Consuelo Zobel Alger Foundation
Plan context: Consuelo Zobel Alger Foundation 401(K) Retirement Plan
EIN 99-0266163 • Honolulu, HI • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
16
2024 Assets
$5,401,783
2024 Contributions
$410,981
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 16 | $5,401,783 | $410,981 | $25,686iApproximate average salary by contribution assumption: employee only about $642,158 at 4% or $428,105 at 6%; with 50% employer match about $428,105 at 4% or $285,403 at 6%; with 100% employer match about $321,079 at 4% or $214,053 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 16 | $5,401,783 | $410,981 | $25,686iApproximate average salary by contribution assumption: employee only about $642,158 at 4% or $428,105 at 6%; with 50% employer match about $428,105 at 4% or $285,403 at 6%; with 100% employer match about $321,079 at 4% or $214,053 at 6%. |
| 2023 | 1 | 15 | $4,784,875 | $185,465 | $12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 15 | $4,784,875 | $185,465 | $12,364iApproximate average salary by contribution assumption: employee only about $309,108 at 4% or $206,072 at 6%; with 50% employer match about $206,072 at 4% or $137,381 at 6%; with 100% employer match about $154,554 at 4% or $103,036 at 6%. |
| 2022 | 1 | 17 | $4,396,632 | $182,338 | $10,726iApproximate average salary by contribution assumption: employee only about $268,144 at 4% or $178,763 at 6%; with 50% employer match about $178,763 at 4% or $119,175 at 6%; with 100% employer match about $134,072 at 4% or $89,381 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 17 | $4,396,632 | $182,338 | $10,726iApproximate average salary by contribution assumption: employee only about $268,144 at 4% or $178,763 at 6%; with 50% employer match about $178,763 at 4% or $119,175 at 6%; with 100% employer match about $134,072 at 4% or $89,381 at 6%. |
| 2021 | 1 | 16 | $5,391,112 | $434,566 | $27,160iApproximate average salary by contribution assumption: employee only about $679,009 at 4% or $452,673 at 6%; with 50% employer match about $452,673 at 4% or $301,782 at 6%; with 100% employer match about $339,505 at 4% or $226,336 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 16 | $5,391,112 | $434,566 | $27,160iApproximate average salary by contribution assumption: employee only about $679,009 at 4% or $452,673 at 6%; with 50% employer match about $452,673 at 4% or $301,782 at 6%; with 100% employer match about $339,505 at 4% or $226,336 at 6%. |
| 2020 | 1 | 15 | $7,099,167 | $876,450 | $58,430iApproximate average salary by contribution assumption: employee only about $1,460,750 at 4% or $973,833 at 6%; with 50% employer match about $973,833 at 4% or $649,222 at 6%; with 100% employer match about $730,375 at 4% or $486,917 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 15 | $7,099,167 | $876,450 | $58,430iApproximate average salary by contribution assumption: employee only about $1,460,750 at 4% or $973,833 at 6%; with 50% employer match about $973,833 at 4% or $649,222 at 6%; with 100% employer match about $730,375 at 4% or $486,917 at 6%. |
| 2019 | 1 | 15 | $5,085,728 | $231,446 | $15,430iApproximate average salary by contribution assumption: employee only about $385,743 at 4% or $257,162 at 6%; with 50% employer match about $257,162 at 4% or $171,441 at 6%; with 100% employer match about $192,872 at 4% or $128,581 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 15 | $5,085,728 | $231,446 | $15,430iApproximate average salary by contribution assumption: employee only about $385,743 at 4% or $257,162 at 6%; with 50% employer match about $257,162 at 4% or $171,441 at 6%; with 100% employer match about $192,872 at 4% or $128,581 at 6%. |
| 2018 | 1 | 14 | $3,854,371 | $117,687 | $8,406iApproximate average salary by contribution assumption: employee only about $210,155 at 4% or $140,104 at 6%; with 50% employer match about $140,104 at 4% or $93,402 at 6%; with 100% employer match about $105,078 at 4% or $70,052 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 14 | $3,854,371 | $117,687 | $8,406iApproximate average salary by contribution assumption: employee only about $210,155 at 4% or $140,104 at 6%; with 50% employer match about $140,104 at 4% or $93,402 at 6%; with 100% employer match about $105,078 at 4% or $70,052 at 6%. |
| 2017 | 1 | 17 | $4,150,802 | $138,308 | $8,136iApproximate average salary by contribution assumption: employee only about $203,394 at 4% or $135,596 at 6%; with 50% employer match about $135,596 at 4% or $90,397 at 6%; with 100% employer match about $101,697 at 4% or $67,798 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 17 | $4,150,802 | $138,308 | $8,136iApproximate average salary by contribution assumption: employee only about $203,394 at 4% or $135,596 at 6%; with 50% employer match about $135,596 at 4% or $90,397 at 6%; with 100% employer match about $101,697 at 4% or $67,798 at 6%. |
