Civic Intelligence

Haun and Associates

Plan context: Haun and Associates 401(K) Profit Sharing Plan

EIN 99-0346254 • Kailua-kona, HI • 21 filings • 2 plans

73-4161 Kaao PlaceKailua-kona, HI 96740
Current Snapshot

Latest Year

2023

2023 Participants

16

2023 Assets

$661,651

2023 Contributions

$57,246

Historical Graphs

Total Assets Over Time

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

$1,536,681$768,341$0200320132022YearValue
$661,651Latest year 2022

Participants Over Time

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

1680200320132022YearValue
16Latest year 2022

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
202310$0$57,246-
Haun and Associates 401(K) Profit Sharing Plan-0$0$57,246-
2022116$661,651$109,885$6,868iApproximate average salary by contribution assumption: employee only about $171,695 at 4% or $114,464 at 6%; with 50% employer match about $114,464 at 4% or $76,309 at 6%; with 100% employer match about $85,848 at 4% or $57,232 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-16$661,651$109,885$6,868iApproximate average salary by contribution assumption: employee only about $171,695 at 4% or $114,464 at 6%; with 50% employer match about $114,464 at 4% or $76,309 at 6%; with 100% employer match about $85,848 at 4% or $57,232 at 6%.
2021116$1,362,938$98,546$6,159iApproximate average salary by contribution assumption: employee only about $153,978 at 4% or $102,652 at 6%; with 50% employer match about $102,652 at 4% or $68,435 at 6%; with 100% employer match about $76,989 at 4% or $51,326 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-16$1,362,938$98,546$6,159iApproximate average salary by contribution assumption: employee only about $153,978 at 4% or $102,652 at 6%; with 50% employer match about $102,652 at 4% or $68,435 at 6%; with 100% employer match about $76,989 at 4% or $51,326 at 6%.
2020115$1,536,681$64,644$4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,827 at 6%; with 50% employer match about $71,827 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-15$1,536,681$64,644$4,310iApproximate average salary by contribution assumption: employee only about $107,740 at 4% or $71,827 at 6%; with 50% employer match about $71,827 at 4% or $47,884 at 6%; with 100% employer match about $53,870 at 4% or $35,913 at 6%.
2019115$1,294,730$128,811$8,587iApproximate average salary by contribution assumption: employee only about $214,685 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,416 at 6%; with 100% employer match about $107,343 at 4% or $71,562 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-15$1,294,730$128,811$8,587iApproximate average salary by contribution assumption: employee only about $214,685 at 4% or $143,123 at 6%; with 50% employer match about $143,123 at 4% or $95,416 at 6%; with 100% employer match about $107,343 at 4% or $71,562 at 6%.
2018115$1,326,945$88,903$5,927iApproximate average salary by contribution assumption: employee only about $148,172 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,086 at 4% or $49,391 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-15$1,326,945$88,903$5,927iApproximate average salary by contribution assumption: employee only about $148,172 at 4% or $98,781 at 6%; with 50% employer match about $98,781 at 4% or $65,854 at 6%; with 100% employer match about $74,086 at 4% or $49,391 at 6%.
2017112$1,353,857$78,128$6,511iApproximate average salary by contribution assumption: employee only about $162,767 at 4% or $108,511 at 6%; with 50% employer match about $108,511 at 4% or $72,341 at 6%; with 100% employer match about $81,383 at 4% or $54,256 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-12$1,353,857$78,128$6,511iApproximate average salary by contribution assumption: employee only about $162,767 at 4% or $108,511 at 6%; with 50% employer match about $108,511 at 4% or $72,341 at 6%; with 100% employer match about $81,383 at 4% or $54,256 at 6%.
2016111$1,095,601$97,528$8,866iApproximate average salary by contribution assumption: employee only about $221,655 at 4% or $147,770 at 6%; with 50% employer match about $147,770 at 4% or $98,513 at 6%; with 100% employer match about $110,827 at 4% or $73,885 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-11$1,095,601$97,528$8,866iApproximate average salary by contribution assumption: employee only about $221,655 at 4% or $147,770 at 6%; with 50% employer match about $147,770 at 4% or $98,513 at 6%; with 100% employer match about $110,827 at 4% or $73,885 at 6%.
201519$925,695$118,598$13,178iApproximate average salary by contribution assumption: employee only about $329,439 at 4% or $219,626 at 6%; with 50% employer match about $219,626 at 4% or $146,417 at 6%; with 100% employer match about $164,719 at 4% or $109,813 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-9$925,695$118,598$13,178iApproximate average salary by contribution assumption: employee only about $329,439 at 4% or $219,626 at 6%; with 50% employer match about $219,626 at 4% or $146,417 at 6%; with 100% employer match about $164,719 at 4% or $109,813 at 6%.
2014110$821,662$85,697$8,570iApproximate average salary by contribution assumption: employee only about $214,243 at 4% or $142,828 at 6%; with 50% employer match about $142,828 at 4% or $95,219 at 6%; with 100% employer match about $107,121 at 4% or $71,414 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-10$821,662$85,697$8,570iApproximate average salary by contribution assumption: employee only about $214,243 at 4% or $142,828 at 6%; with 50% employer match about $142,828 at 4% or $95,219 at 6%; with 100% employer match about $107,121 at 4% or $71,414 at 6%.
