401k Plan data: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN plan

ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN
Plan identification number	001

ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ALAKA'INA FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: ALAKA'INA FOUNDATION

Employer identification number (EIN): 450538257

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JIM ROSE
001 2017-01-01 JIM ROSE
001 2016-01-01 JIM ROSE
001 2015-01-01 JIM ROSE
001 2014-01-01 ANGELA THORN
001 2013-01-01 ANGELA THORN
001 2012-01-01 JIM ROSE JIM ROSE 2013-10-15

Plan Statistics for ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

401k plan membership statisitcs for ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

Measure Date Value
2023: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2,058
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 1,449
Number of retired or separated participants receiving benefits 2023-01-01 7
Number of other retired or separated participants entitled to future benefits 2023-01-01 680
Total of all active and inactive participants 2023-01-01 2,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 3
Total participants 2023-01-01 2,139
Number of participants with account balances 2023-01-01 1,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,794
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,462
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 590
Total of all active and inactive participants 2022-01-01 2,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 2,058
Number of participants with account balances 2022-01-01 1,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,691
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,237
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 550
Total of all active and inactive participants 2021-01-01 1,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,794
Number of participants with account balances 2021-01-01 1,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,313
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,309
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 379
Total of all active and inactive participants 2020-01-01 1,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,690
Number of participants with account balances 2020-01-01 1,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,087
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 980
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 327
Total of all active and inactive participants 2019-01-01 1,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,311
Number of participants with account balances 2019-01-01 1,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 914
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 814
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 269
Total of all active and inactive participants 2018-01-01 1,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,087
Number of participants with account balances 2018-01-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 852
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 221
Total of all active and inactive participants 2017-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 226
Number of participants with account balances 2017-01-01 709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 688
2016: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 823
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 644
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 208
Total of all active and inactive participants 2016-01-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 852
Number of participants with account balances 2016-01-01 678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 677
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 146
Total of all active and inactive participants 2015-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 823
Number of participants with account balances 2015-01-01 660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 560
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 537
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 156
Total of all active and inactive participants 2014-01-01 693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 693
Number of participants with account balances 2014-01-01 572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 440
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 410
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 132
Total of all active and inactive participants 2013-01-01 542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 542
Number of participants with account balances 2013-01-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 339
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 123
Total of all active and inactive participants 2012-01-01 462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 462
Number of participants with account balances 2012-01-01 329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0

Measure	Date	Value
2023: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2,058
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	1,449
Number of retired or separated participants receiving benefits	2023-01-01	7
Number of other retired or separated participants entitled to future benefits	2023-01-01	680
Total of all active and inactive participants	2023-01-01	2,136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	3
Total participants	2023-01-01	2,139
Number of participants with account balances	2023-01-01	1,998
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,794
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,462
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	590
Total of all active and inactive participants	2022-01-01	2,058
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	2,058
Number of participants with account balances	2022-01-01	1,811
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,691
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,237
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	550
Total of all active and inactive participants	2021-01-01	1,794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,794
Number of participants with account balances	2021-01-01	1,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,313
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,309
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	379
Total of all active and inactive participants	2020-01-01	1,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,690
Number of participants with account balances	2020-01-01	1,479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,087
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	980
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	327
Total of all active and inactive participants	2019-01-01	1,311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,311
Number of participants with account balances	2019-01-01	1,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	914
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	814
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	269
Total of all active and inactive participants	2018-01-01	1,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,087
Number of participants with account balances	2018-01-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	852
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	221
Total of all active and inactive participants	2017-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	226
Number of participants with account balances	2017-01-01	709
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	688
2016: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	823
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	644
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	208
Total of all active and inactive participants	2016-01-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	852
Number of participants with account balances	2016-01-01	678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	677
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	146
Total of all active and inactive participants	2015-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	823
Number of participants with account balances	2015-01-01	660
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	560
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	537
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	156
Total of all active and inactive participants	2014-01-01	693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	693
Number of participants with account balances	2014-01-01	572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	440
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	410
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	132
Total of all active and inactive participants	2013-01-01	542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	542
Number of participants with account balances	2013-01-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	339
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	123
Total of all active and inactive participants	2012-01-01	462
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	462
Number of participants with account balances	2012-01-01	329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0

