Lanakila Pacific 401(K) Retirement Plan — Form 5500 plan (Lanakila Pacific)
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, Lanakila Pacific 401(K) Retirement Plan is a benefit plan reported by Lanakila Pacific under EIN 99-0103922 and plan number 005. The latest loaded filing year is 2023. The filing reports 204 participants and $4,302,470 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.3MPlan net assets, end of year$4,302,470
Participants204Covered participants reported
Assets / participant$21.1KComputed: assets ÷ participants$21,091 (computed)
Provider compensation$11.6K3 Schedule C provider row(s)$11,621
- Plan sponsor
- Lanakila Pacific
- EIN
- 99-0103922
- Plan number
- 005
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 204 | H, C | 20250403130619NAL0011495377001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,302,470
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,302,470
- Net assets (BOY)
- $3,988,311
Income & contributions
- Employer contributions
- $135,629
- Participant contributions
- $374,284
- Total contributions
- $509,913
- Total income / additions
- $1,062,695
Expenses & distributions
- Benefits paid
- $736,812
- Administrative expenses
- $1,847
- Total expenses
- $748,536
- Net increase / (decrease)
- $314,159
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets17%Computed ratio
Benefits paid ÷ total income69%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | INVESTMENT ADVISER | $0 | $8,962 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,847 | $0 | 2023 |
| Suemori & Inouye Inc | CONTRACT ADMIN | $812 | $0 | 2023 |