Kukio Community Association 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Kukio Community Association
  • Sponsor EIN: 990352677
  • Sponsor Address: THE 87 MILE MARKER, KAILUA-KONA, HI, 96740
  • Plan Type: 401(k)
  • Total Participants: 58
  • Total Assets: $3.4M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202458$3.4M$75,519$237,829
202356$2.9M$65,339$216,796
202272$2.7M$68,281$218,739

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