Original filing (PDF)20230315125556NAL0012274179001

MAUI CONCIERGE SERVICE, INC.

Name: MAUI CONCIERGE SERVICE, INC. — SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2022)
Creator: MAUI CONCIERGE SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

SIMPLICITYHR 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$940

Net assets (EOY)

$940

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MAUI CONCIERGE SERVICE, INC.

EIN

26-3007980all filings

Address

700 VILLAGE ROAD · LAHAINA, HI · 96761

Phone

(808) 419-0902

Industry

Accommodation & Food Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

010

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-03-15

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Accommodation & Food Services plans

SAI INVESTMENTS LLC

SAI INVESTMENTS 401(K) PLAN

$930 · 9 participants

H&G, INC.

H&G, INC. 401(K) PROFIT SHARING PLAN

$962

AM BAKERSFIELD LLC

AM BAKERSFIELD LLC 401K PLAN

$901 · 10 participants

DESERT AIRE MANAGEMENT INC

DESERT AIRE MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

$884

VISTA GRANDE RESORTS INC

VISTA GRANDE RESORT 401K PLAN

$879

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.