Civic Intelligence

Aloha Foundation. Inc.

Plan context: Aloha Foundation Employees Retirement Plan

EIN 03-6016791 • Fairlee, VT • 27 filings • 2 plans

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2968 Lake Morey RoadFairlee, VT 05045
Current Snapshot

Latest Year

2024

2024 Participants

41

2024 Assets

$3,372,106

2024 Contributions

$245,788

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,483,158$3,741,579$0199920122024YearValue
$3,372,106Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

54270199920122024YearValue
41Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024141$3,372,106$245,788$5,995iApproximate average salary by contribution assumption: employee only about $149,871 at 4% or $99,914 at 6%; with 50% employer match about $99,914 at 4% or $66,609 at 6%; with 100% employer match about $74,935 at 4% or $49,957 at 6%.
Aloha Foundation Employees Retirement Plan-41$3,372,106$245,788$5,995iApproximate average salary by contribution assumption: employee only about $149,871 at 4% or $99,914 at 6%; with 50% employer match about $99,914 at 4% or $66,609 at 6%; with 100% employer match about $74,935 at 4% or $49,957 at 6%.
2023142$2,973,268$135,686$3,231iApproximate average salary by contribution assumption: employee only about $80,765 at 4% or $53,844 at 6%; with 50% employer match about $53,844 at 4% or $35,896 at 6%; with 100% employer match about $40,383 at 4% or $26,922 at 6%.
Aloha Foundation Employees Retirement Plan-42$2,973,268$135,686$3,231iApproximate average salary by contribution assumption: employee only about $80,765 at 4% or $53,844 at 6%; with 50% employer match about $53,844 at 4% or $35,896 at 6%; with 100% employer match about $40,383 at 4% or $26,922 at 6%.
2022145$2,813,551$296,990$6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%.
Aloha Foundation Employees Retirement Plan-45$2,813,551$296,990$6,600iApproximate average salary by contribution assumption: employee only about $164,994 at 4% or $109,996 at 6%; with 50% employer match about $109,996 at 4% or $73,331 at 6%; with 100% employer match about $82,497 at 4% or $54,998 at 6%.
2021241$7,483,158$561,962$13,706iApproximate average salary by contribution assumption: employee only about $342,660 at 4% or $228,440 at 6%; with 50% employer match about $228,440 at 4% or $152,293 at 6%; with 100% employer match about $171,330 at 4% or $114,220 at 6%.
Aloha Foundation Employees Retirement Plan-41$3,741,579$280,981$6,853iApproximate average salary by contribution assumption: employee only about $171,330 at 4% or $114,220 at 6%; with 50% employer match about $114,220 at 4% or $76,147 at 6%; with 100% employer match about $85,665 at 4% or $57,110 at 6%.
Aloha Foundation Employees Retirement Plan-41$3,741,579$280,981$6,853iApproximate average salary by contribution assumption: employee only about $171,330 at 4% or $114,220 at 6%; with 50% employer match about $114,220 at 4% or $76,147 at 6%; with 100% employer match about $85,665 at 4% or $57,110 at 6%.
2020145$4,154,677$305,103$6,780iApproximate average salary by contribution assumption: employee only about $169,502 at 4% or $113,001 at 6%; with 50% employer match about $113,001 at 4% or $75,334 at 6%; with 100% employer match about $84,751 at 4% or $56,501 at 6%.
Aloha Foundation Employees Retirement Plan-45$4,154,677$305,103$6,780iApproximate average salary by contribution assumption: employee only about $169,502 at 4% or $113,001 at 6%; with 50% employer match about $113,001 at 4% or $75,334 at 6%; with 100% employer match about $84,751 at 4% or $56,501 at 6%.
2019154$5,092,577$465,986$8,629iApproximate average salary by contribution assumption: employee only about $215,734 at 4% or $143,823 at 6%; with 50% employer match about $143,823 at 4% or $95,882 at 6%; with 100% employer match about $107,867 at 4% or $71,911 at 6%.
