Holt Financial Group LLC
Plan context: Holt Financial Group Retirement Plan
EIN 47-3225827 • Boerne, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$151,988
2024 Contributions
$46,269
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 3 | $151,988 | $46,269 | $15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%. |
| Holt Financial Group Retirement Plan | - | 3 | $151,988 | $46,269 | $15,423iApproximate average salary by contribution assumption: employee only about $385,575 at 4% or $257,050 at 6%; with 50% employer match about $257,050 at 4% or $171,367 at 6%; with 100% employer match about $192,788 at 4% or $128,525 at 6%. |
| 2023 | 1 | 5 | $350,265 | $59,270 | $11,854iApproximate average salary by contribution assumption: employee only about $296,350 at 4% or $197,567 at 6%; with 50% employer match about $197,567 at 4% or $131,711 at 6%; with 100% employer match about $148,175 at 4% or $98,783 at 6%. |
| Holt Financial Group Retirement Plan | - | 5 | $350,265 | $59,270 | $11,854iApproximate average salary by contribution assumption: employee only about $296,350 at 4% or $197,567 at 6%; with 50% employer match about $197,567 at 4% or $131,711 at 6%; with 100% employer match about $148,175 at 4% or $98,783 at 6%. |
| 2022 | 1 | 5 | $241,194 | $55,736 | $11,147iApproximate average salary by contribution assumption: employee only about $278,680 at 4% or $185,787 at 6%; with 50% employer match about $185,787 at 4% or $123,858 at 6%; with 100% employer match about $139,340 at 4% or $92,893 at 6%. |
| Holt Financial Group Retirement Plan | - | 5 | $241,194 | $55,736 | $11,147iApproximate average salary by contribution assumption: employee only about $278,680 at 4% or $185,787 at 6%; with 50% employer match about $185,787 at 4% or $123,858 at 6%; with 100% employer match about $139,340 at 4% or $92,893 at 6%. |
| 2021 | 1 | 5 | $237,415 | $69,682 | $13,936iApproximate average salary by contribution assumption: employee only about $348,410 at 4% or $232,273 at 6%; with 50% employer match about $232,273 at 4% or $154,849 at 6%; with 100% employer match about $174,205 at 4% or $116,137 at 6%. |
| Holt Financial Group Retirement Plan | - | 5 | $237,415 | $69,682 | $13,936iApproximate average salary by contribution assumption: employee only about $348,410 at 4% or $232,273 at 6%; with 50% employer match about $232,273 at 4% or $154,849 at 6%; with 100% employer match about $174,205 at 4% or $116,137 at 6%. |
| 2020 | 1 | 5 | $147,528 | $82,904 | $16,581iApproximate average salary by contribution assumption: employee only about $414,520 at 4% or $276,347 at 6%; with 50% employer match about $276,347 at 4% or $184,231 at 6%; with 100% employer match about $207,260 at 4% or $138,173 at 6%. |
| Holt Financial Group Retirement Plan | - | 5 | $147,528 | $82,904 | $16,581iApproximate average salary by contribution assumption: employee only about $414,520 at 4% or $276,347 at 6%; with 50% employer match about $276,347 at 4% or $184,231 at 6%; with 100% employer match about $207,260 at 4% or $138,173 at 6%. |
| 2019 | 1 | 5 | $38,601 | $36,092 | $7,218iApproximate average salary by contribution assumption: employee only about $180,460 at 4% or $120,307 at 6%; with 50% employer match about $120,307 at 4% or $80,204 at 6%; with 100% employer match about $90,230 at 4% or $60,153 at 6%. |
| Holt Financial Group Retirement Plan | - | 5 | $38,601 | $36,092 | $7,218iApproximate average salary by contribution assumption: employee only about $180,460 at 4% or $120,307 at 6%; with 50% employer match about $120,307 at 4% or $80,204 at 6%; with 100% employer match about $90,230 at 4% or $60,153 at 6%. |