Civic Intelligence

Stephen E Clason

Plan context: American Funds Basic Profit Sharing

EIN 99-0226577 • Honolulu, HI • 30 filings • 2 plans

615 Piikoi Street Suite 1802Honolulu, HI 96814-3140
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$9,214,843

2024 Contributions

$25,274

Historical Graphs

Total Assets Over Time

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

$9,214,843$4,607,422$0199920122024YearValue
$9,214,843Latest year 2024

Participants Over Time

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

320199920122024YearValue
3Latest 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
202413$9,214,843$0-
American Funds Basic Profit Sharing-3$9,214,843--
202312$7,932,186$25,274$12,637iApproximate average salary by contribution assumption: employee only about $315,925 at 4% or $210,617 at 6%; with 50% employer match about $210,617 at 4% or $140,411 at 6%; with 100% employer match about $157,963 at 4% or $105,308 at 6%.
American Funds Basic Profit Sharing-2$7,932,186$25,274$12,637iApproximate average salary by contribution assumption: employee only about $315,925 at 4% or $210,617 at 6%; with 50% employer match about $210,617 at 4% or $140,411 at 6%; with 100% employer match about $157,963 at 4% or $105,308 at 6%.
202212$6,537,405$31,144$15,572iApproximate average salary by contribution assumption: employee only about $389,300 at 4% or $259,533 at 6%; with 50% employer match about $259,533 at 4% or $173,022 at 6%; with 100% employer match about $194,650 at 4% or $129,767 at 6%.
American Funds Basic Profit Sharing-2$6,537,405$31,144$15,572iApproximate average salary by contribution assumption: employee only about $389,300 at 4% or $259,533 at 6%; with 50% employer match about $259,533 at 4% or $173,022 at 6%; with 100% employer match about $194,650 at 4% or $129,767 at 6%.
202112$8,811,874$36,013$18,007iApproximate average salary by contribution assumption: employee only about $450,163 at 4% or $300,108 at 6%; with 50% employer match about $300,108 at 4% or $200,072 at 6%; with 100% employer match about $225,081 at 4% or $150,054 at 6%.
American Funds Basic Profit Sharing-2$8,811,874$36,013$18,007iApproximate average salary by contribution assumption: employee only about $450,163 at 4% or $300,108 at 6%; with 50% employer match about $300,108 at 4% or $200,072 at 6%; with 100% employer match about $225,081 at 4% or $150,054 at 6%.
202012$7,818,219$34,861$17,431iApproximate average salary by contribution assumption: employee only about $435,763 at 4% or $290,508 at 6%; with 50% employer match about $290,508 at 4% or $193,672 at 6%; with 100% employer match about $217,881 at 4% or $145,254 at 6%.
American Funds Basic Profit Sharing-2$7,818,219$34,861$17,431iApproximate average salary by contribution assumption: employee only about $435,763 at 4% or $290,508 at 6%; with 50% employer match about $290,508 at 4% or $193,672 at 6%; with 100% employer match about $217,881 at 4% or $145,254 at 6%.
201913$6,257,838$42,771$14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%.
American Funds Basic Profit Sharing-3$6,257,838$42,771$14,257iApproximate average salary by contribution assumption: employee only about $356,425 at 4% or $237,617 at 6%; with 50% employer match about $237,617 at 4% or $158,411 at 6%; with 100% employer match about $178,213 at 4% or $118,808 at 6%.
201813$4,916,815$43,931$14,644iApproximate average salary by contribution assumption: employee only about $366,092 at 4% or $244,061 at 6%; with 50% employer match about $244,061 at 4% or $162,707 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%.
American Funds Basic Profit Sharing-3$4,916,815$43,931$14,644iApproximate average salary by contribution assumption: employee only about $366,092 at 4% or $244,061 at 6%; with 50% employer match about $244,061 at 4% or $162,707 at 6%; with 100% employer match about $183,046 at 4% or $122,031 at 6%.
201712$5,234,962$38,563$19,282iApproximate average salary by contribution assumption: employee only about $482,038 at 4% or $321,358 at 6%; with 50% employer match about $321,358 at 4% or $214,239 at 6%; with 100% employer match about $241,019 at 4% or $160,679 at 6%.
American Funds Basic Profit Sharing-2$5,234,962$38,563$19,282iApproximate average salary by contribution assumption: employee only about $482,038 at 4% or $321,358 at 6%; with 50% employer match about $321,358 at 4% or $214,239 at 6%; with 100% employer match about $241,019 at 4% or $160,679 at 6%.
201612$4,120,167$46,129$23,065iApproximate average salary by contribution assumption: employee only about $576,613 at 4% or $384,408 at 6%; with 50% employer match about $384,408 at 4% or $256,272 at 6%; with 100% employer match about $288,306 at 4% or $192,204 at 6%.
