· 2022–2024 · DOL EFAST2

CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION — CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION PROFIT-SHARING 401(K) PLAN (001), Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250829213932NAL0011443793001

CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION

Form 5500-SF

FILING_RECEIVED

CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION PROFIT-SHARING 401(K) PLAN (001)

401(k) retirement plan

Active participants

63

Accounts w/ balance

84

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

Plan health score (directional)

89

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

75

Total plan cost

75

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION.

Plan sponsor

Name

CW ASSOCIATES, A HAWAII CERTIFIED PUBLIC ACCOUNTING CORPORATION

EIN

26-1659234

Address

700 BISHOP STREET, SUITE 1040 · HONOLULU, HI · 968134112

Phone

(808) 531-1040

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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