Holualoa Capital Management LLC
Plan context: Holualoa Capital Management 401(K) Plan
EIN 46-0667143 • Kailua-kona, HI • 4 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
32
2016 Assets
$6,977,818
2016 Contributions
$589,732
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 32 | $6,977,818 | $589,732 | $18,429iApproximate average salary by contribution assumption: employee only about $460,728 at 4% or $307,152 at 6%; with 50% employer match about $307,152 at 4% or $204,768 at 6%; with 100% employer match about $230,364 at 4% or $153,576 at 6%. |
| Holualoa Capital Management 401(K) Plan | - | 32 | $6,977,818 | $589,732 | $18,429iApproximate average salary by contribution assumption: employee only about $460,728 at 4% or $307,152 at 6%; with 50% employer match about $307,152 at 4% or $204,768 at 6%; with 100% employer match about $230,364 at 4% or $153,576 at 6%. |
| 2015 | 1 | 32 | $5,996,015 | $507,585 | $15,862iApproximate average salary by contribution assumption: employee only about $396,551 at 4% or $264,367 at 6%; with 50% employer match about $264,367 at 4% or $176,245 at 6%; with 100% employer match about $198,275 at 4% or $132,184 at 6%. |
| Holualoa Capital Management 401(K) Plan | - | 32 | $5,996,015 | $507,585 | $15,862iApproximate average salary by contribution assumption: employee only about $396,551 at 4% or $264,367 at 6%; with 50% employer match about $264,367 at 4% or $176,245 at 6%; with 100% employer match about $198,275 at 4% or $132,184 at 6%. |
| 2014 | 1 | 30 | $5,583,799 | $462,990 | $15,433iApproximate average salary by contribution assumption: employee only about $385,825 at 4% or $257,217 at 6%; with 50% employer match about $257,217 at 4% or $171,478 at 6%; with 100% employer match about $192,913 at 4% or $128,608 at 6%. |
| Holualoa Capital Management 401(K) Plan | - | 30 | $5,583,799 | $462,990 | $15,433iApproximate average salary by contribution assumption: employee only about $385,825 at 4% or $257,217 at 6%; with 50% employer match about $257,217 at 4% or $171,478 at 6%; with 100% employer match about $192,913 at 4% or $128,608 at 6%. |
| 2013 | 1 | 27 | $4,947,285 | $441,729 | $16,360iApproximate average salary by contribution assumption: employee only about $409,008 at 4% or $272,672 at 6%; with 50% employer match about $272,672 at 4% or $181,781 at 6%; with 100% employer match about $204,504 at 4% or $136,336 at 6%. |
| Holualoa Capital Management 401(K) Plan | - | 27 | $4,947,285 | $441,729 | $16,360iApproximate average salary by contribution assumption: employee only about $409,008 at 4% or $272,672 at 6%; with 50% employer match about $272,672 at 4% or $181,781 at 6%; with 100% employer match about $204,504 at 4% or $136,336 at 6%. |