Ulin & Holland Incorporated
Plan context: TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN
EIN 04-3143520 • Boston, MA • 28 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$3,718,934
2025 Contributions
$190,268
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $3,718,934 | $190,268 | $38,054iApproximate average salary by contribution assumption: employee only about $951,340 at 4% or $634,227 at 6%; with 50% employer match about $634,227 at 4% or $422,818 at 6%; with 100% employer match about $475,670 at 4% or $317,113 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 5 | $3,718,934 | $190,268 | $38,054iApproximate average salary by contribution assumption: employee only about $951,340 at 4% or $634,227 at 6%; with 50% employer match about $634,227 at 4% or $422,818 at 6%; with 100% employer match about $475,670 at 4% or $317,113 at 6%. |
| 2024 | 1 | 4 | $3,109,226 | $132,716 | $33,179iApproximate average salary by contribution assumption: employee only about $829,475 at 4% or $552,983 at 6%; with 50% employer match about $552,983 at 4% or $368,656 at 6%; with 100% employer match about $414,738 at 4% or $276,492 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 4 | $3,109,226 | $132,716 | $33,179iApproximate average salary by contribution assumption: employee only about $829,475 at 4% or $552,983 at 6%; with 50% employer match about $552,983 at 4% or $368,656 at 6%; with 100% employer match about $414,738 at 4% or $276,492 at 6%. |
| 2023 | 1 | 6 | $2,406,373 | $101,424 | $16,904iApproximate average salary by contribution assumption: employee only about $422,600 at 4% or $281,733 at 6%; with 50% employer match about $281,733 at 4% or $187,822 at 6%; with 100% employer match about $211,300 at 4% or $140,867 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 6 | $2,406,373 | $101,424 | $16,904iApproximate average salary by contribution assumption: employee only about $422,600 at 4% or $281,733 at 6%; with 50% employer match about $281,733 at 4% or $187,822 at 6%; with 100% employer match about $211,300 at 4% or $140,867 at 6%. |
| 2022 | 1 | 4 | $1,756,707 | $1,436 | $359iApproximate average salary by contribution assumption: employee only about $8,975 at 4% or $5,983 at 6%; with 50% employer match about $5,983 at 4% or $3,989 at 6%; with 100% employer match about $4,488 at 4% or $2,992 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 4 | $1,756,707 | $1,436 | $359iApproximate average salary by contribution assumption: employee only about $8,975 at 4% or $5,983 at 6%; with 50% employer match about $5,983 at 4% or $3,989 at 6%; with 100% employer match about $4,488 at 4% or $2,992 at 6%. |
| 2021 | 1 | 4 | $2,483,126 | $115,895 | $28,974iApproximate average salary by contribution assumption: employee only about $724,344 at 4% or $482,896 at 6%; with 50% employer match about $482,896 at 4% or $321,931 at 6%; with 100% employer match about $362,172 at 4% or $241,448 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 4 | $2,483,126 | $115,895 | $28,974iApproximate average salary by contribution assumption: employee only about $724,344 at 4% or $482,896 at 6%; with 50% employer match about $482,896 at 4% or $321,931 at 6%; with 100% employer match about $362,172 at 4% or $241,448 at 6%. |
| 2020 | 1 | 3 | $1,985,210 | $130,103 | $43,368iApproximate average salary by contribution assumption: employee only about $1,084,192 at 4% or $722,794 at 6%; with 50% employer match about $722,794 at 4% or $481,863 at 6%; with 100% employer match about $542,096 at 4% or $361,397 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 3 | $1,985,210 | $130,103 | $43,368iApproximate average salary by contribution assumption: employee only about $1,084,192 at 4% or $722,794 at 6%; with 50% employer match about $722,794 at 4% or $481,863 at 6%; with 100% employer match about $542,096 at 4% or $361,397 at 6%. |
| 2019 | 1 | 4 | $1,525,082 | $154,985 | $38,746iApproximate average salary by contribution assumption: employee only about $968,656 at 4% or $645,771 at 6%; with 50% employer match about $645,771 at 4% or $430,514 at 6%; with 100% employer match about $484,328 at 4% or $322,885 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 4 | $1,525,082 | $154,985 | $38,746iApproximate average salary by contribution assumption: employee only about $968,656 at 4% or $645,771 at 6%; with 50% employer match about $645,771 at 4% or $430,514 at 6%; with 100% employer match about $484,328 at 4% or $322,885 at 6%. |