| 2016 | 1 | 15 | $3,370,686 | $141,198 | $9,413iApproximate average salary by contribution assumption: employee only about $235,330 at 4% or $156,887 at 6%; with 50% employer match about $156,887 at 4% or $104,591 at 6%; with 100% employer match about $117,665 at 4% or $78,443 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 15 | $3,370,686 | $141,198 | $9,413iApproximate average salary by contribution assumption: employee only about $235,330 at 4% or $156,887 at 6%; with 50% employer match about $156,887 at 4% or $104,591 at 6%; with 100% employer match about $117,665 at 4% or $78,443 at 6%. |
| 2015 | 1 | 13 | $3,095,374 | $142,307 | $10,947iApproximate average salary by contribution assumption: employee only about $273,667 at 4% or $182,445 at 6%; with 50% employer match about $182,445 at 4% or $121,630 at 6%; with 100% employer match about $136,834 at 4% or $91,222 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 13 | $3,095,374 | $142,307 | $10,947iApproximate average salary by contribution assumption: employee only about $273,667 at 4% or $182,445 at 6%; with 50% employer match about $182,445 at 4% or $121,630 at 6%; with 100% employer match about $136,834 at 4% or $91,222 at 6%. |
| 2014 | 1 | 12 | $2,954,400 | $169,715 | $14,143iApproximate average salary by contribution assumption: employee only about $353,573 at 4% or $235,715 at 6%; with 50% employer match about $235,715 at 4% or $157,144 at 6%; with 100% employer match about $176,786 at 4% or $117,858 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 12 | $2,954,400 | $169,715 | $14,143iApproximate average salary by contribution assumption: employee only about $353,573 at 4% or $235,715 at 6%; with 50% employer match about $235,715 at 4% or $157,144 at 6%; with 100% employer match about $176,786 at 4% or $117,858 at 6%. |
| 2013 | 1 | 12 | $2,603,036 | $97,720 | $8,143iApproximate average salary by contribution assumption: employee only about $203,583 at 4% or $135,722 at 6%; with 50% employer match about $135,722 at 4% or $90,481 at 6%; with 100% employer match about $101,792 at 4% or $67,861 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 12 | $2,603,036 | $97,720 | $8,143iApproximate average salary by contribution assumption: employee only about $203,583 at 4% or $135,722 at 6%; with 50% employer match about $135,722 at 4% or $90,481 at 6%; with 100% employer match about $101,792 at 4% or $67,861 at 6%. |
| 2012 | 1 | 11 | $1,963,628 | $281,487 | $25,590iApproximate average salary by contribution assumption: employee only about $639,743 at 4% or $426,495 at 6%; with 50% employer match about $426,495 at 4% or $284,330 at 6%; with 100% employer match about $319,872 at 4% or $213,248 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 11 | $1,963,628 | $281,487 | $25,590iApproximate average salary by contribution assumption: employee only about $639,743 at 4% or $426,495 at 6%; with 50% employer match about $426,495 at 4% or $284,330 at 6%; with 100% employer match about $319,872 at 4% or $213,248 at 6%. |
| 2011 | 1 | 16 | $1,747,176 | $115,352 | $7,210iApproximate average salary by contribution assumption: employee only about $180,238 at 4% or $120,158 at 6%; with 50% employer match about $120,158 at 4% or $80,106 at 6%; with 100% employer match about $90,119 at 4% or $60,079 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 16 | $1,747,176 | $115,352 | $7,210iApproximate average salary by contribution assumption: employee only about $180,238 at 4% or $120,158 at 6%; with 50% employer match about $120,158 at 4% or $80,106 at 6%; with 100% employer match about $90,119 at 4% or $60,079 at 6%. |
| 2010 | 1 | 11 | $1,754,226 | $126,725 | $11,520iApproximate average salary by contribution assumption: employee only about $288,011 at 4% or $192,008 at 6%; with 50% employer match about $192,008 at 4% or $128,005 at 6%; with 100% employer match about $144,006 at 4% or $96,004 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 11 | $1,754,226 | $126,725 | $11,520iApproximate average salary by contribution assumption: employee only about $288,011 at 4% or $192,008 at 6%; with 50% employer match about $192,008 at 4% or $128,005 at 6%; with 100% employer match about $144,006 at 4% or $96,004 at 6%. |
| 2009 | 1 | 10 | $2,484,068 | $105,602 | $10,560iApproximate average salary by contribution assumption: employee only about $264,005 at 4% or $176,003 at 6%; with 50% employer match about $176,003 at 4% or $117,336 at 6%; with 100% employer match about $132,003 at 4% or $88,002 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 10 | $2,484,068 | $105,602 | $10,560iApproximate average salary by contribution assumption: employee only about $264,005 at 4% or $176,003 at 6%; with 50% employer match about $176,003 at 4% or $117,336 at 6%; with 100% employer match about $132,003 at 4% or $88,002 at 6%. |
