Kona Lua Inc.
Plan context: Kona Lua Inc. 401(K) Plan
EIN 99-0326212 • Kailua Kona, HI • 42 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$840,310
2024 Contributions
$5,976
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 | 8 | $840,310 | $5,976 | $747iApproximate average salary by contribution assumption: employee only about $18,675 at 4% or $12,450 at 6%; with 50% employer match about $12,450 at 4% or $8,300 at 6%; with 100% employer match about $9,338 at 4% or $6,225 at 6%. |
| Kona Lua Inc. 401(K) Plan | - | 1 | $458,816 | $5,976 | $5,976iApproximate average salary by contribution assumption: employee only about $149,400 at 4% or $99,600 at 6%; with 50% employer match about $99,600 at 4% or $66,400 at 6%; with 100% employer match about $74,700 at 4% or $49,800 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $381,494 | $0 | - |
| 2023 | 2 | 5 | $985,089 | $2,554 | $511iApproximate average salary by contribution assumption: employee only about $12,770 at 4% or $8,513 at 6%; with 50% employer match about $8,513 at 4% or $5,676 at 6%; with 100% employer match about $6,385 at 4% or $4,257 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $586,285 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $398,804 | $2,554 | $2,554iApproximate average salary by contribution assumption: employee only about $63,850 at 4% or $42,567 at 6%; with 50% employer match about $42,567 at 4% or $28,378 at 6%; with 100% employer match about $31,925 at 4% or $21,283 at 6%. |
| 2022 | 2 | 4 | $851,583 | $7,467 | $1,867iApproximate average salary by contribution assumption: employee only about $46,669 at 4% or $31,113 at 6%; with 50% employer match about $31,113 at 4% or $20,742 at 6%; with 100% employer match about $23,334 at 4% or $15,556 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $508,354 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $343,229 | $7,467 | $7,467iApproximate average salary by contribution assumption: employee only about $186,675 at 4% or $124,450 at 6%; with 50% employer match about $124,450 at 4% or $82,967 at 6%; with 100% employer match about $93,338 at 4% or $62,225 at 6%. |
| 2021 | 2 | 4 | $3,733,907 | $7,472 | $1,868iApproximate average salary by contribution assumption: employee only about $46,700 at 4% or $31,133 at 6%; with 50% employer match about $31,133 at 4% or $20,756 at 6%; with 100% employer match about $23,350 at 4% or $15,567 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $3,378,158 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $355,749 | $7,472 | $7,472iApproximate average salary by contribution assumption: employee only about $186,800 at 4% or $124,533 at 6%; with 50% employer match about $124,533 at 4% or $83,022 at 6%; with 100% employer match about $93,400 at 4% or $62,267 at 6%. |
| 2020 | 2 | 4 | $3,110,696 | $14,402 | $3,601iApproximate average salary by contribution assumption: employee only about $90,013 at 4% or $60,008 at 6%; with 50% employer match about $60,008 at 4% or $40,006 at 6%; with 100% employer match about $45,006 at 4% or $30,004 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,820,255 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $290,441 | $14,402 | $14,402iApproximate average salary by contribution assumption: employee only about $360,050 at 4% or $240,033 at 6%; with 50% employer match about $240,033 at 4% or $160,022 at 6%; with 100% employer match about $180,025 at 4% or $120,017 at 6%. |
| 2019 | 2 | 4 | $2,569,230 | $8,878 | $2,220iApproximate average salary by contribution assumption: employee only about $55,488 at 4% or $36,992 at 6%; with 50% employer match about $36,992 at 4% or $24,661 at 6%; with 100% employer match about $27,744 at 4% or $18,496 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,325,844 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $243,386 | $8,878 | $8,878iApproximate average salary by contribution assumption: employee only about $221,950 at 4% or $147,967 at 6%; with 50% employer match about $147,967 at 4% or $98,644 at 6%; with 100% employer match about $110,975 at 4% or $73,983 at 6%. |
| 2018 | 2 | 4 | $2,183,014 | $9,432 | $2,358iApproximate average salary by contribution assumption: employee only about $58,950 at 4% or $39,300 at 6%; with 50% employer match about $39,300 at 4% or $26,200 at 6%; with 100% employer match about $29,475 at 4% or $19,650 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $1,986,449 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $196,565 | $9,432 | $9,432iApproximate average salary by contribution assumption: employee only about $235,800 at 4% or $157,200 at 6%; with 50% employer match about $157,200 at 4% or $104,800 at 6%; with 100% employer match about $117,900 at 4% or $78,600 at 6%. |
