Plan5500

Halekulani Corporation Cash Accumulation Plan — Form 5500 plan (Halekulani 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, Halekulani Corporation Cash Accumulation Plan is a benefit plan reported by Halekulani Corporation under EIN 99-0202926 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,242 participants and $97,424,406 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Halekulani Corporation
EIN
99-0202926
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
1,242
End-of-year plan assets
$97,424,406

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,242H, C20240929161346NAL0004683761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$97,424,406
Total liabilities (EOY)
$0
Net assets (EOY)
$97,424,406
Net assets (BOY)
$87,691,385

Income & contributions

Employer contributions
$1,178,382
Participant contributions
$4,957,615
Total contributions
$6,149,830
Total income / additions
$18,700,396

Expenses & distributions

Benefits paid
$8,675,303
Administrative expenses
$119,663
Total expenses
$8,967,375
Net increase / (decrease)
$9,733,021

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Lincoln National CorpSERVICE PROVIDER$101,636$02023
Sageview AdvisorySERVICE PROVIDER$40,000not reported in the loaded dataset2023
Kmh LlpSERVICE PROVIDER$18,027not reported in the loaded dataset2023

Related Form 5500 pages