Civic Intelligence

Holmes & Wiseley PC

Plan context: Holmes & Wiseley PC Safe Harbor 401K Plan

EIN 26-2346629 • Grand Rapids, MI • 14 filings • 4 plans

2090 Celebration DriveSuite 202Grand Rapids, MI 49525
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$1,005,906

2024 Contributions

$66,572

Historical Graphs

Total Assets Over Time

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

$1,005,906$502,953$0201120182024YearValue
$1,005,906Latest year 2024

Participants Over Time

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

740201120182024YearValue
6Latest 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
202416$1,005,906$66,572$11,095iApproximate average salary by contribution assumption: employee only about $277,383 at 4% or $184,922 at 6%; with 50% employer match about $184,922 at 4% or $123,281 at 6%; with 100% employer match about $138,692 at 4% or $92,461 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$1,005,906$66,572$11,095iApproximate average salary by contribution assumption: employee only about $277,383 at 4% or $184,922 at 6%; with 50% employer match about $184,922 at 4% or $123,281 at 6%; with 100% employer match about $138,692 at 4% or $92,461 at 6%.
202316$845,235$62,660$10,443iApproximate average salary by contribution assumption: employee only about $261,083 at 4% or $174,056 at 6%; with 50% employer match about $174,056 at 4% or $116,037 at 6%; with 100% employer match about $130,542 at 4% or $87,028 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$845,235$62,660$10,443iApproximate average salary by contribution assumption: employee only about $261,083 at 4% or $174,056 at 6%; with 50% employer match about $174,056 at 4% or $116,037 at 6%; with 100% employer match about $130,542 at 4% or $87,028 at 6%.
202216$684,714$61,118$10,186iApproximate average salary by contribution assumption: employee only about $254,658 at 4% or $169,772 at 6%; with 50% employer match about $169,772 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$684,714$61,118$10,186iApproximate average salary by contribution assumption: employee only about $254,658 at 4% or $169,772 at 6%; with 50% employer match about $169,772 at 4% or $113,181 at 6%; with 100% employer match about $127,329 at 4% or $84,886 at 6%.
202116$753,292$113,048$18,841iApproximate average salary by contribution assumption: employee only about $471,033 at 4% or $314,022 at 6%; with 50% employer match about $314,022 at 4% or $209,348 at 6%; with 100% employer match about $235,517 at 4% or $157,011 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$753,292$113,048$18,841iApproximate average salary by contribution assumption: employee only about $471,033 at 4% or $314,022 at 6%; with 50% employer match about $314,022 at 4% or $209,348 at 6%; with 100% employer match about $235,517 at 4% or $157,011 at 6%.
202016$592,406$40,833$6,806iApproximate average salary by contribution assumption: employee only about $170,138 at 4% or $113,425 at 6%; with 50% employer match about $113,425 at 4% or $75,617 at 6%; with 100% employer match about $85,069 at 4% or $56,713 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$592,406$40,833$6,806iApproximate average salary by contribution assumption: employee only about $170,138 at 4% or $113,425 at 6%; with 50% employer match about $113,425 at 4% or $75,617 at 6%; with 100% employer match about $85,069 at 4% or $56,713 at 6%.
201917$495,004$34,791$4,970iApproximate average salary by contribution assumption: employee only about $124,254 at 4% or $82,836 at 6%; with 50% employer match about $82,836 at 4% or $55,224 at 6%; with 100% employer match about $62,127 at 4% or $41,418 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$495,004$34,791$4,970iApproximate average salary by contribution assumption: employee only about $124,254 at 4% or $82,836 at 6%; with 50% employer match about $82,836 at 4% or $55,224 at 6%; with 100% employer match about $62,127 at 4% or $41,418 at 6%.
