Civic Intelligence

J.R. Holcomb & Co.

Plan context: THE J.R. HOLCOMB & CO. 401(K) PLAN

EIN 34-0964550 • Cleveland, OH • 23 filings • 5 plans

3205 Harvard AvenueCleveland, OH 44105-3060
Current Snapshot

Latest Year

2009

2009 Participants

168

2009 Assets

$1,455,300

2009 Contributions

$49,228

Historical Graphs

Total Assets Over Time

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

$4,398,540$2,199,270$0200020042008YearValue
$1,455,300Latest year 2008

Participants Over Time

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

3311660200020042008YearValue
168Latest year 2008

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
200920$0$49,228-
J.R. Holcomb & Company Employee Stock Ownership Plan-0-$3,795-
THE J.R. HOLCOMB & CO. 401(K) PLAN-0-$45,433-
20082168$1,455,300$446,244$2,656iApproximate average salary by contribution assumption: employee only about $66,405 at 4% or $44,270 at 6%; with 50% employer match about $44,270 at 4% or $29,513 at 6%; with 100% employer match about $33,203 at 4% or $22,135 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-102$994,298$335,000$3,284iApproximate average salary by contribution assumption: employee only about $82,108 at 4% or $54,739 at 6%; with 50% employer match about $54,739 at 4% or $36,492 at 6%; with 100% employer match about $41,054 at 4% or $27,369 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-168$461,002$111,244$662iApproximate average salary by contribution assumption: employee only about $16,554 at 4% or $11,036 at 6%; with 50% employer match about $11,036 at 4% or $7,357 at 6%; with 100% employer match about $8,277 at 4% or $5,518 at 6%.
20072190$3,272,347$280,000$1,474iApproximate average salary by contribution assumption: employee only about $36,842 at 4% or $24,561 at 6%; with 50% employer match about $24,561 at 4% or $16,374 at 6%; with 100% employer match about $18,421 at 4% or $12,281 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-107$3,272,347$280,000$2,617iApproximate average salary by contribution assumption: employee only about $65,421 at 4% or $43,614 at 6%; with 50% employer match about $43,614 at 4% or $29,076 at 6%; with 100% employer match about $32,710 at 4% or $21,807 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-190---
20062300$4,265,063$362,908$1,210iApproximate average salary by contribution assumption: employee only about $30,242 at 4% or $20,162 at 6%; with 50% employer match about $20,162 at 4% or $13,441 at 6%; with 100% employer match about $15,121 at 4% or $10,081 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-121$3,749,093$300,000$2,479iApproximate average salary by contribution assumption: employee only about $61,983 at 4% or $41,322 at 6%; with 50% employer match about $41,322 at 4% or $27,548 at 6%; with 100% employer match about $30,992 at 4% or $20,661 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-300$515,970$62,908$210iApproximate average salary by contribution assumption: employee only about $5,242 at 4% or $3,495 at 6%; with 50% employer match about $3,495 at 4% or $2,330 at 6%; with 100% employer match about $2,621 at 4% or $1,747 at 6%.
20052331$4,100,449$381,361$1,152iApproximate average salary by contribution assumption: employee only about $28,804 at 4% or $19,202 at 6%; with 50% employer match about $19,202 at 4% or $12,802 at 6%; with 100% employer match about $14,402 at 4% or $9,601 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-118$3,691,783$250,000$2,119iApproximate average salary by contribution assumption: employee only about $52,966 at 4% or $35,311 at 6%; with 50% employer match about $35,311 at 4% or $23,540 at 6%; with 100% employer match about $26,483 at 4% or $17,655 at 6%.
THE J.R HOLCOMB & CO 401K PLAN-331$408,666$131,361$397iApproximate average salary by contribution assumption: employee only about $9,922 at 4% or $6,614 at 6%; with 50% employer match about $6,614 at 4% or $4,410 at 6%; with 100% employer match about $4,961 at 4% or $3,307 at 6%.
