Civic Intelligence

Gerald I. Holtz LLC

Plan context: Gerald I. Holtz LLC 401(K) P/S Plan

EIN 52-2206058 • Rockville, MD • 10 filings • 2 plans

611 Rockville PikeSuite 225Rockville, MD 20852
Current Snapshot

Latest Year

2015

2015 Participants

1

2015 Assets

$300,361

2015 Contributions

$30,140

Historical Graphs

Total Assets Over Time

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

$300,361$150,181$0200620112014YearValue
$300,361Latest year 2014

Participants Over Time

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

210200620102014YearValue
1Latest year 2014

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
201510$0$0-
Gerald I. Holtz LLC 401(K) P/S Plan-0$0--
201411$300,361$30,140$30,140iApproximate average salary by contribution assumption: employee only about $753,500 at 4% or $502,333 at 6%; with 50% employer match about $502,333 at 4% or $334,889 at 6%; with 100% employer match about $376,750 at 4% or $251,167 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-1$300,361$30,140$30,140iApproximate average salary by contribution assumption: employee only about $753,500 at 4% or $502,333 at 6%; with 50% employer match about $502,333 at 4% or $334,889 at 6%; with 100% employer match about $376,750 at 4% or $251,167 at 6%.
201312$259,098$11,771$5,886iApproximate average salary by contribution assumption: employee only about $147,138 at 4% or $98,092 at 6%; with 50% employer match about $98,092 at 4% or $65,394 at 6%; with 100% employer match about $73,569 at 4% or $49,046 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$259,098$11,771$5,886iApproximate average salary by contribution assumption: employee only about $147,138 at 4% or $98,092 at 6%; with 50% employer match about $98,092 at 4% or $65,394 at 6%; with 100% employer match about $73,569 at 4% or $49,046 at 6%.
201212$215,215$41,152$20,576iApproximate average salary by contribution assumption: employee only about $514,400 at 4% or $342,933 at 6%; with 50% employer match about $342,933 at 4% or $228,622 at 6%; with 100% employer match about $257,200 at 4% or $171,467 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$215,215$41,152$20,576iApproximate average salary by contribution assumption: employee only about $514,400 at 4% or $342,933 at 6%; with 50% employer match about $342,933 at 4% or $228,622 at 6%; with 100% employer match about $257,200 at 4% or $171,467 at 6%.
201112$154,818$6,979$3,490iApproximate average salary by contribution assumption: employee only about $87,238 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,619 at 4% or $29,079 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$154,818$6,979$3,490iApproximate average salary by contribution assumption: employee only about $87,238 at 4% or $58,158 at 6%; with 50% employer match about $58,158 at 4% or $38,772 at 6%; with 100% employer match about $43,619 at 4% or $29,079 at 6%.
201012$156,551$31,818$15,909iApproximate average salary by contribution assumption: employee only about $397,725 at 4% or $265,150 at 6%; with 50% employer match about $265,150 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$156,551$31,818$15,909iApproximate average salary by contribution assumption: employee only about $397,725 at 4% or $265,150 at 6%; with 50% employer match about $265,150 at 4% or $176,767 at 6%; with 100% employer match about $198,863 at 4% or $132,575 at 6%.
200912$115,814$31,389$15,695iApproximate average salary by contribution assumption: employee only about $392,363 at 4% or $261,575 at 6%; with 50% employer match about $261,575 at 4% or $174,383 at 6%; with 100% employer match about $196,181 at 4% or $130,788 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$115,814$31,389$15,695iApproximate average salary by contribution assumption: employee only about $392,363 at 4% or $261,575 at 6%; with 50% employer match about $261,575 at 4% or $174,383 at 6%; with 100% employer match about $196,181 at 4% or $130,788 at 6%.
200812$69,336$29,203$14,602iApproximate average salary by contribution assumption: employee only about $365,038 at 4% or $243,358 at 6%; with 50% employer match about $243,358 at 4% or $162,239 at 6%; with 100% employer match about $182,519 at 4% or $121,679 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$69,336$29,203$14,602iApproximate average salary by contribution assumption: employee only about $365,038 at 4% or $243,358 at 6%; with 50% employer match about $243,358 at 4% or $162,239 at 6%; with 100% employer match about $182,519 at 4% or $121,679 at 6%.
200712$0$0-
Gerald I. Holtz LLC 401(K) P/S Plan-2---
200612$29,002$28,526$14,263iApproximate average salary by contribution assumption: employee only about $356,575 at 4% or $237,717 at 6%; with 50% employer match about $237,717 at 4% or $158,478 at 6%; with 100% employer match about $178,288 at 4% or $118,858 at 6%.
Gerald I. Holtz LLC 401(K) P/S Plan-2$29,002$28,526$14,263iApproximate average salary by contribution assumption: employee only about $356,575 at 4% or $237,717 at 6%; with 50% employer match about $237,717 at 4% or $158,478 at 6%; with 100% employer match about $178,288 at 4% or $118,858 at 6%.