Kama'Aina Care 401(K) Retirement Plan — Form 5500 plan (Kama'Aina Care, 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, Kama'Aina Care 401(K) Retirement Plan is a benefit plan reported by Kama'Aina Care, Inc under EIN 99-0261935 and plan number 001. The latest loaded filing year is 2023. The filing reports 460 participants and $6,057,030 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Kama'Aina Care, Inc
EIN
99-0261935
Plan number
001
Plan type
2
Location
Kailua, HI
Latest filing year
2023
Participants
460
End-of-year plan assets
$6,057,030

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023460H, C20251028193327NAL0011980928001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,057,030
Total liabilities (EOY)
$0
Net assets (EOY)
$6,057,030
Net assets (BOY)
$5,243,608

Income & contributions

Employer contributions
$406,832
Participant contributions
$550,025
Total contributions
$956,857
Total income / additions
$1,659,357

Expenses & distributions

Benefits paid
$812,396
Administrative expenses
$33,539
Total expenses
$845,935
Net increase / (decrease)
$813,422

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY EMPLOYER$17,492$02023
Raymond James Financial Services InINVESTMENT ADVISORY - PL$16,047not reported in the loaded dataset2023

Related Form 5500 pages