Civic Intelligence

Takagi & Associates Inc.

Plan context: Takagi & Associates Inc. Profit Sharing Plan and Trust

EIN 66-0471378 • Tumon, GU • 40 filings • 6 plans

540 Pale San Vitores Road,Flame Tree Plaza Suite 200Tumon, GU 96913
Current Snapshot

Latest Year

2024

2024 Participants

42

2024 Assets

$4,282,612

2024 Contributions

$299,159

Historical Graphs

Total Assets Over Time

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

$6,952,076$3,476,038$0199920132024YearValue
$4,282,612Latest year 2024

Participants Over Time

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

46230199920122024YearValue
42Latest 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
2024142$4,282,612$299,159$7,123iApproximate average salary by contribution assumption: employee only about $178,071 at 4% or $118,714 at 6%; with 50% employer match about $118,714 at 4% or $79,143 at 6%; with 100% employer match about $89,035 at 4% or $59,357 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-42$4,282,612$299,159$7,123iApproximate average salary by contribution assumption: employee only about $178,071 at 4% or $118,714 at 6%; with 50% employer match about $118,714 at 4% or $79,143 at 6%; with 100% employer match about $89,035 at 4% or $59,357 at 6%.
2023138$3,672,659$252,498$6,645iApproximate average salary by contribution assumption: employee only about $166,117 at 4% or $110,745 at 6%; with 50% employer match about $110,745 at 4% or $73,830 at 6%; with 100% employer match about $83,059 at 4% or $55,372 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-38$3,672,659$252,498$6,645iApproximate average salary by contribution assumption: employee only about $166,117 at 4% or $110,745 at 6%; with 50% employer match about $110,745 at 4% or $73,830 at 6%; with 100% employer match about $83,059 at 4% or $55,372 at 6%.
2022139$3,381,682$253,685$6,505iApproximate average salary by contribution assumption: employee only about $162,619 at 4% or $108,412 at 6%; with 50% employer match about $108,412 at 4% or $72,275 at 6%; with 100% employer match about $81,309 at 4% or $54,206 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-39$3,381,682$253,685$6,505iApproximate average salary by contribution assumption: employee only about $162,619 at 4% or $108,412 at 6%; with 50% employer match about $108,412 at 4% or $72,275 at 6%; with 100% employer match about $81,309 at 4% or $54,206 at 6%.
2021137$4,219,947$231,775$6,264iApproximate average salary by contribution assumption: employee only about $156,605 at 4% or $104,403 at 6%; with 50% employer match about $104,403 at 4% or $69,602 at 6%; with 100% employer match about $78,302 at 4% or $52,202 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-37$4,219,947$231,775$6,264iApproximate average salary by contribution assumption: employee only about $156,605 at 4% or $104,403 at 6%; with 50% employer match about $104,403 at 4% or $69,602 at 6%; with 100% employer match about $78,302 at 4% or $52,202 at 6%.
2020237$3,738,025$196,260$5,304iApproximate average salary by contribution assumption: employee only about $132,608 at 4% or $88,405 at 6%; with 50% employer match about $88,405 at 4% or $58,937 at 6%; with 100% employer match about $66,304 at 4% or $44,203 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-37$3,738,025$196,260$5,304iApproximate average salary by contribution assumption: employee only about $132,608 at 4% or $88,405 at 6%; with 50% employer match about $88,405 at 4% or $58,937 at 6%; with 100% employer match about $66,304 at 4% or $44,203 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-0$0--
2019235$3,822,736$395,094$11,288iApproximate average salary by contribution assumption: employee only about $282,210 at 4% or $188,140 at 6%; with 50% employer match about $188,140 at 4% or $125,427 at 6%; with 100% employer match about $141,105 at 4% or $94,070 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-35$3,817,675$395,094$11,288iApproximate average salary by contribution assumption: employee only about $282,210 at 4% or $188,140 at 6%; with 50% employer match about $188,140 at 4% or $125,427 at 6%; with 100% employer match about $141,105 at 4% or $94,070 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-9$5,061--
