Civic Intelligence

Holman Teague Roche Anglin LLP

Plan context: Holman Teague Roche Anglin LLP 401(K) Retirement Plan

EIN 27-2437489 • Napa, CA • 15 filings • 1 plans

1455 First Street, Suite 217Napa, CA 94559
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,276,283

2024 Contributions

$355,532

Historical Graphs

Total Assets Over Time

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

$5,764,080$2,882,040$0201020172024YearValue
$4,276,283Latest year 2024

Participants Over Time

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

840201020172024YearValue
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$4,276,283$355,532$50,790iApproximate average salary by contribution assumption: employee only about $1,269,757 at 4% or $846,505 at 6%; with 50% employer match about $846,505 at 4% or $564,337 at 6%; with 100% employer match about $634,879 at 4% or $423,252 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-7$4,276,283$355,532$50,790iApproximate average salary by contribution assumption: employee only about $1,269,757 at 4% or $846,505 at 6%; with 50% employer match about $846,505 at 4% or $564,337 at 6%; with 100% employer match about $634,879 at 4% or $423,252 at 6%.
202316$5,764,080$307,050$51,175iApproximate average salary by contribution assumption: employee only about $1,279,375 at 4% or $852,917 at 6%; with 50% employer match about $852,917 at 4% or $568,611 at 6%; with 100% employer match about $639,688 at 4% or $426,458 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-6$5,764,080$307,050$51,175iApproximate average salary by contribution assumption: employee only about $1,279,375 at 4% or $852,917 at 6%; with 50% employer match about $852,917 at 4% or $568,611 at 6%; with 100% employer match about $639,688 at 4% or $426,458 at 6%.
202218$4,752,153$312,848$39,106iApproximate average salary by contribution assumption: employee only about $977,650 at 4% or $651,767 at 6%; with 50% employer match about $651,767 at 4% or $434,511 at 6%; with 100% employer match about $488,825 at 4% or $325,883 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-8$4,752,153$312,848$39,106iApproximate average salary by contribution assumption: employee only about $977,650 at 4% or $651,767 at 6%; with 50% employer match about $651,767 at 4% or $434,511 at 6%; with 100% employer match about $488,825 at 4% or $325,883 at 6%.
202118$5,246,810$269,824$33,728iApproximate average salary by contribution assumption: employee only about $843,200 at 4% or $562,133 at 6%; with 50% employer match about $562,133 at 4% or $374,756 at 6%; with 100% employer match about $421,600 at 4% or $281,067 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-8$5,246,810$269,824$33,728iApproximate average salary by contribution assumption: employee only about $843,200 at 4% or $562,133 at 6%; with 50% employer match about $562,133 at 4% or $374,756 at 6%; with 100% employer match about $421,600 at 4% or $281,067 at 6%.
202018$4,239,811$123,350$15,419iApproximate average salary by contribution assumption: employee only about $385,469 at 4% or $256,979 at 6%; with 50% employer match about $256,979 at 4% or $171,319 at 6%; with 100% employer match about $192,734 at 4% or $128,490 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-8$4,239,811$123,350$15,419iApproximate average salary by contribution assumption: employee only about $385,469 at 4% or $256,979 at 6%; with 50% employer match about $256,979 at 4% or $171,319 at 6%; with 100% employer match about $192,734 at 4% or $128,490 at 6%.
201918$3,574,794$159,467$19,933iApproximate average salary by contribution assumption: employee only about $498,334 at 4% or $332,223 at 6%; with 50% employer match about $332,223 at 4% or $221,482 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-8$3,574,794$159,467$19,933iApproximate average salary by contribution assumption: employee only about $498,334 at 4% or $332,223 at 6%; with 50% employer match about $332,223 at 4% or $221,482 at 6%; with 100% employer match about $249,167 at 4% or $166,111 at 6%.
