Holsten & Associates
Plan context: Holsten & Associates 401K Savings Plan
EIN 23-2904166 • Media, PA • 20 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
19
2020 Assets
$2,930,264
2020 Contributions
$1,490
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $1,490 | - |
| Holsten & Associates 401K Savings Plan | - | 0 | $0 | $1,490 | - |
| 2019 | 1 | 19 | $2,930,264 | $110,081 | $5,794iApproximate average salary by contribution assumption: employee only about $144,843 at 4% or $96,562 at 6%; with 50% employer match about $96,562 at 4% or $64,375 at 6%; with 100% employer match about $72,422 at 4% or $48,281 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 19 | $2,930,264 | $110,081 | $5,794iApproximate average salary by contribution assumption: employee only about $144,843 at 4% or $96,562 at 6%; with 50% employer match about $96,562 at 4% or $64,375 at 6%; with 100% employer match about $72,422 at 4% or $48,281 at 6%. |
| 2018 | 1 | 17 | $2,368,353 | $135,915 | $7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 17 | $2,368,353 | $135,915 | $7,995iApproximate average salary by contribution assumption: employee only about $199,875 at 4% or $133,250 at 6%; with 50% employer match about $133,250 at 4% or $88,833 at 6%; with 100% employer match about $99,938 at 4% or $66,625 at 6%. |
| 2017 | 1 | 17 | $2,433,230 | $133,612 | $7,860iApproximate average salary by contribution assumption: employee only about $196,488 at 4% or $130,992 at 6%; with 50% employer match about $130,992 at 4% or $87,328 at 6%; with 100% employer match about $98,244 at 4% or $65,496 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 17 | $2,433,230 | $133,612 | $7,860iApproximate average salary by contribution assumption: employee only about $196,488 at 4% or $130,992 at 6%; with 50% employer match about $130,992 at 4% or $87,328 at 6%; with 100% employer match about $98,244 at 4% or $65,496 at 6%. |
| 2016 | 1 | 21 | $1,995,726 | $131,749 | $6,274iApproximate average salary by contribution assumption: employee only about $156,844 at 4% or $104,563 at 6%; with 50% employer match about $104,563 at 4% or $69,708 at 6%; with 100% employer match about $78,422 at 4% or $52,281 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 21 | $1,995,726 | $131,749 | $6,274iApproximate average salary by contribution assumption: employee only about $156,844 at 4% or $104,563 at 6%; with 50% employer match about $104,563 at 4% or $69,708 at 6%; with 100% employer match about $78,422 at 4% or $52,281 at 6%. |
| 2015 | 1 | 19 | $1,694,155 | $143,275 | $7,541iApproximate average salary by contribution assumption: employee only about $188,520 at 4% or $125,680 at 6%; with 50% employer match about $125,680 at 4% or $83,787 at 6%; with 100% employer match about $94,260 at 4% or $62,840 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 19 | $1,694,155 | $143,275 | $7,541iApproximate average salary by contribution assumption: employee only about $188,520 at 4% or $125,680 at 6%; with 50% employer match about $125,680 at 4% or $83,787 at 6%; with 100% employer match about $94,260 at 4% or $62,840 at 6%. |
| 2014 | 1 | 17 | $1,577,711 | $151,978 | $8,940iApproximate average salary by contribution assumption: employee only about $223,497 at 4% or $148,998 at 6%; with 50% employer match about $148,998 at 4% or $99,332 at 6%; with 100% employer match about $111,749 at 4% or $74,499 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 17 | $1,577,711 | $151,978 | $8,940iApproximate average salary by contribution assumption: employee only about $223,497 at 4% or $148,998 at 6%; with 50% employer match about $148,998 at 4% or $99,332 at 6%; with 100% employer match about $111,749 at 4% or $74,499 at 6%. |
| 2013 | 1 | 20 | $1,504,574 | $164,763 | $8,238iApproximate average salary by contribution assumption: employee only about $205,954 at 4% or $137,303 at 6%; with 50% employer match about $137,303 at 4% or $91,535 at 6%; with 100% employer match about $102,977 at 4% or $68,651 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 20 | $1,504,574 | $164,763 | $8,238iApproximate average salary by contribution assumption: employee only about $205,954 at 4% or $137,303 at 6%; with 50% employer match about $137,303 at 4% or $91,535 at 6%; with 100% employer match about $102,977 at 4% or $68,651 at 6%. |
| 2012 | 1 | 22 | $1,151,693 | $157,798 | $7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 22 | $1,151,693 | $157,798 | $7,173iApproximate average salary by contribution assumption: employee only about $179,316 at 4% or $119,544 at 6%; with 50% employer match about $119,544 at 4% or $79,696 at 6%; with 100% employer match about $89,658 at 4% or $59,772 at 6%. |
| 2011 | 1 | 21 | $1,057,571 | $123,752 | $5,893iApproximate average salary by contribution assumption: employee only about $147,324 at 4% or $98,216 at 6%; with 50% employer match about $98,216 at 4% or $65,477 at 6%; with 100% employer match about $73,662 at 4% or $49,108 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 21 | $1,057,571 | $123,752 | $5,893iApproximate average salary by contribution assumption: employee only about $147,324 at 4% or $98,216 at 6%; with 50% employer match about $98,216 at 4% or $65,477 at 6%; with 100% employer match about $73,662 at 4% or $49,108 at 6%. |