| 2017 | 2 | 4 | $2,205,315 | $9,638 | $2,410iApproximate average salary by contribution assumption: employee only about $60,238 at 4% or $40,158 at 6%; with 50% employer match about $40,158 at 4% or $26,772 at 6%; with 100% employer match about $30,119 at 4% or $20,079 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | $2,002,301 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $203,014 | $9,638 | $9,638iApproximate average salary by contribution assumption: employee only about $240,950 at 4% or $160,633 at 6%; with 50% employer match about $160,633 at 4% or $107,089 at 6%; with 100% employer match about $120,475 at 4% or $80,317 at 6%. |
| 2016 | 2 | 5 | $1,897,922 | $37,436 | $7,487iApproximate average salary by contribution assumption: employee only about $187,180 at 4% or $124,787 at 6%; with 50% employer match about $124,787 at 4% or $83,191 at 6%; with 100% employer match about $93,590 at 4% or $62,393 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $1,722,570 | $30,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Kona Lua Inc. 401(K) Plan | - | 2 | $175,352 | $7,436 | $3,718iApproximate average salary by contribution assumption: employee only about $92,950 at 4% or $61,967 at 6%; with 50% employer match about $61,967 at 4% or $41,311 at 6%; with 100% employer match about $46,475 at 4% or $30,983 at 6%. |
| 2015 | 2 | 8 | $1,791,159 | $47,326 | $5,916iApproximate average salary by contribution assumption: employee only about $147,894 at 4% or $98,596 at 6%; with 50% employer match about $98,596 at 4% or $65,731 at 6%; with 100% employer match about $73,947 at 4% or $49,298 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,630,579 | $30,000 | $3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%. |
| Kona Lua Inc. 401(K) Plan | - | 2 | $160,580 | $17,326 | $8,663iApproximate average salary by contribution assumption: employee only about $216,575 at 4% or $144,383 at 6%; with 50% employer match about $144,383 at 4% or $96,256 at 6%; with 100% employer match about $108,288 at 4% or $72,192 at 6%. |
| 2014 | 2 | 8 | $1,789,201 | $12,638 | $1,580iApproximate average salary by contribution assumption: employee only about $39,494 at 4% or $26,329 at 6%; with 50% employer match about $26,329 at 4% or $17,553 at 6%; with 100% employer match about $19,747 at 4% or $13,165 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,644,928 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $144,273 | $12,638 | $12,638iApproximate average salary by contribution assumption: employee only about $315,950 at 4% or $210,633 at 6%; with 50% employer match about $210,633 at 4% or $140,422 at 6%; with 100% employer match about $157,975 at 4% or $105,317 at 6%. |
| 2013 | 2 | 6 | $1,712,696 | $9,350 | $1,558iApproximate average salary by contribution assumption: employee only about $38,958 at 4% or $25,972 at 6%; with 50% employer match about $25,972 at 4% or $17,315 at 6%; with 100% employer match about $19,479 at 4% or $12,986 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $1,581,935 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $130,761 | $9,350 | $9,350iApproximate average salary by contribution assumption: employee only about $233,750 at 4% or $155,833 at 6%; with 50% employer match about $155,833 at 4% or $103,889 at 6%; with 100% employer match about $116,875 at 4% or $77,917 at 6%. |
| 2012 | 2 | 6 | $1,491,655 | $11,094 | $1,849iApproximate average salary by contribution assumption: employee only about $46,225 at 4% or $30,817 at 6%; with 50% employer match about $30,817 at 4% or $20,544 at 6%; with 100% employer match about $23,113 at 4% or $15,408 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $1,376,364 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $115,291 | $11,094 | $11,094iApproximate average salary by contribution assumption: employee only about $277,350 at 4% or $184,900 at 6%; with 50% employer match about $184,900 at 4% or $123,267 at 6%; with 100% employer match about $138,675 at 4% or $92,450 at 6%. |
| 2011 | 2 | 7 | $1,424,258 | $12,458 | $1,780iApproximate average salary by contribution assumption: employee only about $44,493 at 4% or $29,662 at 6%; with 50% employer match about $29,662 at 4% or $19,775 at 6%; with 100% employer match about $22,246 at 4% or $14,831 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 7 | $1,322,448 | $0 | - |
| Kona Lua Inc. 401(K) Plan | - | 1 | $101,810 | $12,458 | $12,458iApproximate average salary by contribution assumption: employee only about $311,450 at 4% or $207,633 at 6%; with 50% employer match about $207,633 at 4% or $138,422 at 6%; with 100% employer match about $155,725 at 4% or $103,817 at 6%. |
| 2010 | 2 | 7 | $1,419,730 | $160,345 | $22,906iApproximate average salary by contribution assumption: employee only about $572,661 at 4% or $381,774 at 6%; with 50% employer match about $381,774 at 4% or $254,516 at 6%; with 100% employer match about $286,330 at 4% or $190,887 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 7 | $1,330,164 | $150,000 | $21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%. |
