Civic Intelligence

Holmes & Associates, Cpas, Ps

Plan context: Holmes & Associates 401(K) Plan

EIN 20-3149740 • 11 filings • 3 plans

Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$1,118,383

2018 Contributions

$68,669

Historical Graphs

Total Assets Over Time

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

$1,118,383$559,192$0200820132017YearValue
$1,118,383Latest year 2017

Participants Over Time

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

950200820132017YearValue
7Latest year 2017

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
201810$0$0-
Holmes & Associates 401(K) Plan-----
201717$1,118,383$68,669$9,810iApproximate average salary by contribution assumption: employee only about $245,246 at 4% or $163,498 at 6%; with 50% employer match about $163,498 at 4% or $108,998 at 6%; with 100% employer match about $122,623 at 4% or $81,749 at 6%.
Holmes & Associates 401(K) Plan-7$1,118,383$68,669$9,810iApproximate average salary by contribution assumption: employee only about $245,246 at 4% or $163,498 at 6%; with 50% employer match about $163,498 at 4% or $108,998 at 6%; with 100% employer match about $122,623 at 4% or $81,749 at 6%.
201617$918,121$84,984$12,141iApproximate average salary by contribution assumption: employee only about $303,514 at 4% or $202,343 at 6%; with 50% employer match about $202,343 at 4% or $134,895 at 6%; with 100% employer match about $151,757 at 4% or $101,171 at 6%.
Holmes & Associates 401(K) Plan-7$918,121$84,984$12,141iApproximate average salary by contribution assumption: employee only about $303,514 at 4% or $202,343 at 6%; with 50% employer match about $202,343 at 4% or $134,895 at 6%; with 100% employer match about $151,757 at 4% or $101,171 at 6%.
201517$766,657$89,509$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
Holmes & Associates 401(K) Plan-7$766,657$89,509$12,787iApproximate average salary by contribution assumption: employee only about $319,675 at 4% or $213,117 at 6%; with 50% employer match about $213,117 at 4% or $142,078 at 6%; with 100% employer match about $159,838 at 4% or $106,558 at 6%.
201417$734,060$86,985$12,426iApproximate average salary by contribution assumption: employee only about $310,661 at 4% or $207,107 at 6%; with 50% employer match about $207,107 at 4% or $138,071 at 6%; with 100% employer match about $155,330 at 4% or $103,554 at 6%.
Holmes & Associates 401(K) Plan-7$734,060$86,985$12,426iApproximate average salary by contribution assumption: employee only about $310,661 at 4% or $207,107 at 6%; with 50% employer match about $207,107 at 4% or $138,071 at 6%; with 100% employer match about $155,330 at 4% or $103,554 at 6%.
201316$722,311$89,326$14,888iApproximate average salary by contribution assumption: employee only about $372,192 at 4% or $248,128 at 6%; with 50% employer match about $248,128 at 4% or $165,419 at 6%; with 100% employer match about $186,096 at 4% or $124,064 at 6%.
Holmes & Associates 401(K) Plan-6$722,311$89,326$14,888iApproximate average salary by contribution assumption: employee only about $372,192 at 4% or $248,128 at 6%; with 50% employer match about $248,128 at 4% or $165,419 at 6%; with 100% employer match about $186,096 at 4% or $124,064 at 6%.
201217$641,169$82,909$11,844iApproximate average salary by contribution assumption: employee only about $296,104 at 4% or $197,402 at 6%; with 50% employer match about $197,402 at 4% or $131,602 at 6%; with 100% employer match about $148,052 at 4% or $98,701 at 6%.
Holmes & Associates 401(K) Plan-7$641,169$82,909$11,844iApproximate average salary by contribution assumption: employee only about $296,104 at 4% or $197,402 at 6%; with 50% employer match about $197,402 at 4% or $131,602 at 6%; with 100% employer match about $148,052 at 4% or $98,701 at 6%.
201116$520,039$90,551$15,092iApproximate average salary by contribution assumption: employee only about $377,296 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,765 at 6%.
Holmes & Associates 401(K) Plan-6$520,039$90,551$15,092iApproximate average salary by contribution assumption: employee only about $377,296 at 4% or $251,531 at 6%; with 50% employer match about $251,531 at 4% or $167,687 at 6%; with 100% employer match about $188,648 at 4% or $125,765 at 6%.
201017$439,972$89,208$12,744iApproximate average salary by contribution assumption: employee only about $318,600 at 4% or $212,400 at 6%; with 50% employer match about $212,400 at 4% or $141,600 at 6%; with 100% employer match about $159,300 at 4% or $106,200 at 6%.
Holmes & Associates 401(K) Plan-7$439,972$89,208$12,744iApproximate average salary by contribution assumption: employee only about $318,600 at 4% or $212,400 at 6%; with 50% employer match about $212,400 at 4% or $141,600 at 6%; with 100% employer match about $159,300 at 4% or $106,200 at 6%.
200917$315,352$83,289$11,898iApproximate average salary by contribution assumption: employee only about $297,461 at 4% or $198,307 at 6%; with 50% employer match about $198,307 at 4% or $132,205 at 6%; with 100% employer match about $148,730 at 4% or $99,154 at 6%.
Holmes & Associates 401(K) Plan-7$315,352$83,289$11,898iApproximate average salary by contribution assumption: employee only about $297,461 at 4% or $198,307 at 6%; with 50% employer match about $198,307 at 4% or $132,205 at 6%; with 100% employer match about $148,730 at 4% or $99,154 at 6%.
200819$179,970$83,623$9,291iApproximate average salary by contribution assumption: employee only about $232,286 at 4% or $154,857 at 6%; with 50% employer match about $154,857 at 4% or $103,238 at 6%; with 100% employer match about $116,143 at 4% or $77,429 at 6%.
Holmes & Associates 401(K) Plan-9$179,970$83,623$9,291iApproximate average salary by contribution assumption: employee only about $232,286 at 4% or $154,857 at 6%; with 50% employer match about $154,857 at 4% or $103,238 at 6%; with 100% employer match about $116,143 at 4% or $77,429 at 6%.