Civic Intelligence

Island Wealth Management Inc.

Plan context: Iwm Hawaii 401(K) Retirement Plan

EIN 80-0247916 • Honolulu, HI • 17 filings • 1 plans

500 Ala Moana Blvd., Suite 7-417Honolulu, HI 96813
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$2,715,715

2025 Contributions

$195,159

Historical Graphs

Total Assets Over Time

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

$2,715,715$1,357,858$0200920172025YearValue
$2,715,715Latest year 2025

Participants Over Time

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

1050200920172025YearValue
10Latest year 2025

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
2025110$2,715,715$195,159$19,516iApproximate average salary by contribution assumption: employee only about $487,898 at 4% or $325,265 at 6%; with 50% employer match about $325,265 at 4% or $216,843 at 6%; with 100% employer match about $243,949 at 4% or $162,633 at 6%.
Iwm Hawaii 401(K) Retirement Plan-10$2,715,715$195,159$19,516iApproximate average salary by contribution assumption: employee only about $487,898 at 4% or $325,265 at 6%; with 50% employer match about $325,265 at 4% or $216,843 at 6%; with 100% employer match about $243,949 at 4% or $162,633 at 6%.
202419$2,125,778$144,167$16,019iApproximate average salary by contribution assumption: employee only about $400,464 at 4% or $266,976 at 6%; with 50% employer match about $266,976 at 4% or $177,984 at 6%; with 100% employer match about $200,232 at 4% or $133,488 at 6%.
Iwm Hawaii 401(K) Retirement Plan-9$2,125,778$144,167$16,019iApproximate average salary by contribution assumption: employee only about $400,464 at 4% or $266,976 at 6%; with 50% employer match about $266,976 at 4% or $177,984 at 6%; with 100% employer match about $200,232 at 4% or $133,488 at 6%.
202319$1,649,050$110,903$12,323iApproximate average salary by contribution assumption: employee only about $308,064 at 4% or $205,376 at 6%; with 50% employer match about $205,376 at 4% or $136,917 at 6%; with 100% employer match about $154,032 at 4% or $102,688 at 6%.
Iwm Hawaii 401(K) Retirement Plan-9$1,649,050$110,903$12,323iApproximate average salary by contribution assumption: employee only about $308,064 at 4% or $205,376 at 6%; with 50% employer match about $205,376 at 4% or $136,917 at 6%; with 100% employer match about $154,032 at 4% or $102,688 at 6%.
202219$1,247,537$76,333$8,481iApproximate average salary by contribution assumption: employee only about $212,036 at 4% or $141,357 at 6%; with 50% employer match about $141,357 at 4% or $94,238 at 6%; with 100% employer match about $106,018 at 4% or $70,679 at 6%.
Iwm Hawaii 401(K) Retirement Plan-9$1,247,537$76,333$8,481iApproximate average salary by contribution assumption: employee only about $212,036 at 4% or $141,357 at 6%; with 50% employer match about $141,357 at 4% or $94,238 at 6%; with 100% employer match about $106,018 at 4% or $70,679 at 6%.
202119$1,426,431$68,990$7,666iApproximate average salary by contribution assumption: employee only about $191,639 at 4% or $127,759 at 6%; with 50% employer match about $127,759 at 4% or $85,173 at 6%; with 100% employer match about $95,819 at 4% or $63,880 at 6%.
Iwm Hawaii 401(K) Retirement Plan-9$1,426,431$68,990$7,666iApproximate average salary by contribution assumption: employee only about $191,639 at 4% or $127,759 at 6%; with 50% employer match about $127,759 at 4% or $85,173 at 6%; with 100% employer match about $95,819 at 4% or $63,880 at 6%.
202018$2,035,574$83,822$10,478iApproximate average salary by contribution assumption: employee only about $261,944 at 4% or $174,629 at 6%; with 50% employer match about $174,629 at 4% or $116,419 at 6%; with 100% employer match about $130,972 at 4% or $87,315 at 6%.
Iwm Hawaii 401(K) Retirement Plan-8$2,035,574$83,822$10,478iApproximate average salary by contribution assumption: employee only about $261,944 at 4% or $174,629 at 6%; with 50% employer match about $174,629 at 4% or $116,419 at 6%; with 100% employer match about $130,972 at 4% or $87,315 at 6%.
201918$1,622,317$68,349$8,544iApproximate average salary by contribution assumption: employee only about $213,591 at 4% or $142,394 at 6%; with 50% employer match about $142,394 at 4% or $94,929 at 6%; with 100% employer match about $106,795 at 4% or $71,197 at 6%.
Iwm Hawaii 401(K) Retirement Plan-8$1,622,317$68,349$8,544iApproximate average salary by contribution assumption: employee only about $213,591 at 4% or $142,394 at 6%; with 50% employer match about $142,394 at 4% or $94,929 at 6%; with 100% employer match about $106,795 at 4% or $71,197 at 6%.
201816$1,288,879$54,206$9,034iApproximate average salary by contribution assumption: employee only about $225,858 at 4% or $150,572 at 6%; with 50% employer match about $150,572 at 4% or $100,381 at 6%; with 100% employer match about $112,929 at 4% or $75,286 at 6%.
Iwm Hawaii 401(K) Retirement Plan-6$1,288,879$54,206$9,034iApproximate average salary by contribution assumption: employee only about $225,858 at 4% or $150,572 at 6%; with 50% employer match about $150,572 at 4% or $100,381 at 6%; with 100% employer match about $112,929 at 4% or $75,286 at 6%.