American Funds Basic Profit Sharing-2$4,120,167$46,129$23,065iApproximate average salary by contribution assumption: employee only about $576,613 at 4% or $384,408 at 6%; with 50% employer match about $384,408 at 4% or $256,272 at 6%; with 100% employer match about $288,306 at 4% or $192,204 at 6%.
201512$3,850,514$47,594$23,797iApproximate average salary by contribution assumption: employee only about $594,925 at 4% or $396,617 at 6%; with 50% employer match about $396,617 at 4% or $264,411 at 6%; with 100% employer match about $297,463 at 4% or $198,308 at 6%.
American Funds Basic Profit Sharing-2$3,850,514$47,594$23,797iApproximate average salary by contribution assumption: employee only about $594,925 at 4% or $396,617 at 6%; with 50% employer match about $396,617 at 4% or $264,411 at 6%; with 100% employer match about $297,463 at 4% or $198,308 at 6%.
201413$3,800,337$50,637$16,879iApproximate average salary by contribution assumption: employee only about $421,975 at 4% or $281,317 at 6%; with 50% employer match about $281,317 at 4% or $187,544 at 6%; with 100% employer match about $210,988 at 4% or $140,658 at 6%.
American Funds Basic Profit Sharing-3$3,800,337$50,637$16,879iApproximate average salary by contribution assumption: employee only about $421,975 at 4% or $281,317 at 6%; with 50% employer match about $281,317 at 4% or $187,544 at 6%; with 100% employer match about $210,988 at 4% or $140,658 at 6%.
201313$3,559,636$58,753$19,584iApproximate average salary by contribution assumption: employee only about $489,608 at 4% or $326,406 at 6%; with 50% employer match about $326,406 at 4% or $217,604 at 6%; with 100% employer match about $244,804 at 4% or $163,203 at 6%.
American Funds Basic Profit Sharing-3$3,559,636$58,753$19,584iApproximate average salary by contribution assumption: employee only about $489,608 at 4% or $326,406 at 6%; with 50% employer match about $326,406 at 4% or $217,604 at 6%; with 100% employer match about $244,804 at 4% or $163,203 at 6%.
201213$2,734,205$70,999$23,666iApproximate average salary by contribution assumption: employee only about $591,658 at 4% or $394,439 at 6%; with 50% employer match about $394,439 at 4% or $262,959 at 6%; with 100% employer match about $295,829 at 4% or $197,219 at 6%.
American Funds Basic Profit Sharing-3$2,734,205$70,999$23,666iApproximate average salary by contribution assumption: employee only about $591,658 at 4% or $394,439 at 6%; with 50% employer match about $394,439 at 4% or $262,959 at 6%; with 100% employer match about $295,829 at 4% or $197,219 at 6%.
201113$2,247,504$61,284$20,428iApproximate average salary by contribution assumption: employee only about $510,700 at 4% or $340,467 at 6%; with 50% employer match about $340,467 at 4% or $226,978 at 6%; with 100% employer match about $255,350 at 4% or $170,233 at 6%.
American Funds Basic Profit Sharing-3$2,247,504$61,284$20,428iApproximate average salary by contribution assumption: employee only about $510,700 at 4% or $340,467 at 6%; with 50% employer match about $340,467 at 4% or $226,978 at 6%; with 100% employer match about $255,350 at 4% or $170,233 at 6%.
201013$2,310,713$60,110$20,037iApproximate average salary by contribution assumption: employee only about $500,917 at 4% or $333,944 at 6%; with 50% employer match about $333,944 at 4% or $222,630 at 6%; with 100% employer match about $250,458 at 4% or $166,972 at 6%.
American Funds Basic Profit Sharing-3$2,310,713$60,110$20,037iApproximate average salary by contribution assumption: employee only about $500,917 at 4% or $333,944 at 6%; with 50% employer match about $333,944 at 4% or $222,630 at 6%; with 100% employer match about $250,458 at 4% or $166,972 at 6%.
200913$2,013,515$60,931$20,310iApproximate average salary by contribution assumption: employee only about $507,758 at 4% or $338,506 at 6%; with 50% employer match about $338,506 at 4% or $225,670 at 6%; with 100% employer match about $253,879 at 4% or $169,253 at 6%.
American Funds Basic Profit Sharing-3$2,013,515$60,931$20,310iApproximate average salary by contribution assumption: employee only about $507,758 at 4% or $338,506 at 6%; with 50% employer match about $338,506 at 4% or $225,670 at 6%; with 100% employer match about $253,879 at 4% or $169,253 at 6%.
200813$1,444,418$65,465$21,822iApproximate average salary by contribution assumption: employee only about $545,542 at 4% or $363,694 at 6%; with 50% employer match about $363,694 at 4% or $242,463 at 6%; with 100% employer match about $272,771 at 4% or $181,847 at 6%.
American Funds Basic Profit Sharing-3$1,444,418$65,465$21,822iApproximate average salary by contribution assumption: employee only about $545,542 at 4% or $363,694 at 6%; with 50% employer match about $363,694 at 4% or $242,463 at 6%; with 100% employer match about $272,771 at 4% or $181,847 at 6%.
200713$0$0-
American Funds Basic Profit Sharing-3---
