- Total expenses
- $2,422,728
- Net increase / (decrease)
- $2,171,641
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $69,787 | $0 | 2023 |
| Trinity Retirement Planning | AVISOR | $45,488 | not reported in the loaded dataset | 2023 |