401k Plan data: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL plan

EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 401k Plan overview

Plan Name	EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL
Plan identification number	001

EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Code section 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
Money purchase (other than target benefit)
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.
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.
Life insurance

401k Sponsoring company profile

HAWAII COUNTY ECONOMIC OPPORTUNITY COUNCIL has sponsored the creation of one or more 401k plans.

Company Name: HAWAII COUNTY ECONOMIC OPPORTUNITY COUNCIL

Employer identification number (EIN): 990113845

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 CHAD HASEGAWA 2021-07-29
001 2019-01-01 CHAD HASEGAWA 2020-09-09
001 2018-01-01 JAY KIMURA 2019-09-18
001 2017-01-01 JAY KIMURA 2018-06-22 JAY KIMURA 2018-06-22
001 2016-01-01 JAY KIMURA 2017-07-12 JAY KIMURA 2017-07-12
001 2015-01-01 JAY KIMURA 2016-10-12 JAY KIMURA 2016-10-12
001 2014-01-01 JAY KIMURA JAY KIMURA 2015-10-08
001 2014-01-01 JAY KIMURA
001 2013-01-01 JAY KIMURA JAY KIMURA 2014-10-15
001 2012-01-01 JAY KIMURA
001 2011-01-01 LESTER SETO
001 2010-01-01 LESTER SETO LESTER SETO 2011-10-14
001 2009-01-01 GEORGE YOKOYAMA GEORGE YOKOYAMA 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	CHAD HASEGAWA	2021-07-29
001	2019-01-01	CHAD HASEGAWA	2020-09-09
001	2018-01-01	JAY KIMURA	2019-09-18
001	2017-01-01	JAY KIMURA	2018-06-22	JAY KIMURA	2018-06-22
001	2016-01-01	JAY KIMURA	2017-07-12	JAY KIMURA	2017-07-12
001	2015-01-01	JAY KIMURA	2016-10-12	JAY KIMURA	2016-10-12
001	2014-01-01	JAY KIMURA		JAY KIMURA	2015-10-08
001	2014-01-01	JAY KIMURA
001	2013-01-01	JAY KIMURA		JAY KIMURA	2014-10-15
001	2012-01-01	JAY KIMURA
001	2011-01-01	LESTER SETO
001	2010-01-01	LESTER SETO		LESTER SETO	2011-10-14
001	2009-01-01	GEORGE YOKOYAMA		GEORGE YOKOYAMA	2010-10-05

Plan Statistics for EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL

Measure Date Value
2014: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2014 401k membership
Total participants, beginning-of-year 2014-01-01 97
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 44
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 30
Total of all active and inactive participants 2014-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 75
Number of participants with account balances 2014-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2013 401k membership
Total participants, beginning-of-year 2013-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 33
Number of other retired or separated participants entitled to future benefits 2013-01-01 62
Total of all active and inactive participants 2013-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 97
Number of participants with account balances 2013-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 1
2012: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2012 401k membership
Total participants, beginning-of-year 2012-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of other retired or separated participants entitled to future benefits 2012-01-01 84
Total of all active and inactive participants 2012-01-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 122
Number of participants with account balances 2012-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2011 401k membership
Total participants, beginning-of-year 2011-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 74
Number of other retired or separated participants entitled to future benefits 2011-01-01 77
Total of all active and inactive participants 2011-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 152
Number of participants with account balances 2011-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2010: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2010 401k membership
Total participants, beginning-of-year 2010-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 89
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 66
Total of all active and inactive participants 2010-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 156
Number of participants with account balances 2010-01-01 156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 14
2009: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2009 401k membership
Total participants, beginning-of-year 2009-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 54
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 119
Total of all active and inactive participants 2009-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 173
Number of participants with account balances 2009-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 77

Measure	Date	Value
2014: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2014 401k membership
Total participants, beginning-of-year	2014-01-01	97
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	44
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	30
Total of all active and inactive participants	2014-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	75
Number of participants with account balances	2014-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2013 401k membership
Total participants, beginning-of-year	2013-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	33
Number of other retired or separated participants entitled to future benefits	2013-01-01	62
Total of all active and inactive participants	2013-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	97
Number of participants with account balances	2013-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	1
2012: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2012 401k membership
Total participants, beginning-of-year	2012-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of other retired or separated participants entitled to future benefits	2012-01-01	84
Total of all active and inactive participants	2012-01-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	122
Number of participants with account balances	2012-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2011 401k membership
Total participants, beginning-of-year	2011-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	74
Number of other retired or separated participants entitled to future benefits	2011-01-01	77
Total of all active and inactive participants	2011-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	152
Number of participants with account balances	2011-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2010: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2010 401k membership
Total participants, beginning-of-year	2010-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	89
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	66
Total of all active and inactive participants	2010-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	156
Number of participants with account balances	2010-01-01	156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	14
2009: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2009 401k membership
Total participants, beginning-of-year	2009-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	54
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	119
Total of all active and inactive participants	2009-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	173
Number of participants with account balances	2009-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	77

