Harold K.L. Castle Foundation
Plan context: Harold K.L. Castle Foundation 403(B) Plan
EIN 99-6005445 • Kailua, HI • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$4,297,465
2024 Contributions
$280,813
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 | 9 | $4,297,465 | $280,813 | $31,201iApproximate average salary by contribution assumption: employee only about $780,036 at 4% or $520,024 at 6%; with 50% employer match about $520,024 at 4% or $346,683 at 6%; with 100% employer match about $390,018 at 4% or $260,012 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 9 | $4,279,594 | $280,783 | $31,198iApproximate average salary by contribution assumption: employee only about $779,953 at 4% or $519,969 at 6%; with 50% employer match about $519,969 at 4% or $346,646 at 6%; with 100% employer match about $389,976 at 4% or $259,984 at 6%. |
| SPIN-OFF TERMINATION PLAN FOR HAROLD K. L. CASTLE FOUNDATION | - | 1 | $17,871 | $30 | $30iApproximate average salary by contribution assumption: employee only about $750 at 4% or $500 at 6%; with 50% employer match about $500 at 4% or $333 at 6%; with 100% employer match about $375 at 4% or $250 at 6%. |
| 2023 | 2 | 9 | $3,683,599 | $288,121 | $32,013iApproximate average salary by contribution assumption: employee only about $800,336 at 4% or $533,557 at 6%; with 50% employer match about $533,557 at 4% or $355,705 at 6%; with 100% employer match about $400,168 at 4% or $266,779 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 9 | $3,667,892 | $273,902 | $30,434iApproximate average salary by contribution assumption: employee only about $760,839 at 4% or $507,226 at 6%; with 50% employer match about $507,226 at 4% or $338,151 at 6%; with 100% employer match about $380,419 at 4% or $253,613 at 6%. |
| SPIN-OFF TERMINATION PLAN FOR HAROLD K. L. CASTLE FOUNDATION | - | 1 | $15,707 | $14,219 | $14,219iApproximate average salary by contribution assumption: employee only about $355,475 at 4% or $236,983 at 6%; with 50% employer match about $236,983 at 4% or $157,989 at 6%; with 100% employer match about $177,738 at 4% or $118,492 at 6%. |
| 2022 | 1 | 9 | $3,049,854 | $216,963 | $24,107iApproximate average salary by contribution assumption: employee only about $602,675 at 4% or $401,783 at 6%; with 50% employer match about $401,783 at 4% or $267,856 at 6%; with 100% employer match about $301,338 at 4% or $200,892 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 9 | $3,049,854 | $216,963 | $24,107iApproximate average salary by contribution assumption: employee only about $602,675 at 4% or $401,783 at 6%; with 50% employer match about $401,783 at 4% or $267,856 at 6%; with 100% employer match about $301,338 at 4% or $200,892 at 6%. |
| 2021 | 1 | 8 | $3,238,617 | $224,194 | $28,024iApproximate average salary by contribution assumption: employee only about $700,606 at 4% or $467,071 at 6%; with 50% employer match about $467,071 at 4% or $311,381 at 6%; with 100% employer match about $350,303 at 4% or $233,535 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 8 | $3,238,617 | $224,194 | $28,024iApproximate average salary by contribution assumption: employee only about $700,606 at 4% or $467,071 at 6%; with 50% employer match about $467,071 at 4% or $311,381 at 6%; with 100% employer match about $350,303 at 4% or $233,535 at 6%. |
| 2020 | 1 | 10 | $2,743,106 | $245,471 | $24,547iApproximate average salary by contribution assumption: employee only about $613,678 at 4% or $409,118 at 6%; with 50% employer match about $409,118 at 4% or $272,746 at 6%; with 100% employer match about $306,839 at 4% or $204,559 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 10 | $2,743,106 | $245,471 | $24,547iApproximate average salary by contribution assumption: employee only about $613,678 at 4% or $409,118 at 6%; with 50% employer match about $409,118 at 4% or $272,746 at 6%; with 100% employer match about $306,839 at 4% or $204,559 at 6%. |
| 2019 | 1 | 10 | $2,211,130 | $199,309 | $19,931iApproximate average salary by contribution assumption: employee only about $498,273 at 4% or $332,182 at 6%; with 50% employer match about $332,182 at 4% or $221,454 at 6%; with 100% employer match about $249,136 at 4% or $166,091 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 10 | $2,211,130 | $199,309 | $19,931iApproximate average salary by contribution assumption: employee only about $498,273 at 4% or $332,182 at 6%; with 50% employer match about $332,182 at 4% or $221,454 at 6%; with 100% employer match about $249,136 at 4% or $166,091 at 6%. |
| 2018 | 1 | 9 | $1,686,239 | $174,967 | $19,441iApproximate average salary by contribution assumption: employee only about $486,019 at 4% or $324,013 at 6%; with 50% employer match about $324,013 at 4% or $216,009 at 6%; with 100% employer match about $243,010 at 4% or $162,006 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 9 | $1,686,239 | $174,967 | $19,441iApproximate average salary by contribution assumption: employee only about $486,019 at 4% or $324,013 at 6%; with 50% employer match about $324,013 at 4% or $216,009 at 6%; with 100% employer match about $243,010 at 4% or $162,006 at 6%. |