| 2008 | 1 | 6 | $1,912,214 | $158,526 | $26,421iApproximate average salary by contribution assumption: employee only about $660,525 at 4% or $440,350 at 6%; with 50% employer match about $440,350 at 4% or $293,567 at 6%; with 100% employer match about $330,263 at 4% or $220,175 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 6 | $1,912,214 | $158,526 | $26,421iApproximate average salary by contribution assumption: employee only about $660,525 at 4% or $440,350 at 6%; with 50% employer match about $440,350 at 4% or $293,567 at 6%; with 100% employer match about $330,263 at 4% or $220,175 at 6%. |
| 2007 | 1 | 7 | $0 | $0 | - |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $2,086,187 | $117,682 | $19,614iApproximate average salary by contribution assumption: employee only about $490,342 at 4% or $326,894 at 6%; with 50% employer match about $326,894 at 4% or $217,930 at 6%; with 100% employer match about $245,171 at 4% or $163,447 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 6 | $2,086,187 | $117,682 | $19,614iApproximate average salary by contribution assumption: employee only about $490,342 at 4% or $326,894 at 6%; with 50% employer match about $326,894 at 4% or $217,930 at 6%; with 100% employer match about $245,171 at 4% or $163,447 at 6%. |
| 2005 | 1 | 7 | $1,800,693 | $121,386 | $17,341iApproximate average salary by contribution assumption: employee only about $433,521 at 4% or $289,014 at 6%; with 50% employer match about $289,014 at 4% or $192,676 at 6%; with 100% employer match about $216,761 at 4% or $144,507 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 7 | $1,800,693 | $121,386 | $17,341iApproximate average salary by contribution assumption: employee only about $433,521 at 4% or $289,014 at 6%; with 50% employer match about $289,014 at 4% or $192,676 at 6%; with 100% employer match about $216,761 at 4% or $144,507 at 6%. |
| 2004 | 1 | 7 | $1,488,413 | $114,255 | $16,322iApproximate average salary by contribution assumption: employee only about $408,054 at 4% or $272,036 at 6%; with 50% employer match about $272,036 at 4% or $181,357 at 6%; with 100% employer match about $204,027 at 4% or $136,018 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 7 | $1,488,413 | $114,255 | $16,322iApproximate average salary by contribution assumption: employee only about $408,054 at 4% or $272,036 at 6%; with 50% employer match about $272,036 at 4% or $181,357 at 6%; with 100% employer match about $204,027 at 4% or $136,018 at 6%. |
| 2003 | 1 | 8 | $1,264,719 | $127,600 | $15,950iApproximate average salary by contribution assumption: employee only about $398,750 at 4% or $265,833 at 6%; with 50% employer match about $265,833 at 4% or $177,222 at 6%; with 100% employer match about $199,375 at 4% or $132,917 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 8 | $1,264,719 | $127,600 | $15,950iApproximate average salary by contribution assumption: employee only about $398,750 at 4% or $265,833 at 6%; with 50% employer match about $265,833 at 4% or $177,222 at 6%; with 100% employer match about $199,375 at 4% or $132,917 at 6%. |
| 2002 | 1 | 9 | $941,643 | $149,016 | $16,557iApproximate average salary by contribution assumption: employee only about $413,933 at 4% or $275,956 at 6%; with 50% employer match about $275,956 at 4% or $183,970 at 6%; with 100% employer match about $206,967 at 4% or $137,978 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 9 | $941,643 | $149,016 | $16,557iApproximate average salary by contribution assumption: employee only about $413,933 at 4% or $275,956 at 6%; with 50% employer match about $275,956 at 4% or $183,970 at 6%; with 100% employer match about $206,967 at 4% or $137,978 at 6%. |
| 2001 | 1 | 7 | $0 | $0 | - |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 7 | - | - | - |
| 2000 | 2 | 6 | $1,023,077 | $1,061,066 | $176,844iApproximate average salary by contribution assumption: employee only about $4,421,108 at 4% or $2,947,406 at 6%; with 50% employer match about $2,947,406 at 4% or $1,964,937 at 6%; with 100% employer match about $2,210,554 at 4% or $1,473,703 at 6%. |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 6 | $1,023,077 | $1,061,066 | $176,844iApproximate average salary by contribution assumption: employee only about $4,421,108 at 4% or $2,947,406 at 6%; with 50% employer match about $2,947,406 at 4% or $1,964,937 at 6%; with 100% employer match about $2,210,554 at 4% or $1,473,703 at 6%. |
| Employee Benefits Plan of Consuelo Zobel Alger Foundation | - | 0 | - | - | - |
| 1999 | 2 | 9 | $1,459,617 | $53,394 | $5,933iApproximate average salary by contribution assumption: employee only about $148,317 at 4% or $98,878 at 6%; with 50% employer match about $98,878 at 4% or $65,919 at 6%; with 100% employer match about $74,158 at 4% or $49,439 at 6%. |
| Employee Benefits Plan of Consuelo Zobel Alger Foundation | - | 9 | $1,343,192 | - | - |
| Consuelo Zobel Alger Foundation 401(K) Retirement Plan | - | 7 | $116,425 | $53,394 | $7,628iApproximate average salary by contribution assumption: employee only about $190,693 at 4% or $127,129 at 6%; with 50% employer match about $127,129 at 4% or $84,752 at 6%; with 100% employer match about $95,346 at 4% or $63,564 at 6%. |