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HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN
Plan identification number 001

HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

HOALOHA NA EHA. LTD has sponsored the creation of one or more 401k plans.

Company Name:HOALOHA NA EHA. LTD
Employer identification number (EIN):990158936
NAIC Classification:722511
NAIC Description:Full-Service Restaurants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01EMERLITA RICKARD
0012016-01-01EMERLITA RICKARD
0012015-01-01EMERLITA RICKARD
0012014-01-01EMERLITA RICKARD
0012013-01-01EMERLITA RICKARD
0012012-01-01EMERLITA RICKARD
0012011-01-01EMERLITA RICKARD
0012010-01-01EMERLITA RICKARD EMERLITA RICKARD2011-10-13
0012009-01-01TIMOTHY MOORE TIMOTHY MOORE2010-10-14

Plan Statistics for HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01286
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0142
Total of all active and inactive participants2022-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01243
Number of participants with account balances2022-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-01209
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01346
Total number of active participants reported on line 7a of the Form 55002020-01-01279
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01315
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01341
Total number of active participants reported on line 7a of the Form 55002019-01-01267
Number of retired or separated participants receiving benefits2019-01-0113
Number of other retired or separated participants entitled to future benefits2019-01-0166
Total of all active and inactive participants2019-01-01346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01346
Number of participants with account balances2019-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01341
Total number of active participants reported on line 7a of the Form 55002018-01-01240
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0163
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01273
Total number of active participants reported on line 7a of the Form 55002017-01-01252
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01270
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01263
Total number of active participants reported on line 7a of the Form 55002016-01-01228
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01245
Number of participants with account balances2016-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01280
Total number of active participants reported on line 7a of the Form 55002015-01-01220
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01274
Total number of active participants reported on line 7a of the Form 55002014-01-01231
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0130
Total of all active and inactive participants2014-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01261
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01225
Total number of active participants reported on line 7a of the Form 55002013-01-01226
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01241
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01274
Total number of active participants reported on line 7a of the Form 55002012-01-01179
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01225
Number of participants with account balances2012-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01256
Total number of active participants reported on line 7a of the Form 55002011-01-01211
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0147
Total of all active and inactive participants2011-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01258
Number of participants with account balances2011-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01225
Total number of active participants reported on line 7a of the Form 55002010-01-01189
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0146
Total of all active and inactive participants2010-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01235
Number of participants with account balances2010-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01224
Total number of active participants reported on line 7a of the Form 55002009-01-01167
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0149
Total of all active and inactive participants2009-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01216
Number of participants with account balances2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-985,729
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,374,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,318,782
Value of total corrective distributions2022-12-31$1,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$800,850
Value of total assets at end of year2022-12-31$10,256,600
Value of total assets at beginning of year2022-12-31$12,617,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$53,902
Total interest from all sources2022-12-31$26,405
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$233,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$233,071
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$649,364
Participant contributions at end of year2022-12-31$27,812
Participant contributions at beginning of year2022-12-31$31,463
Other income not declared elsewhere2022-12-31$32,221
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,360,409
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,256,600
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,617,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,607,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,654,646
Interest on participant loans2022-12-31$1,877
Interest earned on other investments2022-12-31$24,528
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,621,533
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$930,900
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,078,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$151,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,318,782
Contract administrator fees2022-12-31$53,902
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31VERITY CPA'S
Accountancy firm EIN2022-12-31454462880
2021 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,748,124
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$811,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$772,959
Value of total corrective distributions2021-12-31$265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$494,326
Value of total assets at end of year2021-12-31$12,617,009
Value of total assets at beginning of year2021-12-31$11,680,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$38,760
Total interest from all sources2021-12-31$17,261
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$424,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$424,488
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$481,258
Participant contributions at end of year2021-12-31$31,463
Participant contributions at beginning of year2021-12-31$33,238
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,068
Other income not declared elsewhere2021-12-31$37,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$936,140
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,617,009
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,680,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,654,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,708,567
Interest on participant loans2021-12-31$3,520
Interest earned on other investments2021-12-31$13,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$930,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$939,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$774,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$772,959
