Civic Intelligence

Bruce Holliday & Associates

Plan context: Bruce Holliday & Associates 401(K) Profit Sharing Plan

EIN 31-1369187 • Lebanon, OH • 15 filings • 2 plans

25-a Cincinnati Ave.Lebanon, OH 45036
Current Snapshot

Latest Year

2018

2018 Participants

10

2018 Assets

$856,274

2018 Contributions

$79,706

Historical Graphs

Total Assets Over Time

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

$856,274$428,137$0200320122018YearValue
$856,274Latest year 2018

Participants Over Time

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

1050200320112018YearValue
10Latest year 2018

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
2018110$856,274$79,706$7,971iApproximate average salary by contribution assumption: employee only about $199,265 at 4% or $132,843 at 6%; with 50% employer match about $132,843 at 4% or $88,562 at 6%; with 100% employer match about $99,633 at 4% or $66,422 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-10$856,274$79,706$7,971iApproximate average salary by contribution assumption: employee only about $199,265 at 4% or $132,843 at 6%; with 50% employer match about $132,843 at 4% or $88,562 at 6%; with 100% employer match about $99,633 at 4% or $66,422 at 6%.
2017110$831,747$67,650$6,765iApproximate average salary by contribution assumption: employee only about $169,125 at 4% or $112,750 at 6%; with 50% employer match about $112,750 at 4% or $75,167 at 6%; with 100% employer match about $84,563 at 4% or $56,375 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-10$831,747$67,650$6,765iApproximate average salary by contribution assumption: employee only about $169,125 at 4% or $112,750 at 6%; with 50% employer match about $112,750 at 4% or $75,167 at 6%; with 100% employer match about $84,563 at 4% or $56,375 at 6%.
201618$668,846$50,595$6,324iApproximate average salary by contribution assumption: employee only about $158,109 at 4% or $105,406 at 6%; with 50% employer match about $105,406 at 4% or $70,271 at 6%; with 100% employer match about $79,055 at 4% or $52,703 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$668,846$50,595$6,324iApproximate average salary by contribution assumption: employee only about $158,109 at 4% or $105,406 at 6%; with 50% employer match about $105,406 at 4% or $70,271 at 6%; with 100% employer match about $79,055 at 4% or $52,703 at 6%.
201519$579,638$65,431$7,270iApproximate average salary by contribution assumption: employee only about $181,753 at 4% or $121,169 at 6%; with 50% employer match about $121,169 at 4% or $80,779 at 6%; with 100% employer match about $90,876 at 4% or $60,584 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-9$579,638$65,431$7,270iApproximate average salary by contribution assumption: employee only about $181,753 at 4% or $121,169 at 6%; with 50% employer match about $121,169 at 4% or $80,779 at 6%; with 100% employer match about $90,876 at 4% or $60,584 at 6%.
2014110$618,750$28,859$2,886iApproximate average salary by contribution assumption: employee only about $72,148 at 4% or $48,098 at 6%; with 50% employer match about $48,098 at 4% or $32,066 at 6%; with 100% employer match about $36,074 at 4% or $24,049 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-10$618,750$28,859$2,886iApproximate average salary by contribution assumption: employee only about $72,148 at 4% or $48,098 at 6%; with 50% employer match about $48,098 at 4% or $32,066 at 6%; with 100% employer match about $36,074 at 4% or $24,049 at 6%.
201318$568,157$39,492$4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,275 at 6%; with 50% employer match about $82,275 at 4% or $54,850 at 6%; with 100% employer match about $61,706 at 4% or $41,138 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$568,157$39,492$4,937iApproximate average salary by contribution assumption: employee only about $123,413 at 4% or $82,275 at 6%; with 50% employer match about $82,275 at 4% or $54,850 at 6%; with 100% employer match about $61,706 at 4% or $41,138 at 6%.