Aloha Foundation Employees Retirement Plan-54$5,092,577$465,986$8,629iApproximate average salary by contribution assumption: employee only about $215,734 at 4% or $143,823 at 6%; with 50% employer match about $143,823 at 4% or $95,882 at 6%; with 100% employer match about $107,867 at 4% or $71,911 at 6%.
2018146$4,772,571$398,134$8,655iApproximate average salary by contribution assumption: employee only about $216,377 at 4% or $144,251 at 6%; with 50% employer match about $144,251 at 4% or $96,168 at 6%; with 100% employer match about $108,189 at 4% or $72,126 at 6%.
Aloha Foundation Employees Retirement Plan-46$4,772,571$398,134$8,655iApproximate average salary by contribution assumption: employee only about $216,377 at 4% or $144,251 at 6%; with 50% employer match about $144,251 at 4% or $96,168 at 6%; with 100% employer match about $108,189 at 4% or $72,126 at 6%.
2017143$5,345,615$370,385$8,614iApproximate average salary by contribution assumption: employee only about $215,340 at 4% or $143,560 at 6%; with 50% employer match about $143,560 at 4% or $95,707 at 6%; with 100% employer match about $107,670 at 4% or $71,780 at 6%.
Aloha Foundation Employees Retirement Plan-43$5,345,615$370,385$8,614iApproximate average salary by contribution assumption: employee only about $215,340 at 4% or $143,560 at 6%; with 50% employer match about $143,560 at 4% or $95,707 at 6%; with 100% employer match about $107,670 at 4% or $71,780 at 6%.
2016137$4,510,802$331,217$8,952iApproximate average salary by contribution assumption: employee only about $223,795 at 4% or $149,197 at 6%; with 50% employer match about $149,197 at 4% or $99,465 at 6%; with 100% employer match about $111,898 at 4% or $74,598 at 6%.
Aloha Foundation Employees Retirement Plan-37$4,510,802$331,217$8,952iApproximate average salary by contribution assumption: employee only about $223,795 at 4% or $149,197 at 6%; with 50% employer match about $149,197 at 4% or $99,465 at 6%; with 100% employer match about $111,898 at 4% or $74,598 at 6%.
2015141$4,384,122$324,546$7,916iApproximate average salary by contribution assumption: employee only about $197,894 at 4% or $131,929 at 6%; with 50% employer match about $131,929 at 4% or $87,953 at 6%; with 100% employer match about $98,947 at 4% or $65,965 at 6%.
Aloha Foundation Employees Retirement Plan-41$4,384,122$324,546$7,916iApproximate average salary by contribution assumption: employee only about $197,894 at 4% or $131,929 at 6%; with 50% employer match about $131,929 at 4% or $87,953 at 6%; with 100% employer match about $98,947 at 4% or $65,965 at 6%.
2014140$4,119,207$319,302$7,983iApproximate average salary by contribution assumption: employee only about $199,564 at 4% or $133,043 at 6%; with 50% employer match about $133,043 at 4% or $88,695 at 6%; with 100% employer match about $99,782 at 4% or $66,521 at 6%.
Aloha Foundation Employees Retirement Plan-40$4,119,207$319,302$7,983iApproximate average salary by contribution assumption: employee only about $199,564 at 4% or $133,043 at 6%; with 50% employer match about $133,043 at 4% or $88,695 at 6%; with 100% employer match about $99,782 at 4% or $66,521 at 6%.
2013139$3,984,077$280,842$7,201iApproximate average salary by contribution assumption: employee only about $180,027 at 4% or $120,018 at 6%; with 50% employer match about $120,018 at 4% or $80,012 at 6%; with 100% employer match about $90,013 at 4% or $60,009 at 6%.
Aloha Foundation Employees Retirement Plan-39$3,984,077$280,842$7,201iApproximate average salary by contribution assumption: employee only about $180,027 at 4% or $120,018 at 6%; with 50% employer match about $120,018 at 4% or $80,012 at 6%; with 100% employer match about $90,013 at 4% or $60,009 at 6%.
2012141$3,590,176$286,341$6,984iApproximate average salary by contribution assumption: employee only about $174,598 at 4% or $116,399 at 6%; with 50% employer match about $116,399 at 4% or $77,599 at 6%; with 100% employer match about $87,299 at 4% or $58,199 at 6%.
