Civic Intelligence

Margaret Holt Inc.

Plan context: Margaret Holt Inc. Defined Benefit Plan

EIN 13-3389159 • 14 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

7

2009 Assets

$877,222

2009 Contributions

$304,476

Historical Graphs

Total Assets Over Time

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

$1,289,885$644,943$0199920042008YearValue
$877,222Latest year 2008

Participants Over Time

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

1160199920042008YearValue
7Latest 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$0-
Margaret Holt Inc. Defined Benefit Plan-0---
200817$877,222$0-
Margaret Holt Inc. Defined Benefit Plan-7$877,222--
200718$1,289,885$0-
Margaret Holt Inc. Defined Benefit Plan-8$1,289,885--
200618$1,237,652$0-
Margaret Holt Inc. Defined Benefit Plan-8$1,237,652--
200517$1,157,935$0-
Margaret Holt Inc. Defined Benefit Plan-7$1,157,935--
200419$1,234,145$304,476$33,831iApproximate average salary by contribution assumption: employee only about $845,767 at 4% or $563,844 at 6%; with 50% employer match about $563,844 at 4% or $375,896 at 6%; with 100% employer match about $422,883 at 4% or $281,922 at 6%.
Margaret Holt Inc. Defined Benefit Plan-9$1,234,145$304,476$33,831iApproximate average salary by contribution assumption: employee only about $845,767 at 4% or $563,844 at 6%; with 50% employer match about $563,844 at 4% or $375,896 at 6%; with 100% employer match about $422,883 at 4% or $281,922 at 6%.
2003111$937,646$238,010$21,637iApproximate average salary by contribution assumption: employee only about $540,932 at 4% or $360,621 at 6%; with 50% employer match about $360,621 at 4% or $240,414 at 6%; with 100% employer match about $270,466 at 4% or $180,311 at 6%.
Margaret Holt Inc. Defined Benefit Plan-11$937,646$238,010$21,637iApproximate average salary by contribution assumption: employee only about $540,932 at 4% or $360,621 at 6%; with 50% employer match about $360,621 at 4% or $240,414 at 6%; with 100% employer match about $270,466 at 4% or $180,311 at 6%.
2002110$681,629$251,145$25,115iApproximate average salary by contribution assumption: employee only about $627,863 at 4% or $418,575 at 6%; with 50% employer match about $418,575 at 4% or $279,050 at 6%; with 100% employer match about $313,931 at 4% or $209,288 at 6%.
Margaret Holt Inc. Defined Benefit Plan-10$681,629$251,145$25,115iApproximate average salary by contribution assumption: employee only about $627,863 at 4% or $418,575 at 6%; with 50% employer match about $418,575 at 4% or $279,050 at 6%; with 100% employer match about $313,931 at 4% or $209,288 at 6%.
200119$0$0-
Margaret Holt Inc. Defined Benefit Plan-9---
200028$396,087$181,907$22,738iApproximate average salary by contribution assumption: employee only about $568,459 at 4% or $378,973 at 6%; with 50% employer match about $378,973 at 4% or $252,649 at 6%; with 100% employer match about $284,230 at 4% or $189,486 at 6%.
Margaret Holt Inc. Defined Benefit Plan-8$396,087$181,907$22,738iApproximate average salary by contribution assumption: employee only about $568,459 at 4% or $378,973 at 6%; with 50% employer match about $378,973 at 4% or $252,649 at 6%; with 100% employer match about $284,230 at 4% or $189,486 at 6%.
Margaret Holt Inc. Profit Sharing Retirement Plan-0---
199935$313,329$115,793$23,159iApproximate average salary by contribution assumption: employee only about $578,965 at 4% or $385,977 at 6%; with 50% employer match about $385,977 at 4% or $257,318 at 6%; with 100% employer match about $289,483 at 4% or $192,988 at 6%.
Margaret Holt Inc. Defined Benefit Plan-4$265,713$115,793$28,948iApproximate average salary by contribution assumption: employee only about $723,706 at 4% or $482,471 at 6%; with 50% employer match about $482,471 at 4% or $321,647 at 6%; with 100% employer match about $361,853 at 4% or $241,235 at 6%.
Margaret Holt Inc. Profit Sharing Retirement Plan-5$47,616--
Margaret Holt Inc. Money Purchase Plan-0---