Financial Data on ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

Measure	Date	Value
2023 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2023 401k financial data
Total income from all sources (including contributions)	2023-12-31	$27,631,643
Total of all expenses incurred	2023-12-31	$8,763,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$8,417,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$14,939,849
Value of total assets at end of year	2023-12-31	$83,161,203
Value of total assets at beginning of year	2023-12-31	$64,292,931
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$345,942
Total interest from all sources	2023-12-31	$70,201
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,296,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,296,715
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$8,545,749
Participant contributions at end of year	2023-12-31	$1,215,578
Participant contributions at beginning of year	2023-12-31	$1,143,289
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,714,448
Other income not declared elsewhere	2023-12-31	$77,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$18,868,272
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$83,161,203
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$64,292,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$77,626
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$76,857,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$58,290,325
Interest on participant loans	2023-12-31	$70,201
Value of interest in common/collective trusts at end of year	2023-12-31	$5,087,306
Value of interest in common/collective trusts at beginning of year	2023-12-31	$4,859,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$313
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$313
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$11,070,582
Net investment gain or loss from common/collective trusts	2023-12-31	$176,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$4,679,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$8,417,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2023-12-31	No
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2023-12-31	222027092
2022 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$380,466
Total of all expenses incurred	2022-12-31	$9,719,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$9,420,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$13,840,716
Value of total assets at end of year	2022-12-31	$64,292,931
Value of total assets at beginning of year	2022-12-31	$73,631,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$298,913
Total interest from all sources	2022-12-31	$42,644
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,092,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,092,233
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$7,402,891
Participant contributions at end of year	2022-12-31	$1,143,289
Participant contributions at beginning of year	2022-12-31	$961,229
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,462,802
Other income not declared elsewhere	2022-12-31	$69,155
Administrative expenses (other) incurred	2022-12-31	$230,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-9,338,816
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$64,292,931
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$73,631,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$68,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$58,290,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$67,535,978
Interest on participant loans	2022-12-31	$42,641
Value of interest in common/collective trusts at end of year	2022-12-31	$4,859,004
Value of interest in common/collective trusts at beginning of year	2022-12-31	$5,134,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$313
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-14,664,280
Net investment gain or loss from common/collective trusts	2022-12-31	$-2
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,975,023
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$9,420,369
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2022-12-31	222027092
2021 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$21,600,179
Total of all expenses incurred	2021-12-31	$11,263,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$10,877,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$13,005,394
Value of total assets at end of year	2021-12-31	$73,631,747
Value of total assets at beginning of year	2021-12-31	$63,294,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$385,558
Total interest from all sources	2021-12-31	$36,701
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,609,012
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,609,012
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$7,178,021
Participant contributions at end of year	2021-12-31	$961,229
Participant contributions at beginning of year	2021-12-31	$914,197
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$1,888,900
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$116,619
Administrative expenses (other) incurred	2021-12-31	$264,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$10,337,049
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$73,631,747
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$63,294,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$121,102
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$67,535,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$57,529,901
Interest on participant loans	2021-12-31	$36,701
Value of interest in common/collective trusts at end of year	2021-12-31	$5,134,540
Value of interest in common/collective trusts at beginning of year	2021-12-31	$4,846,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$4,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$4,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$6,748,398
Net investment gain or loss from common/collective trusts	2021-12-31	$84,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$3,938,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$10,877,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2021-12-31	222027092
2020 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$21,387,326
Total of all expenses incurred	2020-12-31	$5,623,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$5,415,267
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,342,223
Value of total assets at end of year	2020-12-31	$63,294,698
Value of total assets at beginning of year	2020-12-31	$47,531,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$205,785
Total interest from all sources	2020-12-31	$41,934
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$823,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$823,774
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,105,266
Participant contributions at end of year	2020-12-31	$914,197
Participant contributions at beginning of year	2020-12-31	$775,540
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,743,829
Other income not declared elsewhere	2020-12-31	$15,064
Administrative expenses (other) incurred	2020-12-31	$171,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$15,763,520
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$63,294,698
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,531,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$34,707
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$57,529,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$44,014,501
Interest on participant loans	2020-12-31	$41,934
Value of interest in common/collective trusts at end of year	2020-12-31	$4,846,117
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,717,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$4,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$24,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$24,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$9,076,062
Net investment gain or loss from common/collective trusts	2020-12-31	$88,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,493,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$5,415,267
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2020-12-31	222027092
2019 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$16,549,154
Total of all expenses incurred	2019-12-31	$4,566,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,357,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$8,362,288
Value of total assets at end of year	2019-12-31	$47,531,178
Value of total assets at beginning of year	2019-12-31	$35,548,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$208,540
Total interest from all sources	2019-12-31	$40,525
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$857,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$857,806
Administrative expenses professional fees incurred	2019-12-31	$10,000
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,638,026
Participant contributions at end of year	2019-12-31	$775,540
Participant contributions at beginning of year	2019-12-31	$681,555
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,268,027
Other income not declared elsewhere	2019-12-31	$17,784
Administrative expenses (other) incurred	2019-12-31	$130,251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$11,982,943
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,531,178
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$35,548,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$68,289
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$44,014,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,230,160
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$40,181
Value of interest in common/collective trusts at end of year	2019-12-31	$2,717,035
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,550,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$24,102
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$86,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$86,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$7,270,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,456,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,357,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2019-12-31	222027092
2018 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$4,011,200
Total of all expenses incurred	2018-12-31	$2,987,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,887,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,493,490
Value of total assets at end of year	2018-12-31	$35,548,235
Value of total assets at beginning of year	2018-12-31	$34,524,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$100,179
Total interest from all sources	2018-12-31	$33,127
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$644,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$644,003
Administrative expenses professional fees incurred	2018-12-31	$16,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,428,226
Participant contributions at end of year	2018-12-31	$681,555
Participant contributions at beginning of year	2018-12-31	$533,896
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,370,416
Other income not declared elsewhere	2018-12-31	$19,750
Administrative expenses (other) incurred	2018-12-31	$74,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$1,023,822
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$35,548,235
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$34,524,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$9,193
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,230,160
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$32,038,623
