Civic Intelligence

Fung Associates Inc.

Plan context: Fung Associates Inc. Retirement Plan

EIN 39-2067042 • Honolulu, HI • 19 filings • 2 plans

1600 Kapiolani Blvd. Suite 1700Honolulu, HI 96814
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$3,528,047

2024 Contributions

$548,502

Historical Graphs

Total Assets Over Time

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

$3,528,047$1,764,024$0200820162024YearValue
$3,528,047Latest year 2024

Participants Over Time

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

23120200820162024YearValue
23Latest 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
2024223$3,528,047$548,502$23,848iApproximate average salary by contribution assumption: employee only about $596,198 at 4% or $397,465 at 6%; with 50% employer match about $397,465 at 4% or $264,977 at 6%; with 100% employer match about $298,099 at 4% or $198,733 at 6%.
Fung Associates Inc. Retirement Plan-22$2,677,216$134,992$6,136iApproximate average salary by contribution assumption: employee only about $153,400 at 4% or $102,267 at 6%; with 50% employer match about $102,267 at 4% or $68,178 at 6%; with 100% employer match about $76,700 at 4% or $51,133 at 6%.
Fai Architects Cash Balance Plan-23$850,831$413,510$17,979iApproximate average salary by contribution assumption: employee only about $449,467 at 4% or $299,645 at 6%; with 50% employer match about $299,645 at 4% or $199,763 at 6%; with 100% employer match about $224,734 at 4% or $149,822 at 6%.
2023222$2,334,125$535,254$24,330iApproximate average salary by contribution assumption: employee only about $608,243 at 4% or $405,495 at 6%; with 50% employer match about $405,495 at 4% or $270,330 at 6%; with 100% employer match about $304,122 at 4% or $202,748 at 6%.
Fung Associates Inc. Retirement Plan-22$1,924,125$125,254$5,693iApproximate average salary by contribution assumption: employee only about $142,334 at 4% or $94,889 at 6%; with 50% employer match about $94,889 at 4% or $63,260 at 6%; with 100% employer match about $71,167 at 4% or $47,445 at 6%.
Fai Architects Cash Balance Plan-22$410,000$410,000$18,636iApproximate average salary by contribution assumption: employee only about $465,909 at 4% or $310,606 at 6%; with 50% employer match about $310,606 at 4% or $207,071 at 6%; with 100% employer match about $232,955 at 4% or $155,303 at 6%.
2022121$1,300,929$120,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
Fung Associates Inc. Retirement Plan-21$1,300,929$120,000$5,714iApproximate average salary by contribution assumption: employee only about $142,857 at 4% or $95,238 at 6%; with 50% employer match about $95,238 at 4% or $63,492 at 6%; with 100% employer match about $71,429 at 4% or $47,619 at 6%.
2021117$1,911,193$119,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
Fung Associates Inc. Retirement Plan-17$1,911,193$119,000$7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%.
2020114$1,579,423$102,000$7,286iApproximate average salary by contribution assumption: employee only about $182,143 at 4% or $121,429 at 6%; with 50% employer match about $121,429 at 4% or $80,952 at 6%; with 100% employer match about $91,071 at 4% or $60,714 at 6%.
Fung Associates Inc. Retirement Plan-14$1,579,423$102,000$7,286iApproximate average salary by contribution assumption: employee only about $182,143 at 4% or $121,429 at 6%; with 50% employer match about $121,429 at 4% or $80,952 at 6%; with 100% employer match about $91,071 at 4% or $60,714 at 6%.
2019115$1,020,567$98,625$6,575iApproximate average salary by contribution assumption: employee only about $164,375 at 4% or $109,583 at 6%; with 50% employer match about $109,583 at 4% or $73,056 at 6%; with 100% employer match about $82,188 at 4% or $54,792 at 6%.
Fung Associates Inc. Retirement Plan-15$1,020,567$98,625$6,575iApproximate average salary by contribution assumption: employee only about $164,375 at 4% or $109,583 at 6%; with 50% employer match about $109,583 at 4% or $73,056 at 6%; with 100% employer match about $82,188 at 4% or $54,792 at 6%.
