Civic Intelligence

Pacific Financial Partners LLC

Plan context: Pacific Financial Partners LLC 401(K) Profit Sharing Plan

EIN 20-8460375 • Honolulu, HI • 16 filings • 2 plans

1100 Alakea Street, Suite 2300Honolulu, HI 96813
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$1,978,143

2024 Contributions

$205,415

Historical Graphs

Total Assets Over Time

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

$1,978,143$989,072$0201520202024YearValue
$1,978,143Latest year 2024

Participants Over Time

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

1370201520202024YearValue
13Latest 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
2024213$1,978,143$205,415$15,801iApproximate average salary by contribution assumption: employee only about $395,029 at 4% or $263,353 at 6%; with 50% employer match about $263,353 at 4% or $175,568 at 6%; with 100% employer match about $197,514 at 4% or $131,676 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-13$1,247,854$81,883$6,299iApproximate average salary by contribution assumption: employee only about $157,467 at 4% or $104,978 at 6%; with 50% employer match about $104,978 at 4% or $69,985 at 6%; with 100% employer match about $78,734 at 4% or $52,489 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-9$730,289$123,532$13,726iApproximate average salary by contribution assumption: employee only about $343,144 at 4% or $228,763 at 6%; with 50% employer match about $228,763 at 4% or $152,509 at 6%; with 100% employer match about $171,572 at 4% or $114,381 at 6%.
2023213$1,600,142$253,181$19,475iApproximate average salary by contribution assumption: employee only about $486,887 at 4% or $324,591 at 6%; with 50% employer match about $324,591 at 4% or $216,394 at 6%; with 100% employer match about $243,443 at 4% or $162,296 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-13$1,028,993$124,801$9,600iApproximate average salary by contribution assumption: employee only about $240,002 at 4% or $160,001 at 6%; with 50% employer match about $160,001 at 4% or $106,668 at 6%; with 100% employer match about $120,001 at 4% or $80,001 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-10$571,149$128,380$12,838iApproximate average salary by contribution assumption: employee only about $320,950 at 4% or $213,967 at 6%; with 50% employer match about $213,967 at 4% or $142,644 at 6%; with 100% employer match about $160,475 at 4% or $106,983 at 6%.
2022213$1,188,151$222,886$17,145iApproximate average salary by contribution assumption: employee only about $428,627 at 4% or $285,751 at 6%; with 50% employer match about $285,751 at 4% or $190,501 at 6%; with 100% employer match about $214,313 at 4% or $142,876 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-13$761,150$102,554$7,889iApproximate average salary by contribution assumption: employee only about $197,219 at 4% or $131,479 at 6%; with 50% employer match about $131,479 at 4% or $87,653 at 6%; with 100% employer match about $98,610 at 4% or $65,740 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-10$427,001$120,332$12,033iApproximate average salary by contribution assumption: employee only about $300,830 at 4% or $200,553 at 6%; with 50% employer match about $200,553 at 4% or $133,702 at 6%; with 100% employer match about $150,415 at 4% or $100,277 at 6%.
2021212$1,155,663$197,436$16,453iApproximate average salary by contribution assumption: employee only about $411,325 at 4% or $274,217 at 6%; with 50% employer match about $274,217 at 4% or $182,811 at 6%; with 100% employer match about $205,663 at 4% or $137,108 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-12$817,485$87,168$7,264iApproximate average salary by contribution assumption: employee only about $181,600 at 4% or $121,067 at 6%; with 50% employer match about $121,067 at 4% or $80,711 at 6%; with 100% employer match about $90,800 at 4% or $60,533 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-9$338,178$110,268$12,252iApproximate average salary by contribution assumption: employee only about $306,300 at 4% or $204,200 at 6%; with 50% employer match about $204,200 at 4% or $136,133 at 6%; with 100% employer match about $153,150 at 4% or $102,100 at 6%.
