Original filing (PDF)20241004171847NAL0020052128001

LAHAINA GALLERIES, INC

Name: LAHAINA GALLERIES, INC — LAHAINA GALLERIES, INC TAX-FAVORED SAVINGS PLAN, Form 5500 (2023)
Creator: LAHAINA GALLERIES, INC

Form 5500-SF

FILING_RECEIVED

LAHAINA GALLERIES, INC TAX-FAVORED SAVINGS PLAN

401(k) retirement plan

Signals · 1

Late filing · 34.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LAHAINA GALLERIES, INC.

Plan sponsor

Name

LAHAINA GALLERIES, INC

EIN

99-0186115

Address

910 HONOAPIILANI HWY, B-5 · LAHAINA, HI · 96761

Phone

(808) 667-7795

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2020-11-01

Tax period

2020-12-31

Filed

2024-10-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

WARD & COMPANY WORKS OF ART, LLC

WARD & COMPANY WORKS OF ART, LLC 401(K) PLAN

IDEAL EVENTS LLC DBA BACKDROPS BEAUTIFUL

BACKDROPS BEAUTIFUL 401(K) PROFIT SHARING PLAN

MICHAEL WERNER, INC.

MICHAEL WERNER, INC. DEFINED BENEFIT PLAN

KELA INTERNATIONAL CORPORATION

KELA INTERNATIONAL CORPORATION 401(K) RETIREMENT PLAN

FRIEDRICH PETZEL GALLERY, INC.

FRIEDRICH PETZEL GALLERY INC. CASH BALANCE PLAN