Civic Intelligence

Whalers Realty, Inc.

Plan context: Whalers Realty Inc. 401 (K) Profit Sharing Plan

EIN 99-0169761 • Lahaina, HI • 26 filings • 6 plans

2435 Kaanapali Parkway, Suite A-3Lahaina, HI 96761-1916
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$1,626,154

2022 Contributions

$105,903

Historical Graphs

Total Assets Over Time

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

$3,780,762$1,890,381$0200420142021YearValue
$1,626,154Latest year 2021

Participants Over Time

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

1160200020112021YearValue
3Latest year 2021

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
202210$0$0-
Whalers Realty Inc. 401 (K) Profit Sharing Plan-0---
202113$1,626,154$0-
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$1,626,154--
202013$2,548,218$105,903$35,301iApproximate average salary by contribution assumption: employee only about $882,525 at 4% or $588,350 at 6%; with 50% employer match about $588,350 at 4% or $392,233 at 6%; with 100% employer match about $441,263 at 4% or $294,175 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$2,548,218$105,903$35,301iApproximate average salary by contribution assumption: employee only about $882,525 at 4% or $588,350 at 6%; with 50% employer match about $588,350 at 4% or $392,233 at 6%; with 100% employer match about $441,263 at 4% or $294,175 at 6%.
201913$2,210,159$37,252$12,417iApproximate average salary by contribution assumption: employee only about $310,433 at 4% or $206,956 at 6%; with 50% employer match about $206,956 at 4% or $137,970 at 6%; with 100% employer match about $155,217 at 4% or $103,478 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$2,210,159$37,252$12,417iApproximate average salary by contribution assumption: employee only about $310,433 at 4% or $206,956 at 6%; with 50% employer match about $206,956 at 4% or $137,970 at 6%; with 100% employer match about $155,217 at 4% or $103,478 at 6%.
201813$2,072,592$67,894$22,631iApproximate average salary by contribution assumption: employee only about $565,783 at 4% or $377,189 at 6%; with 50% employer match about $377,189 at 4% or $251,459 at 6%; with 100% employer match about $282,892 at 4% or $188,594 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$2,072,592$67,894$22,631iApproximate average salary by contribution assumption: employee only about $565,783 at 4% or $377,189 at 6%; with 50% employer match about $377,189 at 4% or $251,459 at 6%; with 100% employer match about $282,892 at 4% or $188,594 at 6%.
201713$1,870,409$125,577$41,859iApproximate average salary by contribution assumption: employee only about $1,046,475 at 4% or $697,650 at 6%; with 50% employer match about $697,650 at 4% or $465,100 at 6%; with 100% employer match about $523,238 at 4% or $348,825 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$1,870,409$125,577$41,859iApproximate average salary by contribution assumption: employee only about $1,046,475 at 4% or $697,650 at 6%; with 50% employer match about $697,650 at 4% or $465,100 at 6%; with 100% employer match about $523,238 at 4% or $348,825 at 6%.
201613$2,284,855$85,671$28,557iApproximate average salary by contribution assumption: employee only about $713,925 at 4% or $475,950 at 6%; with 50% employer match about $475,950 at 4% or $317,300 at 6%; with 100% employer match about $356,963 at 4% or $237,975 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-3$2,284,855$85,671$28,557iApproximate average salary by contribution assumption: employee only about $713,925 at 4% or $475,950 at 6%; with 50% employer match about $475,950 at 4% or $317,300 at 6%; with 100% employer match about $356,963 at 4% or $237,975 at 6%.
201514$2,069,297$127,070$31,768iApproximate average salary by contribution assumption: employee only about $794,188 at 4% or $529,458 at 6%; with 50% employer match about $529,458 at 4% or $352,972 at 6%; with 100% employer match about $397,094 at 4% or $264,729 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-4$2,069,297$127,070$31,768iApproximate average salary by contribution assumption: employee only about $794,188 at 4% or $529,458 at 6%; with 50% employer match about $529,458 at 4% or $352,972 at 6%; with 100% employer match about $397,094 at 4% or $264,729 at 6%.
201416$1,703,862$123,874$20,646iApproximate average salary by contribution assumption: employee only about $516,142 at 4% or $344,094 at 6%; with 50% employer match about $344,094 at 4% or $229,396 at 6%; with 100% employer match about $258,071 at 4% or $172,047 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-6$1,703,862$123,874$20,646iApproximate average salary by contribution assumption: employee only about $516,142 at 4% or $344,094 at 6%; with 50% employer match about $344,094 at 4% or $229,396 at 6%; with 100% employer match about $258,071 at 4% or $172,047 at 6%.