Aloha Foundation Employees Retirement Plan-41$3,590,176$286,341$6,984iApproximate average salary by contribution assumption: employee only about $174,598 at 4% or $116,399 at 6%; with 50% employer match about $116,399 at 4% or $77,599 at 6%; with 100% employer match about $87,299 at 4% or $58,199 at 6%.
2011139$2,874,698$287,221$7,365iApproximate average salary by contribution assumption: employee only about $184,116 at 4% or $122,744 at 6%; with 50% employer match about $122,744 at 4% or $81,829 at 6%; with 100% employer match about $92,058 at 4% or $61,372 at 6%.
Aloha Foundation Employees Retirement Plan-39$2,874,698$287,221$7,365iApproximate average salary by contribution assumption: employee only about $184,116 at 4% or $122,744 at 6%; with 50% employer match about $122,744 at 4% or $81,829 at 6%; with 100% employer match about $92,058 at 4% or $61,372 at 6%.
2010138$2,763,827$255,959$6,736iApproximate average salary by contribution assumption: employee only about $168,394 at 4% or $112,263 at 6%; with 50% employer match about $112,263 at 4% or $74,842 at 6%; with 100% employer match about $84,197 at 4% or $56,131 at 6%.
Aloha Foundation Employees Retirement Plan-38$2,763,827$255,959$6,736iApproximate average salary by contribution assumption: employee only about $168,394 at 4% or $112,263 at 6%; with 50% employer match about $112,263 at 4% or $74,842 at 6%; with 100% employer match about $84,197 at 4% or $56,131 at 6%.
2009128$2,258,680$230,723$8,240iApproximate average salary by contribution assumption: employee only about $206,003 at 4% or $137,335 at 6%; with 50% employer match about $137,335 at 4% or $91,557 at 6%; with 100% employer match about $103,001 at 4% or $68,668 at 6%.
Aloha Foundation Employees Retirement Plan-28$2,258,680$230,723$8,240iApproximate average salary by contribution assumption: employee only about $206,003 at 4% or $137,335 at 6%; with 50% employer match about $137,335 at 4% or $91,557 at 6%; with 100% employer match about $103,001 at 4% or $68,668 at 6%.
2008131$1,558,227$509,151$16,424iApproximate average salary by contribution assumption: employee only about $410,606 at 4% or $273,737 at 6%; with 50% employer match about $273,737 at 4% or $182,491 at 6%; with 100% employer match about $205,303 at 4% or $136,869 at 6%.
Aloha Foundation Employees Retirement Plan-31$1,558,227$509,151$16,424iApproximate average salary by contribution assumption: employee only about $410,606 at 4% or $273,737 at 6%; with 50% employer match about $273,737 at 4% or $182,491 at 6%; with 100% employer match about $205,303 at 4% or $136,869 at 6%.
2007133$2,075,969$231,852$7,026iApproximate average salary by contribution assumption: employee only about $175,645 at 4% or $117,097 at 6%; with 50% employer match about $117,097 at 4% or $78,065 at 6%; with 100% employer match about $87,823 at 4% or $58,548 at 6%.
Aloha Foundation Employees Retirement Plan-33$2,075,969$231,852$7,026iApproximate average salary by contribution assumption: employee only about $175,645 at 4% or $117,097 at 6%; with 50% employer match about $117,097 at 4% or $78,065 at 6%; with 100% employer match about $87,823 at 4% or $58,548 at 6%.
2006132$1,858,156$204,913$6,404iApproximate average salary by contribution assumption: employee only about $160,088 at 4% or $106,726 at 6%; with 50% employer match about $106,726 at 4% or $71,150 at 6%; with 100% employer match about $80,044 at 4% or $53,363 at 6%.
Aloha Foundation Employees Retirement Plan-32$1,858,156$204,913$6,404iApproximate average salary by contribution assumption: employee only about $160,088 at 4% or $106,726 at 6%; with 50% employer match about $106,726 at 4% or $71,150 at 6%; with 100% employer match about $80,044 at 4% or $53,363 at 6%.
