Civic Intelligence

Holden Financial Services Inc.

Plan context: Holden Financial Services Savings & Retirement Plan

EIN 03-0362389 • Middlebury, VT • 18 filings • 1 plans

94 Court StreetMiddlebury, VT 05753
Current Snapshot

Latest Year

2016

2016 Participants

17

2016 Assets

$1,462,480

2016 Contributions

$143,803

Historical Graphs

Total Assets Over Time

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

$1,709,133$854,567$0199920082015YearValue
$1,462,480Latest year 2015

Participants Over Time

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

20100199920072015YearValue
17Latest year 2015

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
201610$0$0-
Holden Financial Services Savings & Retirement Plan-0$0--
2015117$1,462,480$143,803$8,459iApproximate average salary by contribution assumption: employee only about $211,475 at 4% or $140,983 at 6%; with 50% employer match about $140,983 at 4% or $93,989 at 6%; with 100% employer match about $105,738 at 4% or $70,492 at 6%.
Holden Financial Services Savings & Retirement Plan-17$1,462,480$143,803$8,459iApproximate average salary by contribution assumption: employee only about $211,475 at 4% or $140,983 at 6%; with 50% employer match about $140,983 at 4% or $93,989 at 6%; with 100% employer match about $105,738 at 4% or $70,492 at 6%.
2014117$1,709,133$138,311$8,136iApproximate average salary by contribution assumption: employee only about $203,399 at 4% or $135,599 at 6%; with 50% employer match about $135,599 at 4% or $90,399 at 6%; with 100% employer match about $101,699 at 4% or $67,800 at 6%.
Holden Financial Services Savings & Retirement Plan-17$1,709,133$138,311$8,136iApproximate average salary by contribution assumption: employee only about $203,399 at 4% or $135,599 at 6%; with 50% employer match about $135,599 at 4% or $90,399 at 6%; with 100% employer match about $101,699 at 4% or $67,800 at 6%.
2013118$1,491,853$135,182$7,510iApproximate average salary by contribution assumption: employee only about $187,753 at 4% or $125,169 at 6%; with 50% employer match about $125,169 at 4% or $83,446 at 6%; with 100% employer match about $93,876 at 4% or $62,584 at 6%.
Holden Financial Services Savings & Retirement Plan-18$1,491,853$135,182$7,510iApproximate average salary by contribution assumption: employee only about $187,753 at 4% or $125,169 at 6%; with 50% employer match about $125,169 at 4% or $83,446 at 6%; with 100% employer match about $93,876 at 4% or $62,584 at 6%.
2012120$1,231,099$141,495$7,075iApproximate average salary by contribution assumption: employee only about $176,869 at 4% or $117,913 at 6%; with 50% employer match about $117,913 at 4% or $78,608 at 6%; with 100% employer match about $88,434 at 4% or $58,956 at 6%.
Holden Financial Services Savings & Retirement Plan-20$1,231,099$141,495$7,075iApproximate average salary by contribution assumption: employee only about $176,869 at 4% or $117,913 at 6%; with 50% employer match about $117,913 at 4% or $78,608 at 6%; with 100% employer match about $88,434 at 4% or $58,956 at 6%.
2011120$1,193,230$138,249$6,912iApproximate average salary by contribution assumption: employee only about $172,811 at 4% or $115,208 at 6%; with 50% employer match about $115,208 at 4% or $76,805 at 6%; with 100% employer match about $86,406 at 4% or $57,604 at 6%.
Holden Financial Services Savings & Retirement Plan-20$1,193,230$138,249$6,912iApproximate average salary by contribution assumption: employee only about $172,811 at 4% or $115,208 at 6%; with 50% employer match about $115,208 at 4% or $76,805 at 6%; with 100% employer match about $86,406 at 4% or $57,604 at 6%.
2010119$1,091,967$137,165$7,219iApproximate average salary by contribution assumption: employee only about $180,480 at 4% or $120,320 at 6%; with 50% employer match about $120,320 at 4% or $80,213 at 6%; with 100% employer match about $90,240 at 4% or $60,160 at 6%.
Holden Financial Services Savings & Retirement Plan-19$1,091,967$137,165$7,219iApproximate average salary by contribution assumption: employee only about $180,480 at 4% or $120,320 at 6%; with 50% employer match about $120,320 at 4% or $80,213 at 6%; with 100% employer match about $90,240 at 4% or $60,160 at 6%.
2009119$1,131,041$126,275$6,646iApproximate average salary by contribution assumption: employee only about $166,151 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
Holden Financial Services Savings & Retirement Plan-19$1,131,041$126,275$6,646iApproximate average salary by contribution assumption: employee only about $166,151 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,845 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