200612$1,903,658$52,950$26,475iApproximate average salary by contribution assumption: employee only about $661,875 at 4% or $441,250 at 6%; with 50% employer match about $441,250 at 4% or $294,167 at 6%; with 100% employer match about $330,938 at 4% or $220,625 at 6%.
American Funds Basic Profit Sharing-2$1,903,658$52,950$26,475iApproximate average salary by contribution assumption: employee only about $661,875 at 4% or $441,250 at 6%; with 50% employer match about $441,250 at 4% or $294,167 at 6%; with 100% employer match about $330,938 at 4% or $220,625 at 6%.
200512$1,555,817$52,825$26,413iApproximate average salary by contribution assumption: employee only about $660,313 at 4% or $440,208 at 6%; with 50% employer match about $440,208 at 4% or $293,472 at 6%; with 100% employer match about $330,156 at 4% or $220,104 at 6%.
American Funds Basic Profit Sharing-2$1,555,817$52,825$26,413iApproximate average salary by contribution assumption: employee only about $660,313 at 4% or $440,208 at 6%; with 50% employer match about $440,208 at 4% or $293,472 at 6%; with 100% employer match about $330,156 at 4% or $220,104 at 6%.
200412$1,355,480$53,140$26,570iApproximate average salary by contribution assumption: employee only about $664,250 at 4% or $442,833 at 6%; with 50% employer match about $442,833 at 4% or $295,222 at 6%; with 100% employer match about $332,125 at 4% or $221,417 at 6%.
American Funds Basic Profit Sharing-2$1,355,480$53,140$26,570iApproximate average salary by contribution assumption: employee only about $664,250 at 4% or $442,833 at 6%; with 50% employer match about $442,833 at 4% or $295,222 at 6%; with 100% employer match about $332,125 at 4% or $221,417 at 6%.
200312$1,106,984$50,137$25,069iApproximate average salary by contribution assumption: employee only about $626,713 at 4% or $417,808 at 6%; with 50% employer match about $417,808 at 4% or $278,539 at 6%; with 100% employer match about $313,356 at 4% or $208,904 at 6%.
American Funds Basic Profit Sharing-2$1,106,984$50,137$25,069iApproximate average salary by contribution assumption: employee only about $626,713 at 4% or $417,808 at 6%; with 50% employer match about $417,808 at 4% or $278,539 at 6%; with 100% employer match about $313,356 at 4% or $208,904 at 6%.
200220$796,044$39,150-
American Funds Basic Profit Sharing-0$796,044$39,150-
Basic Money Purchase Plan Amer Fund-0---
200122$920,117$33,752$16,876iApproximate average salary by contribution assumption: employee only about $421,900 at 4% or $281,267 at 6%; with 50% employer match about $281,267 at 4% or $187,511 at 6%; with 100% employer match about $210,950 at 4% or $140,633 at 6%.
American Funds Basic Profit Sharing-2$750,429$20,251$10,126iApproximate average salary by contribution assumption: employee only about $253,138 at 4% or $168,758 at 6%; with 50% employer match about $168,758 at 4% or $112,506 at 6%; with 100% employer match about $126,569 at 4% or $84,379 at 6%.
Basic Money Purchase Plan Amer Fund-2$169,688$13,501$6,751iApproximate average salary by contribution assumption: employee only about $168,763 at 4% or $112,508 at 6%; with 50% employer match about $112,508 at 4% or $75,006 at 6%; with 100% employer match about $84,381 at 4% or $56,254 at 6%.
200022$976,597$57,919$28,960iApproximate average salary by contribution assumption: employee only about $723,988 at 4% or $482,658 at 6%; with 50% employer match about $482,658 at 4% or $321,772 at 6%; with 100% employer match about $361,994 at 4% or $241,329 at 6%.
American Funds Basic Profit Sharing-2$805,730$28,751$14,376iApproximate average salary by contribution assumption: employee only about $359,388 at 4% or $239,592 at 6%; with 50% employer match about $239,592 at 4% or $159,728 at 6%; with 100% employer match about $179,694 at 4% or $119,796 at 6%.
Basic Money Purchase Plan Amer Fund-2$170,867$29,168$14,584iApproximate average salary by contribution assumption: employee only about $364,600 at 4% or $243,067 at 6%; with 50% employer match about $243,067 at 4% or $162,044 at 6%; with 100% employer match about $182,300 at 4% or $121,533 at 6%.
199922$987,316$43,152$21,576iApproximate average salary by contribution assumption: employee only about $539,400 at 4% or $359,600 at 6%; with 50% employer match about $359,600 at 4% or $239,733 at 6%; with 100% employer match about $269,700 at 4% or $179,800 at 6%.
American Funds Basic Profit Sharing-2$834,196$25,928$12,964iApproximate average salary by contribution assumption: employee only about $324,100 at 4% or $216,067 at 6%; with 50% employer match about $216,067 at 4% or $144,044 at 6%; with 100% employer match about $162,050 at 4% or $108,033 at 6%.
Basic Money Purchase Plan Amer Fund-2$153,120$17,224$8,612iApproximate average salary by contribution assumption: employee only about $215,300 at 4% or $143,533 at 6%; with 50% employer match about $143,533 at 4% or $95,689 at 6%; with 100% employer match about $107,650 at 4% or $71,767 at 6%.