2018246$6,566,781$248,385$5,400iApproximate average salary by contribution assumption: employee only about $134,992 at 4% or $89,995 at 6%; with 50% employer match about $89,995 at 4% or $59,996 at 6%; with 100% employer match about $67,496 at 4% or $44,997 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-31$4,042,765$248,385$8,012iApproximate average salary by contribution assumption: employee only about $200,310 at 4% or $133,540 at 6%; with 50% employer match about $133,540 at 4% or $89,027 at 6%; with 100% employer match about $100,155 at 4% or $66,770 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-46$2,524,016--
2017245$6,952,076$636,692$14,149iApproximate average salary by contribution assumption: employee only about $353,718 at 4% or $235,812 at 6%; with 50% employer match about $235,812 at 4% or $157,208 at 6%; with 100% employer match about $176,859 at 4% or $117,906 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-31$4,165,867$247,200$7,974iApproximate average salary by contribution assumption: employee only about $199,355 at 4% or $132,903 at 6%; with 50% employer match about $132,903 at 4% or $88,602 at 6%; with 100% employer match about $99,677 at 4% or $66,452 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-45$2,786,209$389,492$8,655iApproximate average salary by contribution assumption: employee only about $216,384 at 4% or $144,256 at 6%; with 50% employer match about $144,256 at 4% or $96,171 at 6%; with 100% employer match about $108,192 at 4% or $72,128 at 6%.
2016242$5,989,440$425,895$10,140iApproximate average salary by contribution assumption: employee only about $253,509 at 4% or $169,006 at 6%; with 50% employer match about $169,006 at 4% or $112,671 at 6%; with 100% employer match about $126,754 at 4% or $84,503 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-30$3,458,210$225,895$7,530iApproximate average salary by contribution assumption: employee only about $188,246 at 4% or $125,497 at 6%; with 50% employer match about $125,497 at 4% or $83,665 at 6%; with 100% employer match about $94,123 at 4% or $62,749 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-42$2,531,230$200,000$4,762iApproximate average salary by contribution assumption: employee only about $119,048 at 4% or $79,365 at 6%; with 50% employer match about $79,365 at 4% or $52,910 at 6%; with 100% employer match about $59,524 at 4% or $39,683 at 6%.
2015238$5,533,806$362,911$9,550iApproximate average salary by contribution assumption: employee only about $238,757 at 4% or $159,171 at 6%; with 50% employer match about $159,171 at 4% or $106,114 at 6%; with 100% employer match about $119,379 at 4% or $79,586 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-30$3,234,180$212,911$7,097iApproximate average salary by contribution assumption: employee only about $177,426 at 4% or $118,284 at 6%; with 50% employer match about $118,284 at 4% or $78,856 at 6%; with 100% employer match about $88,713 at 4% or $59,142 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-38$2,299,626$150,000$3,947iApproximate average salary by contribution assumption: employee only about $98,684 at 4% or $65,789 at 6%; with 50% employer match about $65,789 at 4% or $43,860 at 6%; with 100% employer match about $49,342 at 4% or $32,895 at 6%.
2014235$5,541,596$438,550$12,530iApproximate average salary by contribution assumption: employee only about $313,250 at 4% or $208,833 at 6%; with 50% employer match about $208,833 at 4% or $139,222 at 6%; with 100% employer match about $156,625 at 4% or $104,417 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-32$3,230,641$208,550$6,517iApproximate average salary by contribution assumption: employee only about $162,930 at 4% or $108,620 at 6%; with 50% employer match about $108,620 at 4% or $72,413 at 6%; with 100% employer match about $81,465 at 4% or $54,310 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-35$2,310,955$230,000$6,571iApproximate average salary by contribution assumption: employee only about $164,286 at 4% or $109,524 at 6%; with 50% employer match about $109,524 at 4% or $73,016 at 6%; with 100% employer match about $82,143 at 4% or $54,762 at 6%.
2013233$5,015,514$479,170$14,520iApproximate average salary by contribution assumption: employee only about $363,008 at 4% or $242,005 at 6%; with 50% employer match about $242,005 at 4% or $161,337 at 6%; with 100% employer match about $181,504 at 4% or $121,003 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-29$2,940,699$199,170$6,868iApproximate average salary by contribution assumption: employee only about $171,698 at 4% or $114,466 at 6%; with 50% employer match about $114,466 at 4% or $76,310 at 6%; with 100% employer match about $85,849 at 4% or $57,233 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-33$2,074,815$280,000$8,485iApproximate average salary by contribution assumption: employee only about $212,121 at 4% or $141,414 at 6%; with 50% employer match about $141,414 at 4% or $94,276 at 6%; with 100% employer match about $106,061 at 4% or $70,707 at 6%.
