Civic Intelligence

Holden Agency

Plan context: Holden Agency 401K Profit Sharing Plan

EIN 01-0281936 • Portland, ME • 19 filings • 3 plans

1085 Brighton AvenuePortland, ME 04102
Current Snapshot

Latest Year

2017

2017 Participants

35

2017 Assets

$5,457,349

2017 Contributions

$307,038

Historical Graphs

Total Assets Over Time

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

$5,457,349$2,728,675$0199920092016YearValue
$5,457,349Latest year 2016

Participants Over Time

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

35180199920082016YearValue
35Latest year 2016

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
201710$0$307,038-
Holden Agency 401K Profit Sharing Plan-0$0$307,038-
2016135$5,457,349$316,994$9,057iApproximate average salary by contribution assumption: employee only about $226,424 at 4% or $150,950 at 6%; with 50% employer match about $150,950 at 4% or $100,633 at 6%; with 100% employer match about $113,212 at 4% or $75,475 at 6%.
Holden Agency 401K Profit Sharing Plan-35$5,457,349$316,994$9,057iApproximate average salary by contribution assumption: employee only about $226,424 at 4% or $150,950 at 6%; with 50% employer match about $150,950 at 4% or $100,633 at 6%; with 100% employer match about $113,212 at 4% or $75,475 at 6%.
2015132$4,755,548$323,570$10,112iApproximate average salary by contribution assumption: employee only about $252,789 at 4% or $168,526 at 6%; with 50% employer match about $168,526 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.
Holden Agency 401K Profit Sharing Plan-32$4,755,548$323,570$10,112iApproximate average salary by contribution assumption: employee only about $252,789 at 4% or $168,526 at 6%; with 50% employer match about $168,526 at 4% or $112,351 at 6%; with 100% employer match about $126,395 at 4% or $84,263 at 6%.
2014128$4,406,873$264,135$9,433iApproximate average salary by contribution assumption: employee only about $235,835 at 4% or $157,223 at 6%; with 50% employer match about $157,223 at 4% or $104,815 at 6%; with 100% employer match about $117,917 at 4% or $78,612 at 6%.
Holden Agency 401K Profit Sharing Plan-28$4,406,873$264,135$9,433iApproximate average salary by contribution assumption: employee only about $235,835 at 4% or $157,223 at 6%; with 50% employer match about $157,223 at 4% or $104,815 at 6%; with 100% employer match about $117,917 at 4% or $78,612 at 6%.
2013128$4,215,657$268,162$9,577iApproximate average salary by contribution assumption: employee only about $239,430 at 4% or $159,620 at 6%; with 50% employer match about $159,620 at 4% or $106,413 at 6%; with 100% employer match about $119,715 at 4% or $79,810 at 6%.
Holden Agency 401K Profit Sharing Plan-28$4,215,657$268,162$9,577iApproximate average salary by contribution assumption: employee only about $239,430 at 4% or $159,620 at 6%; with 50% employer match about $159,620 at 4% or $106,413 at 6%; with 100% employer match about $119,715 at 4% or $79,810 at 6%.
2012130$3,251,660$258,371$8,612iApproximate average salary by contribution assumption: employee only about $215,309 at 4% or $143,539 at 6%; with 50% employer match about $143,539 at 4% or $95,693 at 6%; with 100% employer match about $107,655 at 4% or $71,770 at 6%.
Holden Agency 401K Profit Sharing Plan-30$3,251,660$258,371$8,612iApproximate average salary by contribution assumption: employee only about $215,309 at 4% or $143,539 at 6%; with 50% employer match about $143,539 at 4% or $95,693 at 6%; with 100% employer match about $107,655 at 4% or $71,770 at 6%.
2011127$2,698,905$232,997$8,630iApproximate average salary by contribution assumption: employee only about $215,738 at 4% or $143,825 at 6%; with 50% employer match about $143,825 at 4% or $95,884 at 6%; with 100% employer match about $107,869 at 4% or $71,913 at 6%.
Holden Agency 401K Profit Sharing Plan-27$2,698,905$232,997$8,630iApproximate average salary by contribution assumption: employee only about $215,738 at 4% or $143,825 at 6%; with 50% employer match about $143,825 at 4% or $95,884 at 6%; with 100% employer match about $107,869 at 4% or $71,913 at 6%.
2010127$2,559,173$235,879$8,736iApproximate average salary by contribution assumption: employee only about $218,406 at 4% or $145,604 at 6%; with 50% employer match about $145,604 at 4% or $97,070 at 6%; with 100% employer match about $109,203 at 4% or $72,802 at 6%.
Holden Agency 401K Profit Sharing Plan-27$2,559,173$235,879$8,736iApproximate average salary by contribution assumption: employee only about $218,406 at 4% or $145,604 at 6%; with 50% employer match about $145,604 at 4% or $97,070 at 6%; with 100% employer match about $109,203 at 4% or $72,802 at 6%.
2009126$2,052,296$218,423$8,401iApproximate average salary by contribution assumption: employee only about $210,022 at 4% or $140,015 at 6%; with 50% employer match about $140,015 at 4% or $93,343 at 6%; with 100% employer match about $105,011 at 4% or $70,007 at 6%.