Interest on participant loans	2018-12-31	$29,415
Interest earned on other investments	2018-12-31	$3,512
Value of interest in common/collective trusts at end of year	2018-12-31	$2,550,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$86,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,951,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,363,860
Net investment gain/loss from pooled separate accounts	2018-12-31	$148,550
Net investment gain or loss from common/collective trusts	2018-12-31	$36,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,694,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,887,199
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2018-12-31	222027092
2017 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$10,177,643
Total of all expenses incurred	2017-12-31	$2,992,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,956,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,575,905
Value of total assets at end of year	2017-12-31	$34,524,413
Value of total assets at beginning of year	2017-12-31	$27,339,766
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,039
Total interest from all sources	2017-12-31	$33,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,429,052
Participant contributions at end of year	2017-12-31	$533,896
Participant contributions at beginning of year	2017-12-31	$429,963
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$482,359
Administrative expenses (other) incurred	2017-12-31	$11,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$7,184,647
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$34,524,413
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$27,339,766
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$25,039
Value of interest in pooled separate accounts at end of year	2017-12-31	$32,038,623
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$24,965,988
Interest on participant loans	2017-12-31	$19,604
Interest earned on other investments	2017-12-31	$13,605
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,951,894
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,943,815
Net investment gain/loss from pooled separate accounts	2017-12-31	$4,568,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,664,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,956,957
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2017-12-31	222027092
2016 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$7,630,493
Total of all expenses incurred	2016-12-31	$2,616,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,579,511
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,859,685
Value of total assets at end of year	2016-12-31	$27,339,766
Value of total assets at beginning of year	2016-12-31	$22,325,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$36,748
Total interest from all sources	2016-12-31	$19,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,485,462
Participant contributions at end of year	2016-12-31	$429,963
Participant contributions at beginning of year	2016-12-31	$475,648
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$693,637
Other income not declared elsewhere	2016-12-31	$54,327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$5,014,234
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$27,339,766
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$22,325,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$24,965,988
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$20,154,166
Interest on participant loans	2016-12-31	$19,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,943,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,695,718
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,697,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,680,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,579,511
Contract administrator fees	2016-12-31	$36,748
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2016-12-31	222027092
2015 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$6,918,722
Total of all expenses incurred	2015-12-31	$1,761,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,723,111
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,749
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,270,265
Value of total assets at end of year	2015-12-31	$22,325,532
Value of total assets at beginning of year	2015-12-31	$17,168,090
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$30,420
Total interest from all sources	2015-12-31	$17,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$30,420
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,285,374
Participant contributions at end of year	2015-12-31	$475,648
Participant contributions at beginning of year	2015-12-31	$322,753
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,378,079
Other income not declared elsewhere	2015-12-31	$34,274
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$5,157,442
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$22,325,532
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,168,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$20,154,166
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$16,035,031
Interest on participant loans	2015-12-31	$17,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$8,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$8,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,695,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$801,342
Net investment gain/loss from pooled separate accounts	2015-12-31	$-403,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,606,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,723,111
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2015-12-31	222027092
2014 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$8,028
Total income from all sources (including contributions)	2014-12-31	$4,598,419
Total of all expenses incurred	2014-12-31	$1,496,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,486,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,466,432
Value of total assets at end of year	2014-12-31	$17,168,090
Value of total assets at beginning of year	2014-12-31	$14,074,197
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$10,118
Total interest from all sources	2014-12-31	$11,316
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$122,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$122,088
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,112,851
Participant contributions at end of year	2014-12-31	$322,753
Participant contributions at beginning of year	2014-12-31	$241,479
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$1,916
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$342,669
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$8,028
Other income not declared elsewhere	2014-12-31	$8,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,101,921
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,168,090
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,066,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$12,518,629
Value of interest in pooled separate accounts at end of year	2014-12-31	$16,035,031
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$11,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$8,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$801,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,311,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$991,128
Net investment gain/loss from pooled separate accounts	2014-12-31	$-1,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,010,912
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,486,380
Contract administrator fees	2014-12-31	$10,118
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2014-12-31	222027092
2013 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,028
Total income from all sources (including contributions)	2013-12-31	$4,480,958
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,295,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,281,637
Expenses. Certain deemed distributions of participant loans	2013-12-31	$8,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,480,447
Value of total assets at end of year	2013-12-31	$14,074,197
Value of total assets at beginning of year	2013-12-31	$10,888,897
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,580
Total interest from all sources	2013-12-31	$8,526
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,586,639
Participant contributions at end of year	2013-12-31	$241,479
Participant contributions at beginning of year	2013-12-31	$146,429
Participant contributions at end of year	2013-12-31	$1,916
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$124,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$8,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$8,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,185,300
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,066,169
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$10,880,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$12,518,629
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$9,701,969
Interest on participant loans	2013-12-31	$8,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,311,323
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,040,499
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,991,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$768,902
Employer contributions (assets) at end of year	2013-12-31	$850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,281,637
Contract administrator fees	2013-12-31	$5,580
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2013-12-31	222027092
2012 : ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$188,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,028
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,028
Total income from all sources (including contributions)	2012-12-31	$3,292,666
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$798,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$788,654
Expenses. Certain deemed distributions of participant loans	2012-12-31	$6,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,316,849
Value of total assets at end of year	2012-12-31	$10,888,897
Value of total assets at beginning of year	2012-12-31	$8,583,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,336
Total interest from all sources	2012-12-31	$3,956
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,387,427
Participant contributions at end of year	2012-12-31	$146,429
Participant contributions at beginning of year	2012-12-31	$107,864
Participant contributions at beginning of year	2012-12-31	$926
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$268,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$8,028
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$8,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,494,267
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$10,880,869
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,575,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$9,701,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$7,287,528
Interest on participant loans	2012-12-31	$3,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,040,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,187,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$971,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$660,715
Employer contributions (assets) at beginning of year	2012-12-31	$245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$788,654
Contract administrator fees	2012-12-31	$3,336
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WITHUMSMITH & BROWN, PC
Accountancy firm EIN	2012-12-31	222027092

