401(k)
2022 plan-year 401(k) DOL Form 5500

I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

I. KITAGAWA AND COMPANY, LIMITED

This 401(k) plan holds $7M in total assets and serves 161 participants as of 2022. It is sponsored by I. KITAGAWA AND COMPANY, LIMITED in Hawaii. The plan reported a net loss of $738K for the year.

Total Assets (2023)
$7M
Participants
161
State
Industry
Retail Trade

What the Filing Says About I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)

I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) is a 401(k) retirement plan sponsored by I. KITAGAWA AND COMPANY, LIMITED, headquartered in Hawaii. As of the 2022 Form 5500 filing, the plan reports $7M in total end-of-year assets and covers 161 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 990045046, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2022 to $7M at year-end — a decline of 10.1%. Net assets (after liabilities) closed the year at $7M, with reported net income of $-738,359 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$7M
Total Assets (End of Year)$7M
Net Assets (End of Year)$7M
Net Income$-738,359
Plan Type401(k)
Employer EIN990045046
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I. KITAGAWA AND COMPANY, LIMITED)

Year Plans Participants Total Assets
2022 1 161 $7M
2023 1 154 $8M
2024 1 156 $8M

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Frequently Asked Questions

How much money is in the I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)?
As of the 2022 Form 5500 filing, I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) holds $7M in total assets with 161 participants. It is sponsored by I. KITAGAWA AND COMPANY, LIMITED.
What type of plan is I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)?
I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) is a 401(k) plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 990045046.
Who sponsors the I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)?
I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) is sponsored by I. KITAGAWA AND COMPANY, LIMITED, located in Hawaii. The sponsor's EIN is 990045046 and the plan operates in the Retail Trade industry.
How did I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) perform in 2022?
I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) declined by 10.1% during 2022, moving from $7M to $7M in total assets. Net income was $-738,359.
Where can I find official filings for I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003)?
Official Form 5500 filings for I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990045046 or plan name at efast.dol.gov.
How does I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) compare to other plans?
You can compare I. KITAGAWA AND COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN (003) against other 401(k) plans on the plan type page, or view plans in Hawaii on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 990045046.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.