Civic Intelligence

Holistic Health PC.

Plan context: Holistic Health PC. 401(K) Plan

EIN 26-1449078 • Portland, OR • 10 filings • 1 plans

833 S.w. 11th Ave., Suite 525Portland, OR 97205
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$569,267

2024 Contributions

$2,629

Historical Graphs

Total Assets Over Time

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

$591,872$295,936$0201520202024YearValue
$569,267Latest year 2024

Participants Over Time

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

1260201520202024YearValue
4Latest 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
202414$569,267$2,629$657iApproximate average salary by contribution assumption: employee only about $16,431 at 4% or $10,954 at 6%; with 50% employer match about $10,954 at 4% or $7,303 at 6%; with 100% employer match about $8,216 at 4% or $5,477 at 6%.
Holistic Health PC. 401(K) Plan-4$569,267$2,629$657iApproximate average salary by contribution assumption: employee only about $16,431 at 4% or $10,954 at 6%; with 50% employer match about $10,954 at 4% or $7,303 at 6%; with 100% employer match about $8,216 at 4% or $5,477 at 6%.
202314$511,166$3,133$783iApproximate average salary by contribution assumption: employee only about $19,581 at 4% or $13,054 at 6%; with 50% employer match about $13,054 at 4% or $8,703 at 6%; with 100% employer match about $9,791 at 4% or $6,527 at 6%.
Holistic Health PC. 401(K) Plan-4$511,166$3,133$783iApproximate average salary by contribution assumption: employee only about $19,581 at 4% or $13,054 at 6%; with 50% employer match about $13,054 at 4% or $8,703 at 6%; with 100% employer match about $9,791 at 4% or $6,527 at 6%.
202214$435,412$2,965$741iApproximate average salary by contribution assumption: employee only about $18,531 at 4% or $12,354 at 6%; with 50% employer match about $12,354 at 4% or $8,236 at 6%; with 100% employer match about $9,266 at 4% or $6,177 at 6%.
Holistic Health PC. 401(K) Plan-4$435,412$2,965$741iApproximate average salary by contribution assumption: employee only about $18,531 at 4% or $12,354 at 6%; with 50% employer match about $12,354 at 4% or $8,236 at 6%; with 100% employer match about $9,266 at 4% or $6,177 at 6%.
202116$591,872$72,007$12,001iApproximate average salary by contribution assumption: employee only about $300,029 at 4% or $200,019 at 6%; with 50% employer match about $200,019 at 4% or $133,346 at 6%; with 100% employer match about $150,015 at 4% or $100,010 at 6%.
Holistic Health PC. 401(K) Plan-6$591,872$72,007$12,001iApproximate average salary by contribution assumption: employee only about $300,029 at 4% or $200,019 at 6%; with 50% employer match about $200,019 at 4% or $133,346 at 6%; with 100% employer match about $150,015 at 4% or $100,010 at 6%.
202018$503,645$120,301$15,038iApproximate average salary by contribution assumption: employee only about $375,941 at 4% or $250,627 at 6%; with 50% employer match about $250,627 at 4% or $167,085 at 6%; with 100% employer match about $187,970 at 4% or $125,314 at 6%.
Holistic Health PC. 401(K) Plan-8$503,645$120,301$15,038iApproximate average salary by contribution assumption: employee only about $375,941 at 4% or $250,627 at 6%; with 50% employer match about $250,627 at 4% or $167,085 at 6%; with 100% employer match about $187,970 at 4% or $125,314 at 6%.
2019112$331,572$66,021$5,502iApproximate average salary by contribution assumption: employee only about $137,544 at 4% or $91,696 at 6%; with 50% employer match about $91,696 at 4% or $61,131 at 6%; with 100% employer match about $68,772 at 4% or $45,848 at 6%.
Holistic Health PC. 401(K) Plan-12$331,572$66,021$5,502iApproximate average salary by contribution assumption: employee only about $137,544 at 4% or $91,696 at 6%; with 50% employer match about $91,696 at 4% or $61,131 at 6%; with 100% employer match about $68,772 at 4% or $45,848 at 6%.
2018112$226,027$75,648$6,304iApproximate average salary by contribution assumption: employee only about $157,600 at 4% or $105,067 at 6%; with 50% employer match about $105,067 at 4% or $70,044 at 6%; with 100% employer match about $78,800 at 4% or $52,533 at 6%.
Holistic Health PC. 401(K) Plan-12$226,027$75,648$6,304iApproximate average salary by contribution assumption: employee only about $157,600 at 4% or $105,067 at 6%; with 50% employer match about $105,067 at 4% or $70,044 at 6%; with 100% employer match about $78,800 at 4% or $52,533 at 6%.
2017110$170,835$72,397$7,240iApproximate average salary by contribution assumption: employee only about $180,993 at 4% or $120,662 at 6%; with 50% employer match about $120,662 at 4% or $80,441 at 6%; with 100% employer match about $90,496 at 4% or $60,331 at 6%.
Holistic Health PC. 401(K) Plan-10$170,835$72,397$7,240iApproximate average salary by contribution assumption: employee only about $180,993 at 4% or $120,662 at 6%; with 50% employer match about $120,662 at 4% or $80,441 at 6%; with 100% employer match about $90,496 at 4% or $60,331 at 6%.
201614$85,894$59,253$14,813iApproximate average salary by contribution assumption: employee only about $370,331 at 4% or $246,888 at 6%; with 50% employer match about $246,888 at 4% or $164,592 at 6%; with 100% employer match about $185,166 at 4% or $123,444 at 6%.
Holistic Health PC. 401(K) Plan-4$85,894$59,253$14,813iApproximate average salary by contribution assumption: employee only about $370,331 at 4% or $246,888 at 6%; with 50% employer match about $246,888 at 4% or $164,592 at 6%; with 100% employer match about $185,166 at 4% or $123,444 at 6%.
201514$36,883$36,961$9,240iApproximate average salary by contribution assumption: employee only about $231,006 at 4% or $154,004 at 6%; with 50% employer match about $154,004 at 4% or $102,669 at 6%; with 100% employer match about $115,503 at 4% or $77,002 at 6%.
Holistic Health PC. 401(K) Plan-4$36,883$36,961$9,240iApproximate average salary by contribution assumption: employee only about $231,006 at 4% or $154,004 at 6%; with 50% employer match about $154,004 at 4% or $102,669 at 6%; with 100% employer match about $115,503 at 4% or $77,002 at 6%.