Form 5500 Responses for ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN

2023: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ALAKA'INA FOUNDATION 401(K) SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601656

Policy instance

Insurance contract or identification number	601656
Number of Individuals Covered	890
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $32,460
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,460
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601656

Policy instance

Insurance contract or identification number	601656
Number of Individuals Covered	709
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $89,005
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $89,005
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601656-000

Policy instance

Insurance contract or identification number	601656-000
Number of Individuals Covered	660
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $109,296
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $109,296
Insurance broker organization code?	3
Insurance broker name	MERRILL LYNCH LIFE AGENCY INC

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

887153

Policy instance

Insurance contract or identification number	887153
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-18
Total amount of commissions paid to insurance broker	USD $22,896
Total amount of fees paid to insurance company	USD $8,256
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,896
Insurance broker organization code?	3
Amount paid for insurance broker fees	8256
Insurance broker name	PSI INS SERVICES INC.

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

601656-000

Policy instance

Insurance contract or identification number	601656-000
Number of Individuals Covered	572
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

887153

Policy instance

Insurance contract or identification number	887153
Number of Individuals Covered	416
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,804
Total amount of fees paid to insurance company	USD $1,466
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,804
Insurance broker organization code?	3
Amount paid for insurance broker fees	1466
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker name	PSI INS SERVICES, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

887153

Policy instance

Insurance contract or identification number	887153
Number of Individuals Covered	304
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $18,479
Total amount of fees paid to insurance company	USD $5,493
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $18,479
Insurance broker organization code?	3
Amount paid for insurance broker fees	5493
Additional information about fees paid to insurance broker	FEES PAID
Insurance broker name	PSI INS SERVICES, INC.

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Company Name:	ALAKA'INA FOUNDATION
Employer identification number (EIN):	450538257
NAIC Classification:	541600