2005131$1,482,558$198,692$6,409iApproximate average salary by contribution assumption: employee only about $160,235 at 4% or $106,824 at 6%; with 50% employer match about $106,824 at 4% or $71,216 at 6%; with 100% employer match about $80,118 at 4% or $53,412 at 6%.
Aloha Foundation Employees Retirement Plan-31$1,482,558$198,692$6,409iApproximate average salary by contribution assumption: employee only about $160,235 at 4% or $106,824 at 6%; with 50% employer match about $106,824 at 4% or $71,216 at 6%; with 100% employer match about $80,118 at 4% or $53,412 at 6%.
2004134$1,195,469$185,211$5,447iApproximate average salary by contribution assumption: employee only about $136,185 at 4% or $90,790 at 6%; with 50% employer match about $90,790 at 4% or $60,526 at 6%; with 100% employer match about $68,092 at 4% or $45,395 at 6%.
Aloha Foundation Employees Retirement Plan-34$1,195,469$185,211$5,447iApproximate average salary by contribution assumption: employee only about $136,185 at 4% or $90,790 at 6%; with 50% employer match about $90,790 at 4% or $60,526 at 6%; with 100% employer match about $68,092 at 4% or $45,395 at 6%.
2003135$890,509$188,774$5,394iApproximate average salary by contribution assumption: employee only about $134,839 at 4% or $89,892 at 6%; with 50% employer match about $89,892 at 4% or $59,928 at 6%; with 100% employer match about $67,419 at 4% or $44,946 at 6%.
Aloha Foundation Employees Retirement Plan-35$890,509$188,774$5,394iApproximate average salary by contribution assumption: employee only about $134,839 at 4% or $89,892 at 6%; with 50% employer match about $89,892 at 4% or $59,928 at 6%; with 100% employer match about $67,419 at 4% or $44,946 at 6%.
2002134$537,074$168,685$4,961iApproximate average salary by contribution assumption: employee only about $124,033 at 4% or $82,689 at 6%; with 50% employer match about $82,689 at 4% or $55,126 at 6%; with 100% employer match about $62,017 at 4% or $41,344 at 6%.
Aloha Foundation Employees Retirement Plan-34$537,074$168,685$4,961iApproximate average salary by contribution assumption: employee only about $124,033 at 4% or $82,689 at 6%; with 50% employer match about $82,689 at 4% or $55,126 at 6%; with 100% employer match about $62,017 at 4% or $41,344 at 6%.
2001128$458,510$139,687$4,989iApproximate average salary by contribution assumption: employee only about $124,721 at 4% or $83,147 at 6%; with 50% employer match about $83,147 at 4% or $55,431 at 6%; with 100% employer match about $62,360 at 4% or $41,574 at 6%.
Aloha Foundation Employees Retirement Plan-28$458,510$139,687$4,989iApproximate average salary by contribution assumption: employee only about $124,721 at 4% or $83,147 at 6%; with 50% employer match about $83,147 at 4% or $55,431 at 6%; with 100% employer match about $62,360 at 4% or $41,574 at 6%.
2000127$389,808$124,001$4,593iApproximate average salary by contribution assumption: employee only about $114,816 at 4% or $76,544 at 6%; with 50% employer match about $76,544 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%.
Aloha Foundation Employees Retirement Plan-27$389,808$124,001$4,593iApproximate average salary by contribution assumption: employee only about $114,816 at 4% or $76,544 at 6%; with 50% employer match about $76,544 at 4% or $51,029 at 6%; with 100% employer match about $57,408 at 4% or $38,272 at 6%.
1999129$332,639$59,122$2,039iApproximate average salary by contribution assumption: employee only about $50,967 at 4% or $33,978 at 6%; with 50% employer match about $33,978 at 4% or $22,652 at 6%; with 100% employer match about $25,484 at 4% or $16,989 at 6%.
Aloha Foundation Employees Retirement Plan-29$332,639$59,122$2,039iApproximate average salary by contribution assumption: employee only about $50,967 at 4% or $33,978 at 6%; with 50% employer match about $33,978 at 4% or $22,652 at 6%; with 100% employer match about $25,484 at 4% or $16,989 at 6%.