| 2018 | 1 | 3 | $1,082,555 | $127,818 | $42,606iApproximate average salary by contribution assumption: employee only about $1,065,150 at 4% or $710,100 at 6%; with 50% employer match about $710,100 at 4% or $473,400 at 6%; with 100% employer match about $532,575 at 4% or $355,050 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 3 | $1,082,555 | $127,818 | $42,606iApproximate average salary by contribution assumption: employee only about $1,065,150 at 4% or $710,100 at 6%; with 50% employer match about $710,100 at 4% or $473,400 at 6%; with 100% employer match about $532,575 at 4% or $355,050 at 6%. |
| 2017 | 2 | 4 | $1,387,098 | $163,073 | $40,768iApproximate average salary by contribution assumption: employee only about $1,019,206 at 4% or $679,471 at 6%; with 50% employer match about $679,471 at 4% or $452,981 at 6%; with 100% employer match about $509,603 at 4% or $339,735 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 4 | $1,387,098 | $162,712 | $40,678iApproximate average salary by contribution assumption: employee only about $1,016,950 at 4% or $677,967 at 6%; with 50% employer match about $677,967 at 4% or $451,978 at 6%; with 100% employer match about $508,475 at 4% or $338,983 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 0 | $0 | $361 | - |
| 2016 | 2 | 5 | $1,279,617 | $199,218 | $39,844iApproximate average salary by contribution assumption: employee only about $996,090 at 4% or $664,060 at 6%; with 50% employer match about $664,060 at 4% or $442,707 at 6%; with 100% employer match about $498,045 at 4% or $332,030 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 5 | $1,184,889 | $104,490 | $20,898iApproximate average salary by contribution assumption: employee only about $522,450 at 4% or $348,300 at 6%; with 50% employer match about $348,300 at 4% or $232,200 at 6%; with 100% employer match about $261,225 at 4% or $174,150 at 6%. |
| TULLY & HOLLAND, INC. INCENTIVE SAVINGS PLAN | - | 5 | $94,728 | $94,728 | $18,946iApproximate average salary by contribution assumption: employee only about $473,640 at 4% or $315,760 at 6%; with 50% employer match about $315,760 at 4% or $210,507 at 6%; with 100% employer match about $236,820 at 4% or $157,880 at 6%. |
| 2015 | 1 | 5 | $1,036,928 | $61,005 | $12,201iApproximate average salary by contribution assumption: employee only about $305,025 at 4% or $203,350 at 6%; with 50% employer match about $203,350 at 4% or $135,567 at 6%; with 100% employer match about $152,513 at 4% or $101,675 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 5 | $1,036,928 | $61,005 | $12,201iApproximate average salary by contribution assumption: employee only about $305,025 at 4% or $203,350 at 6%; with 50% employer match about $203,350 at 4% or $135,567 at 6%; with 100% employer match about $152,513 at 4% or $101,675 at 6%. |
| 2014 | 1 | 5 | $985,197 | $28,768 | $5,754iApproximate average salary by contribution assumption: employee only about $143,840 at 4% or $95,893 at 6%; with 50% employer match about $95,893 at 4% or $63,929 at 6%; with 100% employer match about $71,920 at 4% or $47,947 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 5 | $985,197 | $28,768 | $5,754iApproximate average salary by contribution assumption: employee only about $143,840 at 4% or $95,893 at 6%; with 50% employer match about $95,893 at 4% or $63,929 at 6%; with 100% employer match about $71,920 at 4% or $47,947 at 6%. |
| 2013 | 1 | 5 | $943,667 | $42,411 | $8,482iApproximate average salary by contribution assumption: employee only about $212,055 at 4% or $141,370 at 6%; with 50% employer match about $141,370 at 4% or $94,247 at 6%; with 100% employer match about $106,028 at 4% or $70,685 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 5 | $943,667 | $42,411 | $8,482iApproximate average salary by contribution assumption: employee only about $212,055 at 4% or $141,370 at 6%; with 50% employer match about $141,370 at 4% or $94,247 at 6%; with 100% employer match about $106,028 at 4% or $70,685 at 6%. |
