Retirement Plan For Employees Of Hawaii Agriculture Research Center — Form 5500 plan (Hawaii Agriculture Research Center)
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, Retirement Plan For Employees Of Hawaii Agriculture Research Center is a benefit plan reported by Hawaii Agriculture Research Center under EIN 99-0040700 and plan number 001. The latest loaded filing year is 2023. The filing reports 170 participants and $7,605,455 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Agriculture Research Center
- EIN
- 99-0040700
- Plan number
- 001
- Plan type
- 2
- Location
- Kunia, HI
- Latest filing year
- 2023
- Participants
- 170
- End-of-year plan assets
- $7,605,455
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 170 | H, C | 20250414173902NAL0002100577001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,605,455
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,605,455
- Net assets (BOY)
- $8,881,473
Income & contributions
- Employer contributions
- $336,772
- Total contributions
- $336,772
- Total income / additions
- $1,398,002
Expenses & distributions
- Benefits paid
- $2,503,550
- Administrative expenses
- $170,470
- Total expenses
- $2,674,020
- Net increase / (decrease)
- -$1,276,018
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley | NONE | $41,836 | not reported in the loaded dataset | 2023 |
| Ascensus, Llp. | NONE | $27,775 | not reported in the loaded dataset | 2023 |