Civic Intelligence

David Y. Takagi

Plan context: Takagi and Takagi 401(K) Safe Harbor Plan

EIN 99-0172953 • Honolulu, HI • 27 filings • 4 plans

500 Ala Moana Blvd., Suite 2-301Honolulu, HI 96813
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,253,667

2024 Contributions

$237,686

Historical Graphs

Total Assets Over Time

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

$2,305,653$1,152,827$0199920122024YearValue
$2,253,667Latest year 2024

Participants Over Time

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

950199920122024YearValue
9Latest 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
202419$2,253,667$237,686$26,410iApproximate average salary by contribution assumption: employee only about $660,239 at 4% or $440,159 at 6%; with 50% employer match about $440,159 at 4% or $293,440 at 6%; with 100% employer match about $330,119 at 4% or $220,080 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-9$2,253,667$237,686$26,410iApproximate average salary by contribution assumption: employee only about $660,239 at 4% or $440,159 at 6%; with 50% employer match about $440,159 at 4% or $293,440 at 6%; with 100% employer match about $330,119 at 4% or $220,080 at 6%.
202319$1,710,945$165,413$18,379iApproximate average salary by contribution assumption: employee only about $459,481 at 4% or $306,320 at 6%; with 50% employer match about $306,320 at 4% or $204,214 at 6%; with 100% employer match about $229,740 at 4% or $153,160 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-9$1,710,945$165,413$18,379iApproximate average salary by contribution assumption: employee only about $459,481 at 4% or $306,320 at 6%; with 50% employer match about $306,320 at 4% or $204,214 at 6%; with 100% employer match about $229,740 at 4% or $153,160 at 6%.
202219$1,791,844$156,866$17,430iApproximate average salary by contribution assumption: employee only about $435,739 at 4% or $290,493 at 6%; with 50% employer match about $290,493 at 4% or $193,662 at 6%; with 100% employer match about $217,869 at 4% or $145,246 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-9$1,791,844$156,866$17,430iApproximate average salary by contribution assumption: employee only about $435,739 at 4% or $290,493 at 6%; with 50% employer match about $290,493 at 4% or $193,662 at 6%; with 100% employer match about $217,869 at 4% or $145,246 at 6%.
202118$2,148,978$143,244$17,906iApproximate average salary by contribution assumption: employee only about $447,638 at 4% or $298,425 at 6%; with 50% employer match about $298,425 at 4% or $198,950 at 6%; with 100% employer match about $223,819 at 4% or $149,213 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-8$2,148,978$143,244$17,906iApproximate average salary by contribution assumption: employee only about $447,638 at 4% or $298,425 at 6%; with 50% employer match about $298,425 at 4% or $198,950 at 6%; with 100% employer match about $223,819 at 4% or $149,213 at 6%.
202018$2,254,188$123,297$15,412iApproximate average salary by contribution assumption: employee only about $385,303 at 4% or $256,869 at 6%; with 50% employer match about $256,869 at 4% or $171,246 at 6%; with 100% employer match about $192,652 at 4% or $128,434 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-8$2,254,188$123,297$15,412iApproximate average salary by contribution assumption: employee only about $385,303 at 4% or $256,869 at 6%; with 50% employer match about $256,869 at 4% or $171,246 at 6%; with 100% employer match about $192,652 at 4% or $128,434 at 6%.
201918$2,256,925$114,072$14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-8$2,256,925$114,072$14,259iApproximate average salary by contribution assumption: employee only about $356,475 at 4% or $237,650 at 6%; with 50% employer match about $237,650 at 4% or $158,433 at 6%; with 100% employer match about $178,238 at 4% or $118,825 at 6%.
201817$2,138,638$116,710$16,673iApproximate average salary by contribution assumption: employee only about $416,821 at 4% or $277,881 at 6%; with 50% employer match about $277,881 at 4% or $185,254 at 6%; with 100% employer match about $208,411 at 4% or $138,940 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-7$2,138,638$116,710$16,673iApproximate average salary by contribution assumption: employee only about $416,821 at 4% or $277,881 at 6%; with 50% employer match about $277,881 at 4% or $185,254 at 6%; with 100% employer match about $208,411 at 4% or $138,940 at 6%.
201717$2,155,987$131,706$18,815iApproximate average salary by contribution assumption: employee only about $470,379 at 4% or $313,586 at 6%; with 50% employer match about $313,586 at 4% or $209,057 at 6%; with 100% employer match about $235,189 at 4% or $156,793 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-7$2,155,987$131,706$18,815iApproximate average salary by contribution assumption: employee only about $470,379 at 4% or $313,586 at 6%; with 50% employer match about $313,586 at 4% or $209,057 at 6%; with 100% employer match about $235,189 at 4% or $156,793 at 6%.
