401k Plan data: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN plan

THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN
Plan identification number	002

THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE HAWAII LODGING & TOURISM ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: THE HAWAII LODGING & TOURISM ASSOCIATION

Employer identification number (EIN): 990078248

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DEAN NAKASONE 2018-06-16
002 2016-01-01 DEAN NAKASONE 2017-09-06 DEAN NAKASONE 2017-09-06
002 2015-01-01 KAREN NAKAOKA 2016-10-06 KAREN NAKAOKA 2016-10-06
002 2014-01-01 KAREN NAKAOKA 2015-10-12 KAREN NAKAOKA 2015-10-12
002 2013-01-01 GEORGE D. SZIGETI 2014-06-23 GEORGE D. SZIGETI 2014-06-23
002 2012-01-01 BONNIE BEDOYA 2013-05-23 BONNIE BEDOYA 2013-05-23
002 2011-01-01 BONNIE BEDOYA 2012-09-14 BONNIE BEDOYA 2012-09-14
002 2010-01-01 BONNIE BEDOYA 2012-08-28 BONNIE BEDOYA 2012-08-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	DEAN NAKASONE	2018-06-16
002	2016-01-01	DEAN NAKASONE	2017-09-06	DEAN NAKASONE	2017-09-06
002	2015-01-01	KAREN NAKAOKA	2016-10-06	KAREN NAKAOKA	2016-10-06
002	2014-01-01	KAREN NAKAOKA	2015-10-12	KAREN NAKAOKA	2015-10-12
002	2013-01-01	GEORGE D. SZIGETI	2014-06-23	GEORGE D. SZIGETI	2014-06-23
002	2012-01-01	BONNIE BEDOYA	2013-05-23	BONNIE BEDOYA	2013-05-23
002	2011-01-01	BONNIE BEDOYA	2012-09-14	BONNIE BEDOYA	2012-09-14
002	2010-01-01	BONNIE BEDOYA	2012-08-28	BONNIE BEDOYA	2012-08-28

Plan Statistics for THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN

Measure Date Value
2025: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-10-09 7
Total number of particpants at end of year 2025-10-09 7
Number of Participants With Account Balances 2025-10-09 7
2024: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-10-10 6
Total number of particpants at end of year 2024-10-10 6
Number of Participants With Account Balances 2024-10-10 6
2022: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-06-01 9
Total number of particpants at end of year 2022-06-01 7
Number of Participants With Account Balances 2022-06-01 7

Measure	Date	Value
2025: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-10-09	7
Total number of particpants at end of year	2025-10-09	7
Number of Participants With Account Balances	2025-10-09	7
2024: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-10-10	6
Total number of particpants at end of year	2024-10-10	6
Number of Participants With Account Balances	2024-10-10	6
2022: THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-06-01	9
Total number of particpants at end of year	2022-06-01	7
Number of Participants With Account Balances	2022-06-01	7

Financial Data on THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN

Measure	Date	Value
2025 : THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year	2025-10-09	0
Total liabilities as of the end of the plan year	2025-10-09	0
Total liabilities as of the beginning of the plan year	2025-10-09	0
Total expenses incurred by plan in this plan year	2025-10-09	0
Net assets as of the end of the plan year	2025-10-09	346829
Total assets as of the beginning of the plan year	2025-10-09	300408
Value of plan covered by a fidelity bond	2025-10-09	90000
Participant contributions to plan in this plan year	2025-10-09	7090
Other expenses paid from plan in this plan year	2025-10-09	0
Other contributions to plan in this plan year	2025-10-09	0
Other income to plan in this plan year	2025-10-09	8278
Plan net income in this plan year	2025-10-09	46421
Net assets as of the end of the plan year	2025-10-09	346829
Net assets as of the beginning of the plan year	2025-10-09	300408
Value of contributions failed to transmitted timely	2025-10-09	6724
Employer contributions to plan in this plan year	2025-10-09	31053
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-09	0
2024 : THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-10-10	0
Total liabilities as of the end of the plan year	2024-10-10	0
Total liabilities as of the beginning of the plan year	2024-10-10	0
Total expenses incurred by plan in this plan year	2024-10-10	0
Net assets as of the end of the plan year	2024-10-10	300408
Total assets as of the beginning of the plan year	2024-10-10	255615
Value of plan covered by a fidelity bond	2024-10-10	90000
Participant contributions to plan in this plan year	2024-10-10	9090
Other expenses paid from plan in this plan year	2024-10-10	0
Other contributions to plan in this plan year	2024-10-10	0
Other income to plan in this plan year	2024-10-10	3732
Plan net income in this plan year	2024-10-10	44793
Net assets as of the end of the plan year	2024-10-10	300408
Net assets as of the beginning of the plan year	2024-10-10	255615
Value of contributions failed to transmitted timely	2024-10-10	4559
Employer contributions to plan in this plan year	2024-10-10	31971
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-10	0
2022 : THE HAWAII LODGING & TOURISM ASSOCIATION 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year	2022-06-01	0
Total liabilities as of the end of the plan year	2022-06-01	0
Total liabilities as of the beginning of the plan year	2022-06-01	0
Total expenses incurred by plan in this plan year	2022-06-01	4347
Net assets as of the end of the plan year	2022-06-01	214286
Total assets as of the beginning of the plan year	2022-06-01	168520
Value of plan covered by a fidelity bond	2022-06-01	90000
Participant contributions to plan in this plan year	2022-06-01	15990
Other expenses paid from plan in this plan year	2022-06-01	0
Other contributions to plan in this plan year	2022-06-01	0
Other income to plan in this plan year	2022-06-01	155
Plan net income in this plan year	2022-06-01	45766
Net assets as of the end of the plan year	2022-06-01	214286
Net assets as of the beginning of the plan year	2022-06-01	168520
Value of contributions failed to transmitted timely	2022-06-01	6773
Employer contributions to plan in this plan year	2022-06-01	33968
Expensese paid to adminstrative service provicers from plan in this plan year	2022-06-01	1227

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Company Name:	THE HAWAII LODGING & TOURISM ASSOCIATION
Employer identification number (EIN):	990078248
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations