Original filing (PDF)20250312173604NAL0030932176001

RAYMOND K. HASEGAWA, AAL, ALC

Name: RAYMOND K. HASEGAWA, AAL, ALC — RAYMOND K. HASEGAWA, AAL, ALC PROFIT SHARING PLAN, Form 5500 (2023)
Creator: RAYMOND K. HASEGAWA, AAL, ALC

Form 5500-SF

FILING_RECEIVED

RAYMOND K. HASEGAWA, AAL, ALC PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 RAYMOND K. HASEGAWA, AAL, ALC.

Plan sponsor

Name

RAYMOND K. HASEGAWA, AAL, ALC

EIN

99-0239465

Address

688 KINOOLE ST., SUITE 203 · HILO, HI · 96720

Phone

(808) 935-5732

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-03-12

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

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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