Civic Intelligence

Haleakala Waldorf School

Plan context: HALEAKALA WALDORF SCHOOL 401(K) PLAN

EIN 99-0151085 • Kula, HI • 23 filings • 4 plans

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4160 Lower Kula RoadKula, HI 96790-8118
Current Snapshot

Latest Year

2019

2019 Participants

46

2019 Assets

$1,149,973

2019 Contributions

$53,901

Historical Graphs

Total Assets Over Time

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

$1,358,794$679,397$0200920142018YearValue
$1,149,973Latest year 2018

Participants Over Time

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

50250200920142018YearValue
46Latest year 2018

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
201910$0$53,901-
HALEAKALA WALDORF SCHOOL 401(K) PLAN-0$0$53,901-
2018146$1,149,973$196,418$4,270iApproximate average salary by contribution assumption: employee only about $106,749 at 4% or $71,166 at 6%; with 50% employer match about $71,166 at 4% or $47,444 at 6%; with 100% employer match about $53,374 at 4% or $35,583 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-46$1,149,973$196,418$4,270iApproximate average salary by contribution assumption: employee only about $106,749 at 4% or $71,166 at 6%; with 50% employer match about $71,166 at 4% or $47,444 at 6%; with 100% employer match about $53,374 at 4% or $35,583 at 6%.
2017140$1,086,039$216,972$5,424iApproximate average salary by contribution assumption: employee only about $135,608 at 4% or $90,405 at 6%; with 50% employer match about $90,405 at 4% or $60,270 at 6%; with 100% employer match about $67,804 at 4% or $45,203 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-40$1,086,039$216,972$5,424iApproximate average salary by contribution assumption: employee only about $135,608 at 4% or $90,405 at 6%; with 50% employer match about $90,405 at 4% or $60,270 at 6%; with 100% employer match about $67,804 at 4% or $45,203 at 6%.
2016143$915,616$272,454$6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,402 at 6%; with 100% employer match about $79,202 at 4% or $52,801 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-43$915,616$272,454$6,336iApproximate average salary by contribution assumption: employee only about $158,403 at 4% or $105,602 at 6%; with 50% employer match about $105,602 at 4% or $70,402 at 6%; with 100% employer match about $79,202 at 4% or $52,801 at 6%.
2015143$641,200$199,608$4,642iApproximate average salary by contribution assumption: employee only about $116,051 at 4% or $77,367 at 6%; with 50% employer match about $77,367 at 4% or $51,578 at 6%; with 100% employer match about $58,026 at 4% or $38,684 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-43$641,200$199,608$4,642iApproximate average salary by contribution assumption: employee only about $116,051 at 4% or $77,367 at 6%; with 50% employer match about $77,367 at 4% or $51,578 at 6%; with 100% employer match about $58,026 at 4% or $38,684 at 6%.
2014236$536,027$341,822$9,495iApproximate average salary by contribution assumption: employee only about $237,376 at 4% or $158,251 at 6%; with 50% employer match about $158,251 at 4% or $105,501 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-36$536,027$341,822$9,495iApproximate average salary by contribution assumption: employee only about $237,376 at 4% or $158,251 at 6%; with 50% employer match about $158,251 at 4% or $105,501 at 6%; with 100% employer match about $118,688 at 4% or $79,125 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0$0$0-
2013239$213,240$184,000$4,718iApproximate average salary by contribution assumption: employee only about $117,949 at 4% or $78,632 at 6%; with 50% employer match about $78,632 at 4% or $52,422 at 6%; with 100% employer match about $58,974 at 4% or $39,316 at 6%.
HALEAKALA WALDORF SCHOOL 401(K) PLAN-39$189,122$184,000$4,718iApproximate average salary by contribution assumption: employee only about $117,949 at 4% or $78,632 at 6%; with 50% employer match about $78,632 at 4% or $52,422 at 6%; with 100% employer match about $58,974 at 4% or $39,316 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-1$24,118$0-
2012136$1,358,794$172,720$4,798iApproximate average salary by contribution assumption: employee only about $119,944 at 4% or $79,963 at 6%; with 50% employer match about $79,963 at 4% or $53,309 at 6%; with 100% employer match about $59,972 at 4% or $39,981 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-36$1,358,794$172,720$4,798iApproximate average salary by contribution assumption: employee only about $119,944 at 4% or $79,963 at 6%; with 50% employer match about $79,963 at 4% or $53,309 at 6%; with 100% employer match about $59,972 at 4% or $39,981 at 6%.
2011143$1,129,865$174,125$4,049iApproximate average salary by contribution assumption: employee only about $101,235 at 4% or $67,490 at 6%; with 50% employer match about $67,490 at 4% or $44,994 at 6%; with 100% employer match about $50,618 at 4% or $33,745 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-43$1,129,865$174,125$4,049iApproximate average salary by contribution assumption: employee only about $101,235 at 4% or $67,490 at 6%; with 50% employer match about $67,490 at 4% or $44,994 at 6%; with 100% employer match about $50,618 at 4% or $33,745 at 6%.
2010142$1,181,354$348,342$8,294iApproximate average salary by contribution assumption: employee only about $207,346 at 4% or $138,231 at 6%; with 50% employer match about $138,231 at 4% or $92,154 at 6%; with 100% employer match about $103,673 at 4% or $69,115 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-42$1,181,354$348,342$8,294iApproximate average salary by contribution assumption: employee only about $207,346 at 4% or $138,231 at 6%; with 50% employer match about $138,231 at 4% or $92,154 at 6%; with 100% employer match about $103,673 at 4% or $69,115 at 6%.
2009150$998,635$226,410$4,528iApproximate average salary by contribution assumption: employee only about $113,205 at 4% or $75,470 at 6%; with 50% employer match about $75,470 at 4% or $50,313 at 6%; with 100% employer match about $56,603 at 4% or $37,735 at 6%.
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-50$998,635$226,410$4,528iApproximate average salary by contribution assumption: employee only about $113,205 at 4% or $75,470 at 6%; with 50% employer match about $75,470 at 4% or $50,313 at 6%; with 100% employer match about $56,603 at 4% or $37,735 at 6%.
200810$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200710$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200610$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200510$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200410$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200310$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200210$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200110$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
200010$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---
199910$0$0-
Haleakala Waldorf School 403B Tax Deferred Annuity Plan-0---