Charles R. Sugiyama & Associates
Plan context: Charles R. Sugiyama Dds Profit Sharing Plan
EIN 99-0322756 • Hilo, HI • 30 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$2,529,493
2024 Contributions
$146,995
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 | 2 | 4 | $2,529,493 | $146,995 | $36,749iApproximate average salary by contribution assumption: employee only about $918,719 at 4% or $612,479 at 6%; with 50% employer match about $612,479 at 4% or $408,319 at 6%; with 100% employer match about $459,359 at 4% or $306,240 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 4 | $2,039,094 | $96,995 | $24,249iApproximate average salary by contribution assumption: employee only about $606,219 at 4% or $404,146 at 6%; with 50% employer match about $404,146 at 4% or $269,431 at 6%; with 100% employer match about $303,109 at 4% or $202,073 at 6%. |
| Charles R. Sugiyama Dds Cash Balance Pension Plan | - | 4 | $490,399 | $50,000 | $12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%. |
| 2023 | 2 | 6 | $2,347,952 | $219,207 | $36,535iApproximate average salary by contribution assumption: employee only about $913,363 at 4% or $608,908 at 6%; with 50% employer match about $608,908 at 4% or $405,939 at 6%; with 100% employer match about $456,681 at 4% or $304,454 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $1,930,106 | $89,319 | $14,887iApproximate average salary by contribution assumption: employee only about $372,163 at 4% or $248,108 at 6%; with 50% employer match about $248,108 at 4% or $165,406 at 6%; with 100% employer match about $186,081 at 4% or $124,054 at 6%. |
| Charles R. Sugiyama Dds Cash Balance Pension Plan | - | 4 | $417,846 | $129,888 | $32,472iApproximate average salary by contribution assumption: employee only about $811,800 at 4% or $541,200 at 6%; with 50% employer match about $541,200 at 4% or $360,800 at 6%; with 100% employer match about $405,900 at 4% or $270,600 at 6%. |
| 2022 | 2 | 6 | $1,902,584 | $236,931 | $39,489iApproximate average salary by contribution assumption: employee only about $987,213 at 4% or $658,142 at 6%; with 50% employer match about $658,142 at 4% or $438,761 at 6%; with 100% employer match about $493,606 at 4% or $329,071 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $1,636,554 | $100,536 | $16,756iApproximate average salary by contribution assumption: employee only about $418,900 at 4% or $279,267 at 6%; with 50% employer match about $279,267 at 4% or $186,178 at 6%; with 100% employer match about $209,450 at 4% or $139,633 at 6%. |
| Charles R. Sugiyama Dds Cash Balance Pension Plan | - | 5 | $266,030 | $136,395 | $27,279iApproximate average salary by contribution assumption: employee only about $681,975 at 4% or $454,650 at 6%; with 50% employer match about $454,650 at 4% or $303,100 at 6%; with 100% employer match about $340,988 at 4% or $227,325 at 6%. |
| 2021 | 2 | 6 | $1,966,955 | $222,654 | $37,109iApproximate average salary by contribution assumption: employee only about $927,725 at 4% or $618,483 at 6%; with 50% employer match about $618,483 at 4% or $412,322 at 6%; with 100% employer match about $463,863 at 4% or $309,242 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $1,831,455 | $87,154 | $14,526iApproximate average salary by contribution assumption: employee only about $363,142 at 4% or $242,094 at 6%; with 50% employer match about $242,094 at 4% or $161,396 at 6%; with 100% employer match about $181,571 at 4% or $121,047 at 6%. |
| Charles R. Sugiyama Dds Cash Balance Pension Plan | - | 6 | $135,500 | $135,500 | $22,583iApproximate average salary by contribution assumption: employee only about $564,583 at 4% or $376,389 at 6%; with 50% employer match about $376,389 at 4% or $250,926 at 6%; with 100% employer match about $282,292 at 4% or $188,194 at 6%. |
| 2020 | 1 | 6 | $1,585,865 | $165,611 | $27,602iApproximate average salary by contribution assumption: employee only about $690,046 at 4% or $460,031 at 6%; with 50% employer match about $460,031 at 4% or $306,687 at 6%; with 100% employer match about $345,023 at 4% or $230,015 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $1,585,865 | $165,611 | $27,602iApproximate average salary by contribution assumption: employee only about $690,046 at 4% or $460,031 at 6%; with 50% employer match about $460,031 at 4% or $306,687 at 6%; with 100% employer match about $345,023 at 4% or $230,015 at 6%. |
| 2019 | 1 | 6 | $1,257,551 | $156,176 | $26,029iApproximate average salary by contribution assumption: employee only about $650,733 at 4% or $433,822 at 6%; with 50% employer match about $433,822 at 4% or $289,215 at 6%; with 100% employer match about $325,367 at 4% or $216,911 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $1,257,551 | $156,176 | $26,029iApproximate average salary by contribution assumption: employee only about $650,733 at 4% or $433,822 at 6%; with 50% employer match about $433,822 at 4% or $289,215 at 6%; with 100% employer match about $325,367 at 4% or $216,911 at 6%. |
| 2018 | 1 | 6 | $935,108 | $124,905 | $20,818iApproximate average salary by contribution assumption: employee only about $520,438 at 4% or $346,958 at 6%; with 50% employer match about $346,958 at 4% or $231,306 at 6%; with 100% employer match about $260,219 at 4% or $173,479 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 6 | $935,108 | $124,905 | $20,818iApproximate average salary by contribution assumption: employee only about $520,438 at 4% or $346,958 at 6%; with 50% employer match about $346,958 at 4% or $231,306 at 6%; with 100% employer match about $260,219 at 4% or $173,479 at 6%. |
| 2017 | 1 | 5 | $872,047 | $120,324 | $24,065iApproximate average salary by contribution assumption: employee only about $601,620 at 4% or $401,080 at 6%; with 50% employer match about $401,080 at 4% or $267,387 at 6%; with 100% employer match about $300,810 at 4% or $200,540 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 5 | $872,047 | $120,324 | $24,065iApproximate average salary by contribution assumption: employee only about $601,620 at 4% or $401,080 at 6%; with 50% employer match about $401,080 at 4% or $267,387 at 6%; with 100% employer match about $300,810 at 4% or $200,540 at 6%. |
| 2016 | 1 | 5 | $661,944 | $95,192 | $19,038iApproximate average salary by contribution assumption: employee only about $475,960 at 4% or $317,307 at 6%; with 50% employer match about $317,307 at 4% or $211,538 at 6%; with 100% employer match about $237,980 at 4% or $158,653 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 5 | $661,944 | $95,192 | $19,038iApproximate average salary by contribution assumption: employee only about $475,960 at 4% or $317,307 at 6%; with 50% employer match about $317,307 at 4% or $211,538 at 6%; with 100% employer match about $237,980 at 4% or $158,653 at 6%. |
| 2015 | 1 | 5 | $522,640 | $74,655 | $14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 5 | $522,640 | $74,655 | $14,931iApproximate average salary by contribution assumption: employee only about $373,275 at 4% or $248,850 at 6%; with 50% employer match about $248,850 at 4% or $165,900 at 6%; with 100% employer match about $186,638 at 4% or $124,425 at 6%. |
| 2014 | 1 | 4 | $456,411 | $52,600 | $13,150iApproximate average salary by contribution assumption: employee only about $328,750 at 4% or $219,167 at 6%; with 50% employer match about $219,167 at 4% or $146,111 at 6%; with 100% employer match about $164,375 at 4% or $109,583 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 4 | $456,411 | $52,600 | $13,150iApproximate average salary by contribution assumption: employee only about $328,750 at 4% or $219,167 at 6%; with 50% employer match about $219,167 at 4% or $146,111 at 6%; with 100% employer match about $164,375 at 4% or $109,583 at 6%. |
| 2013 | 1 | 5 | $384,169 | $44,503 | $8,901iApproximate average salary by contribution assumption: employee only about $222,515 at 4% or $148,343 at 6%; with 50% employer match about $148,343 at 4% or $98,896 at 6%; with 100% employer match about $111,258 at 4% or $74,172 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 5 | $384,169 | $44,503 | $8,901iApproximate average salary by contribution assumption: employee only about $222,515 at 4% or $148,343 at 6%; with 50% employer match about $148,343 at 4% or $98,896 at 6%; with 100% employer match about $111,258 at 4% or $74,172 at 6%. |
| 2012 | 1 | 4 | $353,806 | $20,422 | $5,106iApproximate average salary by contribution assumption: employee only about $127,638 at 4% or $85,092 at 6%; with 50% employer match about $85,092 at 4% or $56,728 at 6%; with 100% employer match about $63,819 at 4% or $42,546 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 4 | $353,806 | $20,422 | $5,106iApproximate average salary by contribution assumption: employee only about $127,638 at 4% or $85,092 at 6%; with 50% employer match about $85,092 at 4% or $56,728 at 6%; with 100% employer match about $63,819 at 4% or $42,546 at 6%. |
| 2011 | 1 | 4 | $310,714 | $0 | - |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 4 | $310,714 | - | - |
| 2010 | 1 | 3 | $323,666 | $26,443 | $8,814iApproximate average salary by contribution assumption: employee only about $220,358 at 4% or $146,906 at 6%; with 50% employer match about $146,906 at 4% or $97,937 at 6%; with 100% employer match about $110,179 at 4% or $73,453 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | $323,666 | $26,443 | $8,814iApproximate average salary by contribution assumption: employee only about $220,358 at 4% or $146,906 at 6%; with 50% employer match about $146,906 at 4% or $97,937 at 6%; with 100% employer match about $110,179 at 4% or $73,453 at 6%. |
