Civic Intelligence

Alan K. Bernaldo, CPA

Plan context: Alan K. Bernaldo, CPA Profit Sharing Plan

EIN 99-0198624 • Wailuku, HI • 49 filings • 4 plans

1871 Wili PA Loop, Ste. BWailuku, HI 96793
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$3,153,586

2024 Contributions

$124,329

Historical Graphs

Total Assets Over Time

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

$3,153,586$1,576,793$0200320142024YearValue
$3,153,586Latest year 2024

Participants Over Time

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

1260200020122024YearValue
12Latest 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
2024212$3,153,586$124,329$10,361iApproximate average salary by contribution assumption: employee only about $259,019 at 4% or $172,679 at 6%; with 50% employer match about $172,679 at 4% or $115,119 at 6%; with 100% employer match about $129,509 at 4% or $86,340 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-12$2,679,874$91,609$7,634iApproximate average salary by contribution assumption: employee only about $190,852 at 4% or $127,235 at 6%; with 50% employer match about $127,235 at 4% or $84,823 at 6%; with 100% employer match about $95,426 at 4% or $63,617 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$473,712$32,720$32,720iApproximate average salary by contribution assumption: employee only about $818,000 at 4% or $545,333 at 6%; with 50% employer match about $545,333 at 4% or $363,556 at 6%; with 100% employer match about $409,000 at 4% or $272,667 at 6%.
2023212$2,877,425$120,626$10,052iApproximate average salary by contribution assumption: employee only about $251,304 at 4% or $167,536 at 6%; with 50% employer match about $167,536 at 4% or $111,691 at 6%; with 100% employer match about $125,652 at 4% or $83,768 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-12$2,457,126$87,906$7,326iApproximate average salary by contribution assumption: employee only about $183,138 at 4% or $122,092 at 6%; with 50% employer match about $122,092 at 4% or $81,394 at 6%; with 100% employer match about $91,569 at 4% or $61,046 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-12$420,299$32,720$2,727iApproximate average salary by contribution assumption: employee only about $68,167 at 4% or $45,444 at 6%; with 50% employer match about $45,444 at 4% or $30,296 at 6%; with 100% employer match about $34,083 at 4% or $22,722 at 6%.
202229$2,653,239$104,828$11,648iApproximate average salary by contribution assumption: employee only about $291,189 at 4% or $194,126 at 6%; with 50% employer match about $194,126 at 4% or $129,417 at 6%; with 100% employer match about $145,594 at 4% or $97,063 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-9$2,268,867$72,588$8,065iApproximate average salary by contribution assumption: employee only about $201,633 at 4% or $134,422 at 6%; with 50% employer match about $134,422 at 4% or $89,615 at 6%; with 100% employer match about $100,817 at 4% or $67,211 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$384,372$32,240$32,240iApproximate average salary by contribution assumption: employee only about $806,000 at 4% or $537,333 at 6%; with 50% employer match about $537,333 at 4% or $358,222 at 6%; with 100% employer match about $403,000 at 4% or $268,667 at 6%.
202129$2,777,065$103,415$11,491iApproximate average salary by contribution assumption: employee only about $287,264 at 4% or $191,509 at 6%; with 50% employer match about $191,509 at 4% or $127,673 at 6%; with 100% employer match about $143,632 at 4% or $95,755 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-9$2,416,067$73,175$8,131iApproximate average salary by contribution assumption: employee only about $203,264 at 4% or $135,509 at 6%; with 50% employer match about $135,509 at 4% or $90,340 at 6%; with 100% employer match about $101,632 at 4% or $67,755 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$360,998$30,240$30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%.
202029$2,578,474$109,890$12,210iApproximate average salary by contribution assumption: employee only about $305,250 at 4% or $203,500 at 6%; with 50% employer match about $203,500 at 4% or $135,667 at 6%; with 100% employer match about $152,625 at 4% or $101,750 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-9$2,234,250$79,650$8,850iApproximate average salary by contribution assumption: employee only about $221,250 at 4% or $147,500 at 6%; with 50% employer match about $147,500 at 4% or $98,333 at 6%; with 100% employer match about $110,625 at 4% or $73,750 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$344,224$30,240$30,240iApproximate average salary by contribution assumption: employee only about $756,000 at 4% or $504,000 at 6%; with 50% employer match about $504,000 at 4% or $336,000 at 6%; with 100% employer match about $378,000 at 4% or $252,000 at 6%.
