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MAUI VENTURE 401k Plan overview

Plan NameMAUI VENTURE
Plan identification number 001

MAUI VENTURE 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MAUI VENTURE has sponsored the creation of one or more 401k plans.

Company Name:MAUI VENTURE
Employer identification number (EIN):990305408
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAUI VENTURE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01REBECCA LENNON2024-06-22
0012022-01-01REBECCA LENNON2023-06-29
0012021-01-01REBECCA LENNON2022-05-25
0012020-01-01REBECCA LENNON2021-06-28
0012019-01-01REBECCA LENNON2021-03-11
0012019-01-01REBECCA LENNON2021-04-05 REBECCA LENNON2021-04-05
0012018-01-01REBECCA LENNON2019-07-01
0012017-01-01REBECCA LENNON2018-06-15
0012016-01-01REBECCA LENNON2017-07-17
0012014-08-01REBECCA LENNON2015-07-18

Plan Statistics for MAUI VENTURE

401k plan membership statisitcs for MAUI VENTURE

Measure Date Value
2025: MAUI VENTURE 2025 401k membership
Total number of particpants at beginning of year2025-06-1655
Total number of particpants at end of year2025-06-160
Number of Participants With Account Balances2025-06-160
2024: MAUI VENTURE 2024 401k membership
Total number of particpants at beginning of year2024-06-2255
Total number of particpants at end of year2024-06-2255
Number of Participants With Account Balances2024-06-2255
2022: MAUI VENTURE 2022 401k membership
Total number of particpants at beginning of year2022-05-2550
Total number of particpants at end of year2022-05-2550
Number of Participants With Account Balances2022-05-2549

Financial Data on MAUI VENTURE

Measure Date Value
2025 : MAUI VENTURE 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-161786921
Net assets as of the end of the plan year2025-06-160
Total assets as of the beginning of the plan year2025-06-161704718
Value of plan covered by a fidelity bond2025-06-16171000
Other income to plan in this plan year2025-06-1682203
Plan net income in this plan year2025-06-16-1704718
Net assets as of the end of the plan year2025-06-160
Net assets as of the beginning of the plan year2025-06-161704718
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-163474
2024 : MAUI VENTURE 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2267808
Net assets as of the end of the plan year2024-06-221704718
Total assets as of the beginning of the plan year2024-06-221366322
Value of plan covered by a fidelity bond2024-06-22137000
Participant contributions to plan in this plan year2024-06-22123559
Value of participant loans at end of plan year2024-06-220
Other income to plan in this plan year2024-06-22239601
Plan net income in this plan year2024-06-22338396
Net assets as of the end of the plan year2024-06-221704718
Net assets as of the beginning of the plan year2024-06-221366322
Employer contributions to plan in this plan year2024-06-2243044
Expensese paid to adminstrative service provicers from plan in this plan year2024-06-22184
2022 : MAUI VENTURE 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-259595
Net assets as of the end of the plan year2022-05-251565141
Total assets as of the beginning of the plan year2022-05-251252351
Value of plan covered by a fidelity bond2022-05-25126000
Participant contributions to plan in this plan year2022-05-2591087
Value of participant loans at end of plan year2022-05-254021
Other income to plan in this plan year2022-05-25193670
Plan net income in this plan year2022-05-25312790
Net assets as of the end of the plan year2022-05-251565141
Net assets as of the beginning of the plan year2022-05-251252351
Employer contributions to plan in this plan year2022-05-2537628
Expensese paid to adminstrative service provicers from plan in this plan year2022-05-25110

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