KOKUA has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF KOKUA
| Measure | Date | Value |
|---|
| 2022: EMPLOYEE BENEFIT PLAN OF KOKUA 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 49 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 70 |
| Total of all active and inactive participants | 2022-01-01 | 120 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 120 |
| Number of participants with account balances | 2022-01-01 | 115 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: EMPLOYEE BENEFIT PLAN OF KOKUA 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 53 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 52 |
| Total of all active and inactive participants | 2021-01-01 | 105 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1 |
| Total participants | 2021-01-01 | 106 |
| Number of participants with account balances | 2021-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EMPLOYEE BENEFIT PLAN OF KOKUA 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 56 |
| Total of all active and inactive participants | 2020-01-01 | 107 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 107 |
| Number of participants with account balances | 2020-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 6 |
| 2019: EMPLOYEE BENEFIT PLAN OF KOKUA 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 49 |
| Total of all active and inactive participants | 2019-01-01 | 106 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 106 |
| Number of participants with account balances | 2019-01-01 | 106 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2022 : EMPLOYEE BENEFIT PLAN OF KOKUA 2022 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $98,857 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $332,588 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $331,813 |
| Total plan assets at end of year | 2022-12-31 | $1,485,843 |
| Total plan assets at beginning of year | 2022-12-31 | $1,719,574 |
| Value of fidelity bond covering the plan | 2022-12-31 | $126,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $38,617 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $775 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-15,929 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-233,731 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,485,843 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,719,574 |
| Assets. Value of participant loans | 2022-12-31 | $23,535 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $76,169 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $0 |
| 2021 : EMPLOYEE BENEFIT PLAN OF KOKUA 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $291,986 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $168,875 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $167,356 |
| Total plan assets at end of year | 2021-12-31 | $1,719,574 |
| Total plan assets at beginning of year | 2021-12-31 | $1,596,463 |
| Value of fidelity bond covering the plan | 2021-12-31 | $126,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $50,829 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,519 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $41,497 |
| Other income received | 2021-12-31 | $199,660 |
| Net income (gross income less expenses) | 2021-12-31 | $123,111 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,719,574 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,596,463 |
| Assets. Value of participant loans | 2021-12-31 | $26,226 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : EMPLOYEE BENEFIT PLAN OF KOKUA 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $415,578 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $76,795 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $68,013 |
| Total plan assets at end of year | 2020-12-31 | $1,596,463 |
| Total plan assets at beginning of year | 2020-12-31 | $1,257,680 |
| Value of fidelity bond covering the plan | 2020-12-31 | $126,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $43,141 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $8,782 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $3,132 |
| Other income received | 2020-12-31 | $168,138 |
| Net income (gross income less expenses) | 2020-12-31 | $338,783 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,596,463 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,257,680 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $201,167 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : EMPLOYEE BENEFIT PLAN OF KOKUA 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $382,819 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $155,226 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $153,119 |
| Total plan assets at end of year | 2019-12-31 | $1,257,680 |
| Total plan assets at beginning of year | 2019-12-31 | $1,030,087 |
| Value of fidelity bond covering the plan | 2019-12-31 | $126,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $71,443 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $2,107 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,716 |
| Other income received | 2019-12-31 | $163,886 |
| Net income (gross income less expenses) | 2019-12-31 | $227,593 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,257,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,030,087 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $145,774 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2022: EMPLOYEE BENEFIT PLAN OF KOKUA 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: EMPLOYEE BENEFIT PLAN OF KOKUA 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: EMPLOYEE BENEFIT PLAN OF KOKUA 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: EMPLOYEE BENEFIT PLAN OF KOKUA 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055972F |
| Policy instance | 1 |
| Insurance contract or identification number | 055972F | | Number of Individuals Covered | 120 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $291 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 291 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055972F |
| Policy instance | 1 |
| Insurance contract or identification number | 055972F | | Number of Individuals Covered | 106 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $419 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 419 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055972F |
| Policy instance | 1 |
| Insurance contract or identification number | 055972F | | Number of Individuals Covered | 107 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $419 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 419 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
|
| MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 ) |
| Policy contract number | 055972F |
| Policy instance | 1 |
| Insurance contract or identification number | 055972F | | Number of Individuals Covered | 106 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $529 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 529 | | Additional information about fees paid to insurance broker | PORTION OF INCENTIVE COMP. PROGRAM | | Insurance broker organization code? | 3 |
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