MAUI REAL ESTATE ADVISORS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAUI REAL ESTATE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : MAUI REAL ESTATE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-07-29 | 0 |
| Total liabilities as of the end of the plan year | 2025-07-29 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-07-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-07-29 | 28791 |
| Net assets as of the end of the plan year | 2025-07-29 | 1300546 |
| Total assets as of the beginning of the plan year | 2025-07-29 | 1052798 |
| Value of plan covered by a fidelity bond | 2025-07-29 | 200000 |
| Participant contributions to plan in this plan year | 2025-07-29 | 90100 |
| Other expenses paid from plan in this plan year | 2025-07-29 | 300 |
| Other contributions to plan in this plan year | 2025-07-29 | 0 |
| Other income to plan in this plan year | 2025-07-29 | 140077 |
| Plan net income in this plan year | 2025-07-29 | 247748 |
| Net assets as of the end of the plan year | 2025-07-29 | 1300546 |
| Net assets as of the beginning of the plan year | 2025-07-29 | 1052798 |
| Employer contributions to plan in this plan year | 2025-07-29 | 46362 |
| Fees paid to broker by Benefit Provider | 2025-07-29 | 3493 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-07-29 | 0 |
| 2024 : MAUI REAL ESTATE ADVISORS LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-10-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-10-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-10-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-02 | 12551 |
| Net assets as of the end of the plan year | 2024-10-02 | 1052798 |
| Total assets as of the beginning of the plan year | 2024-10-02 | 854005 |
| Value of plan covered by a fidelity bond | 2024-10-02 | 200000 |
| Participant contributions to plan in this plan year | 2024-10-02 | 91003 |
| Other expenses paid from plan in this plan year | 2024-10-02 | 0 |
| Other contributions to plan in this plan year | 2024-10-02 | 0 |
| Other income to plan in this plan year | 2024-10-02 | 114504 |
| Plan net income in this plan year | 2024-10-02 | 198793 |
| Net assets as of the end of the plan year | 2024-10-02 | 1052798 |
| Net assets as of the beginning of the plan year | 2024-10-02 | 854005 |
| Employer contributions to plan in this plan year | 2024-10-02 | 5837 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-02 | 529 |
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