Don Quijote (Usa) Co., Ltd. Profit-Sharing Retirement/Individual Matched Savings Plan — Form 5500 plan (Don Quijote (Usa) Co., Ltd.)
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, Don Quijote (Usa) Co., Ltd. Profit-Sharing Retirement/Individual Matched Savings Plan is a benefit plan reported by Don Quijote (Usa) Co., Ltd. under EIN 99-0150807 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,074 participants and $72,862,970 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Don Quijote (Usa) Co., Ltd.
- EIN
- 99-0150807
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 2,074
- End-of-year plan assets
- $72,862,970
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,074 | H, C | 20241011143024NAL0039009488001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $72,862,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $72,862,970
- Net assets (BOY)
- $61,881,991
Income & contributions
- Employer contributions
- $1,617,507
- Participant contributions
- $4,280,313
- Total contributions
- $6,047,229
- Total income / additions
- $16,317,978
Expenses & distributions
- Benefits paid
- $5,031,208
- Administrative expenses
- $271,557
- Total expenses
- $5,336,999
- Net increase / (decrease)
- $10,980,979
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $183,371 | $0 | 2023 |
| Lpl Financial LLC | ADVISOR | $63,647 | not reported in the loaded dataset | 2023 |
| Pension Assurance Llp | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Si Group | CONSULTANT | $7,539 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Don Quijote (Usa) Co., Ltd.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Fidelity Investments Institutional — Schedule C compensation
- Lpl Financial LLC — Schedule C compensation
- Pension Assurance Llp — Schedule C compensation
- Si Group — Schedule C compensation