Hawaii Preparatory Academy Defined Contribution Retirement Plan — Form 5500 plan (Hawaii Preparatory Academy)
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, Hawaii Preparatory Academy Defined Contribution Retirement Plan is a benefit plan reported by Hawaii Preparatory Academy under EIN 99-0078306 and plan number 001. The latest loaded filing year is 2023. The filing reports 395 participants and $42,031,927 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hawaii Preparatory Academy
- EIN
- 99-0078306
- Plan number
- 001
- Plan type
- 2
- Location
- Kamuela, HI
- Latest filing year
- 2023
- Participants
- 395
- End-of-year plan assets
- $42,031,927
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 395 | H, C | 20240927205512NAL0005610738001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,031,927
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $42,031,927
- Net assets (BOY)
- $38,992,918
Income & contributions
- Employer contributions
- $853,252
- Participant contributions
- $896,006
- Total contributions
- $1,759,554
- Total income / additions
- $7,277,801
Expenses & distributions
- Benefits paid
- $4,166,263
- Administrative expenses
- $73,273
- Total expenses
- $4,239,536
- Net increase / (decrease)
- $3,038,265
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Multnomah Group, Inc. | ADVISOR | $34,675 | not reported in the loaded dataset | 2023 |
| Tiaa | RECORDKEEPER | $18,490 | $0 | 2023 |
| Cw Associates Cpa | AUDITOR | $16,858 | not reported in the loaded dataset | 2023 |
| New Pinnacle Consulting Group, LLC | CONSULTANT - PENSION | $3,325 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hawaii Preparatory Academy
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kamuela, HI
- Multnomah Group, Inc. — Schedule C compensation
- Tiaa — Schedule C compensation
- Cw Associates Cpa — Schedule C compensation
- New Pinnacle Consulting Group, LLC — Schedule C compensation