Civic Intelligence

Aloha Insurance Services Inc.

Plan context: Aloha Insurance Services Inc. 401(K) Profit Sharing Plan

EIN 99-0349209 • Kailua-kona, HI • 24 filings • 4 plans

75-5931 Walua RdKailua-kona, HI 96740-1375
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$493,442

2024 Contributions

$98,484

Historical Graphs

Total Assets Over Time

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

$590,738$295,369$0200220152024YearValue
$493,442Latest year 2024

Participants Over Time

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

21110200120132024YearValue
20Latest year 2024

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
2024120$493,442$98,484$4,924iApproximate average salary by contribution assumption: employee only about $123,105 at 4% or $82,070 at 6%; with 50% employer match about $82,070 at 4% or $54,713 at 6%; with 100% employer match about $61,553 at 4% or $41,035 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-20$493,442$98,484$4,924iApproximate average salary by contribution assumption: employee only about $123,105 at 4% or $82,070 at 6%; with 50% employer match about $82,070 at 4% or $54,713 at 6%; with 100% employer match about $61,553 at 4% or $41,035 at 6%.
2023119$522,874$92,857$4,887iApproximate average salary by contribution assumption: employee only about $122,180 at 4% or $81,454 at 6%; with 50% employer match about $81,454 at 4% or $54,302 at 6%; with 100% employer match about $61,090 at 4% or $40,727 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-19$522,874$92,857$4,887iApproximate average salary by contribution assumption: employee only about $122,180 at 4% or $81,454 at 6%; with 50% employer match about $81,454 at 4% or $54,302 at 6%; with 100% employer match about $61,090 at 4% or $40,727 at 6%.
2022121$506,174$95,642$4,554iApproximate average salary by contribution assumption: employee only about $113,860 at 4% or $75,906 at 6%; with 50% employer match about $75,906 at 4% or $50,604 at 6%; with 100% employer match about $56,930 at 4% or $37,953 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-21$506,174$95,642$4,554iApproximate average salary by contribution assumption: employee only about $113,860 at 4% or $75,906 at 6%; with 50% employer match about $75,906 at 4% or $50,604 at 6%; with 100% employer match about $56,930 at 4% or $37,953 at 6%.
2021120$499,328$83,199$4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $51,999 at 4% or $34,666 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-20$499,328$83,199$4,160iApproximate average salary by contribution assumption: employee only about $103,999 at 4% or $69,333 at 6%; with 50% employer match about $69,333 at 4% or $46,222 at 6%; with 100% employer match about $51,999 at 4% or $34,666 at 6%.
2020117$439,220$57,606$3,389iApproximate average salary by contribution assumption: employee only about $84,715 at 4% or $56,476 at 6%; with 50% employer match about $56,476 at 4% or $37,651 at 6%; with 100% employer match about $42,357 at 4% or $28,238 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-17$439,220$57,606$3,389iApproximate average salary by contribution assumption: employee only about $84,715 at 4% or $56,476 at 6%; with 50% employer match about $56,476 at 4% or $37,651 at 6%; with 100% employer match about $42,357 at 4% or $28,238 at 6%.
201919$418,701$6,698$744iApproximate average salary by contribution assumption: employee only about $18,606 at 4% or $12,404 at 6%; with 50% employer match about $12,404 at 4% or $8,269 at 6%; with 100% employer match about $9,303 at 4% or $6,202 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-9$418,701$6,698$744iApproximate average salary by contribution assumption: employee only about $18,606 at 4% or $12,404 at 6%; with 50% employer match about $12,404 at 4% or $8,269 at 6%; with 100% employer match about $9,303 at 4% or $6,202 at 6%.
201819$344,064$9,430$1,048iApproximate average salary by contribution assumption: employee only about $26,194 at 4% or $17,463 at 6%; with 50% employer match about $17,463 at 4% or $11,642 at 6%; with 100% employer match about $13,097 at 4% or $8,731 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-9$344,064$9,430$1,048iApproximate average salary by contribution assumption: employee only about $26,194 at 4% or $17,463 at 6%; with 50% employer match about $17,463 at 4% or $11,642 at 6%; with 100% employer match about $13,097 at 4% or $8,731 at 6%.
2017111$438,613$12,973$1,179iApproximate average salary by contribution assumption: employee only about $29,484 at 4% or $19,656 at 6%; with 50% employer match about $19,656 at 4% or $13,104 at 6%; with 100% employer match about $14,742 at 4% or $9,828 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-11$438,613$12,973$1,179iApproximate average salary by contribution assumption: employee only about $29,484 at 4% or $19,656 at 6%; with 50% employer match about $19,656 at 4% or $13,104 at 6%; with 100% employer match about $14,742 at 4% or $9,828 at 6%.
2016112$389,654$14,681$1,223iApproximate average salary by contribution assumption: employee only about $30,585 at 4% or $20,390 at 6%; with 50% employer match about $20,390 at 4% or $13,594 at 6%; with 100% employer match about $15,293 at 4% or $10,195 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-12$389,654$14,681$1,223iApproximate average salary by contribution assumption: employee only about $30,585 at 4% or $20,390 at 6%; with 50% employer match about $20,390 at 4% or $13,594 at 6%; with 100% employer match about $15,293 at 4% or $10,195 at 6%.
2015112$412,906$11,291$941iApproximate average salary by contribution assumption: employee only about $23,523 at 4% or $15,682 at 6%; with 50% employer match about $15,682 at 4% or $10,455 at 6%; with 100% employer match about $11,761 at 4% or $7,841 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-12$412,906$11,291$941iApproximate average salary by contribution assumption: employee only about $23,523 at 4% or $15,682 at 6%; with 50% employer match about $15,682 at 4% or $10,455 at 6%; with 100% employer match about $11,761 at 4% or $7,841 at 6%.
