Civic Intelligence

Harold K.L. Castle Foundation

Plan context: Harold K.L. Castle Foundation 403(B) Plan

EIN 99-6005445 • Kailua, HI • 25 filings • 3 plans

1197 Auloa RoadKailua, HI 96734-4658
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

$4,297,465$2,148,733$0200920172024YearValue
$4,297,465Latest year 2024

Participants Over Time

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

1260200920172024YearValue
9Latest 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
202429$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%.
202329$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%.
202219$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%.
202118$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%.
2020110$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%.
2019110$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%.
201819$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%.
201719$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%.
2016111$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%.
2015111$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%.
2014112$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%.
2013112$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%.
2012111$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%.
2011111$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%.
2010111$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%.
2009110$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%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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