Civic Intelligence

Holmstrom & Kennedy PC

Plan context: Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust

EIN 36-3948759 • Rockford, IL • 26 filings • 6 plans

800 North Church St.Rockford, IL 61103
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$15,275,541

2024 Contributions

$342,629

Historical Graphs

Total Assets Over Time

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

$18,335,857$9,167,929$0199920122024YearValue
$15,275,541Latest year 2024

Participants Over Time

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

42210199920122024YearValue
23Latest year 2024

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
2024123$15,275,541$342,629$14,897iApproximate average salary by contribution assumption: employee only about $372,423 at 4% or $248,282 at 6%; with 50% employer match about $248,282 at 4% or $165,521 at 6%; with 100% employer match about $186,211 at 4% or $124,141 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-23$15,275,541$342,629$14,897iApproximate average salary by contribution assumption: employee only about $372,423 at 4% or $248,282 at 6%; with 50% employer match about $248,282 at 4% or $165,521 at 6%; with 100% employer match about $186,211 at 4% or $124,141 at 6%.
2023125$15,176,182$339,825$13,593iApproximate average salary by contribution assumption: employee only about $339,825 at 4% or $226,550 at 6%; with 50% employer match about $226,550 at 4% or $151,033 at 6%; with 100% employer match about $169,913 at 4% or $113,275 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-25$15,176,182$339,825$13,593iApproximate average salary by contribution assumption: employee only about $339,825 at 4% or $226,550 at 6%; with 50% employer match about $226,550 at 4% or $151,033 at 6%; with 100% employer match about $169,913 at 4% or $113,275 at 6%.
2022127$13,262,099$375,721$13,916iApproximate average salary by contribution assumption: employee only about $347,890 at 4% or $231,927 at 6%; with 50% employer match about $231,927 at 4% or $154,618 at 6%; with 100% employer match about $173,945 at 4% or $115,963 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-27$13,262,099$375,721$13,916iApproximate average salary by contribution assumption: employee only about $347,890 at 4% or $231,927 at 6%; with 50% employer match about $231,927 at 4% or $154,618 at 6%; with 100% employer match about $173,945 at 4% or $115,963 at 6%.
2021130$17,934,921$398,573$13,286iApproximate average salary by contribution assumption: employee only about $332,144 at 4% or $221,429 at 6%; with 50% employer match about $221,429 at 4% or $147,620 at 6%; with 100% employer match about $166,072 at 4% or $110,715 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-30$17,934,921$398,573$13,286iApproximate average salary by contribution assumption: employee only about $332,144 at 4% or $221,429 at 6%; with 50% employer match about $221,429 at 4% or $147,620 at 6%; with 100% employer match about $166,072 at 4% or $110,715 at 6%.
2020135$17,795,541$345,498$9,871iApproximate average salary by contribution assumption: employee only about $246,784 at 4% or $164,523 at 6%; with 50% employer match about $164,523 at 4% or $109,682 at 6%; with 100% employer match about $123,392 at 4% or $82,261 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-35$17,795,541$345,498$9,871iApproximate average salary by contribution assumption: employee only about $246,784 at 4% or $164,523 at 6%; with 50% employer match about $164,523 at 4% or $109,682 at 6%; with 100% employer match about $123,392 at 4% or $82,261 at 6%.
2019137$15,976,930$215,503$5,824iApproximate average salary by contribution assumption: employee only about $145,610 at 4% or $97,073 at 6%; with 50% employer match about $97,073 at 4% or $64,716 at 6%; with 100% employer match about $72,805 at 4% or $48,537 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-37$15,976,930$215,503$5,824iApproximate average salary by contribution assumption: employee only about $145,610 at 4% or $97,073 at 6%; with 50% employer match about $97,073 at 4% or $64,716 at 6%; with 100% employer match about $72,805 at 4% or $48,537 at 6%.
2018140$15,020,146$439,368$10,984iApproximate average salary by contribution assumption: employee only about $274,605 at 4% or $183,070 at 6%; with 50% employer match about $183,070 at 4% or $122,047 at 6%; with 100% employer match about $137,303 at 4% or $91,535 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-40$15,020,146$439,368$10,984iApproximate average salary by contribution assumption: employee only about $274,605 at 4% or $183,070 at 6%; with 50% employer match about $183,070 at 4% or $122,047 at 6%; with 100% employer match about $137,303 at 4% or $91,535 at 6%.
2017140$18,335,857$636,934$15,923iApproximate average salary by contribution assumption: employee only about $398,084 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,695 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-40$18,335,857$636,934$15,923iApproximate average salary by contribution assumption: employee only about $398,084 at 4% or $265,389 at 6%; with 50% employer match about $265,389 at 4% or $176,926 at 6%; with 100% employer match about $199,042 at 4% or $132,695 at 6%.
