Civic Intelligence

Takara Financial Planning

Plan context: Takara Financial Planning 401(K)

EIN 57-6589365 • Honolulu, HI • 1 filings • 1 plans

P O Box 11127Honolulu, HI 96828
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$544,809

2016 Contributions

$484,692

Historical Graphs

Total Assets Over Time

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

$544,809$272,405$02016YearValue
$544,809Latest year 2016

Participants Over Time

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

2102016YearValue
2Latest year 2016

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
201612$544,809$484,692$242,346iApproximate average salary by contribution assumption: employee only about $6,058,650 at 4% or $4,039,100 at 6%; with 50% employer match about $4,039,100 at 4% or $2,692,733 at 6%; with 100% employer match about $3,029,325 at 4% or $2,019,550 at 6%.
Takara Financial Planning 401(K)-2$544,809$484,692$242,346iApproximate average salary by contribution assumption: employee only about $6,058,650 at 4% or $4,039,100 at 6%; with 50% employer match about $4,039,100 at 4% or $2,692,733 at 6%; with 100% employer match about $3,029,325 at 4% or $2,019,550 at 6%.