Contract administrator fees2021-12-31$38,760
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31VERITY CPA'S
Accountancy firm EIN2021-12-31454462880
2020 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,739,074
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,359,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,323,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$317,435
Value of total assets at end of year2020-12-31$11,680,869
Value of total assets at beginning of year2020-12-31$11,301,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,593
Total interest from all sources2020-12-31$18,407
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$304,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$304,633
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$228,635
Participant contributions at end of year2020-12-31$33,238
Participant contributions at beginning of year2020-12-31$35,054
Other income not declared elsewhere2020-12-31$34,353
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$379,609
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,680,869
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,301,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,708,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,387,716
Interest on participant loans2020-12-31$1,480
Interest earned on other investments2020-12-31$16,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$939,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$878,490
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,064,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$88,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,323,872
Contract administrator fees2020-12-31$35,593
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31VERITY CPA'S
Accountancy firm EIN2020-12-31454462880
2019 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,676,853
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$314,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$280,377
Value of total corrective distributions2019-12-31$507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$803,289
Value of total assets at end of year2019-12-31$11,301,260
Value of total assets at beginning of year2019-12-31$8,938,698
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,407
Total interest from all sources2019-12-31$21,055
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$311,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$311,698
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$537,678
Participant contributions at end of year2019-12-31$35,054
Participant contributions at beginning of year2019-12-31$37,724
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$31,577
Other income not declared elsewhere2019-12-31$32,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,362,562
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,301,260
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,938,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$32,992
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,387,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,922,405
Interest on participant loans2019-12-31$2,289
Interest earned on other investments2019-12-31$18,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$878,490
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$931,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,507,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$265,611
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$15,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$280,377
Contract administrator fees2019-12-31$415
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31VERITY CPA'S
Accountancy firm EIN2019-12-31454462880
2018 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$301,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$342,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$291,327
Value of total corrective distributions2018-12-31$3,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$750,778
Value of total assets at end of year2018-12-31$8,938,698
Value of total assets at beginning of year2018-12-31$8,979,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$48,109
Total interest from all sources2018-12-31$20,315
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$341,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$341,956
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$492,918
Participant contributions at end of year2018-12-31$37,724
Participant contributions at beginning of year2018-12-31$40,235
Participant contributions at end of year2018-12-31$31,577
Participant contributions at beginning of year2018-12-31$23,747
Other income not declared elsewhere2018-12-31$33,976
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-41,003
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,938,698
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,979,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$33,976
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,922,405
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,033,664
Interest on participant loans2018-12-31$2,447
Interest earned on other investments2018-12-31$17,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$931,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$868,423
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-845,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$257,860
Employer contributions (assets) at end of year2018-12-31$15,434
Employer contributions (assets) at beginning of year2018-12-31$13,632
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$291,327
Contract administrator fees2018-12-31$14,133
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RUSSELL YAMANE & ASSOCIATES INC
Accountancy firm EIN2018-12-31943282687
2017 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,883,706
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$363,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$325,860
Value of total corrective distributions2017-12-31$1,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$655,692
Value of total assets at end of year2017-12-31$8,979,701
Value of total assets at beginning of year2017-12-31$7,459,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,960
Total interest from all sources2017-12-31$17,160
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$217,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$217,404
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$417,124
Participant contributions at end of year2017-12-31$40,235
Participant contributions at beginning of year2017-12-31$42,597
Participant contributions at end of year2017-12-31$23,747
Participant contributions at beginning of year2017-12-31$20,375
Other income not declared elsewhere2017-12-31$29,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,520,184
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,979,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,459,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$29,785
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,033,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,737,183
Interest on participant loans2017-12-31$2,596
Interest earned on other investments2017-12-31$14,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$868,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$648,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$963,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$238,568
Employer contributions (assets) at end of year2017-12-31$13,632
Employer contributions (assets) at beginning of year2017-12-31$10,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$325,860
Contract administrator fees2017-12-31$6,175