Financial Data on EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL

Measure	Date	Value
2014 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$78,248
Expenses. Total of all expenses incurred	2014-12-31	$156,910
Benefits paid (including direct rollovers)	2014-12-31	$156,110
Total plan assets at end of year	2014-12-31	$994,736
Total plan assets at beginning of year	2014-12-31	$1,073,398
Value of fidelity bond covering the plan	2014-12-31	$25,000
Total contributions received or receivable from participants	2014-12-31	$40,733
Expenses. Other expenses not covered elsewhere	2014-12-31	$800
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$35,690
Net income (gross income less expenses)	2014-12-31	$-78,662
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$994,736
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,073,398
Total contributions received or receivable from employer(s)	2014-12-31	$1,825
Value of certain deemed distributions of participant loans	2014-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$153,367
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$107,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$99,694
Expenses. Certain deemed distributions of participant loans	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$50,526
Value of total assets at end of year	2013-12-31	$1,073,398
Value of total assets at beginning of year	2013-12-31	$1,027,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,552
Total interest from all sources	2013-12-31	$5,205
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$50,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$24,660
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$0
Other income not declared elsewhere	2013-12-31	$0
Administrative expenses (other) incurred	2013-12-31	$7,552
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$46,121
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,073,398
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,027,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$602,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$560,712
Interest on participant loans	2013-12-31	$0
Interest earned on other investments	2013-12-31	$5,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$471,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$466,565
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$97,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$25,866
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$99,694
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TAKETA, IWATA, HARA & ASOCIATES,LLC
Accountancy firm EIN	2013-12-31	593783195
2012 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$172,870
Total of all expenses incurred	2012-12-31	$120,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$120,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$112,716
Value of total assets at end of year	2012-12-31	$1,027,277
Value of total assets at beginning of year	2012-12-31	$976,360
Total interest from all sources	2012-12-31	$60,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$36,265
Amount contributed by the employer to the plan for this plan year	2012-12-31	$36,265
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$31,932
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$44,519
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$51,963
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,027,277
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$976,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$560,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$481,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$60,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$466,566
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$494,193
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$36,265
Employer contributions (assets) at beginning of year	2012-12-31	$1,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$120,192
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CARBONARO CPA & ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	261261537
2011 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$2,864
Total income from all sources (including contributions)	2011-12-31	$77,859
Total of all expenses incurred	2011-12-31	$349,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$348,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$67,130
Value of total assets at end of year	2011-12-31	$975,314
Value of total assets at beginning of year	2011-12-31	$1,250,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,500
Total interest from all sources	2011-12-31	$11,187
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$35,818
Amount contributed by the employer to the plan for this plan year	2011-12-31	$35,818
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$23,471
Participant contributions at end of year	2011-12-31	$1,046
Participant contributions at beginning of year	2011-12-31	$1,875
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$7,841
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$71,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-271,824
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$975,314
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,247,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$902,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$502,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$11,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$71,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$571,554
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$35,818
Employer contributions (assets) at beginning of year	2011-12-31	$173,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$276,573
Contract administrator fees	2011-12-31	$1,500
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$2,864
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CARBONARO CPA & ASSOCIATES, INC.
Accountancy firm EIN	2011-12-31	261261537
2010 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$2,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,562
Total income from all sources (including contributions)	2010-12-31	$169,952
Total loss/gain on sale of assets	2010-12-31	$-56,154
Total of all expenses incurred	2010-12-31	$291,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$272,442
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$66,716
Value of total assets at end of year	2010-12-31	$1,250,002
Value of total assets at beginning of year	2010-12-31	$1,424,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$19,250
Total interest from all sources	2010-12-31	$9,450
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$26,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$10,392
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2010-12-31	$951,605
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$250,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$51,338
Amount contributed by the employer to the plan for this plan year	2010-12-31	$51,338
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$15,378
Participant contributions at end of year	2010-12-31	$1,875
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$55,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$38,646
Other income not declared elsewhere	2010-12-31	$372
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-121,740
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,247,138
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,421,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,074,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$209,921
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$41,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$41,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$9,450
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$7,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$123,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$51,338
Employer contributions (assets) at end of year	2010-12-31	$173,709
Employer contributions (assets) at beginning of year	2010-12-31	$140,500
Income. Dividends from preferred stock	2010-12-31	$26,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$209,404
Asset. Corporate debt instrument preferred debt at beginning of year	2010-12-31	$42,550
Contract administrator fees	2010-12-31	$8,858
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$2,864
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$3,562
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Aggregate proceeds on sale of assets	2010-12-31	$-56,154
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CARBONARO CPA & ASSOCIATES, INC.
Accountancy firm EIN	2010-12-31	261261537
2009 : EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$157,530
Amount contributed by the employer to the plan for this plan year	2009-12-31	$157,530

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL

2014: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: EMPLOYEE BENEFIT PLAN OF HAWAII COUNTY ECONOMIC OPPORTUNITYCOUNCIL 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058260H

Policy instance

Insurance contract or identification number	058260H
Number of Individuals Covered	56
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $48
Are there contracts with allocated funds for individual policies?	No
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	48
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SAN FRANCISCO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058260H

Policy instance

Insurance contract or identification number	058260H
Number of Individuals Covered	97
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $466
Are there contracts with allocated funds for individual policies?	No
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	466
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	SAN FRANCISCO REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058260-H

Policy instance

Insurance contract or identification number	058260-H
Number of Individuals Covered	122
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of fees paid to insurance company	USD $182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	62
Additional information about fees paid to insurance broker	PORTION OF INVENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	JAMIE DANFORD

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058260-H

Policy instance

Insurance contract or identification number	058260-H
Number of Individuals Covered	152
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $1,721

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

058260-H

Policy instance

Insurance contract or identification number	058260-H
Number of Individuals Covered	156
Insurance policy start date	2010-09-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0

THE LAFAYETTE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65242 )

Policy contract number

C2629

Policy instance

Insurance contract or identification number	C2629
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-08-31

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Company Name:	HAWAII COUNTY ECONOMIC OPPORTUNITY COUNCIL
Employer identification number (EIN):	990113845
NAIC Classification:	624100
NAIC Description:	Individual and Family Services