401k Plan data: HALE MAHAOLU RETIREMENT PLAN plan

HALE MAHAOLU RETIREMENT PLAN 401k Plan overview

Plan Name	HALE MAHAOLU RETIREMENT PLAN
Plan identification number	002

HALE MAHAOLU RETIREMENT 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
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.
Life insurance

401k Sponsoring company profile

HALE MAHAOLU has sponsored the creation of one or more 401k plans.

Company Name: HALE MAHAOLU

Employer identification number (EIN): 990143109

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE MAHAOLU RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 GRANT CHUN 2024-05-03
002 2022-01-01 GRANT CHUN 2023-05-31
002 2021-01-01 GRANT CHUN 2022-05-23
002 2020-01-01 GRANT CHUN 2021-06-07
002 2019-01-01 GRANT CHUN 2020-06-30
002 2018-01-01 GRANT CHUN 2019-06-28
002 2017-01-01 GRANT CHUN 2018-06-06
002 2016-01-01 ROY K. KATSUDA 2017-06-02 ROY K. KATSUDA 2017-06-02
002 2015-01-01 ROY K. KATSUDA 2016-05-11 ROY K. KATSUDA 2016-05-11
002 2014-01-01 ROY K. KATSUDA 2015-06-04 ROY K. KATSUDA 2015-06-04
002 2013-01-01 ROY K. KATSUDA 2014-04-21 ROY K. KATSUDA 2014-04-21
002 2012-01-01 ROY K. KATSUDA ROY K. KATSUDA 2013-07-23
002 2011-01-01 ROY K. KATSUDA
002 2010-01-01 ROY K. KATSUDA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	GRANT CHUN	2024-05-03
002	2022-01-01	GRANT CHUN	2023-05-31
002	2021-01-01	GRANT CHUN	2022-05-23
002	2020-01-01	GRANT CHUN	2021-06-07
002	2019-01-01	GRANT CHUN	2020-06-30
002	2018-01-01	GRANT CHUN	2019-06-28
002	2017-01-01	GRANT CHUN	2018-06-06
002	2016-01-01	ROY K. KATSUDA	2017-06-02	ROY K. KATSUDA	2017-06-02
002	2015-01-01	ROY K. KATSUDA	2016-05-11	ROY K. KATSUDA	2016-05-11
002	2014-01-01	ROY K. KATSUDA	2015-06-04	ROY K. KATSUDA	2015-06-04
002	2013-01-01	ROY K. KATSUDA	2014-04-21	ROY K. KATSUDA	2014-04-21
002	2012-01-01	ROY K. KATSUDA		ROY K. KATSUDA	2013-07-23
002	2011-01-01	ROY K. KATSUDA
002	2010-01-01	ROY K. KATSUDA

Plan Statistics for HALE MAHAOLU RETIREMENT PLAN

401k plan membership statisitcs for HALE MAHAOLU RETIREMENT PLAN

Measure Date Value
2012: HALE MAHAOLU RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 74
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 0
Total of all active and inactive participants 2012-01-01 74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 74
Number of participants with account balances 2012-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: HALE MAHAOLU RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 79
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 68
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 75
Number of participants with account balances 2011-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: HALE MAHAOLU RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 75
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 71
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 2
Total of all active and inactive participants 2010-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 75
Number of participants with account balances 2010-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 2

Measure	Date	Value
2012: HALE MAHAOLU RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	74
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	0
Total of all active and inactive participants	2012-01-01	74
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	74
Number of participants with account balances	2012-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: HALE MAHAOLU RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	79
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	68
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	75
Number of participants with account balances	2011-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: HALE MAHAOLU RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	75
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	71
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	2
Total of all active and inactive participants	2010-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	75
Number of participants with account balances	2010-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	2

Financial Data on HALE MAHAOLU RETIREMENT PLAN

Measure	Date	Value
2012 : HALE MAHAOLU RETIREMENT PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$618,897
Expenses. Total of all expenses incurred	2012-12-31	$145,956
Benefits paid (including direct rollovers)	2012-12-31	$137,214
Total plan assets at end of year	2012-12-31	$2,974,460
Total plan assets at beginning of year	2012-12-31	$2,501,519
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$102,863
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$250,197
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$472,941
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,974,460
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,501,519
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2012-12-31	$3,982
Total contributions received or receivable from employer(s)	2012-12-31	$265,837
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$8,742
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : HALE MAHAOLU RETIREMENT PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$305,618
Expenses. Total of all expenses incurred	2011-12-31	$144,417
Benefits paid (including direct rollovers)	2011-12-31	$134,301
Total plan assets at end of year	2011-12-31	$2,501,519
Total plan assets at beginning of year	2011-12-31	$2,340,318
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$96,525
Expenses. Other expenses not covered elsewhere	2011-12-31	$2,505
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-41,379
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$161,201
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,501,519
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,340,318
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102	2011-12-31	$3,982
Total contributions received or receivable from employer(s)	2011-12-31	$250,472
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$7,611
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : HALE MAHAOLU RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$530,050
Expenses. Total of all expenses incurred	2010-12-31	$93,351
Benefits paid (including direct rollovers)	2010-12-31	$84,175
Total plan assets at end of year	2010-12-31	$2,340,318
Total plan assets at beginning of year	2010-12-31	$1,903,619
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$80,532
Expenses. Other expenses not covered elsewhere	2010-12-31	$3,028
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$198,103
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$436,699
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,340,318
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,903,619
Total contributions received or receivable from employer(s)	2010-12-31	$251,415
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for HALE MAHAOLU RETIREMENT PLAN

2012: HALE MAHAOLU RETIREMENT 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
2011: HALE MAHAOLU RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HALE MAHAOLU RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )

Policy contract number

057185

Policy instance

Insurance contract or identification number	057185
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )

Policy contract number

057185

Policy instance

Insurance contract or identification number	057185
Number of Individuals Covered	5
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $2,505
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65099 )

Policy contract number

057185

Policy instance

Insurance contract or identification number	057185
Number of Individuals Covered	6
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $3,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	HALE MAHAOLU
Employer identification number (EIN):	990143109
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities