Civic Intelligence

Holmes Associates Inc.

Plan context: Holmes Associates Inc. Safe Harbor 401(K) Plan

EIN 36-4266280 • Gurnee, IL • 5 filings • 1 plans

4949 Grand AvenueSuite 2Gurnee, IL 60031
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$462,138

2018 Contributions

$50,804

Historical Graphs

Total Assets Over Time

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

$462,138$231,069$0201420162017YearValue
$462,138Latest year 2017

Participants Over Time

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

740201420162017YearValue
7Latest year 2017

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
201810$0$50,804-
Holmes Associates Inc. Safe Harbor 401(K) Plan-0$0$50,804-
201717$462,138$75,224$10,746iApproximate average salary by contribution assumption: employee only about $268,657 at 4% or $179,105 at 6%; with 50% employer match about $179,105 at 4% or $119,403 at 6%; with 100% employer match about $134,329 at 4% or $89,552 at 6%.
Holmes Associates Inc. Safe Harbor 401(K) Plan-7$462,138$75,224$10,746iApproximate average salary by contribution assumption: employee only about $268,657 at 4% or $179,105 at 6%; with 50% employer match about $179,105 at 4% or $119,403 at 6%; with 100% employer match about $134,329 at 4% or $89,552 at 6%.
201617$369,084$57,759$8,251iApproximate average salary by contribution assumption: employee only about $206,282 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,681 at 6%; with 100% employer match about $103,141 at 4% or $68,761 at 6%.
Holmes Associates Inc. Safe Harbor 401(K) Plan-7$369,084$57,759$8,251iApproximate average salary by contribution assumption: employee only about $206,282 at 4% or $137,521 at 6%; with 50% employer match about $137,521 at 4% or $91,681 at 6%; with 100% employer match about $103,141 at 4% or $68,761 at 6%.
201516$308,939$59,621$9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%.
Holmes Associates Inc. Safe Harbor 401(K) Plan-6$308,939$59,621$9,937iApproximate average salary by contribution assumption: employee only about $248,421 at 4% or $165,614 at 6%; with 50% employer match about $165,614 at 4% or $110,409 at 6%; with 100% employer match about $124,210 at 4% or $82,807 at 6%.
201413$266,623$249,297$83,099iApproximate average salary by contribution assumption: employee only about $2,077,475 at 4% or $1,384,983 at 6%; with 50% employer match about $1,384,983 at 4% or $923,322 at 6%; with 100% employer match about $1,038,738 at 4% or $692,492 at 6%.
Holmes Associates Inc. Safe Harbor 401(K) Plan-3$266,623$249,297$83,099iApproximate average salary by contribution assumption: employee only about $2,077,475 at 4% or $1,384,983 at 6%; with 50% employer match about $1,384,983 at 4% or $923,322 at 6%; with 100% employer match about $1,038,738 at 4% or $692,492 at 6%.