Civic Intelligence

Jeffrey N. Holmberg

Plan context: Jeffrey N. Holmberg Self Employed Profit Sharing Plan

EIN 36-3600524 • Annandale, MN • 18 filings • 5 plans

300 Park Street EastP.O. Box 370Annandale, MN 55302-1207
Current Snapshot

Latest Year

2015

2015 Participants

9

2015 Assets

$2,764,087

2015 Contributions

$158,171

Historical Graphs

Total Assets Over Time

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

$2,764,087$1,382,044$0199920092015YearValue
$2,764,087Latest year 2015

Participants Over Time

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

950199920072015YearValue
9Latest year 2015

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
201529$2,764,087$158,171$17,575iApproximate average salary by contribution assumption: employee only about $439,364 at 4% or $292,909 at 6%; with 50% employer match about $292,909 at 4% or $195,273 at 6%; with 100% employer match about $219,682 at 4% or $146,455 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-9$2,764,087$116,309$12,923iApproximate average salary by contribution assumption: employee only about $323,081 at 4% or $215,387 at 6%; with 50% employer match about $215,387 at 4% or $143,591 at 6%; with 100% employer match about $161,540 at 4% or $107,694 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-0$0$41,862-
201417$2,690,670$115,079$16,440iApproximate average salary by contribution assumption: employee only about $410,996 at 4% or $273,998 at 6%; with 50% employer match about $273,998 at 4% or $182,665 at 6%; with 100% employer match about $205,498 at 4% or $136,999 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-7$2,690,670$115,079$16,440iApproximate average salary by contribution assumption: employee only about $410,996 at 4% or $273,998 at 6%; with 50% employer match about $273,998 at 4% or $182,665 at 6%; with 100% employer match about $205,498 at 4% or $136,999 at 6%.
201318$2,518,223$123,115$15,389iApproximate average salary by contribution assumption: employee only about $384,734 at 4% or $256,490 at 6%; with 50% employer match about $256,490 at 4% or $170,993 at 6%; with 100% employer match about $192,367 at 4% or $128,245 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$2,518,223$123,115$15,389iApproximate average salary by contribution assumption: employee only about $384,734 at 4% or $256,490 at 6%; with 50% employer match about $256,490 at 4% or $170,993 at 6%; with 100% employer match about $192,367 at 4% or $128,245 at 6%.
201218$1,891,227$116,598$14,575iApproximate average salary by contribution assumption: employee only about $364,369 at 4% or $242,913 at 6%; with 50% employer match about $242,913 at 4% or $161,942 at 6%; with 100% employer match about $182,184 at 4% or $121,456 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$1,891,227$116,598$14,575iApproximate average salary by contribution assumption: employee only about $364,369 at 4% or $242,913 at 6%; with 50% employer match about $242,913 at 4% or $161,942 at 6%; with 100% employer match about $182,184 at 4% or $121,456 at 6%.
201118$1,531,439$105,210$13,151iApproximate average salary by contribution assumption: employee only about $328,781 at 4% or $219,188 at 6%; with 50% employer match about $219,188 at 4% or $146,125 at 6%; with 100% employer match about $164,391 at 4% or $109,594 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$1,531,439$105,210$13,151iApproximate average salary by contribution assumption: employee only about $328,781 at 4% or $219,188 at 6%; with 50% employer match about $219,188 at 4% or $146,125 at 6%; with 100% employer match about $164,391 at 4% or $109,594 at 6%.
201018$1,492,645$111,289$13,911iApproximate average salary by contribution assumption: employee only about $347,778 at 4% or $231,852 at 6%; with 50% employer match about $231,852 at 4% or $154,568 at 6%; with 100% employer match about $173,889 at 4% or $115,926 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$1,492,645$111,289$13,911iApproximate average salary by contribution assumption: employee only about $347,778 at 4% or $231,852 at 6%; with 50% employer match about $231,852 at 4% or $154,568 at 6%; with 100% employer match about $173,889 at 4% or $115,926 at 6%.