2016142$15,582,298$579,198$13,790iApproximate average salary by contribution assumption: employee only about $344,761 at 4% or $229,840 at 6%; with 50% employer match about $229,840 at 4% or $153,227 at 6%; with 100% employer match about $172,380 at 4% or $114,920 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-42$15,582,298$579,198$13,790iApproximate average salary by contribution assumption: employee only about $344,761 at 4% or $229,840 at 6%; with 50% employer match about $229,840 at 4% or $153,227 at 6%; with 100% employer match about $172,380 at 4% or $114,920 at 6%.
2015140$14,211,636$271,592$6,790iApproximate average salary by contribution assumption: employee only about $169,745 at 4% or $113,163 at 6%; with 50% employer match about $113,163 at 4% or $75,442 at 6%; with 100% employer match about $84,873 at 4% or $56,582 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-40$14,211,636$271,592$6,790iApproximate average salary by contribution assumption: employee only about $169,745 at 4% or $113,163 at 6%; with 50% employer match about $113,163 at 4% or $75,442 at 6%; with 100% employer match about $84,873 at 4% or $56,582 at 6%.
2014140$14,180,242$552,813$13,820iApproximate average salary by contribution assumption: employee only about $345,508 at 4% or $230,339 at 6%; with 50% employer match about $230,339 at 4% or $153,559 at 6%; with 100% employer match about $172,754 at 4% or $115,169 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-40$14,180,242$552,813$13,820iApproximate average salary by contribution assumption: employee only about $345,508 at 4% or $230,339 at 6%; with 50% employer match about $230,339 at 4% or $153,559 at 6%; with 100% employer match about $172,754 at 4% or $115,169 at 6%.
2013136$13,049,123$495,004$13,750iApproximate average salary by contribution assumption: employee only about $343,753 at 4% or $229,169 at 6%; with 50% employer match about $229,169 at 4% or $152,779 at 6%; with 100% employer match about $171,876 at 4% or $114,584 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-36$13,049,123$495,004$13,750iApproximate average salary by contribution assumption: employee only about $343,753 at 4% or $229,169 at 6%; with 50% employer match about $229,169 at 4% or $152,779 at 6%; with 100% employer match about $171,876 at 4% or $114,584 at 6%.
2012140$10,853,524$518,444$12,961iApproximate average salary by contribution assumption: employee only about $324,028 at 4% or $216,018 at 6%; with 50% employer match about $216,018 at 4% or $144,012 at 6%; with 100% employer match about $162,014 at 4% or $108,009 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-40$10,853,524$518,444$12,961iApproximate average salary by contribution assumption: employee only about $324,028 at 4% or $216,018 at 6%; with 50% employer match about $216,018 at 4% or $144,012 at 6%; with 100% employer match about $162,014 at 4% or $108,009 at 6%.
2011139$9,020,543$559,334$14,342iApproximate average salary by contribution assumption: employee only about $358,547 at 4% or $239,032 at 6%; with 50% employer match about $239,032 at 4% or $159,354 at 6%; with 100% employer match about $179,274 at 4% or $119,516 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-39$9,020,543$559,334$14,342iApproximate average salary by contribution assumption: employee only about $358,547 at 4% or $239,032 at 6%; with 50% employer match about $239,032 at 4% or $159,354 at 6%; with 100% employer match about $179,274 at 4% or $119,516 at 6%.
2010138$8,786,662$508,593$13,384iApproximate average salary by contribution assumption: employee only about $334,601 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,534 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-38$8,786,662$508,593$13,384iApproximate average salary by contribution assumption: employee only about $334,601 at 4% or $223,067 at 6%; with 50% employer match about $223,067 at 4% or $148,711 at 6%; with 100% employer match about $167,300 at 4% or $111,534 at 6%.
2009136$7,364,500$502,026$13,945iApproximate average salary by contribution assumption: employee only about $348,629 at 4% or $232,419 at 6%; with 50% employer match about $232,419 at 4% or $154,946 at 6%; with 100% employer match about $174,315 at 4% or $116,210 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-36$7,364,500$502,026$13,945iApproximate average salary by contribution assumption: employee only about $348,629 at 4% or $232,419 at 6%; with 50% employer match about $232,419 at 4% or $154,946 at 6%; with 100% employer match about $174,315 at 4% or $116,210 at 6%.
