Civic Intelligence

Wil Chee-Planning Inc.

Plan context: Wil Chee-Planning Inc. 401K Profit Sharing Plan

EIN 99-0311936 • Honolulu, HI • 23 filings • 3 plans

1268 Young St Ste 205Honolulu, HI 96814-1801
Current Snapshot

Latest Year

2021

2021 Participants

5

2021 Assets

$2,112,226

2021 Contributions

$4,498

Historical Graphs

Total Assets Over Time

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

$2,112,226$1,056,113$0199920112020YearValue
$2,112,226Latest year 2020

Participants Over Time

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

20100199920102020YearValue
5Latest year 2020

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
202110$0$4,498-
Wil Chee-Planning Inc. 401K Profit Sharing Plan-0$0$4,498-
202015$2,112,226$42,477$8,495iApproximate average salary by contribution assumption: employee only about $212,385 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,393 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-5$2,112,226$42,477$8,495iApproximate average salary by contribution assumption: employee only about $212,385 at 4% or $141,590 at 6%; with 50% employer match about $141,590 at 4% or $94,393 at 6%; with 100% employer match about $106,193 at 4% or $70,795 at 6%.
201917$1,877,863$37,214$5,316iApproximate average salary by contribution assumption: employee only about $132,907 at 4% or $88,605 at 6%; with 50% employer match about $88,605 at 4% or $59,070 at 6%; with 100% employer match about $66,454 at 4% or $44,302 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-7$1,877,863$37,214$5,316iApproximate average salary by contribution assumption: employee only about $132,907 at 4% or $88,605 at 6%; with 50% employer match about $88,605 at 4% or $59,070 at 6%; with 100% employer match about $66,454 at 4% or $44,302 at 6%.
201817$1,473,421$60,314$8,616iApproximate average salary by contribution assumption: employee only about $215,407 at 4% or $143,605 at 6%; with 50% employer match about $143,605 at 4% or $95,737 at 6%; with 100% employer match about $107,704 at 4% or $71,802 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-7$1,473,421$60,314$8,616iApproximate average salary by contribution assumption: employee only about $215,407 at 4% or $143,605 at 6%; with 50% employer match about $143,605 at 4% or $95,737 at 6%; with 100% employer match about $107,704 at 4% or $71,802 at 6%.
201717$1,497,995$50,840$7,263iApproximate average salary by contribution assumption: employee only about $181,571 at 4% or $121,048 at 6%; with 50% employer match about $121,048 at 4% or $80,698 at 6%; with 100% employer match about $90,786 at 4% or $60,524 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-7$1,497,995$50,840$7,263iApproximate average salary by contribution assumption: employee only about $181,571 at 4% or $121,048 at 6%; with 50% employer match about $121,048 at 4% or $80,698 at 6%; with 100% employer match about $90,786 at 4% or $60,524 at 6%.
201616$1,218,122$42,922$7,154iApproximate average salary by contribution assumption: employee only about $178,842 at 4% or $119,228 at 6%; with 50% employer match about $119,228 at 4% or $79,485 at 6%; with 100% employer match about $89,421 at 4% or $59,614 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-6$1,218,122$42,922$7,154iApproximate average salary by contribution assumption: employee only about $178,842 at 4% or $119,228 at 6%; with 50% employer match about $119,228 at 4% or $79,485 at 6%; with 100% employer match about $89,421 at 4% or $59,614 at 6%.
201517$1,086,216$48,693$6,956iApproximate average salary by contribution assumption: employee only about $173,904 at 4% or $115,936 at 6%; with 50% employer match about $115,936 at 4% or $77,290 at 6%; with 100% employer match about $86,952 at 4% or $57,968 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-7$1,086,216$48,693$6,956iApproximate average salary by contribution assumption: employee only about $173,904 at 4% or $115,936 at 6%; with 50% employer match about $115,936 at 4% or $77,290 at 6%; with 100% employer match about $86,952 at 4% or $57,968 at 6%.
2014111$1,136,105$48,486$4,408iApproximate average salary by contribution assumption: employee only about $110,195 at 4% or $73,464 at 6%; with 50% employer match about $73,464 at 4% or $48,976 at 6%; with 100% employer match about $55,098 at 4% or $36,732 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-11$1,136,105$48,486$4,408iApproximate average salary by contribution assumption: employee only about $110,195 at 4% or $73,464 at 6%; with 50% employer match about $73,464 at 4% or $48,976 at 6%; with 100% employer match about $55,098 at 4% or $36,732 at 6%.
2013113$1,657,530$70,167$5,397iApproximate average salary by contribution assumption: employee only about $134,937 at 4% or $89,958 at 6%; with 50% employer match about $89,958 at 4% or $59,972 at 6%; with 100% employer match about $67,468 at 4% or $44,979 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-13$1,657,530$70,167$5,397iApproximate average salary by contribution assumption: employee only about $134,937 at 4% or $89,958 at 6%; with 50% employer match about $89,958 at 4% or $59,972 at 6%; with 100% employer match about $67,468 at 4% or $44,979 at 6%.
2012116$1,496,043$114,662$7,166iApproximate average salary by contribution assumption: employee only about $179,159 at 4% or $119,440 at 6%; with 50% employer match about $119,440 at 4% or $79,626 at 6%; with 100% employer match about $89,580 at 4% or $59,720 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-16$1,496,043$114,662$7,166iApproximate average salary by contribution assumption: employee only about $179,159 at 4% or $119,440 at 6%; with 50% employer match about $119,440 at 4% or $79,626 at 6%; with 100% employer match about $89,580 at 4% or $59,720 at 6%.
