Kukio Golf And Beach Club 401(K) Plan — Form 5500 plan (Kukio Golf And Beach Club)
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, Kukio Golf And Beach Club 401(K) Plan is a benefit plan reported by Kukio Golf And Beach Club under EIN 99-0353074 and plan number 001. The latest loaded filing year is 2023. The filing reports 316 participants and $16,241,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kukio Golf And Beach Club
- EIN
- 99-0353074
- Plan number
- 001
- Plan type
- 2
- Location
- Kailua-Kona, HI
- Latest filing year
- 2023
- Participants
- 316
- End-of-year plan assets
- $16,241,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 316 | H, C | 20240918161658NAL0010062674001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,241,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,241,994
- Net assets (BOY)
- $12,934,646
Income & contributions
- Employer contributions
- $294,474
- Participant contributions
- $1,146,106
- Total contributions
- $1,575,132
- Total income / additions
- $3,973,000
Expenses & distributions
- Benefits paid
- $645,429
- Administrative expenses
- $20,076
- Total expenses
- $665,652
- Net increase / (decrease)
- $3,307,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Resources Investment Advisors LLC | CONSULTANT | $6,755 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | CONSULTANT | $6,743 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,579 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kukio Golf And Beach Club
- 2023 Form 5500 filing
- Form 5500 filings in HI
- 401(k) and benefit plan filings in Kailua-Kona, HI
- Resources Investment Advisors LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation