Maui Oil Co, Inc 401(K) Profit Sharing Plan — Form 5500 plan (Maui Oil Company, 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 Oil Co, Inc 401(K) Profit Sharing Plan is a benefit plan reported by Maui Oil Company, Inc. under EIN 99-0209893 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $15,426,053 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Maui Oil Company, Inc.
EIN
99-0209893
Plan number
001
Plan type
2
Location
Kahului, HI
Latest filing year
2023
Participants
145
End-of-year plan assets
$15,426,053

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023145H, C20241014173129NAL0013691539001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,426,053
Total liabilities (EOY)
$0
Net assets (EOY)
$15,426,053
Net assets (BOY)
$12,783,217

Income & contributions

Employer contributions
$558,806
Participant contributions
$620,384
Total contributions
$1,179,190
Total income / additions
$3,268,651

Expenses & distributions

Benefits paid
$595,265
Administrative expenses
$30,550
Total expenses
$625,815
Net increase / (decrease)
$2,642,836

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$29,600$02023
Cades Schutte LlpOTHER$950not reported in the loaded dataset2023

Related Form 5500 pages