| 2017 | 1 | 9 | $1,657,852 | $182,646 | $20,294iApproximate average salary by contribution assumption: employee only about $507,350 at 4% or $338,233 at 6%; with 50% employer match about $338,233 at 4% or $225,489 at 6%; with 100% employer match about $253,675 at 4% or $169,117 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 9 | $1,657,852 | $182,646 | $20,294iApproximate average salary by contribution assumption: employee only about $507,350 at 4% or $338,233 at 6%; with 50% employer match about $338,233 at 4% or $225,489 at 6%; with 100% employer match about $253,675 at 4% or $169,117 at 6%. |
| 2016 | 1 | 11 | $1,505,400 | $193,967 | $17,633iApproximate average salary by contribution assumption: employee only about $440,834 at 4% or $293,889 at 6%; with 50% employer match about $293,889 at 4% or $195,926 at 6%; with 100% employer match about $220,417 at 4% or $146,945 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 11 | $1,505,400 | $193,967 | $17,633iApproximate average salary by contribution assumption: employee only about $440,834 at 4% or $293,889 at 6%; with 50% employer match about $293,889 at 4% or $195,926 at 6%; with 100% employer match about $220,417 at 4% or $146,945 at 6%. |
| 2015 | 1 | 11 | $1,186,604 | $186,447 | $16,950iApproximate average salary by contribution assumption: employee only about $423,743 at 4% or $282,495 at 6%; with 50% employer match about $282,495 at 4% or $188,330 at 6%; with 100% employer match about $211,872 at 4% or $141,248 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 11 | $1,186,604 | $186,447 | $16,950iApproximate average salary by contribution assumption: employee only about $423,743 at 4% or $282,495 at 6%; with 50% employer match about $282,495 at 4% or $188,330 at 6%; with 100% employer match about $211,872 at 4% or $141,248 at 6%. |
| 2014 | 1 | 12 | $1,180,096 | $140,349 | $11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 12 | $1,180,096 | $140,349 | $11,696iApproximate average salary by contribution assumption: employee only about $292,394 at 4% or $194,929 at 6%; with 50% employer match about $194,929 at 4% or $129,953 at 6%; with 100% employer match about $146,197 at 4% or $97,465 at 6%. |
| 2013 | 1 | 12 | $1,108,810 | $159,495 | $13,291iApproximate average salary by contribution assumption: employee only about $332,281 at 4% or $221,521 at 6%; with 50% employer match about $221,521 at 4% or $147,681 at 6%; with 100% employer match about $166,141 at 4% or $110,760 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 12 | $1,108,810 | $159,495 | $13,291iApproximate average salary by contribution assumption: employee only about $332,281 at 4% or $221,521 at 6%; with 50% employer match about $221,521 at 4% or $147,681 at 6%; with 100% employer match about $166,141 at 4% or $110,760 at 6%. |
| 2012 | 1 | 11 | $847,995 | $119,693 | $10,881iApproximate average salary by contribution assumption: employee only about $272,030 at 4% or $181,353 at 6%; with 50% employer match about $181,353 at 4% or $120,902 at 6%; with 100% employer match about $136,015 at 4% or $90,677 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 11 | $847,995 | $119,693 | $10,881iApproximate average salary by contribution assumption: employee only about $272,030 at 4% or $181,353 at 6%; with 50% employer match about $181,353 at 4% or $120,902 at 6%; with 100% employer match about $136,015 at 4% or $90,677 at 6%. |
| 2011 | 1 | 11 | $655,467 | $104,059 | $9,460iApproximate average salary by contribution assumption: employee only about $236,498 at 4% or $157,665 at 6%; with 50% employer match about $157,665 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,833 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 11 | $655,467 | $104,059 | $9,460iApproximate average salary by contribution assumption: employee only about $236,498 at 4% or $157,665 at 6%; with 50% employer match about $157,665 at 4% or $105,110 at 6%; with 100% employer match about $118,249 at 4% or $78,833 at 6%. |
| 2010 | 1 | 11 | $555,226 | $110,813 | $10,074iApproximate average salary by contribution assumption: employee only about $251,848 at 4% or $167,898 at 6%; with 50% employer match about $167,898 at 4% or $111,932 at 6%; with 100% employer match about $125,924 at 4% or $83,949 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 11 | $555,226 | $110,813 | $10,074iApproximate average salary by contribution assumption: employee only about $251,848 at 4% or $167,898 at 6%; with 50% employer match about $167,898 at 4% or $111,932 at 6%; with 100% employer match about $125,924 at 4% or $83,949 at 6%. |
| 2009 | 1 | 10 | $377,122 | $79,738 | $7,974iApproximate average salary by contribution assumption: employee only about $199,345 at 4% or $132,897 at 6%; with 50% employer match about $132,897 at 4% or $88,598 at 6%; with 100% employer match about $99,673 at 4% or $66,448 at 6%. |
| Harold K.L. Castle Foundation 403(B) Plan | - | 10 | $377,122 | $79,738 | $7,974iApproximate average salary by contribution assumption: employee only about $199,345 at 4% or $132,897 at 6%; with 50% employer match about $132,897 at 4% or $88,598 at 6%; with 100% employer match about $99,673 at 4% or $66,448 at 6%. |
| 2008 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2007 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2006 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2005 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2004 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2003 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |
| 2002 | 1 | 0 | $0 | $0 | - |
| Harold K.L. Castle Foundation 403(B) Plan | - | 0 | - | - | - |