D.R. Holt Associates PC.
Plan context: D.R. Holt Associates PC. Money Purchase Pension Plan
EIN 04-2721764 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
2
2004 Assets
$1,257,204
2004 Contributions
$38,876
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 |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 0 | - | - | - |
| 2003 | 1 | 2 | $1,257,204 | $38,876 | $19,438iApproximate average salary by contribution assumption: employee only about $485,950 at 4% or $323,967 at 6%; with 50% employer match about $323,967 at 4% or $215,978 at 6%; with 100% employer match about $242,975 at 4% or $161,983 at 6%. |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 2 | $1,257,204 | $38,876 | $19,438iApproximate average salary by contribution assumption: employee only about $485,950 at 4% or $323,967 at 6%; with 50% employer match about $323,967 at 4% or $215,978 at 6%; with 100% employer match about $242,975 at 4% or $161,983 at 6%. |
| 2002 | 1 | 2 | $949,162 | $27,205 | $13,603iApproximate average salary by contribution assumption: employee only about $340,063 at 4% or $226,708 at 6%; with 50% employer match about $226,708 at 4% or $151,139 at 6%; with 100% employer match about $170,031 at 4% or $113,354 at 6%. |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 2 | $949,162 | $27,205 | $13,603iApproximate average salary by contribution assumption: employee only about $340,063 at 4% or $226,708 at 6%; with 50% employer match about $226,708 at 4% or $151,139 at 6%; with 100% employer match about $170,031 at 4% or $113,354 at 6%. |
| 2001 | 1 | 2 | $0 | $0 | - |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 2 | - | - | - |
| 2000 | 1 | 2 | $1,546,772 | $31,660 | $15,830iApproximate average salary by contribution assumption: employee only about $395,750 at 4% or $263,833 at 6%; with 50% employer match about $263,833 at 4% or $175,889 at 6%; with 100% employer match about $197,875 at 4% or $131,917 at 6%. |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 2 | $1,546,772 | $31,660 | $15,830iApproximate average salary by contribution assumption: employee only about $395,750 at 4% or $263,833 at 6%; with 50% employer match about $263,833 at 4% or $175,889 at 6%; with 100% employer match about $197,875 at 4% or $131,917 at 6%. |
| 1999 | 1 | 2 | $2,170,518 | $30,160 | $15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%. |
| D.R. Holt Associates PC. Money Purchase Pension Plan | - | 2 | $2,170,518 | $30,160 | $15,080iApproximate average salary by contribution assumption: employee only about $377,000 at 4% or $251,333 at 6%; with 50% employer match about $251,333 at 4% or $167,556 at 6%; with 100% employer match about $188,500 at 4% or $125,667 at 6%. |