| 2012 | 1 | 5 | $762,331 | $86,287 | $17,257iApproximate average salary by contribution assumption: employee only about $431,435 at 4% or $287,623 at 6%; with 50% employer match about $287,623 at 4% or $191,749 at 6%; with 100% employer match about $215,718 at 4% or $143,812 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 5 | $762,331 | $86,287 | $17,257iApproximate average salary by contribution assumption: employee only about $431,435 at 4% or $287,623 at 6%; with 50% employer match about $287,623 at 4% or $191,749 at 6%; with 100% employer match about $215,718 at 4% or $143,812 at 6%. |
| 2011 | 1 | 4 | $622,898 | $39,607 | $9,902iApproximate average salary by contribution assumption: employee only about $247,544 at 4% or $165,029 at 6%; with 50% employer match about $165,029 at 4% or $110,019 at 6%; with 100% employer match about $123,772 at 4% or $82,515 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 4 | $622,898 | $39,607 | $9,902iApproximate average salary by contribution assumption: employee only about $247,544 at 4% or $165,029 at 6%; with 50% employer match about $165,029 at 4% or $110,019 at 6%; with 100% employer match about $123,772 at 4% or $82,515 at 6%. |
| 2010 | 1 | 6 | $617,496 | $42,610 | $7,102iApproximate average salary by contribution assumption: employee only about $177,542 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,771 at 4% or $59,181 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 6 | $617,496 | $42,610 | $7,102iApproximate average salary by contribution assumption: employee only about $177,542 at 4% or $118,361 at 6%; with 50% employer match about $118,361 at 4% or $78,907 at 6%; with 100% employer match about $88,771 at 4% or $59,181 at 6%. |
| 2009 | 1 | 8 | $521,680 | $53,451 | $6,681iApproximate average salary by contribution assumption: employee only about $167,034 at 4% or $111,356 at 6%; with 50% employer match about $111,356 at 4% or $74,238 at 6%; with 100% employer match about $83,517 at 4% or $55,678 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 8 | $521,680 | $53,451 | $6,681iApproximate average salary by contribution assumption: employee only about $167,034 at 4% or $111,356 at 6%; with 50% employer match about $111,356 at 4% or $74,238 at 6%; with 100% employer match about $83,517 at 4% or $55,678 at 6%. |
| 2008 | 1 | 6 | $384,580 | $8,029 | $1,338iApproximate average salary by contribution assumption: employee only about $33,454 at 4% or $22,303 at 6%; with 50% employer match about $22,303 at 4% or $14,869 at 6%; with 100% employer match about $16,727 at 4% or $11,151 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 6 | $384,580 | $8,029 | $1,338iApproximate average salary by contribution assumption: employee only about $33,454 at 4% or $22,303 at 6%; with 50% employer match about $22,303 at 4% or $14,869 at 6%; with 100% employer match about $16,727 at 4% or $11,151 at 6%. |
| 2007 | 1 | 6 | $0 | $0 | - |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 6 | - | - | - |
| 2006 | 1 | 2 | $386,980 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 2 | $386,980 | $98,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| 2005 | 1 | 2 | $269,956 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 2 | $269,956 | $70,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| 2004 | 1 | 2 | $178,323 | $66,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 2 | $178,323 | $66,000 | $33,000iApproximate average salary by contribution assumption: employee only about $825,000 at 4% or $550,000 at 6%; with 50% employer match about $550,000 at 4% or $366,667 at 6%; with 100% employer match about $412,500 at 4% or $275,000 at 6%. |
| 2003 | 1 | 1 | $104,816 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 1 | $104,816 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2002 | 1 | 1 | $50,273 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 1 | $50,273 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 1 | 1 | $0 | $0 | - |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 1 | - | - | - |
| 1999 | 1 | 3 | $85,014 | $0 | - |
| Ulin & Holland Incorporated Profit Sharing Plan | - | 3 | $85,014 | - | - |