Civic Intelligence

Kondo Wealth Advisors Inc.

Plan context: Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan

EIN 47-2800936 • Pasadena, CA • 15 filings • 2 plans

921 East Green StreetPasadena, CA 91106
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,868,455

2024 Contributions

$285,896

Historical Graphs

Total Assets Over Time

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

$1,868,455$934,228$0201520202024YearValue
$1,868,455Latest year 2024

Participants Over Time

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

840201520202024YearValue
7Latest 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
202427$1,868,455$285,896$40,842iApproximate average salary by contribution assumption: employee only about $1,021,057 at 4% or $680,705 at 6%; with 50% employer match about $680,705 at 4% or $453,803 at 6%; with 100% employer match about $510,529 at 4% or $340,352 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-7$1,259,101$197,514$28,216iApproximate average salary by contribution assumption: employee only about $705,407 at 4% or $470,271 at 6%; with 50% employer match about $470,271 at 4% or $313,514 at 6%; with 100% employer match about $352,704 at 4% or $235,136 at 6%.
KONDO WEALTH ADVISORS, INC. CASH BALANCE PLAN-7$609,354$88,382$12,626iApproximate average salary by contribution assumption: employee only about $315,650 at 4% or $210,433 at 6%; with 50% employer match about $210,433 at 4% or $140,289 at 6%; with 100% employer match about $157,825 at 4% or $105,217 at 6%.
202326$1,438,237$185,108$30,851iApproximate average salary by contribution assumption: employee only about $771,283 at 4% or $514,189 at 6%; with 50% employer match about $514,189 at 4% or $342,793 at 6%; with 100% employer match about $385,642 at 4% or $257,094 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-6$965,742$168,411$28,069iApproximate average salary by contribution assumption: employee only about $701,713 at 4% or $467,808 at 6%; with 50% employer match about $467,808 at 4% or $311,872 at 6%; with 100% employer match about $350,856 at 4% or $233,904 at 6%.
KONDO WEALTH ADVISORS, INC. CASH BALANCE PLAN-5$472,495$16,697$3,339iApproximate average salary by contribution assumption: employee only about $83,485 at 4% or $55,657 at 6%; with 50% employer match about $55,657 at 4% or $37,104 at 6%; with 100% employer match about $41,743 at 4% or $27,828 at 6%.
202226$1,232,002$321,874$53,646iApproximate average salary by contribution assumption: employee only about $1,341,142 at 4% or $894,094 at 6%; with 50% employer match about $894,094 at 4% or $596,063 at 6%; with 100% employer match about $670,571 at 4% or $447,047 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-6$822,631$151,874$25,312iApproximate average salary by contribution assumption: employee only about $632,808 at 4% or $421,872 at 6%; with 50% employer match about $421,872 at 4% or $281,248 at 6%; with 100% employer match about $316,404 at 4% or $210,936 at 6%.
KONDO WEALTH ADVISORS, INC. CASH BALANCE PLAN-6$409,371$170,000$28,333iApproximate average salary by contribution assumption: employee only about $708,333 at 4% or $472,222 at 6%; with 50% employer match about $472,222 at 4% or $314,815 at 6%; with 100% employer match about $354,167 at 4% or $236,111 at 6%.
202127$1,255,313$304,140$43,449iApproximate average salary by contribution assumption: employee only about $1,086,214 at 4% or $724,143 at 6%; with 50% employer match about $724,143 at 4% or $482,762 at 6%; with 100% employer match about $543,107 at 4% or $362,071 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-7$986,187$154,140$22,020iApproximate average salary by contribution assumption: employee only about $550,500 at 4% or $367,000 at 6%; with 50% employer match about $367,000 at 4% or $244,667 at 6%; with 100% employer match about $275,250 at 4% or $183,500 at 6%.
KONDO WEALTH ADVISORS, INC. CASH BALANCE PLAN-7$269,126$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
202027$925,981$218,673$31,239iApproximate average salary by contribution assumption: employee only about $780,975 at 4% or $520,650 at 6%; with 50% employer match about $520,650 at 4% or $347,100 at 6%; with 100% employer match about $390,488 at 4% or $260,325 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-7$812,665$105,357$15,051iApproximate average salary by contribution assumption: employee only about $376,275 at 4% or $250,850 at 6%; with 50% employer match about $250,850 at 4% or $167,233 at 6%; with 100% employer match about $188,138 at 4% or $125,425 at 6%.
KONDO WEALTH ADVISORS, INC. CASH BALANCE PLAN-6$113,316$113,316$18,886iApproximate average salary by contribution assumption: employee only about $472,150 at 4% or $314,767 at 6%; with 50% employer match about $314,767 at 4% or $209,844 at 6%; with 100% employer match about $236,075 at 4% or $157,383 at 6%.
201918$932,794$195,691$24,461iApproximate average salary by contribution assumption: employee only about $611,534 at 4% or $407,690 at 6%; with 50% employer match about $407,690 at 4% or $271,793 at 6%; with 100% employer match about $305,767 at 4% or $203,845 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-8$932,794$195,691$24,461iApproximate average salary by contribution assumption: employee only about $611,534 at 4% or $407,690 at 6%; with 50% employer match about $407,690 at 4% or $271,793 at 6%; with 100% employer match about $305,767 at 4% or $203,845 at 6%.
201818$683,339$180,565$22,571iApproximate average salary by contribution assumption: employee only about $564,266 at 4% or $376,177 at 6%; with 50% employer match about $376,177 at 4% or $250,785 at 6%; with 100% employer match about $282,133 at 4% or $188,089 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-8$683,339$180,565$22,571iApproximate average salary by contribution assumption: employee only about $564,266 at 4% or $376,177 at 6%; with 50% employer match about $376,177 at 4% or $250,785 at 6%; with 100% employer match about $282,133 at 4% or $188,089 at 6%.
201718$557,819$163,360$20,420iApproximate average salary by contribution assumption: employee only about $510,500 at 4% or $340,333 at 6%; with 50% employer match about $340,333 at 4% or $226,889 at 6%; with 100% employer match about $255,250 at 4% or $170,167 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-8$557,819$163,360$20,420iApproximate average salary by contribution assumption: employee only about $510,500 at 4% or $340,333 at 6%; with 50% employer match about $340,333 at 4% or $226,889 at 6%; with 100% employer match about $255,250 at 4% or $170,167 at 6%.
201618$347,501$172,113$21,514iApproximate average salary by contribution assumption: employee only about $537,853 at 4% or $358,569 at 6%; with 50% employer match about $358,569 at 4% or $239,046 at 6%; with 100% employer match about $268,927 at 4% or $179,284 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-8$347,501$172,113$21,514iApproximate average salary by contribution assumption: employee only about $537,853 at 4% or $358,569 at 6%; with 50% employer match about $358,569 at 4% or $239,046 at 6%; with 100% employer match about $268,927 at 4% or $179,284 at 6%.
201518$156,512$159,628$19,954iApproximate average salary by contribution assumption: employee only about $498,838 at 4% or $332,558 at 6%; with 50% employer match about $332,558 at 4% or $221,706 at 6%; with 100% employer match about $249,419 at 4% or $166,279 at 6%.
Kondo Wealth Advisors Inc. 401(K) Profit Sharing Plan-8$156,512$159,628$19,954iApproximate average salary by contribution assumption: employee only about $498,838 at 4% or $332,558 at 6%; with 50% employer match about $332,558 at 4% or $221,706 at 6%; with 100% employer match about $249,419 at 4% or $166,279 at 6%.