2019210$2,357,176$107,147$10,715iApproximate average salary by contribution assumption: employee only about $267,868 at 4% or $178,578 at 6%; with 50% employer match about $178,578 at 4% or $119,052 at 6%; with 100% employer match about $133,934 at 4% or $89,289 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-10$2,044,038$77,907$7,791iApproximate average salary by contribution assumption: employee only about $194,768 at 4% or $129,845 at 6%; with 50% employer match about $129,845 at 4% or $86,563 at 6%; with 100% employer match about $97,384 at 4% or $64,923 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$313,138$29,240$29,240iApproximate average salary by contribution assumption: employee only about $731,000 at 4% or $487,333 at 6%; with 50% employer match about $487,333 at 4% or $324,889 at 6%; with 100% employer match about $365,500 at 4% or $243,667 at 6%.
201828$2,070,900$100,686$12,586iApproximate average salary by contribution assumption: employee only about $314,644 at 4% or $209,763 at 6%; with 50% employer match about $209,763 at 4% or $139,842 at 6%; with 100% employer match about $157,322 at 4% or $104,881 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-8$1,792,256$71,946$8,993iApproximate average salary by contribution assumption: employee only about $224,831 at 4% or $149,888 at 6%; with 50% employer match about $149,888 at 4% or $99,925 at 6%; with 100% employer match about $112,416 at 4% or $74,944 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$278,644$28,740$28,740iApproximate average salary by contribution assumption: employee only about $718,500 at 4% or $479,000 at 6%; with 50% employer match about $479,000 at 4% or $319,333 at 6%; with 100% employer match about $359,250 at 4% or $239,500 at 6%.
201728$1,968,115$100,583$12,573iApproximate average salary by contribution assumption: employee only about $314,322 at 4% or $209,548 at 6%; with 50% employer match about $209,548 at 4% or $139,699 at 6%; with 100% employer match about $157,161 at 4% or $104,774 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-8$1,721,954$72,343$9,043iApproximate average salary by contribution assumption: employee only about $226,072 at 4% or $150,715 at 6%; with 50% employer match about $150,715 at 4% or $100,476 at 6%; with 100% employer match about $113,036 at 4% or $75,357 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$246,161$28,240$28,240iApproximate average salary by contribution assumption: employee only about $706,000 at 4% or $470,667 at 6%; with 50% employer match about $470,667 at 4% or $313,778 at 6%; with 100% employer match about $353,000 at 4% or $235,333 at 6%.
201628$1,773,742$96,501$12,063iApproximate average salary by contribution assumption: employee only about $301,566 at 4% or $201,044 at 6%; with 50% employer match about $201,044 at 4% or $134,029 at 6%; with 100% employer match about $150,783 at 4% or $100,522 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-8$1,557,033$68,261$8,533iApproximate average salary by contribution assumption: employee only about $213,316 at 4% or $142,210 at 6%; with 50% employer match about $142,210 at 4% or $94,807 at 6%; with 100% employer match about $106,658 at 4% or $71,105 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$216,709$28,240$28,240iApproximate average salary by contribution assumption: employee only about $706,000 at 4% or $470,667 at 6%; with 50% employer match about $470,667 at 4% or $313,778 at 6%; with 100% employer match about $353,000 at 4% or $235,333 at 6%.
201528$1,605,863$89,559$11,195iApproximate average salary by contribution assumption: employee only about $279,872 at 4% or $186,581 at 6%; with 50% employer match about $186,581 at 4% or $124,388 at 6%; with 100% employer match about $139,936 at 4% or $93,291 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-8$1,417,571$71,319$8,915iApproximate average salary by contribution assumption: employee only about $222,872 at 4% or $148,581 at 6%; with 50% employer match about $148,581 at 4% or $99,054 at 6%; with 100% employer match about $111,436 at 4% or $74,291 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$188,292$18,240$18,240iApproximate average salary by contribution assumption: employee only about $456,000 at 4% or $304,000 at 6%; with 50% employer match about $304,000 at 4% or $202,667 at 6%; with 100% employer match about $228,000 at 4% or $152,000 at 6%.