201815$383,298$41,005$8,201iApproximate average salary by contribution assumption: employee only about $205,025 at 4% or $136,683 at 6%; with 50% employer match about $136,683 at 4% or $91,122 at 6%; with 100% employer match about $102,513 at 4% or $68,342 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-5$383,298$41,005$8,201iApproximate average salary by contribution assumption: employee only about $205,025 at 4% or $136,683 at 6%; with 50% employer match about $136,683 at 4% or $91,122 at 6%; with 100% employer match about $102,513 at 4% or $68,342 at 6%.
201717$907,818$63,555$9,079iApproximate average salary by contribution assumption: employee only about $226,982 at 4% or $151,321 at 6%; with 50% employer match about $151,321 at 4% or $100,881 at 6%; with 100% employer match about $113,491 at 4% or $75,661 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$907,818$63,555$9,079iApproximate average salary by contribution assumption: employee only about $226,982 at 4% or $151,321 at 6%; with 50% employer match about $151,321 at 4% or $100,881 at 6%; with 100% employer match about $113,491 at 4% or $75,661 at 6%.
201617$734,264$133,849$19,121iApproximate average salary by contribution assumption: employee only about $478,032 at 4% or $318,688 at 6%; with 50% employer match about $318,688 at 4% or $212,459 at 6%; with 100% employer match about $239,016 at 4% or $159,344 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$734,264$133,849$19,121iApproximate average salary by contribution assumption: employee only about $478,032 at 4% or $318,688 at 6%; with 50% employer match about $318,688 at 4% or $212,459 at 6%; with 100% employer match about $239,016 at 4% or $159,344 at 6%.
201517$573,524$131,320$18,760iApproximate average salary by contribution assumption: employee only about $469,000 at 4% or $312,667 at 6%; with 50% employer match about $312,667 at 4% or $208,444 at 6%; with 100% employer match about $234,500 at 4% or $156,333 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$573,524$131,320$18,760iApproximate average salary by contribution assumption: employee only about $469,000 at 4% or $312,667 at 6%; with 50% employer match about $312,667 at 4% or $208,444 at 6%; with 100% employer match about $234,500 at 4% or $156,333 at 6%.
201417$511,899$86,572$12,367iApproximate average salary by contribution assumption: employee only about $309,186 at 4% or $206,124 at 6%; with 50% employer match about $206,124 at 4% or $137,416 at 6%; with 100% employer match about $154,593 at 4% or $103,062 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$511,899$86,572$12,367iApproximate average salary by contribution assumption: employee only about $309,186 at 4% or $206,124 at 6%; with 50% employer match about $206,124 at 4% or $137,416 at 6%; with 100% employer match about $154,593 at 4% or $103,062 at 6%.
201317$416,277$185,250$26,464iApproximate average salary by contribution assumption: employee only about $661,607 at 4% or $441,071 at 6%; with 50% employer match about $441,071 at 4% or $294,048 at 6%; with 100% employer match about $330,804 at 4% or $220,536 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$416,277$185,250$26,464iApproximate average salary by contribution assumption: employee only about $661,607 at 4% or $441,071 at 6%; with 50% employer match about $441,071 at 4% or $294,048 at 6%; with 100% employer match about $330,804 at 4% or $220,536 at 6%.
201217$204,752$112,675$16,096iApproximate average salary by contribution assumption: employee only about $402,411 at 4% or $268,274 at 6%; with 50% employer match about $268,274 at 4% or $178,849 at 6%; with 100% employer match about $201,205 at 4% or $134,137 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-7$204,752$112,675$16,096iApproximate average salary by contribution assumption: employee only about $402,411 at 4% or $268,274 at 6%; with 50% employer match about $268,274 at 4% or $178,849 at 6%; with 100% employer match about $201,205 at 4% or $134,137 at 6%.
201116$88,654$95,214$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.
Holmes & Wiseley PC Safe Harbor 401K Plan-6$88,654$95,214$15,869iApproximate average salary by contribution assumption: employee only about $396,725 at 4% or $264,483 at 6%; with 50% employer match about $264,483 at 4% or $176,322 at 6%; with 100% employer match about $198,363 at 4% or $132,242 at 6%.