2012231$3,948,296$455,395$14,690iApproximate average salary by contribution assumption: employee only about $367,254 at 4% or $244,836 at 6%; with 50% employer match about $244,836 at 4% or $163,224 at 6%; with 100% employer match about $183,627 at 4% or $122,418 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-30$2,387,179$175,395$5,847iApproximate average salary by contribution assumption: employee only about $146,163 at 4% or $97,442 at 6%; with 50% employer match about $97,442 at 4% or $64,961 at 6%; with 100% employer match about $73,081 at 4% or $48,721 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-31$1,561,117$280,000$9,032iApproximate average salary by contribution assumption: employee only about $225,806 at 4% or $150,538 at 6%; with 50% employer match about $150,538 at 4% or $100,358 at 6%; with 100% employer match about $112,903 at 4% or $75,269 at 6%.
2011227$3,194,943$413,846$15,328iApproximate average salary by contribution assumption: employee only about $383,191 at 4% or $255,460 at 6%; with 50% employer match about $255,460 at 4% or $170,307 at 6%; with 100% employer match about $191,595 at 4% or $127,730 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-23$2,034,694$163,530$7,110iApproximate average salary by contribution assumption: employee only about $177,750 at 4% or $118,500 at 6%; with 50% employer match about $118,500 at 4% or $79,000 at 6%; with 100% employer match about $88,875 at 4% or $59,250 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-27$1,160,249$250,316$9,271iApproximate average salary by contribution assumption: employee only about $231,774 at 4% or $154,516 at 6%; with 50% employer match about $154,516 at 4% or $103,011 at 6%; with 100% employer match about $115,887 at 4% or $77,258 at 6%.
2010227$3,001,747$465,110$17,226iApproximate average salary by contribution assumption: employee only about $430,657 at 4% or $287,105 at 6%; with 50% employer match about $287,105 at 4% or $191,403 at 6%; with 100% employer match about $215,329 at 4% or $143,552 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-27$2,043,119$165,110$6,115iApproximate average salary by contribution assumption: employee only about $152,880 at 4% or $101,920 at 6%; with 50% employer match about $101,920 at 4% or $67,947 at 6%; with 100% employer match about $76,440 at 4% or $50,960 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-26$958,628$300,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2009227$2,337,864$455,459$16,869iApproximate average salary by contribution assumption: employee only about $421,721 at 4% or $281,148 at 6%; with 50% employer match about $281,148 at 4% or $187,432 at 6%; with 100% employer match about $210,861 at 4% or $140,574 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-27$1,732,410$155,459$5,758iApproximate average salary by contribution assumption: employee only about $143,944 at 4% or $95,962 at 6%; with 50% employer match about $95,962 at 4% or $63,975 at 6%; with 100% employer match about $71,972 at 4% or $47,981 at 6%.
TAKAGI & ASSOCIATES, INC. DEFINED BENEFIT PENSION PLAN-23$605,454$300,000$13,043iApproximate average salary by contribution assumption: employee only about $326,087 at 4% or $217,391 at 6%; with 50% employer match about $217,391 at 4% or $144,928 at 6%; with 100% employer match about $163,043 at 4% or $108,696 at 6%.
2008230$1,629,726$401,927$13,398iApproximate average salary by contribution assumption: employee only about $334,939 at 4% or $223,293 at 6%; with 50% employer match about $223,293 at 4% or $148,862 at 6%; with 100% employer match about $167,470 at 4% or $111,646 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-30$1,389,838$162,039$5,401iApproximate average salary by contribution assumption: employee only about $135,033 at 4% or $90,022 at 6%; with 50% employer match about $90,022 at 4% or $60,014 at 6%; with 100% employer match about $67,516 at 4% or $45,011 at 6%.
