401(K) Profit Sharing Thrift Plan Of Robert'S Hawaii, Inc. & Affiliates — Form 5500 plan (Robert'S Hawaii, 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, 401(K) Profit Sharing Thrift Plan Of Robert'S Hawaii, Inc. & Affiliates is a benefit plan reported by Robert'S Hawaii, Inc. under EIN 99-0185478 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,391 participants and $28,141,380 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Robert'S Hawaii, Inc.
- EIN
- 99-0185478
- Plan number
- 001
- Plan type
- 2
- Location
- Honolulu, HI
- Latest filing year
- 2023
- Participants
- 1,391
- End-of-year plan assets
- $28,141,380
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,391 | H, C | 20250109212235NAL0013205729001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $28,141,380
- Total liabilities (EOY)
- $833
- Net assets (EOY)
- $28,140,547
- Net assets (BOY)
- $24,731,046
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $1,655,239
- Total contributions
- $1,678,777
- Total income / additions
- $6,873,419
Expenses & distributions
- Benefits paid
- $3,342,832
- Administrative expenses
- $102,226
- Total expenses
- $3,463,918
- Net increase / (decrease)
- $3,409,501
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $426,758 | $0 | 2023 |
| Kmh Llp | ACCOUNTANT/INVESTMENT ADV | $15,461 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $7,351 | $0 | 2023 |
| Alphapoint,Inc | INVESTMENT ADVISORY | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Robert'S Hawaii, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Honolulu, HI
- Principal Life Insurance Company — Schedule C compensation
- Kmh Llp — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Alphapoint,Inc — Schedule C compensation