Maui Economic Opportunity Inc. 401(K) Plan — Form 5500 plan (Maui Economic Opportunity 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 Economic Opportunity Inc. 401(K) Plan is a benefit plan reported by Maui Economic Opportunity Inc under EIN 99-6009889 and plan number 002. The latest loaded filing year is 2023. The filing reports 176 participants and $5,532,826 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Maui Economic Opportunity Inc
- EIN
- 99-6009889
- Plan number
- 002
- Plan type
- 2
- Location
- Wailuku, HI
- Latest filing year
- 2023
- Participants
- 176
- End-of-year plan assets
- $5,532,826
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176 | H, C | 20241002142310NAL0008419921001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,532,826
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,532,826
- Net assets (BOY)
- $5,107,836
Income & contributions
- Employer contributions
- $274,012
- Participant contributions
- $411,220
- Total contributions
- $785,232
- Total income / additions
- $1,308,541
Expenses & distributions
- Benefits paid
- $836,708
- Administrative expenses
- $46,843
- Total expenses
- $883,551
- Net increase / (decrease)
- $424,990
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Equitable Life Insurance Co. | RECORD KEEPER | $36,635 | $0 | 2023 |