Civic Intelligence

Koa Capital Partners LLC

Plan context: Koa Capital Partners LLC, Cash Balance Plan

EIN 47-2067061 • Honolulu, HI • 20 filings • 2 plans

P.O. Box 62105Honolulu, HI 96839
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$3,744,145

2024 Contributions

$451,200

Historical Graphs

Total Assets Over Time

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

$3,744,145$1,872,073$0201520202024YearValue
$3,744,145Latest year 2024

Participants Over Time

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

420201520202024YearValue
3Latest 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
202423$3,744,145$451,200$150,400iApproximate average salary by contribution assumption: employee only about $3,760,000 at 4% or $2,506,667 at 6%; with 50% employer match about $2,506,667 at 4% or $1,671,111 at 6%; with 100% employer match about $1,880,000 at 4% or $1,253,333 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$2,211,778$400,000$200,000iApproximate average salary by contribution assumption: employee only about $5,000,000 at 4% or $3,333,333 at 6%; with 50% employer match about $3,333,333 at 4% or $2,222,222 at 6%; with 100% employer match about $2,500,000 at 4% or $1,666,667 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-3$1,532,367$51,200$17,067iApproximate average salary by contribution assumption: employee only about $426,667 at 4% or $284,444 at 6%; with 50% employer match about $284,444 at 4% or $189,630 at 6%; with 100% employer match about $213,333 at 4% or $142,222 at 6%.
202324$2,747,976$104,056$26,014iApproximate average salary by contribution assumption: employee only about $650,350 at 4% or $433,567 at 6%; with 50% employer match about $433,567 at 4% or $289,044 at 6%; with 100% employer match about $325,175 at 4% or $216,783 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$1,626,249$0-
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-4$1,121,727$104,056$26,014iApproximate average salary by contribution assumption: employee only about $650,350 at 4% or $433,567 at 6%; with 50% employer match about $433,567 at 4% or $289,044 at 6%; with 100% employer match about $325,175 at 4% or $216,783 at 6%.
202224$2,168,430$745,000$186,250iApproximate average salary by contribution assumption: employee only about $4,656,250 at 4% or $3,104,167 at 6%; with 50% employer match about $3,104,167 at 4% or $2,069,444 at 6%; with 100% employer match about $2,328,125 at 4% or $1,552,083 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$1,360,334$700,000$350,000iApproximate average salary by contribution assumption: employee only about $8,750,000 at 4% or $5,833,333 at 6%; with 50% employer match about $5,833,333 at 4% or $3,888,889 at 6%; with 100% employer match about $4,375,000 at 4% or $2,916,667 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-4$808,096$45,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
202123$1,412,152$339,100$113,033iApproximate average salary by contribution assumption: employee only about $2,825,833 at 4% or $1,883,889 at 6%; with 50% employer match about $1,883,889 at 4% or $1,255,926 at 6%; with 100% employer match about $1,412,917 at 4% or $941,944 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-3$757,885$86,800$28,933iApproximate average salary by contribution assumption: employee only about $723,333 at 4% or $482,222 at 6%; with 50% employer match about $482,222 at 4% or $321,481 at 6%; with 100% employer match about $361,667 at 4% or $241,111 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$654,267$252,300$126,150iApproximate average salary by contribution assumption: employee only about $3,153,750 at 4% or $2,102,500 at 6%; with 50% employer match about $2,102,500 at 4% or $1,401,667 at 6%; with 100% employer match about $1,576,875 at 4% or $1,051,250 at 6%.
202023$1,072,893$435,301$145,100iApproximate average salary by contribution assumption: employee only about $3,627,508 at 4% or $2,418,339 at 6%; with 50% employer match about $2,418,339 at 4% or $1,612,226 at 6%; with 100% employer match about $1,813,754 at 4% or $1,209,169 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-3$670,948$435,301$145,100iApproximate average salary by contribution assumption: employee only about $3,627,508 at 4% or $2,418,339 at 6%; with 50% employer match about $2,418,339 at 4% or $1,612,226 at 6%; with 100% employer match about $1,813,754 at 4% or $1,209,169 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$401,945$0-
201923$578,148$0-
Koa Capital Partners LLC, Cash Balance Plan-2$358,119$0-
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-3$220,029$0-
201822$573,067$322,874$161,437iApproximate average salary by contribution assumption: employee only about $4,035,925 at 4% or $2,690,617 at 6%; with 50% employer match about $2,690,617 at 4% or $1,793,744 at 6%; with 100% employer match about $2,017,963 at 4% or $1,345,308 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-2$354,974$212,874$106,437iApproximate average salary by contribution assumption: employee only about $2,660,925 at 4% or $1,773,950 at 6%; with 50% employer match about $1,773,950 at 4% or $1,182,633 at 6%; with 100% employer match about $1,330,463 at 4% or $886,975 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-2$218,093$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201724$255,214$249,666$62,417iApproximate average salary by contribution assumption: employee only about $1,560,413 at 4% or $1,040,275 at 6%; with 50% employer match about $1,040,275 at 4% or $693,517 at 6%; with 100% employer match about $780,206 at 4% or $520,138 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-4$142,256$141,668$35,417iApproximate average salary by contribution assumption: employee only about $885,425 at 4% or $590,283 at 6%; with 50% employer match about $590,283 at 4% or $393,522 at 6%; with 100% employer match about $442,713 at 4% or $295,142 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-4$112,958$107,998$27,000iApproximate average salary by contribution assumption: employee only about $674,988 at 4% or $449,992 at 6%; with 50% employer match about $449,992 at 4% or $299,994 at 6%; with 100% employer match about $337,494 at 4% or $224,996 at 6%.
201624$6,030$0-
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-2$3,729$0-
Koa Capital Partners LLC, Cash Balance Plan-4$2,301$0-
201524$6,050$6,050$1,513iApproximate average salary by contribution assumption: employee only about $37,813 at 4% or $25,208 at 6%; with 50% employer match about $25,208 at 4% or $16,806 at 6%; with 100% employer match about $18,906 at 4% or $12,604 at 6%.
KOA CAPITAL PARTNERS, LLC 401(K) PLAN-2$3,750$3,750$1,875iApproximate average salary by contribution assumption: employee only about $46,875 at 4% or $31,250 at 6%; with 50% employer match about $31,250 at 4% or $20,833 at 6%; with 100% employer match about $23,438 at 4% or $15,625 at 6%.
Koa Capital Partners LLC, Cash Balance Plan-4$2,300$2,300$575iApproximate average salary by contribution assumption: employee only about $14,375 at 4% or $9,583 at 6%; with 50% employer match about $9,583 at 4% or $6,389 at 6%; with 100% employer match about $7,188 at 4% or $4,792 at 6%.