ESOP
2023 plan-year ESOP DOL Form 5500

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

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

LUNG ROSE VOSS & WAGNILD

This ESOP plan holds N/A in total assets and serves 34 participants as of 2023. It is sponsored by LUNG ROSE VOSS & WAGNILD in Hawaii.

Total Assets (2023)
N/A
Participants
34
State
Industry
Professional & Technical Services

What the Filing Says About LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN

LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN is a ESOP retirement plan sponsored by LUNG ROSE VOSS & WAGNILD, headquartered in Hawaii. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 34 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 990243681, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from N/A at the beginning of 2023 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 TypeESOP
Employer EIN990243681
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LUNG ROSE VOSS & WAGNILD)

Year Plans Participants Total Assets
2022 1 35 N/A
2023 1 34 N/A
2024 1 40 N/A

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Frequently Asked Questions

How much money is in the LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN?
As of the 2023 Form 5500 filing, LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN holds N/A in total assets with 34 participants. It is sponsored by LUNG ROSE VOSS & WAGNILD.
What type of plan is LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN?
LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN is a ESOP plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 990243681.
Who sponsors the LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN?
LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN is sponsored by LUNG ROSE VOSS & WAGNILD, located in Hawaii. The sponsor's EIN is 990243681 and the plan operates in the Professional & Technical Services industry.
How did LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN perform in 2023?
LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN held N/A in total assets at the end of 2023.
Where can I find official filings for LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN?
Official Form 5500 filings for LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 990243681 or plan name at efast.dol.gov.
How does LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN compare to other plans?
You can compare LUNG ROSE VOSS & WAGNILD MONEY PURCHASE PENSION PLAN against other ESOP 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.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 990243681.

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.