Plan5500

Tradewind Group, Inc Profit Sharing 401(K) Plan — Form 5500 plan (Tradewind Group, 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, Tradewind Group, Inc Profit Sharing 401(K) Plan is a benefit plan reported by Tradewind Group, Inc. under EIN 99-0291845 and plan number 001. The latest loaded filing year is 2023. The filing reports 601 participants and $115,121,262 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Tradewind Group, Inc.
EIN
99-0291845
Plan number
001
Plan type
2
Location
Honolulu, HI
Latest filing year
2023
Participants
601
End-of-year plan assets
$115,121,262

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023601H, C20241014145707NAL0054069314001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$115,121,262
Total liabilities (EOY)
$0
Net assets (EOY)
$115,121,262
Net assets (BOY)
$99,870,062

Income & contributions

Employer contributions
$2,316,744
Participant contributions
$3,878,449
Total contributions
$6,472,929
Total income / additions
$23,039,216

Expenses & distributions

Benefits paid
$7,658,779
Administrative expenses
$129,237
Total expenses
$7,788,016
Net increase / (decrease)
$15,251,200

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$66,567$02023
Raymond JamesNONE$37,600not reported in the loaded dataset2023
Kmh LlpNONE$16,134not reported in the loaded dataset2023
Carlsmith BallNONE$9,837not reported in the loaded dataset2023

Related Form 5500 pages