Civic Intelligence

Holmes & Associates Ltd

Plan context: Holmes & Assoc Ltd 401K Plan

EIN 41-1813096 • 9 filings • 3 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$458,565

2008 Contributions

$33,270

Historical Graphs

Total Assets Over Time

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

$1,236,825$618,413$0200020042008YearValue
$458,565Latest year 2008

Participants Over Time

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

420200020042008YearValue
4Latest 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
200814$458,565$33,270$8,318iApproximate average salary by contribution assumption: employee only about $207,938 at 4% or $138,625 at 6%; with 50% employer match about $138,625 at 4% or $92,417 at 6%; with 100% employer match about $103,969 at 4% or $69,313 at 6%.
Holmes & Assoc Ltd 401K Plan-4$458,565$33,270$8,318iApproximate average salary by contribution assumption: employee only about $207,938 at 4% or $138,625 at 6%; with 50% employer match about $138,625 at 4% or $92,417 at 6%; with 100% employer match about $103,969 at 4% or $69,313 at 6%.
200713$663,732$60,360$20,120iApproximate average salary by contribution assumption: employee only about $503,000 at 4% or $335,333 at 6%; with 50% employer match about $335,333 at 4% or $223,556 at 6%; with 100% employer match about $251,500 at 4% or $167,667 at 6%.
Holmes & Assoc Ltd 401K Plan-3$663,732$60,360$20,120iApproximate average salary by contribution assumption: employee only about $503,000 at 4% or $335,333 at 6%; with 50% employer match about $335,333 at 4% or $223,556 at 6%; with 100% employer match about $251,500 at 4% or $167,667 at 6%.
200614$1,236,825$65,428$16,357iApproximate average salary by contribution assumption: employee only about $408,925 at 4% or $272,617 at 6%; with 50% employer match about $272,617 at 4% or $181,744 at 6%; with 100% employer match about $204,463 at 4% or $136,308 at 6%.
Holmes & Assoc Ltd 401K Plan-4$1,236,825$65,428$16,357iApproximate average salary by contribution assumption: employee only about $408,925 at 4% or $272,617 at 6%; with 50% employer match about $272,617 at 4% or $181,744 at 6%; with 100% employer match about $204,463 at 4% or $136,308 at 6%.
200514$1,027,470$55,675$13,919iApproximate average salary by contribution assumption: employee only about $347,969 at 4% or $231,979 at 6%; with 50% employer match about $231,979 at 4% or $154,653 at 6%; with 100% employer match about $173,984 at 4% or $115,990 at 6%.
Holmes & Assoc Ltd 401K Plan-4$1,027,470$55,675$13,919iApproximate average salary by contribution assumption: employee only about $347,969 at 4% or $231,979 at 6%; with 50% employer match about $231,979 at 4% or $154,653 at 6%; with 100% employer match about $173,984 at 4% or $115,990 at 6%.
200414$876,121$57,230$14,308iApproximate average salary by contribution assumption: employee only about $357,688 at 4% or $238,458 at 6%; with 50% employer match about $238,458 at 4% or $158,972 at 6%; with 100% employer match about $178,844 at 4% or $119,229 at 6%.
Holmes & Assoc Ltd 401K Plan-4$876,121$57,230$14,308iApproximate average salary by contribution assumption: employee only about $357,688 at 4% or $238,458 at 6%; with 50% employer match about $238,458 at 4% or $158,972 at 6%; with 100% employer match about $178,844 at 4% or $119,229 at 6%.
200313$734,860$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Holmes & Assoc Ltd 401K Plan-3$734,860$57,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
200214$572,327$58,250$14,563iApproximate average salary by contribution assumption: employee only about $364,063 at 4% or $242,708 at 6%; with 50% employer match about $242,708 at 4% or $161,806 at 6%; with 100% employer match about $182,031 at 4% or $121,354 at 6%.
Holmes & Assoc Ltd 401K Plan-4$572,327$58,250$14,563iApproximate average salary by contribution assumption: employee only about $364,063 at 4% or $242,708 at 6%; with 50% employer match about $242,708 at 4% or $161,806 at 6%; with 100% employer match about $182,031 at 4% or $121,354 at 6%.
200114$559,012$53,933$13,483iApproximate average salary by contribution assumption: employee only about $337,081 at 4% or $224,721 at 6%; with 50% employer match about $224,721 at 4% or $149,814 at 6%; with 100% employer match about $168,541 at 4% or $112,360 at 6%.
Holmes & Assoc Ltd 401K Plan-4$559,012$53,933$13,483iApproximate average salary by contribution assumption: employee only about $337,081 at 4% or $224,721 at 6%; with 50% employer match about $224,721 at 4% or $149,814 at 6%; with 100% employer match about $168,541 at 4% or $112,360 at 6%.
200013$519,996$43,348$14,449iApproximate average salary by contribution assumption: employee only about $361,233 at 4% or $240,822 at 6%; with 50% employer match about $240,822 at 4% or $160,548 at 6%; with 100% employer match about $180,617 at 4% or $120,411 at 6%.
Holmes & Assoc Ltd 401K Plan-3$519,996$43,348$14,449iApproximate average salary by contribution assumption: employee only about $361,233 at 4% or $240,822 at 6%; with 50% employer match about $240,822 at 4% or $160,548 at 6%; with 100% employer match about $180,617 at 4% or $120,411 at 6%.