Hawaii National Bank 401(K) Retirement Savings Plan — Form 5500 plan (Hawaii National Bank)

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 National Bank 401(K) Retirement Savings Plan is a benefit plan reported by Hawaii National Bank under EIN 99-0104713 and plan number 002. The latest loaded filing year is 2023. The filing reports 195 participants and $21,690,570 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$21.7MPlan net assets, end of year$21,686,488
Participants195Covered participants reported
Assets / participant$111.2KComputed: assets ÷ participants$111,234 (computed)
Provider compensation$45K3 Schedule C provider row(s)$45,050
Plan sponsor
Hawaii National Bank
EIN
99-0104713
Plan number
002
Plan type
2
Location
Honolulu, HI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023195H, C20240708221638NAL0027933298001
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)$21.7M total assets
Net assets$21.7MLiabilities$4.1K
Money in vs. money out
Total income / additions$4.7M
Total expenses$2.2M
Benefits paid / distributions$2.1M
Contributions
Employer$352.5K
Participant$930.5K
Full reported line items

Net assets

Total assets (EOY)
$21,690,570
Total liabilities (EOY)
$4,082
Net assets (EOY)
$21,686,488
Net assets (BOY)
$19,134,816

Income & contributions

Employer contributions
$352,506
Participant contributions
$930,535
Total contributions
$1,520,993
Total income / additions
$4,728,806

Expenses & distributions

Benefits paid
$2,124,268
Administrative expenses
$52,866
Total expenses
$2,177,134
Net increase / (decrease)
$2,551,672
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.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income45%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investmts Inst Oper Co IncRECORDKEEPER$20,842$02023
Lpl Financial LLCADVISOR$17,508not reported in the loaded dataset2023
Suemori And Inouye, Inc.TPA$6,700not reported in the loaded dataset2023

Related Form 5500 pages