I. Kitagawa And Company, Limited 401(K) Retirement Savings Plan (003) — Form 5500 plan (I. Kitagawa And Company, Limited)

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, I. Kitagawa And Company, Limited 401(K) Retirement Savings Plan (003) is a benefit plan reported by I. Kitagawa And Company, Limited under EIN 99-0045046 and plan number 003. The latest loaded filing year is 2023. The filing reports 175 participants and $7,627,156 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
I. Kitagawa And Company, Limited
EIN
99-0045046
Plan number
003
Plan type
2
Location
Hilo, HI
Latest filing year
2023
Participants
175
End-of-year plan assets
$7,627,156

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023175H, C20241014224251NAL0027282561001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,627,156
Total liabilities (EOY)
$4,240
Net assets (EOY)
$7,622,916
Net assets (BOY)
$6,534,510

Income & contributions

Employer contributions
$185,852
Participant contributions
$389,795
Total contributions
$663,476
Total income / additions
$1,658,777

Expenses & distributions

Benefits paid
$555,878
Administrative expenses
$12,993
Total expenses
$570,371
Net increase / (decrease)
$1,088,406

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Suemori & Inouye, Inc.Dba Si GroupTHIRD PARTY ADMIN$0$6,5812023
Empower Advisory Group, LLCINVESTMENT MGMT$6,272$02023
Alphapoint IncINVESTMENT ADVISOR$5,000$02023

Related Form 5500 pages