Ohana Legacy Partners Inc.
Plan context: Ohana Legacy Partners Inc. Employee Stock Ownership Plan
EIN 33-4058057 • 1 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
36
2024 Assets
$5,700,690
2024 Contributions
$272,296
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 36 | $5,700,690 | $272,296 | $7,564iApproximate average salary by contribution assumption: employee only about $189,094 at 4% or $126,063 at 6%; with 50% employer match about $126,063 at 4% or $84,042 at 6%; with 100% employer match about $94,547 at 4% or $63,031 at 6%. |
| Ohana Legacy Partners Inc. Employee Stock Ownership Plan | - | 36 | $5,700,690 | $272,296 | $7,564iApproximate average salary by contribution assumption: employee only about $189,094 at 4% or $126,063 at 6%; with 50% employer match about $126,063 at 4% or $84,042 at 6%; with 100% employer match about $94,547 at 4% or $63,031 at 6%. |