201319$698,923$59,685$6,632iApproximate average salary by contribution assumption: employee only about $165,792 at 4% or $110,528 at 6%; with 50% employer match about $110,528 at 4% or $73,685 at 6%; with 100% employer match about $82,896 at 4% or $55,264 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-9$698,923$59,685$6,632iApproximate average salary by contribution assumption: employee only about $165,792 at 4% or $110,528 at 6%; with 50% employer match about $110,528 at 4% or $73,685 at 6%; with 100% employer match about $82,896 at 4% or $55,264 at 6%.
201217$551,762$76,541$10,934iApproximate average salary by contribution assumption: employee only about $273,361 at 4% or $182,240 at 6%; with 50% employer match about $182,240 at 4% or $121,494 at 6%; with 100% employer match about $136,680 at 4% or $91,120 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-7$551,762$76,541$10,934iApproximate average salary by contribution assumption: employee only about $273,361 at 4% or $182,240 at 6%; with 50% employer match about $182,240 at 4% or $121,494 at 6%; with 100% employer match about $136,680 at 4% or $91,120 at 6%.
201117$420,754$45,286$6,469iApproximate average salary by contribution assumption: employee only about $161,736 at 4% or $107,824 at 6%; with 50% employer match about $107,824 at 4% or $71,883 at 6%; with 100% employer match about $80,868 at 4% or $53,912 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-7$420,754$45,286$6,469iApproximate average salary by contribution assumption: employee only about $161,736 at 4% or $107,824 at 6%; with 50% employer match about $107,824 at 4% or $71,883 at 6%; with 100% employer match about $80,868 at 4% or $53,912 at 6%.
201018$413,883$64,746$8,093iApproximate average salary by contribution assumption: employee only about $202,331 at 4% or $134,888 at 6%; with 50% employer match about $134,888 at 4% or $89,925 at 6%; with 100% employer match about $101,166 at 4% or $67,444 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-8$413,883$64,746$8,093iApproximate average salary by contribution assumption: employee only about $202,331 at 4% or $134,888 at 6%; with 50% employer match about $134,888 at 4% or $89,925 at 6%; with 100% employer match about $101,166 at 4% or $67,444 at 6%.
2009110$333,198$82,056$8,206iApproximate average salary by contribution assumption: employee only about $205,140 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,173 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-10$333,198$82,056$8,206iApproximate average salary by contribution assumption: employee only about $205,140 at 4% or $136,760 at 6%; with 50% employer match about $136,760 at 4% or $91,173 at 6%; with 100% employer match about $102,570 at 4% or $68,380 at 6%.
200816$252,132$30,738$5,123iApproximate average salary by contribution assumption: employee only about $128,075 at 4% or $85,383 at 6%; with 50% employer match about $85,383 at 4% or $56,922 at 6%; with 100% employer match about $64,038 at 4% or $42,692 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-6$252,132$30,738$5,123iApproximate average salary by contribution assumption: employee only about $128,075 at 4% or $85,383 at 6%; with 50% employer match about $85,383 at 4% or $56,922 at 6%; with 100% employer match about $64,038 at 4% or $42,692 at 6%.
200716$0$0-
Haun and Associates 401(K) Profit Sharing Plan-6---
200613$257,546$56,439$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-3$257,546$56,439$18,813iApproximate average salary by contribution assumption: employee only about $470,325 at 4% or $313,550 at 6%; with 50% employer match about $313,550 at 4% or $209,033 at 6%; with 100% employer match about $235,163 at 4% or $156,775 at 6%.
200514$185,328$41,194$10,299iApproximate average salary by contribution assumption: employee only about $257,463 at 4% or $171,642 at 6%; with 50% employer match about $171,642 at 4% or $114,428 at 6%; with 100% employer match about $128,731 at 4% or $85,821 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-4$185,328$41,194$10,299iApproximate average salary by contribution assumption: employee only about $257,463 at 4% or $171,642 at 6%; with 50% employer match about $171,642 at 4% or $114,428 at 6%; with 100% employer match about $128,731 at 4% or $85,821 at 6%.
200415$132,525$73,919$14,784iApproximate average salary by contribution assumption: employee only about $369,595 at 4% or $246,397 at 6%; with 50% employer match about $246,397 at 4% or $164,264 at 6%; with 100% employer match about $184,798 at 4% or $123,198 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-5$132,525$73,919$14,784iApproximate average salary by contribution assumption: employee only about $369,595 at 4% or $246,397 at 6%; with 50% employer match about $246,397 at 4% or $164,264 at 6%; with 100% employer match about $184,798 at 4% or $123,198 at 6%.
200316$50,772$50,772$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.
Haun and Associates 401(K) Profit Sharing Plan-6$50,772$50,772$8,462iApproximate average salary by contribution assumption: employee only about $211,550 at 4% or $141,033 at 6%; with 50% employer match about $141,033 at 4% or $94,022 at 6%; with 100% employer match about $105,775 at 4% or $70,517 at 6%.