Original filing (PDF)20250925153218NAL0008674849001

ROBERT K. TIRRELL, JR.

Name: ROBERT K. TIRRELL, JR. — ROBERT K. TIRRELL, JR. PROFIT SHARING PLAN, Form 5500 (2024)
Creator: ROBERT K. TIRRELL, JR.

Form 5500-SF

FILING_RECEIVED

ROBERT K. TIRRELL, JR. PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

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 ROBERT K. TIRRELL, JR..

Plan sponsor

Name

ROBERT K. TIRRELL, JR.

EIN

99-0274047

Address

P.O. BOX 1621 · KANEOHE, HI · 96744

Phone

(808) 497-7307

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-25

Pension benefit codes

2E · Profit-sharing

3B · Covers self-employed individuals

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

Welfare benefit codes

4B · Life Insurance

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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