Holden Agency 401K Profit Sharing Plan-26$2,052,296$218,423$8,401iApproximate average salary by contribution assumption: employee only about $210,022 at 4% or $140,015 at 6%; with 50% employer match about $140,015 at 4% or $93,343 at 6%; with 100% employer match about $105,011 at 4% or $70,007 at 6%.
2008124$1,406,300$196,594$8,191iApproximate average salary by contribution assumption: employee only about $204,785 at 4% or $136,524 at 6%; with 50% employer match about $136,524 at 4% or $91,016 at 6%; with 100% employer match about $102,393 at 4% or $68,262 at 6%.
Holden Agency 401K Profit Sharing Plan-24$1,406,300$196,594$8,191iApproximate average salary by contribution assumption: employee only about $204,785 at 4% or $136,524 at 6%; with 50% employer match about $136,524 at 4% or $91,016 at 6%; with 100% employer match about $102,393 at 4% or $68,262 at 6%.
2007124$0$0-
Holden Agency 401K Profit Sharing Plan-24---
2006125$1,589,959$242,480$9,699iApproximate average salary by contribution assumption: employee only about $242,480 at 4% or $161,653 at 6%; with 50% employer match about $161,653 at 4% or $107,769 at 6%; with 100% employer match about $121,240 at 4% or $80,827 at 6%.
Holden Agency 401K Profit Sharing Plan-25$1,589,959$242,480$9,699iApproximate average salary by contribution assumption: employee only about $242,480 at 4% or $161,653 at 6%; with 50% employer match about $161,653 at 4% or $107,769 at 6%; with 100% employer match about $121,240 at 4% or $80,827 at 6%.
2005120$1,157,120$154,256$7,713iApproximate average salary by contribution assumption: employee only about $192,820 at 4% or $128,547 at 6%; with 50% employer match about $128,547 at 4% or $85,698 at 6%; with 100% employer match about $96,410 at 4% or $64,273 at 6%.
Holden Agency 401K Profit Sharing Plan-20$1,157,120$154,256$7,713iApproximate average salary by contribution assumption: employee only about $192,820 at 4% or $128,547 at 6%; with 50% employer match about $128,547 at 4% or $85,698 at 6%; with 100% employer match about $96,410 at 4% or $64,273 at 6%.
2004119$946,242$153,485$8,078iApproximate average salary by contribution assumption: employee only about $201,954 at 4% or $134,636 at 6%; with 50% employer match about $134,636 at 4% or $89,757 at 6%; with 100% employer match about $100,977 at 4% or $67,318 at 6%.
Holden Agency 401K Profit Sharing Plan-19$946,242$153,485$8,078iApproximate average salary by contribution assumption: employee only about $201,954 at 4% or $134,636 at 6%; with 50% employer match about $134,636 at 4% or $89,757 at 6%; with 100% employer match about $100,977 at 4% or $67,318 at 6%.
2003118$718,528$119,596$6,644iApproximate average salary by contribution assumption: employee only about $166,106 at 4% or $110,737 at 6%; with 50% employer match about $110,737 at 4% or $73,825 at 6%; with 100% employer match about $83,053 at 4% or $55,369 at 6%.
Holden Agency 401K Profit Sharing Plan-18$718,528$119,596$6,644iApproximate average salary by contribution assumption: employee only about $166,106 at 4% or $110,737 at 6%; with 50% employer match about $110,737 at 4% or $73,825 at 6%; with 100% employer match about $83,053 at 4% or $55,369 at 6%.
2002117$452,817$97,552$5,738iApproximate average salary by contribution assumption: employee only about $143,459 at 4% or $95,639 at 6%; with 50% employer match about $95,639 at 4% or $63,759 at 6%; with 100% employer match about $71,729 at 4% or $47,820 at 6%.
Holden Agency 401K Profit Sharing Plan-17$452,817$97,552$5,738iApproximate average salary by contribution assumption: employee only about $143,459 at 4% or $95,639 at 6%; with 50% employer match about $95,639 at 4% or $63,759 at 6%; with 100% employer match about $71,729 at 4% or $47,820 at 6%.
2001117$0$0-
Holden Agency 401K Profit Sharing Plan-17---
2000116$424,751$77,780$4,861iApproximate average salary by contribution assumption: employee only about $121,531 at 4% or $81,021 at 6%; with 50% employer match about $81,021 at 4% or $54,014 at 6%; with 100% employer match about $60,766 at 4% or $40,510 at 6%.
Holden Agency 401K Profit Sharing Plan-16$424,751$77,780$4,861iApproximate average salary by contribution assumption: employee only about $121,531 at 4% or $81,021 at 6%; with 50% employer match about $81,021 at 4% or $54,014 at 6%; with 100% employer match about $60,766 at 4% or $40,510 at 6%.
1999116$331,472$66,328$4,146iApproximate average salary by contribution assumption: employee only about $103,638 at 4% or $69,092 at 6%; with 50% employer match about $69,092 at 4% or $46,061 at 6%; with 100% employer match about $51,819 at 4% or $34,546 at 6%.
Holden Agency 401K Profit Sharing Plan-16$331,472$66,328$4,146iApproximate average salary by contribution assumption: employee only about $103,638 at 4% or $69,092 at 6%; with 50% employer match about $69,092 at 4% or $46,061 at 6%; with 100% employer match about $51,819 at 4% or $34,546 at 6%.