| 2009 | 1 | 3 | $274,248 | $22,637 | $7,546iApproximate average salary by contribution assumption: employee only about $188,642 at 4% or $125,761 at 6%; with 50% employer match about $125,761 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | $274,248 | $22,637 | $7,546iApproximate average salary by contribution assumption: employee only about $188,642 at 4% or $125,761 at 6%; with 50% employer match about $125,761 at 4% or $83,841 at 6%; with 100% employer match about $94,321 at 4% or $62,881 at 6%. |
| 2008 | 1 | 3 | $0 | $0 | - |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2007 | 1 | 3 | $0 | $0 | - |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | - | - | - |
| 2006 | 1 | 2 | $179,976 | $21,874 | $10,937iApproximate average salary by contribution assumption: employee only about $273,425 at 4% or $182,283 at 6%; with 50% employer match about $182,283 at 4% or $121,522 at 6%; with 100% employer match about $136,713 at 4% or $91,142 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 2 | $179,976 | $21,874 | $10,937iApproximate average salary by contribution assumption: employee only about $273,425 at 4% or $182,283 at 6%; with 50% employer match about $182,283 at 4% or $121,522 at 6%; with 100% employer match about $136,713 at 4% or $91,142 at 6%. |
| 2005 | 1 | 3 | $138,357 | $17,128 | $5,709iApproximate average salary by contribution assumption: employee only about $142,733 at 4% or $95,156 at 6%; with 50% employer match about $95,156 at 4% or $63,437 at 6%; with 100% employer match about $71,367 at 4% or $47,578 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | $138,357 | $17,128 | $5,709iApproximate average salary by contribution assumption: employee only about $142,733 at 4% or $95,156 at 6%; with 50% employer match about $95,156 at 4% or $63,437 at 6%; with 100% employer match about $71,367 at 4% or $47,578 at 6%. |
| 2004 | 1 | 4 | $109,083 | $16,781 | $4,195iApproximate average salary by contribution assumption: employee only about $104,881 at 4% or $69,921 at 6%; with 50% employer match about $69,921 at 4% or $46,614 at 6%; with 100% employer match about $52,441 at 4% or $34,960 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 4 | $109,083 | $16,781 | $4,195iApproximate average salary by contribution assumption: employee only about $104,881 at 4% or $69,921 at 6%; with 50% employer match about $69,921 at 4% or $46,614 at 6%; with 100% employer match about $52,441 at 4% or $34,960 at 6%. |
| 2003 | 1 | 2 | $78,549 | $16,259 | $8,130iApproximate average salary by contribution assumption: employee only about $203,238 at 4% or $135,492 at 6%; with 50% employer match about $135,492 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 2 | $78,549 | $16,259 | $8,130iApproximate average salary by contribution assumption: employee only about $203,238 at 4% or $135,492 at 6%; with 50% employer match about $135,492 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%. |
| 2002 | 1 | 3 | $68,467 | $19,768 | $6,589iApproximate average salary by contribution assumption: employee only about $164,733 at 4% or $109,822 at 6%; with 50% employer match about $109,822 at 4% or $73,215 at 6%; with 100% employer match about $82,367 at 4% or $54,911 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 3 | $68,467 | $19,768 | $6,589iApproximate average salary by contribution assumption: employee only about $164,733 at 4% or $109,822 at 6%; with 50% employer match about $109,822 at 4% or $73,215 at 6%; with 100% employer match about $82,367 at 4% or $54,911 at 6%. |
| 2001 | 1 | 2 | $53,280 | $16,311 | $8,156iApproximate average salary by contribution assumption: employee only about $203,888 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,617 at 6%; with 100% employer match about $101,944 at 4% or $67,963 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 2 | $53,280 | $16,311 | $8,156iApproximate average salary by contribution assumption: employee only about $203,888 at 4% or $135,925 at 6%; with 50% employer match about $135,925 at 4% or $90,617 at 6%; with 100% employer match about $101,944 at 4% or $67,963 at 6%. |
| 2000 | 1 | 2 | $0 | $0 | - |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 2 | - | - | - |
| 1999 | 1 | 2 | $50,960 | $14,814 | $7,407iApproximate average salary by contribution assumption: employee only about $185,175 at 4% or $123,450 at 6%; with 50% employer match about $123,450 at 4% or $82,300 at 6%; with 100% employer match about $92,588 at 4% or $61,725 at 6%. |
| Charles R. Sugiyama Dds Profit Sharing Plan | - | 2 | $50,960 | $14,814 | $7,407iApproximate average salary by contribution assumption: employee only about $185,175 at 4% or $123,450 at 6%; with 50% employer match about $123,450 at 4% or $82,300 at 6%; with 100% employer match about $92,588 at 4% or $61,725 at 6%. |