Civic Intelligence

Holberg Incorporated

Plan context: Holberg Incorporated Retirement Plan and Trust

EIN 06-1191356 • Greenwich, CT • 11 filings • 1 plans

545 Steamboat RoadGreenwich, CT 06830-7112
Current Snapshot

Latest Year

2009

2009 Participants

6

2009 Assets

$1,091,496

2009 Contributions

$23,617

Historical Graphs

Total Assets Over Time

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

$1,123,633$561,817$0199920052008YearValue
$1,091,496Latest year 2008

Participants Over Time

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

1580199920042008YearValue
6Latest year 2008

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
200910$0$23,617-
Holberg Incorporated Retirement Plan and Trust-0$0$23,617-
200816$1,091,496$95,782$15,964iApproximate average salary by contribution assumption: employee only about $399,092 at 4% or $266,061 at 6%; with 50% employer match about $266,061 at 4% or $177,374 at 6%; with 100% employer match about $199,546 at 4% or $133,031 at 6%.
Holberg Incorporated Retirement Plan and Trust-6$1,091,496$95,782$15,964iApproximate average salary by contribution assumption: employee only about $399,092 at 4% or $266,061 at 6%; with 50% employer match about $266,061 at 4% or $177,374 at 6%; with 100% employer match about $199,546 at 4% or $133,031 at 6%.
200716$0$0-
Holberg Incorporated Retirement Plan and Trust-6---
200616$1,123,633$86,700$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
Holberg Incorporated Retirement Plan and Trust-6$1,123,633$86,700$14,450iApproximate average salary by contribution assumption: employee only about $361,250 at 4% or $240,833 at 6%; with 50% employer match about $240,833 at 4% or $160,556 at 6%; with 100% employer match about $180,625 at 4% or $120,417 at 6%.
200516$930,622$80,359$13,393iApproximate average salary by contribution assumption: employee only about $334,829 at 4% or $223,219 at 6%; with 50% employer match about $223,219 at 4% or $148,813 at 6%; with 100% employer match about $167,415 at 4% or $111,610 at 6%.
Holberg Incorporated Retirement Plan and Trust-6$930,622$80,359$13,393iApproximate average salary by contribution assumption: employee only about $334,829 at 4% or $223,219 at 6%; with 50% employer match about $223,219 at 4% or $148,813 at 6%; with 100% employer match about $167,415 at 4% or $111,610 at 6%.
200416$792,678$48,750$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
Holberg Incorporated Retirement Plan and Trust-6$792,678$48,750$8,125iApproximate average salary by contribution assumption: employee only about $203,125 at 4% or $135,417 at 6%; with 50% employer match about $135,417 at 4% or $90,278 at 6%; with 100% employer match about $101,563 at 4% or $67,708 at 6%.
200316$719,068$45,650$7,608iApproximate average salary by contribution assumption: employee only about $190,208 at 4% or $126,806 at 6%; with 50% employer match about $126,806 at 4% or $84,537 at 6%; with 100% employer match about $95,104 at 4% or $63,403 at 6%.
Holberg Incorporated Retirement Plan and Trust-6$719,068$45,650$7,608iApproximate average salary by contribution assumption: employee only about $190,208 at 4% or $126,806 at 6%; with 50% employer match about $126,806 at 4% or $84,537 at 6%; with 100% employer match about $95,104 at 4% or $63,403 at 6%.
200216$0$0-
Holberg Incorporated Retirement Plan and Trust-6---
200116$0$0-
Holberg Incorporated Retirement Plan and Trust-6---
200018$0$0-
Holberg Incorporated Retirement Plan and Trust-8---
1999115$689,732$128,436$8,562iApproximate average salary by contribution assumption: employee only about $214,060 at 4% or $142,707 at 6%; with 50% employer match about $142,707 at 4% or $95,138 at 6%; with 100% employer match about $107,030 at 4% or $71,353 at 6%.
Holberg Incorporated Retirement Plan and Trust-15$689,732$128,436$8,562iApproximate average salary by contribution assumption: employee only about $214,060 at 4% or $142,707 at 6%; with 50% employer match about $142,707 at 4% or $95,138 at 6%; with 100% employer match about $107,030 at 4% or $71,353 at 6%.