Hale Kipa INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hale Kipa INC.
  • Sponsor EIN: 237061499
  • Sponsor Address: 91-2128 OLD FORT WEAVER ROAD, EWA BEACH, HI, 96706
  • Plan Type: 403(b)
  • Plan Number: 003
  • Total Participants: 106
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023106$4.6M$0$209,026
2022122$4.6M$0$216,543

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