Original filing (PDF)20230823140425NAL0015438946001

ISLAND MORTGAGE SOURCE INC.

Name: ISLAND MORTGAGE SOURCE INC. — ISLAND MORTGAGE SOURCE INC. 401(K) PLAN, Form 5500 (2022)
Creator: ISLAND MORTGAGE SOURCE INC.

Form 5500-SF

FILING_RECEIVED

ISLAND MORTGAGE SOURCE INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ISLAND MORTGAGE SOURCE INC..

Plan sponsor

Name

ISLAND MORTGAGE SOURCE INC.

EIN

42-1720937

Address

474 LAUKAPU STREET, SUITE 104 · HILO, HI · 96720

Phone

(808) 238-6564

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-06-30

Filed

2023-08-23

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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