2018111$746,071$90,164$8,197iApproximate average salary by contribution assumption: employee only about $204,918 at 4% or $136,612 at 6%; with 50% employer match about $136,612 at 4% or $91,075 at 6%; with 100% employer match about $102,459 at 4% or $68,306 at 6%.
Fung Associates Inc. Retirement Plan-11$746,071$90,164$8,197iApproximate average salary by contribution assumption: employee only about $204,918 at 4% or $136,612 at 6%; with 50% employer match about $136,612 at 4% or $91,075 at 6%; with 100% employer match about $102,459 at 4% or $68,306 at 6%.
201719$694,304$81,319$9,035iApproximate average salary by contribution assumption: employee only about $225,886 at 4% or $150,591 at 6%; with 50% employer match about $150,591 at 4% or $100,394 at 6%; with 100% employer match about $112,943 at 4% or $75,295 at 6%.
Fung Associates Inc. Retirement Plan-9$694,304$81,319$9,035iApproximate average salary by contribution assumption: employee only about $225,886 at 4% or $150,591 at 6%; with 50% employer match about $150,591 at 4% or $100,394 at 6%; with 100% employer match about $112,943 at 4% or $75,295 at 6%.
2016113$537,148$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
Fung Associates Inc. Retirement Plan-13$537,148$20,000$1,538iApproximate average salary by contribution assumption: employee only about $38,462 at 4% or $25,641 at 6%; with 50% employer match about $25,641 at 4% or $17,094 at 6%; with 100% employer match about $19,231 at 4% or $12,821 at 6%.
2015113$503,008$86,220$6,632iApproximate average salary by contribution assumption: employee only about $165,808 at 4% or $110,538 at 6%; with 50% employer match about $110,538 at 4% or $73,692 at 6%; with 100% employer match about $82,904 at 4% or $55,269 at 6%.
Fung Associates Inc. Retirement Plan-13$503,008$86,220$6,632iApproximate average salary by contribution assumption: employee only about $165,808 at 4% or $110,538 at 6%; with 50% employer match about $110,538 at 4% or $73,692 at 6%; with 100% employer match about $82,904 at 4% or $55,269 at 6%.
2014113$415,793$0-
Fung Associates Inc. Retirement Plan-13$415,793$0-
2013114$414,007$39,811$2,844iApproximate average salary by contribution assumption: employee only about $71,091 at 4% or $47,394 at 6%; with 50% employer match about $47,394 at 4% or $31,596 at 6%; with 100% employer match about $35,546 at 4% or $23,697 at 6%.
Fung Associates Inc. Retirement Plan-14$414,007$39,811$2,844iApproximate average salary by contribution assumption: employee only about $71,091 at 4% or $47,394 at 6%; with 50% employer match about $47,394 at 4% or $31,596 at 6%; with 100% employer match about $35,546 at 4% or $23,697 at 6%.
2012113$309,585$77,900$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
Fung Associates Inc. Retirement Plan-13$309,585$77,900$5,992iApproximate average salary by contribution assumption: employee only about $149,808 at 4% or $99,872 at 6%; with 50% employer match about $99,872 at 4% or $66,581 at 6%; with 100% employer match about $74,904 at 4% or $49,936 at 6%.
2011113$232,156$97,277$7,483iApproximate average salary by contribution assumption: employee only about $187,071 at 4% or $124,714 at 6%; with 50% employer match about $124,714 at 4% or $83,143 at 6%; with 100% employer match about $93,536 at 4% or $62,357 at 6%.
Fung Associates Inc. Retirement Plan-13$232,156$97,277$7,483iApproximate average salary by contribution assumption: employee only about $187,071 at 4% or $124,714 at 6%; with 50% employer match about $124,714 at 4% or $83,143 at 6%; with 100% employer match about $93,536 at 4% or $62,357 at 6%.
2010112$145,867$26,512$2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%.
Fung Associates Inc. Retirement Plan-12$145,867$26,512$2,209iApproximate average salary by contribution assumption: employee only about $55,233 at 4% or $36,822 at 6%; with 50% employer match about $36,822 at 4% or $24,548 at 6%; with 100% employer match about $27,617 at 4% or $18,411 at 6%.
200919$108,116$0-
Fung Associates Inc. Retirement Plan-9$108,116$0-
2008110$90,160$0-
Fung Associates Inc. Retirement Plan-10$90,160--