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TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC. 401k Plan overview

Plan NameTAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC.
Plan identification number 001

TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • 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

HAWAII MEALS ON WHEELS, INC. has sponsored the creation of one or more 401k plans.

Company Name:HAWAII MEALS ON WHEELS, INC.
Employer identification number (EIN):990198132
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01ANDREA MERRIAM2024-07-29
0012022-01-01ANDREA MERRIAM2023-07-14
0012021-01-01ANDREA MERRIAM2022-07-28
0012020-01-01ANDREA MERRIAM2021-06-16
0012019-01-01ANDREA MERRIAM2020-07-24
0012018-01-01ANDREA MERRIAM2019-06-14
0012017-01-01ANDREA MERRIAM2018-06-26 ANDREA MERRIAM2018-06-26
0012016-01-01ANDREA MERRIAM2017-05-31 ANDREA MERRIAM2017-05-31
0012015-01-01ANDREA MERRIAM2016-09-28 ANDREA MERRIAM2016-09-28
0012014-01-01ANDREA MERRIAM2016-09-28 ANDREA MERRIAM2016-09-28
0012013-01-01JOAL MURAKAMI2014-07-30 JOAL MURAKAMI2014-07-30
0012012-01-01JOAL MURAKAMI2013-07-24 JOAL MURAKAMI2013-07-24
0012011-01-01JOAL MURAKAMI2012-06-06 JOAL MURAKAMI2012-06-06
0012010-01-01JOAL MURAKAMI2011-09-20 JOAL MURAKAMI2011-09-20

Financial Data on TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC.

Measure Date Value
2025 : TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC. 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-300
Total liabilities as of the end of the plan year2025-07-300
Total liabilities as of the beginning of the plan year2025-07-300
Total expenses incurred by plan in this plan year2025-07-3027077
Net assets as of the end of the plan year2025-07-30435908
Total assets as of the beginning of the plan year2025-07-30403758
Value of plan covered by a fidelity bond2025-07-3050000
Participant contributions to plan in this plan year2025-07-3012260
Other expenses paid from plan in this plan year2025-07-300
Other contributions to plan in this plan year2025-07-300
Other income to plan in this plan year2025-07-3046967
Plan net income in this plan year2025-07-3032150
Net assets as of the end of the plan year2025-07-30435908
Net assets as of the beginning of the plan year2025-07-30403758
Employer contributions to plan in this plan year2025-07-300
Fees paid to broker by Benefit Provider2025-07-309
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-3055
2024 : TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC. 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-290
Total liabilities as of the end of the plan year2024-07-290
Total liabilities as of the beginning of the plan year2024-07-290
Total expenses incurred by plan in this plan year2024-07-2910040
Net assets as of the end of the plan year2024-07-29403758
Total assets as of the beginning of the plan year2024-07-29345233
Value of plan covered by a fidelity bond2024-07-2925000
Participant contributions to plan in this plan year2024-07-2919464
Other expenses paid from plan in this plan year2024-07-290
Other contributions to plan in this plan year2024-07-290
Other income to plan in this plan year2024-07-2949101
Plan net income in this plan year2024-07-2958525
Net assets as of the end of the plan year2024-07-29403758
Net assets as of the beginning of the plan year2024-07-29345233
Employer contributions to plan in this plan year2024-07-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-2940
2022 : TAX DEFERRED ANNUITY PLAN OF HAWAII MEALS ON WHEELS, INC. 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-280
Total liabilities as of the end of the plan year2022-07-280
Total liabilities as of the beginning of the plan year2022-07-280
Total expenses incurred by plan in this plan year2022-07-28133
Net assets as of the end of the plan year2022-07-28388969
Total assets as of the beginning of the plan year2022-07-28318090
Value of plan covered by a fidelity bond2022-07-2825000
Participant contributions to plan in this plan year2022-07-2820350
Other expenses paid from plan in this plan year2022-07-28133
Other contributions to plan in this plan year2022-07-280
Other income to plan in this plan year2022-07-2850662
Plan net income in this plan year2022-07-2870879
Net assets as of the end of the plan year2022-07-28388969
Net assets as of the beginning of the plan year2022-07-28318090
Employer contributions to plan in this plan year2022-07-280
Fees paid to broker by Benefit Provider2022-07-2853

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