Hale Makua Health Services 401(K) Plan — Form 5500 plan (Hale Makua Health Services)
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, Hale Makua Health Services 401(K) Plan is a benefit plan reported by Hale Makua Health Services under EIN 99-0080460 and plan number 006. The latest loaded filing year is 2023. The filing reports 490 participants and $15,144,393 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hale Makua Health Services
- EIN
- 99-0080460
- Plan number
- 006
- Plan type
- 2
- Location
- Kahului, HI
- Latest filing year
- 2023
- Participants
- 490
- End-of-year plan assets
- $15,144,393
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 490 | H, C | 20241014215353NAL0046047952001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,144,393
- Total liabilities (EOY)
- $28,257
- Net assets (EOY)
- $15,116,136
- Net assets (BOY)
- $13,182,077
Income & contributions
- Employer contributions
- $300,388
- Participant contributions
- $864,803
- Total contributions
- $1,165,191
- Total income / additions
- $2,925,908
Expenses & distributions
- Benefits paid
- $888,406
- Administrative expenses
- $84,840
- Total expenses
- $991,849
- Net increase / (decrease)
- $1,934,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insur Co | RECORDKEEPER | $30,995 | $0 | 2023 |
| Lpl Financial | INVESTMENT ADVISOR | $22,458 | $0 | 2023 |
| Suemori & Inouye, Inc. | TPA | $4,800 | $0 | 2023 |