201429$1,470,325$88,580$9,842iApproximate average salary by contribution assumption: employee only about $246,056 at 4% or $164,037 at 6%; with 50% employer match about $164,037 at 4% or $109,358 at 6%; with 100% employer match about $123,028 at 4% or $82,019 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-9$1,300,290$70,720$7,858iApproximate average salary by contribution assumption: employee only about $196,444 at 4% or $130,963 at 6%; with 50% employer match about $130,963 at 4% or $87,309 at 6%; with 100% employer match about $98,222 at 4% or $65,481 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$170,035$17,860$17,860iApproximate average salary by contribution assumption: employee only about $446,500 at 4% or $297,667 at 6%; with 50% employer match about $297,667 at 4% or $198,444 at 6%; with 100% employer match about $223,250 at 4% or $148,833 at 6%.
201329$1,380,167$88,122$9,791iApproximate average salary by contribution assumption: employee only about $244,783 at 4% or $163,189 at 6%; with 50% employer match about $163,189 at 4% or $108,793 at 6%; with 100% employer match about $122,392 at 4% or $81,594 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-9$1,228,033$70,262$7,807iApproximate average salary by contribution assumption: employee only about $195,172 at 4% or $130,115 at 6%; with 50% employer match about $130,115 at 4% or $86,743 at 6%; with 100% employer match about $97,586 at 4% or $65,057 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$152,134$17,860$17,860iApproximate average salary by contribution assumption: employee only about $446,500 at 4% or $297,667 at 6%; with 50% employer match about $297,667 at 4% or $198,444 at 6%; with 100% employer match about $223,250 at 4% or $148,833 at 6%.
201226$1,194,599$157,229$26,205iApproximate average salary by contribution assumption: employee only about $655,121 at 4% or $436,747 at 6%; with 50% employer match about $436,747 at 4% or $291,165 at 6%; with 100% employer match about $327,560 at 4% or $218,374 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-6$1,060,339$151,829$25,305iApproximate average salary by contribution assumption: employee only about $632,621 at 4% or $421,747 at 6%; with 50% employer match about $421,747 at 4% or $281,165 at 6%; with 100% employer match about $316,310 at 4% or $210,874 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$134,260$5,400$5,400iApproximate average salary by contribution assumption: employee only about $135,000 at 4% or $90,000 at 6%; with 50% employer match about $90,000 at 4% or $60,000 at 6%; with 100% employer match about $67,500 at 4% or $45,000 at 6%.
201125$988,849$76,275$15,255iApproximate average salary by contribution assumption: employee only about $381,375 at 4% or $254,250 at 6%; with 50% employer match about $254,250 at 4% or $169,500 at 6%; with 100% employer match about $190,688 at 4% or $127,125 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-5$860,010$62,175$12,435iApproximate average salary by contribution assumption: employee only about $310,875 at 4% or $207,250 at 6%; with 50% employer match about $207,250 at 4% or $138,167 at 6%; with 100% employer match about $155,438 at 4% or $103,625 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$128,839$14,100$14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%.
201026$920,076$73,637$12,273iApproximate average salary by contribution assumption: employee only about $306,821 at 4% or $204,547 at 6%; with 50% employer match about $204,547 at 4% or $136,365 at 6%; with 100% employer match about $153,410 at 4% or $102,274 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-6$805,353$59,537$9,923iApproximate average salary by contribution assumption: employee only about $248,071 at 4% or $165,381 at 6%; with 50% employer match about $165,381 at 4% or $110,254 at 6%; with 100% employer match about $124,035 at 4% or $82,690 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$114,723$14,100$14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%.
200927$801,667$74,852$10,693iApproximate average salary by contribution assumption: employee only about $267,329 at 4% or $178,219 at 6%; with 50% employer match about $178,219 at 4% or $118,813 at 6%; with 100% employer match about $133,664 at 4% or $89,110 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-7$710,477$60,752$8,679iApproximate average salary by contribution assumption: employee only about $216,971 at 4% or $144,648 at 6%; with 50% employer match about $144,648 at 4% or $96,432 at 6%; with 100% employer match about $108,486 at 4% or $72,324 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-1$91,190$14,100$14,100iApproximate average salary by contribution assumption: employee only about $352,500 at 4% or $235,000 at 6%; with 50% employer match about $235,000 at 4% or $156,667 at 6%; with 100% employer match about $176,250 at 4% or $117,500 at 6%.