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RUSSELL YAMANE & ASSOCIATES INC
Accountancy firm EIN2017-12-31943282687
2016 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,240,078
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$382,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$338,166
Value of total corrective distributions2016-12-31$2,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$654,625
Value of total assets at end of year2016-12-31$7,459,517
Value of total assets at beginning of year2016-12-31$6,601,797
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$41,525
Total interest from all sources2016-12-31$15,172
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$182,870
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$182,870
Administrative expenses professional fees incurred2016-12-31$6,742
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$424,059
Participant contributions at end of year2016-12-31$42,597
Participant contributions at beginning of year2016-12-31$44,819
Participant contributions at end of year2016-12-31$20,375
Participant contributions at beginning of year2016-12-31$18,332
Other income not declared elsewhere2016-12-31$26,303
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$857,720
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,459,517
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,601,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,737,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,726,209
Interest on participant loans2016-12-31$2,736
Interest earned on other investments2016-12-31$12,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$648,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$803,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$361,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$230,566
Employer contributions (assets) at end of year2016-12-31$10,533
Employer contributions (assets) at beginning of year2016-12-31$9,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$338,166
Contract administrator fees2016-12-31$9,343
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUSSELL YAMANE & ASSOCIATES INC
Accountancy firm EIN2016-12-31943282687
2015 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$593,279
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$437,108
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$403,807
Value of total corrective distributions2015-12-31$2,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$604,261
Value of total assets at end of year2015-12-31$6,601,797
Value of total assets at beginning of year2015-12-31$6,445,626
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$30,587
Total interest from all sources2015-12-31$14,799
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$297,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$297,829
Administrative expenses professional fees incurred2015-12-31$7,812
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$381,981
Participant contributions at end of year2015-12-31$44,819
Participant contributions at beginning of year2015-12-31$46,910
Participant contributions at end of year2015-12-31$18,332
Participant contributions at beginning of year2015-12-31$18,481
Other income not declared elsewhere2015-12-31$15,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$156,171
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,601,797
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,445,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$15,420
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,726,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,610,322
Interest on participant loans2015-12-31$2,868
Interest earned on other investments2015-12-31$11,931
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$803,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$760,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-339,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$222,280
Employer contributions (assets) at end of year2015-12-31$9,367
Employer contributions (assets) at beginning of year2015-12-31$9,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$403,807
Contract administrator fees2015-12-31$7,355
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUSSELL YAMANE & ASSOCIATES INC
Accountancy firm EIN2015-12-31943282687
2014 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$888,086
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$344,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$321,636
Value of total corrective distributions2014-12-31$1,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$569,849
Value of total assets at end of year2014-12-31$6,445,626
Value of total assets at beginning of year2014-12-31$5,902,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$21,492
Total interest from all sources2014-12-31$13,294
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$267,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$267,804
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$357,107
Participant contributions at end of year2014-12-31$46,910
Participant contributions at beginning of year2014-12-31$48,876
Participant contributions at end of year2014-12-31$18,481
Participant contributions at beginning of year2014-12-31$12,144
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$3,025
Other income not declared elsewhere2014-12-31$15,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$543,335
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,445,626
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,902,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$15,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,610,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,188,269
Interest on participant loans2014-12-31$2,992
Interest earned on other investments2014-12-31$10,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$760,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$645,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$21,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$209,717
Employer contributions (assets) at end of year2014-12-31$9,701
Employer contributions (assets) at beginning of year2014-12-31$7,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$321,636
Contract administrator fees2014-12-31$5,605
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUSSELL YAMANE & ASSOCIATES INC
Accountancy firm EIN2014-12-31943282687
2013 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,345,752
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$342,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$322,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$486,132
Value of total assets at end of year2013-12-31$5,902,291
Value of total assets at beginning of year2013-12-31$4,899,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,320
Total interest from all sources2013-12-31$11,210
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$115,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$115,747
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$306,952
Participant contributions at end of year2013-12-31$48,876
Participant contributions at beginning of year2013-12-31$50,708
Participant contributions at end of year2013-12-31$12,144
Participant contributions at beginning of year2013-12-31$21,057
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$14,357
Other income not declared elsewhere2013-12-31$15,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,003,287
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,902,291
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,899,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$15,887
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,188,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,270,104
