Maui Medical Group, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (The Maui Medical Group, Inc.)

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, Maui Medical Group, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by The Maui Medical Group, Inc. under EIN 99-0176859 and plan number 002. The latest loaded filing year is 2023. The filing reports 473 participants and $51,349,122 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Maui Medical Group, Inc.
EIN
99-0176859
Plan number
002
Plan type
2
Location
Wailuku, HI
Latest filing year
2023
Participants
473
End-of-year plan assets
$51,349,122

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023473H, C20241014155802NAL0026647393004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$51,349,122
Net assets (EOY)
$51,349,122
Net assets (BOY)
$45,242,091

Income & contributions

Employer contributions
$687,036
Participant contributions
$1,605,381
Total contributions
$2,315,124
Total income / additions
$10,232,988

Expenses & distributions

Benefits paid
$4,018,376
Administrative expenses
$53,440
Total expenses
$4,125,957
Net increase / (decrease)
$6,107,031

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lpl FinancialNONE$45,381not reported in the loaded dataset2023

Related Form 5500 pages