2013111$1,874,395$137,189$12,472iApproximate average salary by contribution assumption: employee only about $311,793 at 4% or $207,862 at 6%; with 50% employer match about $207,862 at 4% or $138,575 at 6%; with 100% employer match about $155,897 at 4% or $103,931 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-11$1,874,395$137,189$12,472iApproximate average salary by contribution assumption: employee only about $311,793 at 4% or $207,862 at 6%; with 50% employer match about $207,862 at 4% or $138,575 at 6%; with 100% employer match about $155,897 at 4% or $103,931 at 6%.
201219$1,682,053$128,981$14,331iApproximate average salary by contribution assumption: employee only about $358,281 at 4% or $238,854 at 6%; with 50% employer match about $238,854 at 4% or $159,236 at 6%; with 100% employer match about $179,140 at 4% or $119,427 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-9$1,682,053$128,981$14,331iApproximate average salary by contribution assumption: employee only about $358,281 at 4% or $238,854 at 6%; with 50% employer match about $238,854 at 4% or $159,236 at 6%; with 100% employer match about $179,140 at 4% or $119,427 at 6%.
201117$2,144,105$8,743$1,249iApproximate average salary by contribution assumption: employee only about $31,225 at 4% or $20,817 at 6%; with 50% employer match about $20,817 at 4% or $13,878 at 6%; with 100% employer match about $15,613 at 4% or $10,408 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-7$2,144,105$8,743$1,249iApproximate average salary by contribution assumption: employee only about $31,225 at 4% or $20,817 at 6%; with 50% employer match about $20,817 at 4% or $13,878 at 6%; with 100% employer match about $15,613 at 4% or $10,408 at 6%.
201016$2,319,111$127,071$21,179iApproximate average salary by contribution assumption: employee only about $529,463 at 4% or $352,975 at 6%; with 50% employer match about $352,975 at 4% or $235,317 at 6%; with 100% employer match about $264,731 at 4% or $176,488 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-6$2,319,111$127,071$21,179iApproximate average salary by contribution assumption: employee only about $529,463 at 4% or $352,975 at 6%; with 50% employer match about $352,975 at 4% or $235,317 at 6%; with 100% employer match about $264,731 at 4% or $176,488 at 6%.
200925$2,617,184$47,128$9,426iApproximate average salary by contribution assumption: employee only about $235,640 at 4% or $157,093 at 6%; with 50% employer match about $157,093 at 4% or $104,729 at 6%; with 100% employer match about $117,820 at 4% or $78,547 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-5$2,617,184$47,128$9,426iApproximate average salary by contribution assumption: employee only about $235,640 at 4% or $157,093 at 6%; with 50% employer match about $157,093 at 4% or $104,729 at 6%; with 100% employer match about $117,820 at 4% or $78,547 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-----
200810$0$0-
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-0---
200727$0$0-
Whalers Realty Inc. 401 (K) Profit Sharing Plan-7---
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-5---
200626$3,780,762$146,499$24,417iApproximate average salary by contribution assumption: employee only about $610,413 at 4% or $406,942 at 6%; with 50% employer match about $406,942 at 4% or $271,294 at 6%; with 100% employer match about $305,206 at 4% or $203,471 at 6%.
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-6$3,735,762$101,499$16,917iApproximate average salary by contribution assumption: employee only about $422,913 at 4% or $281,942 at 6%; with 50% employer match about $281,942 at 4% or $187,961 at 6%; with 100% employer match about $211,456 at 4% or $140,971 at 6%.
Whalers Realty Inc. 401 (K) Profit Sharing Plan-1$45,000$45,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
200516$3,160,911$142,458$23,743iApproximate average salary by contribution assumption: employee only about $593,575 at 4% or $395,717 at 6%; with 50% employer match about $395,717 at 4% or $263,811 at 6%; with 100% employer match about $296,788 at 4% or $197,858 at 6%.
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-6$3,160,911$142,458$23,743iApproximate average salary by contribution assumption: employee only about $593,575 at 4% or $395,717 at 6%; with 50% employer match about $395,717 at 4% or $263,811 at 6%; with 100% employer match about $296,788 at 4% or $197,858 at 6%.
200417$2,721,453$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-7$2,721,453$280,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
200318$0$0-
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-8---
200216$0$0-
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-6---
200117$0$0-
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-7---
200016$0$0-
WHALERS REALTY, INC. DEFINED BENEFIT PENSION PLAN-6---