Interest on participant loans2013-12-31$3,045
Interest earned on other investments2013-12-31$7,506
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$123,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$645,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$422,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$716,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$164,823
Employer contributions (assets) at end of year2013-12-31$7,386
Employer contributions (assets) at beginning of year2013-12-31$10,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$322,145
Contract administrator fees2013-12-31$4,433
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEVIN & HU, LLP
Accountancy firm EIN2013-12-31205686859
2012 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,023,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$364,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$356,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$376,875
Value of total assets at end of year2012-12-31$4,899,004
Value of total assets at beginning of year2012-12-31$4,240,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,503
Total interest from all sources2012-12-31$4,550
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$90,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$90,667
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$244,654
Participant contributions at end of year2012-12-31$50,708
Participant contributions at beginning of year2012-12-31$53,096
Participant contributions at end of year2012-12-31$21,057
Participant contributions at beginning of year2012-12-31$13,214
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$658,846
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,899,004
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,240,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,270,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,535,794
Interest on participant loans2012-12-31$3,035
Interest earned on other investments2012-12-31$1,035
Value of interest in common/collective trusts at end of year2012-12-31$123,369
Value of interest in common/collective trusts at beginning of year2012-12-31$630,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$422,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$546,973
Net investment gain or loss from common/collective trusts2012-12-31$3,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$127,744
Employer contributions (assets) at end of year2012-12-31$10,842
Employer contributions (assets) at beginning of year2012-12-31$7,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$356,651
Contract administrator fees2012-12-31$7,503
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEVIN & HU, LLP
Accountancy firm EIN2012-12-31205686859
2011 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$0
Total income from all sources (including contributions)2011-12-31$409,506
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$277,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$272,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$381,629
Value of total assets at end of year2011-12-31$4,240,158
Value of total assets at beginning of year2011-12-31$4,108,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,766
Total interest from all sources2011-12-31$3,566
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$18,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$18,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$250,398
Participant contributions at end of year2011-12-31$53,096
Participant contributions at beginning of year2011-12-31$53,781
Participant contributions at end of year2011-12-31$13,214
Participant contributions at beginning of year2011-12-31$33,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$131,527
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,240,158
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,108,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,535,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,429,698
Interest on participant loans2011-12-31$3,566
Value of interest in common/collective trusts at end of year2011-12-31$630,872
Value of interest in common/collective trusts at beginning of year2011-12-31$581,910
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$11,372
Net investment gain or loss from common/collective trusts2011-12-31$-5,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$131,231
Employer contributions (assets) at end of year2011-12-31$7,182
Employer contributions (assets) at beginning of year2011-12-31$9,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$272,213
Contract administrator fees2011-12-31$5,766
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEVIN HU CPA
Accountancy firm EIN2011-12-31205686859
2010 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$893,400
Total loss/gain on sale of assets2010-12-31$9,452
Total of all expenses incurred2010-12-31$139,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$132,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$388,945
Value of total assets at end of year2010-12-31$4,108,631
Value of total assets at beginning of year2010-12-31$3,354,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,020
Total interest from all sources2010-12-31$3,142
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$16,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$16,999
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$255,707
Participant contributions at end of year2010-12-31$53,781
Participant contributions at beginning of year2010-12-31$55,215
Participant contributions at end of year2010-12-31$33,768
Participant contributions at beginning of year2010-12-31$33,262
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$754,246
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,108,631
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,354,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,429,698
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,699,129
Interest on participant loans2010-12-31$3,142
Value of interest in common/collective trusts at end of year2010-12-31$581,910
Value of interest in common/collective trusts at beginning of year2010-12-31$557,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$458,876
Net investment gain or loss from common/collective trusts2010-12-31$15,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$133,238
Employer contributions (assets) at end of year2010-12-31$9,468
Employer contributions (assets) at beginning of year2010-12-31$9,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$132,134
Contract administrator fees2010-12-31$7,020
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$9,452
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEVIN HU CPA
Accountancy firm EIN2010-12-31205686859
2009 : HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN

2022: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HOALOHA NA EHA. LTD. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered175
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered193
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered204
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered198
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered179
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered172
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered87
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered84
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered83
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893500-087
Policy instance 1
Insurance contract or identification number893500-087
Number of Individuals Covered80
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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