2008117$763,353$144,770$8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,931 at 6%; with 50% employer match about $141,931 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%.
Holden Financial Services Savings & Retirement Plan-17$763,353$144,770$8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,931 at 6%; with 50% employer match about $141,931 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%.
2007117$1,015,029$138,194$8,129iApproximate average salary by contribution assumption: employee only about $203,226 at 4% or $135,484 at 6%; with 50% employer match about $135,484 at 4% or $90,323 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
Holden Financial Services Savings & Retirement Plan-17$1,015,029$138,194$8,129iApproximate average salary by contribution assumption: employee only about $203,226 at 4% or $135,484 at 6%; with 50% employer match about $135,484 at 4% or $90,323 at 6%; with 100% employer match about $101,613 at 4% or $67,742 at 6%.
2006116$787,801$120,903$7,556iApproximate average salary by contribution assumption: employee only about $188,911 at 4% or $125,941 at 6%; with 50% employer match about $125,941 at 4% or $83,960 at 6%; with 100% employer match about $94,455 at 4% or $62,970 at 6%.
Holden Financial Services Savings & Retirement Plan-16$787,801$120,903$7,556iApproximate average salary by contribution assumption: employee only about $188,911 at 4% or $125,941 at 6%; with 50% employer match about $125,941 at 4% or $83,960 at 6%; with 100% employer match about $94,455 at 4% or $62,970 at 6%.
2005117$655,285$111,771$6,575iApproximate average salary by contribution assumption: employee only about $164,369 at 4% or $109,579 at 6%; with 50% employer match about $109,579 at 4% or $73,053 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%.
Holden Financial Services Savings & Retirement Plan-17$655,285$111,771$6,575iApproximate average salary by contribution assumption: employee only about $164,369 at 4% or $109,579 at 6%; with 50% employer match about $109,579 at 4% or $73,053 at 6%; with 100% employer match about $82,185 at 4% or $54,790 at 6%.
2004115$506,395$92,346$6,156iApproximate average salary by contribution assumption: employee only about $153,910 at 4% or $102,607 at 6%; with 50% employer match about $102,607 at 4% or $68,404 at 6%; with 100% employer match about $76,955 at 4% or $51,303 at 6%.
Holden Financial Services Savings & Retirement Plan-15$506,395$92,346$6,156iApproximate average salary by contribution assumption: employee only about $153,910 at 4% or $102,607 at 6%; with 50% employer match about $102,607 at 4% or $68,404 at 6%; with 100% employer match about $76,955 at 4% or $51,303 at 6%.
2003114$368,378$72,986$5,213iApproximate average salary by contribution assumption: employee only about $130,332 at 4% or $86,888 at 6%; with 50% employer match about $86,888 at 4% or $57,925 at 6%; with 100% employer match about $65,166 at 4% or $43,444 at 6%.
Holden Financial Services Savings & Retirement Plan-14$368,378$72,986$5,213iApproximate average salary by contribution assumption: employee only about $130,332 at 4% or $86,888 at 6%; with 50% employer match about $86,888 at 4% or $57,925 at 6%; with 100% employer match about $65,166 at 4% or $43,444 at 6%.
200219$247,092$43,916$4,880iApproximate average salary by contribution assumption: employee only about $121,989 at 4% or $81,326 at 6%; with 50% employer match about $81,326 at 4% or $54,217 at 6%; with 100% employer match about $60,994 at 4% or $40,663 at 6%.
Holden Financial Services Savings & Retirement Plan-9$247,092$43,916$4,880iApproximate average salary by contribution assumption: employee only about $121,989 at 4% or $81,326 at 6%; with 50% employer match about $81,326 at 4% or $54,217 at 6%; with 100% employer match about $60,994 at 4% or $40,663 at 6%.
2001110$0$0-
Holden Financial Services Savings & Retirement Plan-10---
2000110$0$0-
Holden Financial Services Savings & Retirement Plan-10---
1999112$314,393$59,468$4,956iApproximate average salary by contribution assumption: employee only about $123,892 at 4% or $82,594 at 6%; with 50% employer match about $82,594 at 4% or $55,063 at 6%; with 100% employer match about $61,946 at 4% or $41,297 at 6%.
Holden Financial Services Savings & Retirement Plan-12$314,393$59,468$4,956iApproximate average salary by contribution assumption: employee only about $123,892 at 4% or $82,594 at 6%; with 50% employer match about $82,594 at 4% or $55,063 at 6%; with 100% employer match about $61,946 at 4% or $41,297 at 6%.