· 2022–2024 · DOL EFAST2

KAWELA PLANTATION HOMEOWNERS AS — KAWELA PLANTATION HOMEOWNERS' ASSOCIATION/401(K) PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230705171024NAL0009139059001

KAWELA PLANTATION HOMEOWNERS AS

Form 5500-SF

FILING_RECEIVED

KAWELA PLANTATION HOMEOWNERS' ASSOCIATION/401(K) PLAN

401(k) retirement plan

Active participants

6

Accounts w/ balance

5

Plan assets (EOY)

$144K

Net assets (EOY)

$144K

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

58

Vendor & structure

100

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 KAWELA PLANTATION HOMEOWNERS AS.

Plan sponsor

Name

KAWELA PLANTATION HOMEOWNERS AS

EIN

99-0214098

Address

243 ULUANUI RD · PO BOX 28 · KAUNAKAKAI, HI · 96748

Phone

(808) 553-4223

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-05

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

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