Civic Intelligence

Brad L. Holmes, Dds PC

Plan context: Brad L. Holmes, Dds PC Pension Plan and Trust

EIN 20-3940099 • Provo, UT • 20 filings • 1 plans

1355 N. University AvenueSuite 150Provo, UT 84604
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$2,264,458

2024 Contributions

$180,000

Historical Graphs

Total Assets Over Time

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

$2,264,458$1,132,229$0200520182024YearValue
$2,264,458Latest year 2024

Participants Over Time

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

740200520152024YearValue
7Latest year 2024

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
202417$2,264,458$180,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-7$2,264,458$180,000$25,714iApproximate average salary by contribution assumption: employee only about $642,857 at 4% or $428,571 at 6%; with 50% employer match about $428,571 at 4% or $285,714 at 6%; with 100% employer match about $321,429 at 4% or $214,286 at 6%.
202317$2,089,510$148,188$21,170iApproximate average salary by contribution assumption: employee only about $529,243 at 4% or $352,829 at 6%; with 50% employer match about $352,829 at 4% or $235,219 at 6%; with 100% employer match about $264,621 at 4% or $176,414 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-7$2,089,510$148,188$21,170iApproximate average salary by contribution assumption: employee only about $529,243 at 4% or $352,829 at 6%; with 50% employer match about $352,829 at 4% or $235,219 at 6%; with 100% employer match about $264,621 at 4% or $176,414 at 6%.
202217$1,896,740$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-7$1,896,740$120,000$17,143iApproximate average salary by contribution assumption: employee only about $428,571 at 4% or $285,714 at 6%; with 50% employer match about $285,714 at 4% or $190,476 at 6%; with 100% employer match about $214,286 at 4% or $142,857 at 6%.
202113$1,734,528$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-3$1,734,528$100,000$33,333iApproximate average salary by contribution assumption: employee only about $833,333 at 4% or $555,556 at 6%; with 50% employer match about $555,556 at 4% or $370,370 at 6%; with 100% employer match about $416,667 at 4% or $277,778 at 6%.
202013$1,608,008$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-3$1,608,008$125,000$41,667iApproximate average salary by contribution assumption: employee only about $1,041,667 at 4% or $694,444 at 6%; with 50% employer match about $694,444 at 4% or $462,963 at 6%; with 100% employer match about $520,833 at 4% or $347,222 at 6%.
201912$1,468,221$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-2$1,468,221$110,000$55,000iApproximate average salary by contribution assumption: employee only about $1,375,000 at 4% or $916,667 at 6%; with 50% employer match about $916,667 at 4% or $611,111 at 6%; with 100% employer match about $687,500 at 4% or $458,333 at 6%.
201812$1,339,660$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-2$1,339,660$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201712$1,240,466$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-2$1,240,466$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201612$1,092,093$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-2$1,092,093$90,000$45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%.
201513$1,100,165$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-3$1,100,165$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201413$965,192$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-3$965,192$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201313$834,492$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-3$834,492$90,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201213$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-3---
201113$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-3---
201013$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-3---
200914$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-4---
200814$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-4---
200714$0$0-
Brad L. Holmes, Dds PC Pension Plan and Trust-4---
200614$154,098$88,112$22,028iApproximate average salary by contribution assumption: employee only about $550,700 at 4% or $367,133 at 6%; with 50% employer match about $367,133 at 4% or $244,756 at 6%; with 100% employer match about $275,350 at 4% or $183,567 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-4$154,098$88,112$22,028iApproximate average salary by contribution assumption: employee only about $550,700 at 4% or $367,133 at 6%; with 50% employer match about $367,133 at 4% or $244,756 at 6%; with 100% employer match about $275,350 at 4% or $183,567 at 6%.
200514$90,127$90,127$22,532iApproximate average salary by contribution assumption: employee only about $563,294 at 4% or $375,529 at 6%; with 50% employer match about $375,529 at 4% or $250,353 at 6%; with 100% employer match about $281,647 at 4% or $187,765 at 6%.
Brad L. Holmes, Dds PC Pension Plan and Trust-4$90,127$90,127$22,532iApproximate average salary by contribution assumption: employee only about $563,294 at 4% or $375,529 at 6%; with 50% employer match about $375,529 at 4% or $250,353 at 6%; with 100% employer match about $281,647 at 4% or $187,765 at 6%.