20042260$3,276,967$153,000$588iApproximate average salary by contribution assumption: employee only about $14,712 at 4% or $9,808 at 6%; with 50% employer match about $9,808 at 4% or $6,538 at 6%; with 100% employer match about $7,356 at 4% or $4,904 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-125$3,276,967$153,000$1,224iApproximate average salary by contribution assumption: employee only about $30,600 at 4% or $20,400 at 6%; with 50% employer match about $20,400 at 4% or $13,600 at 6%; with 100% employer match about $15,300 at 4% or $10,200 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-260---
20033207$3,447,740$245,054$1,184iApproximate average salary by contribution assumption: employee only about $29,596 at 4% or $19,731 at 6%; with 50% employer match about $19,731 at 4% or $13,154 at 6%; with 100% employer match about $14,798 at 4% or $9,865 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-139$3,197,464$160,000$1,151iApproximate average salary by contribution assumption: employee only about $28,777 at 4% or $19,185 at 6%; with 50% employer match about $19,185 at 4% or $12,790 at 6%; with 100% employer match about $14,388 at 4% or $9,592 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-207$250,276$85,054$411iApproximate average salary by contribution assumption: employee only about $10,272 at 4% or $6,848 at 6%; with 50% employer match about $6,848 at 4% or $4,565 at 6%; with 100% employer match about $5,136 at 4% or $3,424 at 6%.
THE J.R. HOLCOMB AND COMPANY MEDICAL AND DENTAL BENEFITS PLAN-83---
20023222$2,949,453$369,224$1,663iApproximate average salary by contribution assumption: employee only about $41,579 at 4% or $27,720 at 6%; with 50% employer match about $27,720 at 4% or $18,480 at 6%; with 100% employer match about $20,790 at 4% or $13,860 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-132$2,801,430$271,000$2,053iApproximate average salary by contribution assumption: employee only about $51,326 at 4% or $34,217 at 6%; with 50% employer match about $34,217 at 4% or $22,811 at 6%; with 100% employer match about $25,663 at 4% or $17,109 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-222$148,023$98,224$442iApproximate average salary by contribution assumption: employee only about $11,061 at 4% or $7,374 at 6%; with 50% employer match about $7,374 at 4% or $4,916 at 6%; with 100% employer match about $5,531 at 4% or $3,687 at 6%.
THE J.R. HOLCOMB AND COMPANY MEDICAL AND DENTAL BENEFITS PLAN-83---
20013198$3,277,792$283,208$1,430iApproximate average salary by contribution assumption: employee only about $35,759 at 4% or $23,839 at 6%; with 50% employer match about $23,839 at 4% or $15,893 at 6%; with 100% employer match about $17,879 at 4% or $11,920 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-135$3,194,634$198,700$1,472iApproximate average salary by contribution assumption: employee only about $36,796 at 4% or $24,531 at 6%; with 50% employer match about $24,531 at 4% or $16,354 at 6%; with 100% employer match about $18,398 at 4% or $12,265 at 6%.
THE J.R. HOLCOMB & CO. 401K PLAN-198$83,158$84,508$427iApproximate average salary by contribution assumption: employee only about $10,670 at 4% or $7,113 at 6%; with 50% employer match about $7,113 at 4% or $4,742 at 6%; with 100% employer match about $5,335 at 4% or $3,557 at 6%.
THE J.R. HOLCOMB AND COMPANY MEDICAL AND DENTAL BENEFITS PLAN-98---
20002207$4,398,540$41,000$198iApproximate average salary by contribution assumption: employee only about $4,952 at 4% or $3,301 at 6%; with 50% employer match about $3,301 at 4% or $2,201 at 6%; with 100% employer match about $2,476 at 4% or $1,651 at 6%.
J.R. Holcomb & Company Employee Stock Ownership Plan-207$4,398,540$41,000$198iApproximate average salary by contribution assumption: employee only about $4,952 at 4% or $3,301 at 6%; with 50% employer match about $3,301 at 4% or $2,201 at 6%; with 100% employer match about $2,476 at 4% or $1,651 at 6%.
THE J.R. HOLCOMB AND COMPANY MEDICAL AND DENTAL BENEFITS PLAN-90---