Anthony a Holds
Plan context: Holds Financial Group LLC 401(K) Profit Sharing Plan & Trust
EIN 33-2450574 • Sarasota, FL • 2 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
12
2025 Assets
$204,244
2025 Contributions
$93,906
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 12 | $204,244 | $93,906 | $7,826iApproximate average salary by contribution assumption: employee only about $195,638 at 4% or $130,425 at 6%; with 50% employer match about $130,425 at 4% or $86,950 at 6%; with 100% employer match about $97,819 at 4% or $65,213 at 6%. |
| Holds Financial Group LLC 401(K) Profit Sharing Plan & Trust | - | 12 | $204,244 | $93,906 | $7,826iApproximate average salary by contribution assumption: employee only about $195,638 at 4% or $130,425 at 6%; with 50% employer match about $130,425 at 4% or $86,950 at 6%; with 100% employer match about $97,819 at 4% or $65,213 at 6%. |
| 2024 | 1 | 10 | $95,388 | $25,370 | $2,537iApproximate average salary by contribution assumption: employee only about $63,425 at 4% or $42,283 at 6%; with 50% employer match about $42,283 at 4% or $28,189 at 6%; with 100% employer match about $31,713 at 4% or $21,142 at 6%. |
| Holds Financial Group LLC 401(K) Profit Sharing Plan & Trust | - | 10 | $95,388 | $25,370 | $2,537iApproximate average salary by contribution assumption: employee only about $63,425 at 4% or $42,283 at 6%; with 50% employer match about $42,283 at 4% or $28,189 at 6%; with 100% employer match about $31,713 at 4% or $21,142 at 6%. |