LISTER & HOLT, LLC
Plan context: LISTER, HOLT & DENNIS, LLC 401(K) PLAN
EIN 47-0939370 • Jonesboro, GA • 10 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
31
2025 Assets
$2,077,695
2025 Contributions
$376,067
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 31 | $2,077,695 | $376,067 | $12,131iApproximate average salary by contribution assumption: employee only about $303,280 at 4% or $202,187 at 6%; with 50% employer match about $202,187 at 4% or $134,791 at 6%; with 100% employer match about $151,640 at 4% or $101,093 at 6%. |
| LISTER, HOLT & DENNIS, LLC 401(K) PLAN | - | 31 | $2,077,695 | $376,067 | $12,131iApproximate average salary by contribution assumption: employee only about $303,280 at 4% or $202,187 at 6%; with 50% employer match about $202,187 at 4% or $134,791 at 6%; with 100% employer match about $151,640 at 4% or $101,093 at 6%. |
| 2024 | 2 | 33 | $1,913,164 | $721,532 | $21,865iApproximate average salary by contribution assumption: employee only about $546,615 at 4% or $364,410 at 6%; with 50% employer match about $364,410 at 4% or $242,940 at 6%; with 100% employer match about $273,308 at 4% or $182,205 at 6%. |
| LISTER, HOLT & DENNIS, LLC 401(K) PLAN | - | 33 | $1,526,703 | $335,071 | $10,154iApproximate average salary by contribution assumption: employee only about $253,842 at 4% or $169,228 at 6%; with 50% employer match about $169,228 at 4% or $112,819 at 6%; with 100% employer match about $126,921 at 4% or $84,614 at 6%. |
| LISTER, HOLT & DENNIS, LLC CASH BALANCE PENSION PLAN | - | 14 | $386,461 | $386,461 | $27,604iApproximate average salary by contribution assumption: employee only about $690,109 at 4% or $460,073 at 6%; with 50% employer match about $460,073 at 4% or $306,715 at 6%; with 100% employer match about $345,054 at 4% or $230,036 at 6%. |
| 2023 | 1 | 26 | $1,464,968 | $231,878 | $8,918iApproximate average salary by contribution assumption: employee only about $222,960 at 4% or $148,640 at 6%; with 50% employer match about $148,640 at 4% or $99,093 at 6%; with 100% employer match about $111,480 at 4% or $74,320 at 6%. |
| LISTER, HOLT & DENNIS, LLC 401(K) PLAN | - | 26 | $1,464,968 | $231,878 | $8,918iApproximate average salary by contribution assumption: employee only about $222,960 at 4% or $148,640 at 6%; with 50% employer match about $148,640 at 4% or $99,093 at 6%; with 100% employer match about $111,480 at 4% or $74,320 at 6%. |
| 2022 | 1 | 26 | $1,099,730 | $189,028 | $7,270iApproximate average salary by contribution assumption: employee only about $181,758 at 4% or $121,172 at 6%; with 50% employer match about $121,172 at 4% or $80,781 at 6%; with 100% employer match about $90,879 at 4% or $60,586 at 6%. |
| LISTER, HOLT & DENNIS, LLC 401(K) PLAN | - | 26 | $1,099,730 | $189,028 | $7,270iApproximate average salary by contribution assumption: employee only about $181,758 at 4% or $121,172 at 6%; with 50% employer match about $121,172 at 4% or $80,781 at 6%; with 100% employer match about $90,879 at 4% or $60,586 at 6%. |
| 2021 | 1 | 29 | $1,212,262 | $245,844 | $8,477iApproximate average salary by contribution assumption: employee only about $211,934 at 4% or $141,290 at 6%; with 50% employer match about $141,290 at 4% or $94,193 at 6%; with 100% employer match about $105,967 at 4% or $70,645 at 6%. |
| LISTER, HOLT & DENNIS, LLC 401(K) PLAN | - | 29 | $1,212,262 | $245,844 | $8,477iApproximate average salary by contribution assumption: employee only about $211,934 at 4% or $141,290 at 6%; with 50% employer match about $141,290 at 4% or $94,193 at 6%; with 100% employer match about $105,967 at 4% or $70,645 at 6%. |
| 2020 | 2 | 23 | $865,176 | $217,392 | $9,452iApproximate average salary by contribution assumption: employee only about $236,296 at 4% or $157,530 at 6%; with 50% employer match about $157,530 at 4% or $105,020 at 6%; with 100% employer match about $118,148 at 4% or $78,765 at 6%. |
| LISTER & HOLT, LLC 401(K) PLAN | - | 23 | $865,176 | $217,392 | $9,452iApproximate average salary by contribution assumption: employee only about $236,296 at 4% or $157,530 at 6%; with 50% employer match about $157,530 at 4% or $105,020 at 6%; with 100% employer match about $118,148 at 4% or $78,765 at 6%. |
| LISTER & HOLT, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2019 | 2 | 19 | $1,080,483 | $1,054,953 | $55,524iApproximate average salary by contribution assumption: employee only about $1,388,096 at 4% or $925,397 at 6%; with 50% employer match about $925,397 at 4% or $616,932 at 6%; with 100% employer match about $694,048 at 4% or $462,699 at 6%. |
| LISTER & HOLT, LLC 401(K) PLAN | - | 19 | $576,492 | $550,962 | $28,998iApproximate average salary by contribution assumption: employee only about $724,950 at 4% or $483,300 at 6%; with 50% employer match about $483,300 at 4% or $322,200 at 6%; with 100% employer match about $362,475 at 4% or $241,650 at 6%. |
| LISTER & HOLT, LLC CASH BALANCE PLAN | - | 12 | $503,991 | $503,991 | $41,999iApproximate average salary by contribution assumption: employee only about $1,049,981 at 4% or $699,988 at 6%; with 50% employer match about $699,988 at 4% or $466,658 at 6%; with 100% employer match about $524,991 at 4% or $349,994 at 6%. |