| 2010 | 1 | 23 | $1,047,908 | $117,155 | $5,094iApproximate average salary by contribution assumption: employee only about $127,342 at 4% or $84,895 at 6%; with 50% employer match about $84,895 at 4% or $56,597 at 6%; with 100% employer match about $63,671 at 4% or $42,447 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 23 | $1,047,908 | $117,155 | $5,094iApproximate average salary by contribution assumption: employee only about $127,342 at 4% or $84,895 at 6%; with 50% employer match about $84,895 at 4% or $56,597 at 6%; with 100% employer match about $63,671 at 4% or $42,447 at 6%. |
| 2009 | 1 | 21 | $839,563 | $134,922 | $6,425iApproximate average salary by contribution assumption: employee only about $160,621 at 4% or $107,081 at 6%; with 50% employer match about $107,081 at 4% or $71,387 at 6%; with 100% employer match about $80,311 at 4% or $53,540 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 21 | $839,563 | $134,922 | $6,425iApproximate average salary by contribution assumption: employee only about $160,621 at 4% or $107,081 at 6%; with 50% employer match about $107,081 at 4% or $71,387 at 6%; with 100% employer match about $80,311 at 4% or $53,540 at 6%. |
| 2008 | 1 | 17 | $621,439 | $112,390 | $6,611iApproximate average salary by contribution assumption: employee only about $165,279 at 4% or $110,186 at 6%; with 50% employer match about $110,186 at 4% or $73,458 at 6%; with 100% employer match about $82,640 at 4% or $55,093 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 17 | $621,439 | $112,390 | $6,611iApproximate average salary by contribution assumption: employee only about $165,279 at 4% or $110,186 at 6%; with 50% employer match about $110,186 at 4% or $73,458 at 6%; with 100% employer match about $82,640 at 4% or $55,093 at 6%. |
| 2007 | 1 | 18 | $866,277 | $110,800 | $6,156iApproximate average salary by contribution assumption: employee only about $153,889 at 4% or $102,593 at 6%; with 50% employer match about $102,593 at 4% or $68,395 at 6%; with 100% employer match about $76,944 at 4% or $51,296 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 18 | $866,277 | $110,800 | $6,156iApproximate average salary by contribution assumption: employee only about $153,889 at 4% or $102,593 at 6%; with 50% employer match about $102,593 at 4% or $68,395 at 6%; with 100% employer match about $76,944 at 4% or $51,296 at 6%. |
| 2006 | 1 | 18 | $742,760 | $118,802 | $6,600iApproximate average salary by contribution assumption: employee only about $165,003 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,335 at 6%; with 100% employer match about $82,501 at 4% or $55,001 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 18 | $742,760 | $118,802 | $6,600iApproximate average salary by contribution assumption: employee only about $165,003 at 4% or $110,002 at 6%; with 50% employer match about $110,002 at 4% or $73,335 at 6%; with 100% employer match about $82,501 at 4% or $55,001 at 6%. |
| 2005 | 1 | 18 | $651,833 | $129,325 | $7,185iApproximate average salary by contribution assumption: employee only about $179,618 at 4% or $119,745 at 6%; with 50% employer match about $119,745 at 4% or $79,830 at 6%; with 100% employer match about $89,809 at 4% or $59,873 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 18 | $651,833 | $129,325 | $7,185iApproximate average salary by contribution assumption: employee only about $179,618 at 4% or $119,745 at 6%; with 50% employer match about $119,745 at 4% or $79,830 at 6%; with 100% employer match about $89,809 at 4% or $59,873 at 6%. |
| 2004 | 1 | 18 | $482,307 | $134,513 | $7,473iApproximate average salary by contribution assumption: employee only about $186,824 at 4% or $124,549 at 6%; with 50% employer match about $124,549 at 4% or $83,033 at 6%; with 100% employer match about $93,412 at 4% or $62,275 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 18 | $482,307 | $134,513 | $7,473iApproximate average salary by contribution assumption: employee only about $186,824 at 4% or $124,549 at 6%; with 50% employer match about $124,549 at 4% or $83,033 at 6%; with 100% employer match about $93,412 at 4% or $62,275 at 6%. |
| 2003 | 1 | 18 | $0 | $0 | - |
| Holsten & Associates 401K Savings Plan | - | 18 | - | - | - |
| 2002 | 1 | 19 | $163,726 | $93,810 | $4,937iApproximate average salary by contribution assumption: employee only about $123,434 at 4% or $82,289 at 6%; with 50% employer match about $82,289 at 4% or $54,860 at 6%; with 100% employer match about $61,717 at 4% or $41,145 at 6%. |
| Holsten & Associates 401K Savings Plan | - | 19 | $163,726 | $93,810 | $4,937iApproximate average salary by contribution assumption: employee only about $123,434 at 4% or $82,289 at 6%; with 50% employer match about $82,289 at 4% or $54,860 at 6%; with 100% employer match about $61,717 at 4% or $41,145 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Holsten & Associates 401K Savings Plan | - | 18 | - | - | - |