2014115$461,837$8,459$564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-15$461,837$8,459$564iApproximate average salary by contribution assumption: employee only about $14,098 at 4% or $9,399 at 6%; with 50% employer match about $9,399 at 4% or $6,266 at 6%; with 100% employer match about $7,049 at 4% or $4,699 at 6%.
2013119$515,190$37,684$1,983iApproximate average salary by contribution assumption: employee only about $49,584 at 4% or $33,056 at 6%; with 50% employer match about $33,056 at 4% or $22,037 at 6%; with 100% employer match about $24,792 at 4% or $16,528 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-19$515,190$37,684$1,983iApproximate average salary by contribution assumption: employee only about $49,584 at 4% or $33,056 at 6%; with 50% employer match about $33,056 at 4% or $22,037 at 6%; with 100% employer match about $24,792 at 4% or $16,528 at 6%.
2012118$514,313$24,340$1,352iApproximate average salary by contribution assumption: employee only about $33,806 at 4% or $22,537 at 6%; with 50% employer match about $22,537 at 4% or $15,025 at 6%; with 100% employer match about $16,903 at 4% or $11,269 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-18$514,313$24,340$1,352iApproximate average salary by contribution assumption: employee only about $33,806 at 4% or $22,537 at 6%; with 50% employer match about $22,537 at 4% or $15,025 at 6%; with 100% employer match about $16,903 at 4% or $11,269 at 6%.
2011118$584,609$38,637$2,147iApproximate average salary by contribution assumption: employee only about $53,663 at 4% or $35,775 at 6%; with 50% employer match about $35,775 at 4% or $23,850 at 6%; with 100% employer match about $26,831 at 4% or $17,888 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-18$584,609$38,637$2,147iApproximate average salary by contribution assumption: employee only about $53,663 at 4% or $35,775 at 6%; with 50% employer match about $35,775 at 4% or $23,850 at 6%; with 100% employer match about $26,831 at 4% or $17,888 at 6%.
2010118$590,738$46,014$2,556iApproximate average salary by contribution assumption: employee only about $63,908 at 4% or $42,606 at 6%; with 50% employer match about $42,606 at 4% or $28,404 at 6%; with 100% employer match about $31,954 at 4% or $21,303 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-18$590,738$46,014$2,556iApproximate average salary by contribution assumption: employee only about $63,908 at 4% or $42,606 at 6%; with 50% employer match about $42,606 at 4% or $28,404 at 6%; with 100% employer match about $31,954 at 4% or $21,303 at 6%.
2009118$501,080$60,083$3,338iApproximate average salary by contribution assumption: employee only about $83,449 at 4% or $55,632 at 6%; with 50% employer match about $55,632 at 4% or $37,088 at 6%; with 100% employer match about $41,724 at 4% or $27,816 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-18$501,080$60,083$3,338iApproximate average salary by contribution assumption: employee only about $83,449 at 4% or $55,632 at 6%; with 50% employer match about $55,632 at 4% or $37,088 at 6%; with 100% employer match about $41,724 at 4% or $27,816 at 6%.
2008119$0$0-
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-19---
2007119$0$0-
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-19---
2006116$347,090$122,191$7,637iApproximate average salary by contribution assumption: employee only about $190,923 at 4% or $127,282 at 6%; with 50% employer match about $127,282 at 4% or $84,855 at 6%; with 100% employer match about $95,462 at 4% or $63,641 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-16$347,090$122,191$7,637iApproximate average salary by contribution assumption: employee only about $190,923 at 4% or $127,282 at 6%; with 50% employer match about $127,282 at 4% or $84,855 at 6%; with 100% employer match about $95,462 at 4% or $63,641 at 6%.
2005117$303,069$140,856$8,286iApproximate average salary by contribution assumption: employee only about $207,141 at 4% or $138,094 at 6%; with 50% employer match about $138,094 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,047 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-17$303,069$140,856$8,286iApproximate average salary by contribution assumption: employee only about $207,141 at 4% or $138,094 at 6%; with 50% employer match about $138,094 at 4% or $92,063 at 6%; with 100% employer match about $103,571 at 4% or $69,047 at 6%.
2004111$0$0-
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-11---
200316$34,600$25,657$4,276iApproximate average salary by contribution assumption: employee only about $106,904 at 4% or $71,269 at 6%; with 50% employer match about $71,269 at 4% or $47,513 at 6%; with 100% employer match about $53,452 at 4% or $35,635 at 6%.
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-6$34,600$25,657$4,276iApproximate average salary by contribution assumption: employee only about $106,904 at 4% or $71,269 at 6%; with 50% employer match about $71,269 at 4% or $47,513 at 6%; with 100% employer match about $53,452 at 4% or $35,635 at 6%.
200215$4,398$1,554$311iApproximate average salary by contribution assumption: employee only about $7,770 at 4% or $5,180 at 6%; with 50% employer match about $5,180 at 4% or $3,453 at 6%; with 100% employer match about $3,885 at 4% or $2,590 at 6%.
ALOHA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-5$4,398$1,554$311iApproximate average salary by contribution assumption: employee only about $7,770 at 4% or $5,180 at 6%; with 50% employer match about $5,180 at 4% or $3,453 at 6%; with 100% employer match about $3,885 at 4% or $2,590 at 6%.
200113$0$0-
Aloha Insurance Services Inc. 401(K) Profit Sharing Plan-3---