Original filing (PDF)20240531200216NAL0007573107001

ALOHAPOTTS.COM INC.

Name: ALOHAPOTTS.COM INC. — ALOHAPOTTS.COM INC. SAFE HARBOR 401(K) PLAN, Form 5500 (2023)
Creator: ALOHAPOTTS.COM INC.

Form 5500-SF

FILING_RECEIVED

ALOHAPOTTS.COM INC. SAFE HARBOR 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$306K

Net assets (EOY)

$306K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ALOHAPOTTS.COM INC..

Plan sponsor

Name

ALOHAPOTTS.COM INC.

EIN

20-5105818

Address

1215 S KIHEI · SUITE O PMB 333 · KIHEI, HI · 96753

Phone

(808) 344-5008

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-31

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

LKA HOMES, LLC

LKA HOMES 401(K) PLAN

$306K · 2 participants

JENNIFER MACK REALTOR LLC

JENNIFER MACK REALTOR LLC 401(K) PROFIT SHARING PLAN & TRUST

$307K · 1 participants

Q HOME SALES, LLC

Q HOME SALES, LLC 401(K) PLAN

$306K · 5 participants

THE REAL ESTATE BUNDLE LLC DBA REMAX ELITE

THE REAL ESTATE BUNDLE 401(K) PLAN

$306K · 9 participants

KATIE BACCUS, PLLC

KATIE BACCUS, PLLC 401(K) PLAN

$306K · 2 participants