Seven-Eleven (Hawaii), Inc. 401(K) Plan — Form 5500 plan (Seven-Eleven 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, Seven-Eleven (Hawaii), Inc. 401(K) Plan is a benefit plan reported by Seven-Eleven Hawaii, Inc. under EIN 99-0275843 and plan number 001. The latest loaded filing year is 2023. The filing reports 740 participants and $20,502,233 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seven-Eleven Hawaii, Inc.
EIN
99-0275843
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
740
End-of-year plan assets
$20,502,233

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023740H, C20240911172802NAL0014859186001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$20,502,233
Net assets (EOY)
$20,502,233
Net assets (BOY)
$17,346,255

Income & contributions

Employer contributions
$661,287
Participant contributions
$1,046,504
Total contributions
$1,927,127
Total income / additions
$4,713,716

Expenses & distributions

Benefits paid
$1,483,709
Administrative expenses
$74,029
Total expenses
$1,557,738
Net increase / (decrease)
$3,155,978

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Alphapoint, Inc.RIA$7,500not reported in the loaded dataset2023

Related Form 5500 pages