200827$76,812$14,100$2,014iApproximate average salary by contribution assumption: employee only about $50,357 at 4% or $33,571 at 6%; with 50% employer match about $33,571 at 4% or $22,381 at 6%; with 100% employer match about $25,179 at 4% or $16,786 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-7$76,812$14,100$2,014iApproximate average salary by contribution assumption: employee only about $50,357 at 4% or $33,571 at 6%; with 50% employer match about $33,571 at 4% or $22,381 at 6%; with 100% employer match about $25,179 at 4% or $16,786 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-7---
200726$0$0-
Alan K. Bernaldo, CPA Profit Sharing Plan-6---
Alan K. Bernaldo, CPA 401(K) Plan-6---
200626$720,720$70,391$11,732iApproximate average salary by contribution assumption: employee only about $293,296 at 4% or $195,531 at 6%; with 50% employer match about $195,531 at 4% or $130,354 at 6%; with 100% employer match about $146,648 at 4% or $97,765 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-6$619,073$55,211$9,202iApproximate average salary by contribution assumption: employee only about $230,046 at 4% or $153,364 at 6%; with 50% employer match about $153,364 at 4% or $102,243 at 6%; with 100% employer match about $115,023 at 4% or $76,682 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-6$101,647$15,180$2,530iApproximate average salary by contribution assumption: employee only about $63,250 at 4% or $42,167 at 6%; with 50% employer match about $42,167 at 4% or $28,111 at 6%; with 100% employer match about $31,625 at 4% or $21,083 at 6%.
200527$604,089$81,676$11,668iApproximate average salary by contribution assumption: employee only about $291,700 at 4% or $194,467 at 6%; with 50% employer match about $194,467 at 4% or $129,644 at 6%; with 100% employer match about $145,850 at 4% or $97,233 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-6$521,899$55,506$9,251iApproximate average salary by contribution assumption: employee only about $231,275 at 4% or $154,183 at 6%; with 50% employer match about $154,183 at 4% or $102,789 at 6%; with 100% employer match about $115,638 at 4% or $77,092 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-7$82,190$26,170$3,739iApproximate average salary by contribution assumption: employee only about $93,464 at 4% or $62,310 at 6%; with 50% employer match about $62,310 at 4% or $41,540 at 6%; with 100% employer match about $46,732 at 4% or $31,155 at 6%.
200426$504,168$65,721$10,954iApproximate average salary by contribution assumption: employee only about $273,838 at 4% or $182,558 at 6%; with 50% employer match about $182,558 at 4% or $121,706 at 6%; with 100% employer match about $136,919 at 4% or $91,279 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-6$450,004$48,959$8,160iApproximate average salary by contribution assumption: employee only about $203,996 at 4% or $135,997 at 6%; with 50% employer match about $135,997 at 4% or $90,665 at 6%; with 100% employer match about $101,998 at 4% or $67,999 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-6$54,164$16,762$2,794iApproximate average salary by contribution assumption: employee only about $69,842 at 4% or $46,561 at 6%; with 50% employer match about $46,561 at 4% or $31,041 at 6%; with 100% employer match about $34,921 at 4% or $23,281 at 6%.
200327$430,536$63,940$9,134iApproximate average salary by contribution assumption: employee only about $228,357 at 4% or $152,238 at 6%; with 50% employer match about $152,238 at 4% or $101,492 at 6%; with 100% employer match about $114,179 at 4% or $76,119 at 6%.
Alan K. Bernaldo, CPA Profit Sharing Plan-7$393,609$47,327$6,761iApproximate average salary by contribution assumption: employee only about $169,025 at 4% or $112,683 at 6%; with 50% employer match about $112,683 at 4% or $75,122 at 6%; with 100% employer match about $84,513 at 4% or $56,342 at 6%.
Alan K. Bernaldo, CPA 401(K) Plan-7$36,927$16,613$2,373iApproximate average salary by contribution assumption: employee only about $59,332 at 4% or $39,555 at 6%; with 50% employer match about $39,555 at 4% or $26,370 at 6%; with 100% employer match about $29,666 at 4% or $19,777 at 6%.
200237$0$0-
Alan K. Bernaldo, CPA 401(K) Plan-7---
ALAN K. BERNALDO, CPA EMPLOYEE PENSION PLAN-0---
Alan K. Bernaldo, CPA Profit Sharing Plan-7---
200117$0$0-
ALAN K. BERNALDO, CPA EMPLOYEE PENSION PLAN-7---
200016$0$0-
ALAN K. BERNALDO, CPA EMPLOYEE PENSION PLAN-6---