201715$1,314,590$46,861$9,372iApproximate average salary by contribution assumption: employee only about $234,305 at 4% or $156,203 at 6%; with 50% employer match about $156,203 at 4% or $104,136 at 6%; with 100% employer match about $117,153 at 4% or $78,102 at 6%.
Iwm Hawaii 401(K) Retirement Plan-5$1,314,590$46,861$9,372iApproximate average salary by contribution assumption: employee only about $234,305 at 4% or $156,203 at 6%; with 50% employer match about $156,203 at 4% or $104,136 at 6%; with 100% employer match about $117,153 at 4% or $78,102 at 6%.
201616$1,138,231$52,295$8,716iApproximate average salary by contribution assumption: employee only about $217,896 at 4% or $145,264 at 6%; with 50% employer match about $145,264 at 4% or $96,843 at 6%; with 100% employer match about $108,948 at 4% or $72,632 at 6%.
Iwm Hawaii 401(K) Retirement Plan-6$1,138,231$52,295$8,716iApproximate average salary by contribution assumption: employee only about $217,896 at 4% or $145,264 at 6%; with 50% employer match about $145,264 at 4% or $96,843 at 6%; with 100% employer match about $108,948 at 4% or $72,632 at 6%.
201516$1,013,445$383,291$63,882iApproximate average salary by contribution assumption: employee only about $1,597,046 at 4% or $1,064,697 at 6%; with 50% employer match about $1,064,697 at 4% or $709,798 at 6%; with 100% employer match about $798,523 at 4% or $532,349 at 6%.
Iwm Hawaii 401(K) Retirement Plan-6$1,013,445$383,291$63,882iApproximate average salary by contribution assumption: employee only about $1,597,046 at 4% or $1,064,697 at 6%; with 50% employer match about $1,064,697 at 4% or $709,798 at 6%; with 100% employer match about $798,523 at 4% or $532,349 at 6%.
201415$599,834$44,545$8,909iApproximate average salary by contribution assumption: employee only about $222,725 at 4% or $148,483 at 6%; with 50% employer match about $148,483 at 4% or $98,989 at 6%; with 100% employer match about $111,363 at 4% or $74,242 at 6%.
Iwm Hawaii 401(K) Retirement Plan-5$599,834$44,545$8,909iApproximate average salary by contribution assumption: employee only about $222,725 at 4% or $148,483 at 6%; with 50% employer match about $148,483 at 4% or $98,989 at 6%; with 100% employer match about $111,363 at 4% or $74,242 at 6%.
201316$570,829$67,061$11,177iApproximate average salary by contribution assumption: employee only about $279,421 at 4% or $186,281 at 6%; with 50% employer match about $186,281 at 4% or $124,187 at 6%; with 100% employer match about $139,710 at 4% or $93,140 at 6%.
Iwm Hawaii 401(K) Retirement Plan-6$570,829$67,061$11,177iApproximate average salary by contribution assumption: employee only about $279,421 at 4% or $186,281 at 6%; with 50% employer match about $186,281 at 4% or $124,187 at 6%; with 100% employer match about $139,710 at 4% or $93,140 at 6%.
201215$413,675$67,122$13,424iApproximate average salary by contribution assumption: employee only about $335,610 at 4% or $223,740 at 6%; with 50% employer match about $223,740 at 4% or $149,160 at 6%; with 100% employer match about $167,805 at 4% or $111,870 at 6%.
Iwm Hawaii 401(K) Retirement Plan-5$413,675$67,122$13,424iApproximate average salary by contribution assumption: employee only about $335,610 at 4% or $223,740 at 6%; with 50% employer match about $223,740 at 4% or $149,160 at 6%; with 100% employer match about $167,805 at 4% or $111,870 at 6%.
201115$330,275$54,345$10,869iApproximate average salary by contribution assumption: employee only about $271,725 at 4% or $181,150 at 6%; with 50% employer match about $181,150 at 4% or $120,767 at 6%; with 100% employer match about $135,863 at 4% or $90,575 at 6%.
Iwm Hawaii 401(K) Retirement Plan-5$330,275$54,345$10,869iApproximate average salary by contribution assumption: employee only about $271,725 at 4% or $181,150 at 6%; with 50% employer match about $181,150 at 4% or $120,767 at 6%; with 100% employer match about $135,863 at 4% or $90,575 at 6%.
201015$391,707$41,596$8,319iApproximate average salary by contribution assumption: employee only about $207,980 at 4% or $138,653 at 6%; with 50% employer match about $138,653 at 4% or $92,436 at 6%; with 100% employer match about $103,990 at 4% or $69,327 at 6%.
Iwm Hawaii 401(K) Retirement Plan-5$391,707$41,596$8,319iApproximate average salary by contribution assumption: employee only about $207,980 at 4% or $138,653 at 6%; with 50% employer match about $138,653 at 4% or $92,436 at 6%; with 100% employer match about $103,990 at 4% or $69,327 at 6%.
200913$310,696$285,456$95,152iApproximate average salary by contribution assumption: employee only about $2,378,800 at 4% or $1,585,867 at 6%; with 50% employer match about $1,585,867 at 4% or $1,057,244 at 6%; with 100% employer match about $1,189,400 at 4% or $792,933 at 6%.
Iwm Hawaii 401(K) Retirement Plan-3$310,696$285,456$95,152iApproximate average salary by contribution assumption: employee only about $2,378,800 at 4% or $1,585,867 at 6%; with 50% employer match about $1,585,867 at 4% or $1,057,244 at 6%; with 100% employer match about $1,189,400 at 4% or $792,933 at 6%.