201618$2,305,653$117,776$14,722iApproximate average salary by contribution assumption: employee only about $368,050 at 4% or $245,367 at 6%; with 50% employer match about $245,367 at 4% or $163,578 at 6%; with 100% employer match about $184,025 at 4% or $122,683 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-8$2,305,653$117,776$14,722iApproximate average salary by contribution assumption: employee only about $368,050 at 4% or $245,367 at 6%; with 50% employer match about $245,367 at 4% or $163,578 at 6%; with 100% employer match about $184,025 at 4% or $122,683 at 6%.
201517$2,038,026$110,186$15,741iApproximate average salary by contribution assumption: employee only about $393,521 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,898 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-7$2,038,026$110,186$15,741iApproximate average salary by contribution assumption: employee only about $393,521 at 4% or $262,348 at 6%; with 50% employer match about $262,348 at 4% or $174,898 at 6%; with 100% employer match about $196,761 at 4% or $131,174 at 6%.
201417$1,958,508$118,627$16,947iApproximate average salary by contribution assumption: employee only about $423,668 at 4% or $282,445 at 6%; with 50% employer match about $282,445 at 4% or $188,297 at 6%; with 100% employer match about $211,834 at 4% or $141,223 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-7$1,958,508$118,627$16,947iApproximate average salary by contribution assumption: employee only about $423,668 at 4% or $282,445 at 6%; with 50% employer match about $282,445 at 4% or $188,297 at 6%; with 100% employer match about $211,834 at 4% or $141,223 at 6%.
201317$1,771,237$113,026$16,147iApproximate average salary by contribution assumption: employee only about $403,664 at 4% or $269,110 at 6%; with 50% employer match about $269,110 at 4% or $179,406 at 6%; with 100% employer match about $201,832 at 4% or $134,555 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-7$1,771,237$113,026$16,147iApproximate average salary by contribution assumption: employee only about $403,664 at 4% or $269,110 at 6%; with 50% employer match about $269,110 at 4% or $179,406 at 6%; with 100% employer match about $201,832 at 4% or $134,555 at 6%.
201216$1,356,843$112,196$18,699iApproximate average salary by contribution assumption: employee only about $467,483 at 4% or $311,656 at 6%; with 50% employer match about $311,656 at 4% or $207,770 at 6%; with 100% employer match about $233,742 at 4% or $155,828 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$1,356,843$112,196$18,699iApproximate average salary by contribution assumption: employee only about $467,483 at 4% or $311,656 at 6%; with 50% employer match about $311,656 at 4% or $207,770 at 6%; with 100% employer match about $233,742 at 4% or $155,828 at 6%.
201116$1,049,828$93,878$15,646iApproximate average salary by contribution assumption: employee only about $391,158 at 4% or $260,772 at 6%; with 50% employer match about $260,772 at 4% or $173,848 at 6%; with 100% employer match about $195,579 at 4% or $130,386 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$1,049,828$93,878$15,646iApproximate average salary by contribution assumption: employee only about $391,158 at 4% or $260,772 at 6%; with 50% employer match about $260,772 at 4% or $173,848 at 6%; with 100% employer match about $195,579 at 4% or $130,386 at 6%.
201016$1,037,434$141,993$23,666iApproximate average salary by contribution assumption: employee only about $591,638 at 4% or $394,425 at 6%; with 50% employer match about $394,425 at 4% or $262,950 at 6%; with 100% employer match about $295,819 at 4% or $197,213 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$1,037,434$141,993$23,666iApproximate average salary by contribution assumption: employee only about $591,638 at 4% or $394,425 at 6%; with 50% employer match about $394,425 at 4% or $262,950 at 6%; with 100% employer match about $295,819 at 4% or $197,213 at 6%.
200916$796,793$92,473$15,412iApproximate average salary by contribution assumption: employee only about $385,304 at 4% or $256,869 at 6%; with 50% employer match about $256,869 at 4% or $171,246 at 6%; with 100% employer match about $192,652 at 4% or $128,435 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$796,793$92,473$15,412iApproximate average salary by contribution assumption: employee only about $385,304 at 4% or $256,869 at 6%; with 50% employer match about $256,869 at 4% or $171,246 at 6%; with 100% employer match about $192,652 at 4% or $128,435 at 6%.
200815$511,672$81,245$16,249iApproximate average salary by contribution assumption: employee only about $406,225 at 4% or $270,817 at 6%; with 50% employer match about $270,817 at 4% or $180,544 at 6%; with 100% employer match about $203,113 at 4% or $135,408 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-5$511,672$81,245$16,249iApproximate average salary by contribution assumption: employee only about $406,225 at 4% or $270,817 at 6%; with 50% employer match about $270,817 at 4% or $180,544 at 6%; with 100% employer match about $203,113 at 4% or $135,408 at 6%.