201817$2,786,665$149,705$21,386iApproximate average salary by contribution assumption: employee only about $534,661 at 4% or $356,440 at 6%; with 50% employer match about $356,440 at 4% or $237,627 at 6%; with 100% employer match about $267,330 at 4% or $178,220 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-7$2,786,665$149,705$21,386iApproximate average salary by contribution assumption: employee only about $534,661 at 4% or $356,440 at 6%; with 50% employer match about $356,440 at 4% or $237,627 at 6%; with 100% employer match about $267,330 at 4% or $178,220 at 6%.
201717$2,817,168$148,500$21,214iApproximate average salary by contribution assumption: employee only about $530,357 at 4% or $353,571 at 6%; with 50% employer match about $353,571 at 4% or $235,714 at 6%; with 100% employer match about $265,179 at 4% or $176,786 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-7$2,817,168$148,500$21,214iApproximate average salary by contribution assumption: employee only about $530,357 at 4% or $353,571 at 6%; with 50% employer match about $353,571 at 4% or $235,714 at 6%; with 100% employer match about $265,179 at 4% or $176,786 at 6%.
201617$2,234,814$2,000$286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-7$2,234,814$2,000$286iApproximate average salary by contribution assumption: employee only about $7,143 at 4% or $4,762 at 6%; with 50% employer match about $4,762 at 4% or $3,175 at 6%; with 100% employer match about $3,571 at 4% or $2,381 at 6%.
201517$2,063,673$294,321$42,046iApproximate average salary by contribution assumption: employee only about $1,051,146 at 4% or $700,764 at 6%; with 50% employer match about $700,764 at 4% or $467,176 at 6%; with 100% employer match about $525,573 at 4% or $350,382 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-7$2,063,673$294,321$42,046iApproximate average salary by contribution assumption: employee only about $1,051,146 at 4% or $700,764 at 6%; with 50% employer match about $700,764 at 4% or $467,176 at 6%; with 100% employer match about $525,573 at 4% or $350,382 at 6%.
201415$1,858,144$77,691$15,538iApproximate average salary by contribution assumption: employee only about $388,455 at 4% or $258,970 at 6%; with 50% employer match about $258,970 at 4% or $172,647 at 6%; with 100% employer match about $194,228 at 4% or $129,485 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-5$1,858,144$77,691$15,538iApproximate average salary by contribution assumption: employee only about $388,455 at 4% or $258,970 at 6%; with 50% employer match about $258,970 at 4% or $172,647 at 6%; with 100% employer match about $194,228 at 4% or $129,485 at 6%.
201315$1,646,472$78,496$15,699iApproximate average salary by contribution assumption: employee only about $392,480 at 4% or $261,653 at 6%; with 50% employer match about $261,653 at 4% or $174,436 at 6%; with 100% employer match about $196,240 at 4% or $130,827 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-5$1,646,472$78,496$15,699iApproximate average salary by contribution assumption: employee only about $392,480 at 4% or $261,653 at 6%; with 50% employer match about $261,653 at 4% or $174,436 at 6%; with 100% employer match about $196,240 at 4% or $130,827 at 6%.
201215$1,251,269$57,736$11,547iApproximate average salary by contribution assumption: employee only about $288,680 at 4% or $192,453 at 6%; with 50% employer match about $192,453 at 4% or $128,302 at 6%; with 100% employer match about $144,340 at 4% or $96,227 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-5$1,251,269$57,736$11,547iApproximate average salary by contribution assumption: employee only about $288,680 at 4% or $192,453 at 6%; with 50% employer match about $192,453 at 4% or $128,302 at 6%; with 100% employer match about $144,340 at 4% or $96,227 at 6%.
201114$1,064,862$980,199$245,050iApproximate average salary by contribution assumption: employee only about $6,126,244 at 4% or $4,084,163 at 6%; with 50% employer match about $4,084,163 at 4% or $2,722,775 at 6%; with 100% employer match about $3,063,122 at 4% or $2,042,081 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-4$1,064,862$980,199$245,050iApproximate average salary by contribution assumption: employee only about $6,126,244 at 4% or $4,084,163 at 6%; with 50% employer match about $4,084,163 at 4% or $2,722,775 at 6%; with 100% employer match about $3,063,122 at 4% or $2,042,081 at 6%.
201014$38,000$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Holman Teague Roche Anglin LLP 401(K) Retirement Plan-4$38,000$38,000$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.