Marukai Corporation 401(K) Profit Sharing Plan — Form 5500 plan (Marukai Corporation)
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, Marukai Corporation 401(K) Profit Sharing Plan is a benefit plan reported by Marukai Corporation under EIN 99-0113530 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $13,584,477 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Marukai Corporation
- EIN
- 99-0113530
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $13,584,477
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20241011141305NAL0012578147004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,584,477
- Total liabilities (EOY)
- $49,521
- Net assets (EOY)
- $13,534,956
- Net assets (BOY)
- $11,108,731
Income & contributions
- Employer contributions
- $537,812
- Participant contributions
- $1,442,018
- Total contributions
- $1,979,830
- Total income / additions
- $3,799,229
Expenses & distributions
- Benefits paid
- $1,238,841
- Administrative expenses
- $134,163
- Total expenses
- $1,373,004
- Net increase / (decrease)
- $2,426,225
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $85,927 | $0 | 2023 |
| Si Group | TPA | $24,312 | not reported in the loaded dataset | 2023 |
| Lpl Financial LLC | ADVISOR | $16,544 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $15,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Marukai Corporation
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Fidelity Investments Institutional — Schedule C compensation
- Si Group — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation