Kta Super Stores 401(K) Profit Sharing Plan Plan — Form 5500 plan (Puna Plantation Hawaii, Ltd.)
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, Kta Super Stores 401(K) Profit Sharing Plan Plan is a benefit plan reported by Puna Plantation Hawaii, Ltd. under EIN 99-0064910 and plan number 003. The latest loaded filing year is 2023. The filing reports 838 participants and $32,778,897 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Puna Plantation Hawaii, Ltd.
- EIN
- 99-0064910
- Plan number
- 003
- Plan type
- 2
- Location
- Hilo, HI
- Latest filing year
- 2023
- Participants
- 838
- End-of-year plan assets
- $32,778,897
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 838 | H | 20241015144424NAL0049980112001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,778,897
- Total liabilities (EOY)
- $478
- Net assets (EOY)
- $32,778,419
- Net assets (BOY)
- $30,101,391
Income & contributions
- Participant contributions
- $695,151
- Total contributions
- $703,356
- Total income / additions
- $5,323,999
Expenses & distributions
- Benefits paid
- $2,493,039
- Administrative expenses
- $151,536
- Total expenses
- $2,646,971
- Net increase / (decrease)
- $2,677,028
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.