Original filing (PDF)20250912212732NAL0000958659001

IRIS H. KUWAYE

Name: IRIS H. KUWAYE — IRIS H. KUWAYE PROFIT SHARING PLAN, Form 5500 (2024)
Creator: IRIS H. KUWAYE

Form 5500-SF

FILING_RECEIVED

IRIS H. KUWAYE PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 IRIS H. KUWAYE.

Plan sponsor

Name

IRIS H. KUWAYE

EIN

99-0316471

Address

9 LEI STREET · HILO, HI · 96720

Phone

(808) 935-3375

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

2025-09-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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

—

Service providers (Schedule C)

Small plans don't disclose service providers

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