200715$734,795$79,630$15,926iApproximate average salary by contribution assumption: employee only about $398,150 at 4% or $265,433 at 6%; with 50% employer match about $265,433 at 4% or $176,956 at 6%; with 100% employer match about $199,075 at 4% or $132,717 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-5$734,795$79,630$15,926iApproximate average salary by contribution assumption: employee only about $398,150 at 4% or $265,433 at 6%; with 50% employer match about $265,433 at 4% or $176,956 at 6%; with 100% employer match about $199,075 at 4% or $132,717 at 6%.
200615$618,037$65,889$13,178iApproximate average salary by contribution assumption: employee only about $329,445 at 4% or $219,630 at 6%; with 50% employer match about $219,630 at 4% or $146,420 at 6%; with 100% employer match about $164,723 at 4% or $109,815 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-5$618,037$65,889$13,178iApproximate average salary by contribution assumption: employee only about $329,445 at 4% or $219,630 at 6%; with 50% employer match about $219,630 at 4% or $146,420 at 6%; with 100% employer match about $164,723 at 4% or $109,815 at 6%.
200515$451,915$71,661$14,332iApproximate average salary by contribution assumption: employee only about $358,305 at 4% or $238,870 at 6%; with 50% employer match about $238,870 at 4% or $159,247 at 6%; with 100% employer match about $179,153 at 4% or $119,435 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-5$451,915$71,661$14,332iApproximate average salary by contribution assumption: employee only about $358,305 at 4% or $238,870 at 6%; with 50% employer match about $238,870 at 4% or $159,247 at 6%; with 100% employer match about $179,153 at 4% or $119,435 at 6%.
200415$352,916$68,189$13,638iApproximate average salary by contribution assumption: employee only about $340,945 at 4% or $227,297 at 6%; with 50% employer match about $227,297 at 4% or $151,531 at 6%; with 100% employer match about $170,473 at 4% or $113,648 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-5$352,916$68,189$13,638iApproximate average salary by contribution assumption: employee only about $340,945 at 4% or $227,297 at 6%; with 50% employer match about $227,297 at 4% or $151,531 at 6%; with 100% employer match about $170,473 at 4% or $113,648 at 6%.
200316$248,837$56,750$9,458iApproximate average salary by contribution assumption: employee only about $236,458 at 4% or $157,639 at 6%; with 50% employer match about $157,639 at 4% or $105,093 at 6%; with 100% employer match about $118,229 at 4% or $78,819 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$248,837$56,750$9,458iApproximate average salary by contribution assumption: employee only about $236,458 at 4% or $157,639 at 6%; with 50% employer match about $157,639 at 4% or $105,093 at 6%; with 100% employer match about $118,229 at 4% or $78,819 at 6%.
200216$146,615$52,657$8,776iApproximate average salary by contribution assumption: employee only about $219,404 at 4% or $146,269 at 6%; with 50% employer match about $146,269 at 4% or $97,513 at 6%; with 100% employer match about $109,702 at 4% or $73,135 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$146,615$52,657$8,776iApproximate average salary by contribution assumption: employee only about $219,404 at 4% or $146,269 at 6%; with 50% employer match about $146,269 at 4% or $97,513 at 6%; with 100% employer match about $109,702 at 4% or $73,135 at 6%.
200116$120,100$45,921$7,654iApproximate average salary by contribution assumption: employee only about $191,338 at 4% or $127,558 at 6%; with 50% employer match about $127,558 at 4% or $85,039 at 6%; with 100% employer match about $95,669 at 4% or $63,779 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$120,100$45,921$7,654iApproximate average salary by contribution assumption: employee only about $191,338 at 4% or $127,558 at 6%; with 50% employer match about $127,558 at 4% or $85,039 at 6%; with 100% employer match about $95,669 at 4% or $63,779 at 6%.
200026$0$0-
Takagi and Takagi 401(K) Safe Harbor Plan-0---
Takagi and Takagi 401(K) Safe Harbor Plan-6---
199916$42,547$39,409$6,568iApproximate average salary by contribution assumption: employee only about $164,204 at 4% or $109,469 at 6%; with 50% employer match about $109,469 at 4% or $72,980 at 6%; with 100% employer match about $82,102 at 4% or $54,735 at 6%.
Takagi and Takagi 401(K) Safe Harbor Plan-6$42,547$39,409$6,568iApproximate average salary by contribution assumption: employee only about $164,204 at 4% or $109,469 at 6%; with 50% employer match about $109,469 at 4% or $72,980 at 6%; with 100% employer match about $82,102 at 4% or $54,735 at 6%.