Civic Intelligence

Holt Value Associates LP

Plan context: Holt Value Associates LP 401K Plan

EIN 36-3791605 • 5 filings • 1 plans

Current Snapshot

Latest Year

2003

2003 Participants

82

2003 Assets

$1,671,472

2003 Contributions

$102,713

Historical Graphs

Total Assets Over Time

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

$2,063,574$1,031,787$019992002YearValue
$1,671,472Latest year 2002

Participants Over Time

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

82410199920002001YearValue
82Latest year 2001

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
200310$0$0-
Holt Value Associates LP 401K Plan-0---
200210$1,671,472$102,713-
Holt Value Associates LP 401K Plan-0$1,671,472$102,713-
2001182$0$0-
Holt Value Associates LP 401K Plan-82---
2000176$0$0-
Holt Value Associates LP 401K Plan-76---
1999167$2,063,574$568,970$8,492iApproximate average salary by contribution assumption: employee only about $212,302 at 4% or $141,535 at 6%; with 50% employer match about $141,535 at 4% or $94,357 at 6%; with 100% employer match about $106,151 at 4% or $70,767 at 6%.
Holt Value Associates LP 401K Plan-67$2,063,574$568,970$8,492iApproximate average salary by contribution assumption: employee only about $212,302 at 4% or $141,535 at 6%; with 50% employer match about $141,535 at 4% or $94,357 at 6%; with 100% employer match about $106,151 at 4% or $70,767 at 6%.