| Kona Lua Inc. 401(K) Plan | - | 1 | $89,566 | $10,345 | $10,345iApproximate average salary by contribution assumption: employee only about $258,625 at 4% or $172,417 at 6%; with 50% employer match about $172,417 at 4% or $114,944 at 6%; with 100% employer match about $129,313 at 4% or $86,208 at 6%. |
| 2009 | 2 | 8 | $1,157,593 | $86,798 | $10,850iApproximate average salary by contribution assumption: employee only about $271,244 at 4% or $180,829 at 6%; with 50% employer match about $180,829 at 4% or $120,553 at 6%; with 100% employer match about $135,622 at 4% or $90,415 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 8 | $1,086,231 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Kona Lua Inc. 401(K) Plan | - | 1 | $71,362 | $11,798 | $11,798iApproximate average salary by contribution assumption: employee only about $294,950 at 4% or $196,633 at 6%; with 50% employer match about $196,633 at 4% or $131,089 at 6%; with 100% employer match about $147,475 at 4% or $98,317 at 6%. |
| 2008 | 2 | 7 | $894,365 | $85,986 | $12,284iApproximate average salary by contribution assumption: employee only about $307,093 at 4% or $204,729 at 6%; with 50% employer match about $204,729 at 4% or $136,486 at 6%; with 100% employer match about $153,546 at 4% or $102,364 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 6 | $845,713 | $75,000 | $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%. |
| Kona Lua Inc. 401(K) Plan | - | 7 | $48,652 | $10,986 | $1,569iApproximate average salary by contribution assumption: employee only about $39,236 at 4% or $26,157 at 6%; with 50% employer match about $26,157 at 4% or $17,438 at 6%; with 100% employer match about $19,618 at 4% or $13,079 at 6%. |
| 2007 | 2 | 7 | $0 | $0 | - |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | - | - | - |
| Kona Lua Inc. 401(K) Plan | - | 7 | - | - | - |
| 2006 | 1 | 5 | $777,481 | $166,273 | $33,255iApproximate average salary by contribution assumption: employee only about $831,365 at 4% or $554,243 at 6%; with 50% employer match about $554,243 at 4% or $369,496 at 6%; with 100% employer match about $415,683 at 4% or $277,122 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 5 | $777,481 | $166,273 | $33,255iApproximate average salary by contribution assumption: employee only about $831,365 at 4% or $554,243 at 6%; with 50% employer match about $554,243 at 4% or $369,496 at 6%; with 100% employer match about $415,683 at 4% or $277,122 at 6%. |
| 2005 | 1 | 3 | $551,748 | $101,577 | $33,859iApproximate average salary by contribution assumption: employee only about $846,475 at 4% or $564,317 at 6%; with 50% employer match about $564,317 at 4% or $376,211 at 6%; with 100% employer match about $423,238 at 4% or $282,158 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $551,748 | $101,577 | $33,859iApproximate average salary by contribution assumption: employee only about $846,475 at 4% or $564,317 at 6%; with 50% employer match about $564,317 at 4% or $376,211 at 6%; with 100% employer match about $423,238 at 4% or $282,158 at 6%. |
| 2004 | 1 | 3 | $411,736 | $116,456 | $38,819iApproximate average salary by contribution assumption: employee only about $970,467 at 4% or $646,978 at 6%; with 50% employer match about $646,978 at 4% or $431,319 at 6%; with 100% employer match about $485,233 at 4% or $323,489 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 3 | $411,736 | $116,456 | $38,819iApproximate average salary by contribution assumption: employee only about $970,467 at 4% or $646,978 at 6%; with 50% employer match about $646,978 at 4% or $431,319 at 6%; with 100% employer match about $485,233 at 4% or $323,489 at 6%. |
| 2003 | 1 | 1 | $265,869 | $86,585 | $86,585iApproximate average salary by contribution assumption: employee only about $2,164,625 at 4% or $1,443,083 at 6%; with 50% employer match about $1,443,083 at 4% or $962,056 at 6%; with 100% employer match about $1,082,313 at 4% or $721,542 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 1 | $265,869 | $86,585 | $86,585iApproximate average salary by contribution assumption: employee only about $2,164,625 at 4% or $1,443,083 at 6%; with 50% employer match about $1,443,083 at 4% or $962,056 at 6%; with 100% employer match about $1,082,313 at 4% or $721,542 at 6%. |
| 2002 | 1 | 2 | $159,905 | $86,303 | $43,152iApproximate average salary by contribution assumption: employee only about $1,078,788 at 4% or $719,192 at 6%; with 50% employer match about $719,192 at 4% or $479,461 at 6%; with 100% employer match about $539,394 at 4% or $359,596 at 6%. |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 2 | $159,905 | $86,303 | $43,152iApproximate average salary by contribution assumption: employee only about $1,078,788 at 4% or $719,192 at 6%; with 50% employer match about $719,192 at 4% or $479,461 at 6%; with 100% employer match about $539,394 at 4% or $359,596 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| KONA LUA, INC. DEFINED BENEFIT PENSION PLAN | - | 4 | - | - | - |