201218$463,752$31,941$3,993iApproximate average salary by contribution assumption: employee only about $99,816 at 4% or $66,544 at 6%; with 50% employer match about $66,544 at 4% or $44,363 at 6%; with 100% employer match about $49,908 at 4% or $33,272 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$463,752$31,941$3,993iApproximate average salary by contribution assumption: employee only about $99,816 at 4% or $66,544 at 6%; with 50% employer match about $66,544 at 4% or $44,363 at 6%; with 100% employer match about $49,908 at 4% or $33,272 at 6%.
201118$391,481$25,438$3,180iApproximate average salary by contribution assumption: employee only about $79,494 at 4% or $52,996 at 6%; with 50% employer match about $52,996 at 4% or $35,331 at 6%; with 100% employer match about $39,747 at 4% or $26,498 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$391,481$25,438$3,180iApproximate average salary by contribution assumption: employee only about $79,494 at 4% or $52,996 at 6%; with 50% employer match about $52,996 at 4% or $35,331 at 6%; with 100% employer match about $39,747 at 4% or $26,498 at 6%.
201018$435,604$31,059$3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,138 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$435,604$31,059$3,882iApproximate average salary by contribution assumption: employee only about $97,059 at 4% or $64,706 at 6%; with 50% employer match about $64,706 at 4% or $43,138 at 6%; with 100% employer match about $48,530 at 4% or $32,353 at 6%.
200918$367,847$35,589$4,449iApproximate average salary by contribution assumption: employee only about $111,216 at 4% or $74,144 at 6%; with 50% employer match about $74,144 at 4% or $49,429 at 6%; with 100% employer match about $55,608 at 4% or $37,072 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8$367,847$35,589$4,449iApproximate average salary by contribution assumption: employee only about $111,216 at 4% or $74,144 at 6%; with 50% employer match about $74,144 at 4% or $49,429 at 6%; with 100% employer match about $55,608 at 4% or $37,072 at 6%.
200817$282,969$52,460$7,494iApproximate average salary by contribution assumption: employee only about $187,357 at 4% or $124,905 at 6%; with 50% employer match about $124,905 at 4% or $83,270 at 6%; with 100% employer match about $93,679 at 4% or $62,452 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-7$282,969$52,460$7,494iApproximate average salary by contribution assumption: employee only about $187,357 at 4% or $124,905 at 6%; with 50% employer match about $124,905 at 4% or $83,270 at 6%; with 100% employer match about $93,679 at 4% or $62,452 at 6%.
200719$297,007$56,569$6,285iApproximate average salary by contribution assumption: employee only about $157,136 at 4% or $104,757 at 6%; with 50% employer match about $104,757 at 4% or $69,838 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-9$297,007$56,569$6,285iApproximate average salary by contribution assumption: employee only about $157,136 at 4% or $104,757 at 6%; with 50% employer match about $104,757 at 4% or $69,838 at 6%; with 100% employer match about $78,568 at 4% or $52,379 at 6%.
200618$0$0-
Bruce Holliday & Associates 401(K) Profit Sharing Plan-8---
200415$73,769$39,376$7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-5$73,769$39,376$7,875iApproximate average salary by contribution assumption: employee only about $196,880 at 4% or $131,253 at 6%; with 50% employer match about $131,253 at 4% or $87,502 at 6%; with 100% employer match about $98,440 at 4% or $65,627 at 6%.
200313$31,439$30,595$10,198iApproximate average salary by contribution assumption: employee only about $254,958 at 4% or $169,972 at 6%; with 50% employer match about $169,972 at 4% or $113,315 at 6%; with 100% employer match about $127,479 at 4% or $84,986 at 6%.
Bruce Holliday & Associates 401(K) Profit Sharing Plan-3$31,439$30,595$10,198iApproximate average salary by contribution assumption: employee only about $254,958 at 4% or $169,972 at 6%; with 50% employer match about $169,972 at 4% or $113,315 at 6%; with 100% employer match about $127,479 at 4% or $84,986 at 6%.