2011120$1,295,085$121,145$6,057iApproximate average salary by contribution assumption: employee only about $151,431 at 4% or $100,954 at 6%; with 50% employer match about $100,954 at 4% or $67,303 at 6%; with 100% employer match about $75,716 at 4% or $50,477 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-20$1,295,085$121,145$6,057iApproximate average salary by contribution assumption: employee only about $151,431 at 4% or $100,954 at 6%; with 50% employer match about $100,954 at 4% or $67,303 at 6%; with 100% employer match about $75,716 at 4% or $50,477 at 6%.
2010120$1,242,557$84,856$4,243iApproximate average salary by contribution assumption: employee only about $106,070 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,357 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-20$1,242,557$84,856$4,243iApproximate average salary by contribution assumption: employee only about $106,070 at 4% or $70,713 at 6%; with 50% employer match about $70,713 at 4% or $47,142 at 6%; with 100% employer match about $53,035 at 4% or $35,357 at 6%.
2009112$1,075,783$101,748$8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-12$1,075,783$101,748$8,479iApproximate average salary by contribution assumption: employee only about $211,975 at 4% or $141,317 at 6%; with 50% employer match about $141,317 at 4% or $94,211 at 6%; with 100% employer match about $105,988 at 4% or $70,658 at 6%.
2008113$790,339$135,085$10,391iApproximate average salary by contribution assumption: employee only about $259,779 at 4% or $173,186 at 6%; with 50% employer match about $173,186 at 4% or $115,457 at 6%; with 100% employer match about $129,889 at 4% or $86,593 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-13$790,339$135,085$10,391iApproximate average salary by contribution assumption: employee only about $259,779 at 4% or $173,186 at 6%; with 50% employer match about $173,186 at 4% or $115,457 at 6%; with 100% employer match about $129,889 at 4% or $86,593 at 6%.
2007114$1,031,439$99,342$7,096iApproximate average salary by contribution assumption: employee only about $177,396 at 4% or $118,264 at 6%; with 50% employer match about $118,264 at 4% or $78,843 at 6%; with 100% employer match about $88,698 at 4% or $59,132 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-14$1,031,439$99,342$7,096iApproximate average salary by contribution assumption: employee only about $177,396 at 4% or $118,264 at 6%; with 50% employer match about $118,264 at 4% or $78,843 at 6%; with 100% employer match about $88,698 at 4% or $59,132 at 6%.
2006114$920,034$90,300$6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-14$920,034$90,300$6,450iApproximate average salary by contribution assumption: employee only about $161,250 at 4% or $107,500 at 6%; with 50% employer match about $107,500 at 4% or $71,667 at 6%; with 100% employer match about $80,625 at 4% or $53,750 at 6%.
2005112$751,885$86,547$7,212iApproximate average salary by contribution assumption: employee only about $180,306 at 4% or $120,204 at 6%; with 50% employer match about $120,204 at 4% or $80,136 at 6%; with 100% employer match about $90,153 at 4% or $60,102 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-12$751,885$86,547$7,212iApproximate average salary by contribution assumption: employee only about $180,306 at 4% or $120,204 at 6%; with 50% employer match about $120,204 at 4% or $80,136 at 6%; with 100% employer match about $90,153 at 4% or $60,102 at 6%.
2004113$617,146$88,441$6,803iApproximate average salary by contribution assumption: employee only about $170,079 at 4% or $113,386 at 6%; with 50% employer match about $113,386 at 4% or $75,591 at 6%; with 100% employer match about $85,039 at 4% or $56,693 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-13$617,146$88,441$6,803iApproximate average salary by contribution assumption: employee only about $170,079 at 4% or $113,386 at 6%; with 50% employer match about $113,386 at 4% or $75,591 at 6%; with 100% employer match about $85,039 at 4% or $56,693 at 6%.
2003114$491,751$89,647$6,403iApproximate average salary by contribution assumption: employee only about $160,084 at 4% or $106,723 at 6%; with 50% employer match about $106,723 at 4% or $71,148 at 6%; with 100% employer match about $80,042 at 4% or $53,361 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-14$491,751$89,647$6,403iApproximate average salary by contribution assumption: employee only about $160,084 at 4% or $106,723 at 6%; with 50% employer match about $106,723 at 4% or $71,148 at 6%; with 100% employer match about $80,042 at 4% or $53,361 at 6%.
2002113$0$0-
Wil Chee-Planning Inc. 401K Profit Sharing Plan-13---
2001113$0$0-
Wil Chee-Planning Inc. 401K Profit Sharing Plan-13---
2000111$238,466$65,180$5,925iApproximate average salary by contribution assumption: employee only about $148,136 at 4% or $98,758 at 6%; with 50% employer match about $98,758 at 4% or $65,838 at 6%; with 100% employer match about $74,068 at 4% or $49,379 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-11$238,466$65,180$5,925iApproximate average salary by contribution assumption: employee only about $148,136 at 4% or $98,758 at 6%; with 50% employer match about $98,758 at 4% or $65,838 at 6%; with 100% employer match about $74,068 at 4% or $49,379 at 6%.
199919$175,620$35,295$3,922iApproximate average salary by contribution assumption: employee only about $98,042 at 4% or $65,361 at 6%; with 50% employer match about $65,361 at 4% or $43,574 at 6%; with 100% employer match about $49,021 at 4% or $32,681 at 6%.
Wil Chee-Planning Inc. 401K Profit Sharing Plan-9$175,620$35,295$3,922iApproximate average salary by contribution assumption: employee only about $98,042 at 4% or $65,361 at 6%; with 50% employer match about $65,361 at 4% or $43,574 at 6%; with 100% employer match about $49,021 at 4% or $32,681 at 6%.