2008133$5,564,979$347,790$10,539iApproximate average salary by contribution assumption: employee only about $263,477 at 4% or $175,652 at 6%; with 50% employer match about $175,652 at 4% or $117,101 at 6%; with 100% employer match about $131,739 at 4% or $87,826 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-33$5,564,979$347,790$10,539iApproximate average salary by contribution assumption: employee only about $263,477 at 4% or $175,652 at 6%; with 50% employer match about $175,652 at 4% or $117,101 at 6%; with 100% employer match about $131,739 at 4% or $87,826 at 6%.
2007133$8,697,445$485,299$14,706iApproximate average salary by contribution assumption: employee only about $367,651 at 4% or $245,101 at 6%; with 50% employer match about $245,101 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-33$8,697,445$485,299$14,706iApproximate average salary by contribution assumption: employee only about $367,651 at 4% or $245,101 at 6%; with 50% employer match about $245,101 at 4% or $163,400 at 6%; with 100% employer match about $183,825 at 4% or $122,550 at 6%.
2006137$8,386,579$538,042$14,542iApproximate average salary by contribution assumption: employee only about $363,542 at 4% or $242,361 at 6%; with 50% employer match about $242,361 at 4% or $161,574 at 6%; with 100% employer match about $181,771 at 4% or $121,181 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-37$8,386,579$538,042$14,542iApproximate average salary by contribution assumption: employee only about $363,542 at 4% or $242,361 at 6%; with 50% employer match about $242,361 at 4% or $161,574 at 6%; with 100% employer match about $181,771 at 4% or $121,181 at 6%.
2005138$6,974,296$518,830$13,653iApproximate average salary by contribution assumption: employee only about $341,336 at 4% or $227,557 at 6%; with 50% employer match about $227,557 at 4% or $151,705 at 6%; with 100% employer match about $170,668 at 4% or $113,779 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-38$6,974,296$518,830$13,653iApproximate average salary by contribution assumption: employee only about $341,336 at 4% or $227,557 at 6%; with 50% employer match about $227,557 at 4% or $151,705 at 6%; with 100% employer match about $170,668 at 4% or $113,779 at 6%.
2004138$6,261,615$411,901$10,840iApproximate average salary by contribution assumption: employee only about $270,988 at 4% or $180,658 at 6%; with 50% employer match about $180,658 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,329 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-38$6,261,615$411,901$10,840iApproximate average salary by contribution assumption: employee only about $270,988 at 4% or $180,658 at 6%; with 50% employer match about $180,658 at 4% or $120,439 at 6%; with 100% employer match about $135,494 at 4% or $90,329 at 6%.
2003136$5,306,140$434,480$12,069iApproximate average salary by contribution assumption: employee only about $301,722 at 4% or $201,148 at 6%; with 50% employer match about $201,148 at 4% or $134,099 at 6%; with 100% employer match about $150,861 at 4% or $100,574 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-36$5,306,140$434,480$12,069iApproximate average salary by contribution assumption: employee only about $301,722 at 4% or $201,148 at 6%; with 50% employer match about $201,148 at 4% or $134,099 at 6%; with 100% employer match about $150,861 at 4% or $100,574 at 6%.
2002134$3,849,218$417,837$12,289iApproximate average salary by contribution assumption: employee only about $307,233 at 4% or $204,822 at 6%; with 50% employer match about $204,822 at 4% or $136,548 at 6%; with 100% employer match about $153,617 at 4% or $102,411 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-34$3,849,218$417,837$12,289iApproximate average salary by contribution assumption: employee only about $307,233 at 4% or $204,822 at 6%; with 50% employer match about $204,822 at 4% or $136,548 at 6%; with 100% employer match about $153,617 at 4% or $102,411 at 6%.
2001125$0$0-
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-25---
2000126$4,652,027$323,276$12,434iApproximate average salary by contribution assumption: employee only about $310,842 at 4% or $207,228 at 6%; with 50% employer match about $207,228 at 4% or $138,152 at 6%; with 100% employer match about $155,421 at 4% or $103,614 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-26$4,652,027$323,276$12,434iApproximate average salary by contribution assumption: employee only about $310,842 at 4% or $207,228 at 6%; with 50% employer match about $207,228 at 4% or $138,152 at 6%; with 100% employer match about $155,421 at 4% or $103,614 at 6%.
1999126$4,760,866$241,977$9,307iApproximate average salary by contribution assumption: employee only about $232,670 at 4% or $155,113 at 6%; with 50% employer match about $155,113 at 4% or $103,409 at 6%; with 100% employer match about $116,335 at 4% or $77,557 at 6%.
Holmstrom & Kennedy PC. Profit Sharing 401K Plan and Trust-26$4,760,866$241,977$9,307iApproximate average salary by contribution assumption: employee only about $232,670 at 4% or $155,113 at 6%; with 50% employer match about $155,113 at 4% or $103,409 at 6%; with 100% employer match about $116,335 at 4% or $77,557 at 6%.