TAKAGI & ASSOCIATES, INC DEFINED BENEFIT PENSION PLAN-28$239,888$239,888$8,567iApproximate average salary by contribution assumption: employee only about $214,186 at 4% or $142,790 at 6%; with 50% employer match about $142,790 at 4% or $95,194 at 6%; with 100% employer match about $107,093 at 4% or $71,395 at 6%.
2007127$1,632,161$172,786$6,399iApproximate average salary by contribution assumption: employee only about $159,987 at 4% or $106,658 at 6%; with 50% employer match about $106,658 at 4% or $71,105 at 6%; with 100% employer match about $79,994 at 4% or $53,329 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-27$1,632,161$172,786$6,399iApproximate average salary by contribution assumption: employee only about $159,987 at 4% or $106,658 at 6%; with 50% employer match about $106,658 at 4% or $71,105 at 6%; with 100% employer match about $79,994 at 4% or $53,329 at 6%.
2006122$1,348,597$176,707$8,032iApproximate average salary by contribution assumption: employee only about $200,803 at 4% or $133,869 at 6%; with 50% employer match about $133,869 at 4% or $89,246 at 6%; with 100% employer match about $100,402 at 4% or $66,934 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-22$1,348,597$176,707$8,032iApproximate average salary by contribution assumption: employee only about $200,803 at 4% or $133,869 at 6%; with 50% employer match about $133,869 at 4% or $89,246 at 6%; with 100% employer match about $100,402 at 4% or $66,934 at 6%.
2005122$1,063,094$147,603$6,709iApproximate average salary by contribution assumption: employee only about $167,731 at 4% or $111,820 at 6%; with 50% employer match about $111,820 at 4% or $74,547 at 6%; with 100% employer match about $83,865 at 4% or $55,910 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-22$1,063,094$147,603$6,709iApproximate average salary by contribution assumption: employee only about $167,731 at 4% or $111,820 at 6%; with 50% employer match about $111,820 at 4% or $74,547 at 6%; with 100% employer match about $83,865 at 4% or $55,910 at 6%.
2004124$898,326$114,445$4,769iApproximate average salary by contribution assumption: employee only about $119,214 at 4% or $79,476 at 6%; with 50% employer match about $79,476 at 4% or $52,984 at 6%; with 100% employer match about $59,607 at 4% or $39,738 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-24$898,326$114,445$4,769iApproximate average salary by contribution assumption: employee only about $119,214 at 4% or $79,476 at 6%; with 50% employer match about $79,476 at 4% or $52,984 at 6%; with 100% employer match about $59,607 at 4% or $39,738 at 6%.
2003122$745,021$113,684$5,167iApproximate average salary by contribution assumption: employee only about $129,186 at 4% or $86,124 at 6%; with 50% employer match about $86,124 at 4% or $57,416 at 6%; with 100% employer match about $64,593 at 4% or $43,062 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-22$745,021$113,684$5,167iApproximate average salary by contribution assumption: employee only about $129,186 at 4% or $86,124 at 6%; with 50% employer match about $86,124 at 4% or $57,416 at 6%; with 100% employer match about $64,593 at 4% or $43,062 at 6%.
2002121$554,775$95,643$4,554iApproximate average salary by contribution assumption: employee only about $113,861 at 4% or $75,907 at 6%; with 50% employer match about $75,907 at 4% or $50,605 at 6%; with 100% employer match about $56,930 at 4% or $37,954 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-21$554,775$95,643$4,554iApproximate average salary by contribution assumption: employee only about $113,861 at 4% or $75,907 at 6%; with 50% employer match about $75,907 at 4% or $50,605 at 6%; with 100% employer match about $56,930 at 4% or $37,954 at 6%.
2001120$0$0-
Takagi & Associates Inc. Profit Sharing Plan and Trust-20---
2000119$0$0-
Takagi & Associates Inc. Profit Sharing Plan and Trust-19---
1999222$410,780$100,957$4,589iApproximate average salary by contribution assumption: employee only about $114,724 at 4% or $76,483 at 6%; with 50% employer match about $76,483 at 4% or $50,988 at 6%; with 100% employer match about $57,362 at 4% or $38,241 at 6%.
Takagi & Associates Inc. Profit Sharing Plan and Trust-22$410,780$100,957$4,589iApproximate average salary by contribution assumption: employee only about $114,724 at 4% or $76,483 at 6%; with 50% employer match about $76,483 at 4% or $50,988 at 6%; with 100% employer match about $57,362 at 4% or $38,241 at 6%.
Takagi & Associates Inc. Profit Sharing Plan Merrill Lynch-0---