2020213$888,266$201,432$15,495iApproximate average salary by contribution assumption: employee only about $387,369 at 4% or $258,246 at 6%; with 50% employer match about $258,246 at 4% or $172,164 at 6%; with 100% employer match about $193,685 at 4% or $129,123 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-13$663,374$88,432$6,802iApproximate average salary by contribution assumption: employee only about $170,062 at 4% or $113,374 at 6%; with 50% employer match about $113,374 at 4% or $75,583 at 6%; with 100% employer match about $85,031 at 4% or $56,687 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-9$224,892$113,000$12,556iApproximate average salary by contribution assumption: employee only about $313,889 at 4% or $209,259 at 6%; with 50% employer match about $209,259 at 4% or $139,506 at 6%; with 100% employer match about $156,944 at 4% or $104,630 at 6%.
2019210$632,580$183,728$18,373iApproximate average salary by contribution assumption: employee only about $459,320 at 4% or $306,213 at 6%; with 50% employer match about $306,213 at 4% or $204,142 at 6%; with 100% employer match about $229,660 at 4% or $153,107 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-10$525,062$76,210$7,621iApproximate average salary by contribution assumption: employee only about $190,525 at 4% or $127,017 at 6%; with 50% employer match about $127,017 at 4% or $84,678 at 6%; with 100% employer match about $95,263 at 4% or $63,508 at 6%.
PACIFIC FINANCIAL PARTNERS, LLC CASH BALANCE PLAN-7$107,518$107,518$15,360iApproximate average salary by contribution assumption: employee only about $383,993 at 4% or $255,995 at 6%; with 50% employer match about $255,995 at 4% or $170,663 at 6%; with 100% employer match about $191,996 at 4% or $127,998 at 6%.
2018110$373,150$104,809$10,481iApproximate average salary by contribution assumption: employee only about $262,023 at 4% or $174,682 at 6%; with 50% employer match about $174,682 at 4% or $116,454 at 6%; with 100% employer match about $131,011 at 4% or $87,341 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-10$373,150$104,809$10,481iApproximate average salary by contribution assumption: employee only about $262,023 at 4% or $174,682 at 6%; with 50% employer match about $174,682 at 4% or $116,454 at 6%; with 100% employer match about $131,011 at 4% or $87,341 at 6%.
2017110$319,107$92,589$9,259iApproximate average salary by contribution assumption: employee only about $231,473 at 4% or $154,315 at 6%; with 50% employer match about $154,315 at 4% or $102,877 at 6%; with 100% employer match about $115,736 at 4% or $77,158 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-10$319,107$92,589$9,259iApproximate average salary by contribution assumption: employee only about $231,473 at 4% or $154,315 at 6%; with 50% employer match about $154,315 at 4% or $102,877 at 6%; with 100% employer match about $115,736 at 4% or $77,158 at 6%.
201618$201,612$99,905$12,488iApproximate average salary by contribution assumption: employee only about $312,203 at 4% or $208,135 at 6%; with 50% employer match about $208,135 at 4% or $138,757 at 6%; with 100% employer match about $156,102 at 4% or $104,068 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-8$201,612$99,905$12,488iApproximate average salary by contribution assumption: employee only about $312,203 at 4% or $208,135 at 6%; with 50% employer match about $208,135 at 4% or $138,757 at 6%; with 100% employer match about $156,102 at 4% or $104,068 at 6%.
201517$96,032$96,215$13,745iApproximate average salary by contribution assumption: employee only about $343,625 at 4% or $229,083 at 6%; with 50% employer match about $229,083 at 4% or $152,722 at 6%; with 100% employer match about $171,813 at 4% or $114,542 at 6%.
Pacific Financial Partners LLC 401(K) Profit Sharing Plan-7$96,032$96,215$13,745iApproximate average salary by contribution assumption: employee only about $343,625 at 4% or $229,083 at 6%; with 50% employer match about $229,083 at 4% or $152,722 at 6%; with 100% employer match about $171,813 at 4% or $114,542 at 6%.