Civic Intelligence

Frost Foundation

Plan context: Frost Foundation 403(B) Plan

EIN 27-0952789 • Lahaina, HI • 8 filings • 1 plans

5095 Napilihau StSte 190b-119Lahaina, HI 96761
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$747,094

2023 Contributions

$42,479

Historical Graphs

Total Assets Over Time

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

$747,094$373,547$0201520192023YearValue
$747,094Latest year 2023

Participants Over Time

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

110201520192023YearValue
1Latest year 2023

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
202311$747,094$42,479$42,479iApproximate average salary by contribution assumption: employee only about $1,061,975 at 4% or $707,983 at 6%; with 50% employer match about $707,983 at 4% or $471,989 at 6%; with 100% employer match about $530,988 at 4% or $353,992 at 6%.
Frost Foundation 403(B) Plan-1$747,094$42,479$42,479iApproximate average salary by contribution assumption: employee only about $1,061,975 at 4% or $707,983 at 6%; with 50% employer match about $707,983 at 4% or $471,989 at 6%; with 100% employer match about $530,988 at 4% or $353,992 at 6%.
202211$662,647$41,750$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
Frost Foundation 403(B) Plan-1$662,647$41,750$41,750iApproximate average salary by contribution assumption: employee only about $1,043,750 at 4% or $695,833 at 6%; with 50% employer match about $695,833 at 4% or $463,889 at 6%; with 100% employer match about $521,875 at 4% or $347,917 at 6%.
202111$662,843$42,250$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
Frost Foundation 403(B) Plan-1$662,843$42,250$42,250iApproximate average salary by contribution assumption: employee only about $1,056,250 at 4% or $704,167 at 6%; with 50% employer match about $704,167 at 4% or $469,444 at 6%; with 100% employer match about $528,125 at 4% or $352,083 at 6%.
201911$541,354$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
Frost Foundation 403(B) Plan-1$541,354$21,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
201811$464,949$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Frost Foundation 403(B) Plan-1$464,949$35,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
201711$462,687$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Frost Foundation 403(B) Plan-1$462,687$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201611$388,953$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Frost Foundation 403(B) Plan-1$388,953$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201511$321,287$329,385$329,385iApproximate average salary by contribution assumption: employee only about $8,234,625 at 4% or $5,489,750 at 6%; with 50% employer match about $5,489,750 at 4% or $3,659,833 at 6%; with 100% employer match about $4,117,313 at 4% or $2,744,875 at 6%.
Frost Foundation 403(B) Plan-1$321,287$329,385$329,385iApproximate average salary by contribution assumption: employee only about $8,234,625 at 4% or $5,489,750 at 6%; with 50% employer match about $5,489,750 at 4% or $3,659,833 at 6%; with 100% employer match about $4,117,313 at 4% or $2,744,875 at 6%.