200918$1,184,015$81,819$10,227iApproximate average salary by contribution assumption: employee only about $255,684 at 4% or $170,456 at 6%; with 50% employer match about $170,456 at 4% or $113,638 at 6%; with 100% employer match about $127,842 at 4% or $85,228 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$1,184,015$81,819$10,227iApproximate average salary by contribution assumption: employee only about $255,684 at 4% or $170,456 at 6%; with 50% employer match about $170,456 at 4% or $113,638 at 6%; with 100% employer match about $127,842 at 4% or $85,228 at 6%.
200818$916,033$106,395$13,299iApproximate average salary by contribution assumption: employee only about $332,484 at 4% or $221,656 at 6%; with 50% employer match about $221,656 at 4% or $147,771 at 6%; with 100% employer match about $166,242 at 4% or $110,828 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$916,033$106,395$13,299iApproximate average salary by contribution assumption: employee only about $332,484 at 4% or $221,656 at 6%; with 50% employer match about $221,656 at 4% or $147,771 at 6%; with 100% employer match about $166,242 at 4% or $110,828 at 6%.
200718$0$0-
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8---
200618$1,095,966$97,260$12,158iApproximate average salary by contribution assumption: employee only about $303,938 at 4% or $202,625 at 6%; with 50% employer match about $202,625 at 4% or $135,083 at 6%; with 100% employer match about $151,969 at 4% or $101,313 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$1,095,966$97,260$12,158iApproximate average salary by contribution assumption: employee only about $303,938 at 4% or $202,625 at 6%; with 50% employer match about $202,625 at 4% or $135,083 at 6%; with 100% employer match about $151,969 at 4% or $101,313 at 6%.
200518$873,795$80,563$10,070iApproximate average salary by contribution assumption: employee only about $251,759 at 4% or $167,840 at 6%; with 50% employer match about $167,840 at 4% or $111,893 at 6%; with 100% employer match about $125,880 at 4% or $83,920 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$873,795$80,563$10,070iApproximate average salary by contribution assumption: employee only about $251,759 at 4% or $167,840 at 6%; with 50% employer match about $167,840 at 4% or $111,893 at 6%; with 100% employer match about $125,880 at 4% or $83,920 at 6%.
200418$717,592$71,549$8,944iApproximate average salary by contribution assumption: employee only about $223,591 at 4% or $149,060 at 6%; with 50% employer match about $149,060 at 4% or $99,374 at 6%; with 100% employer match about $111,795 at 4% or $74,530 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-8$717,592$71,549$8,944iApproximate average salary by contribution assumption: employee only about $223,591 at 4% or $149,060 at 6%; with 50% employer match about $149,060 at 4% or $99,374 at 6%; with 100% employer match about $111,795 at 4% or $74,530 at 6%.
200317$564,629$66,320$9,474iApproximate average salary by contribution assumption: employee only about $236,857 at 4% or $157,905 at 6%; with 50% employer match about $157,905 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,952 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-7$564,629$66,320$9,474iApproximate average salary by contribution assumption: employee only about $236,857 at 4% or $157,905 at 6%; with 50% employer match about $157,905 at 4% or $105,270 at 6%; with 100% employer match about $118,429 at 4% or $78,952 at 6%.
200217$0$0-
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-7---
200116$0$0-
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-6---
200014$447,094$33,137$8,284iApproximate average salary by contribution assumption: employee only about $207,106 at 4% or $138,071 at 6%; with 50% employer match about $138,071 at 4% or $92,047 at 6%; with 100% employer match about $103,553 at 4% or $69,035 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-4$447,094$33,137$8,284iApproximate average salary by contribution assumption: employee only about $207,106 at 4% or $138,071 at 6%; with 50% employer match about $138,071 at 4% or $92,047 at 6%; with 100% employer match about $103,553 at 4% or $69,035 at 6%.
199916$494,081$30,530$5,088iApproximate average salary by contribution assumption: employee only about $127,208 at 4% or $84,806 at 6%; with 50% employer match about $84,806 at 4% or $56,537 at 6%; with 100% employer match about $63,604 at 4% or $42,403 at 6%.
Jeffrey N. Holmberg Self Employed Profit Sharing Plan-6$494,081$30,530$5,088iApproximate average salary by contribution assumption: employee only about $127,208 at 4% or $84,806 at 6%; with 50% employer match about $84,806 at 4% or $56,537 at 6%; with 100% employer match about $63,604 at 4% or $42,403 at 6%.