Other
2022 plan-year Other DOL Form 5500

AQUILA EMPLOYEE STOCK OWNERSHIP PLAN

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

YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA

This Other plan holds N/A in total assets and serves 45 participants as of 2022. It is sponsored by YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA in New Mexico.

Total Assets (2023)
N/A
Participants
45
State
Industry
Professional & Technical Services

What the Filing Says About AQUILA EMPLOYEE STOCK OWNERSHIP PLAN

AQUILA EMPLOYEE STOCK OWNERSHIP PLAN is a Other retirement plan sponsored by YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA, headquartered in New Mexico. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 45 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 990256665, and the plan has been effective since 2014-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. 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)N/A
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Plan TypeOther
Employer EIN990256665
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA)

Year Plans Participants Total Assets
2022 1 45 N/A
2023 1 50 N/A
2024 1 47 N/A

Nearby Other Plans in New Mexico

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the AQUILA EMPLOYEE STOCK OWNERSHIP PLAN?
As of the 2022 Form 5500 filing, AQUILA EMPLOYEE STOCK OWNERSHIP PLAN holds N/A in total assets with 45 participants. It is sponsored by YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA.
What type of plan is AQUILA EMPLOYEE STOCK OWNERSHIP PLAN?
AQUILA EMPLOYEE STOCK OWNERSHIP PLAN is a Other plan. It has been effective since 2014-01-01. The plan is filed with the U.S. Department of Labor under EIN 990256665.
Who sponsors the AQUILA EMPLOYEE STOCK OWNERSHIP PLAN?
AQUILA EMPLOYEE STOCK OWNERSHIP PLAN is sponsored by YAMASATO, FUJIWARA, HIGA & ASSOCIATES, INC. DBA AQUILA, located in New Mexico. The sponsor's EIN is 990256665 and the plan operates in the Professional & Technical Services industry.
How did AQUILA EMPLOYEE STOCK OWNERSHIP PLAN perform in 2022?
AQUILA EMPLOYEE STOCK OWNERSHIP PLAN held N/A in total assets at the end of 2022.
Where can I find official filings for AQUILA EMPLOYEE STOCK OWNERSHIP PLAN?
Official Form 5500 filings for AQUILA EMPLOYEE STOCK OWNERSHIP PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990256665 or plan name at efast.dol.gov.
How does AQUILA EMPLOYEE STOCK OWNERSHIP PLAN compare to other plans?
You can compare AQUILA EMPLOYEE STOCK OWNERSHIP PLAN against other Other plans on the plan type page, or view plans in New Mexico 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 990256665.

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.