Civic Intelligence

Holbert Apple Associates Inc.

Plan context: Holbert Apple Associates Inc. 401(K) Profit Sharing Plan

EIN 52-2338660 • Olney, MD • 22 filings • 3 plans

3423 Olney Laytonsville RoadSuite #6Olney, MD 20832
Current Snapshot

Latest Year

2023

2023 Participants

27

2023 Assets

$5,706,137

2023 Contributions

$25,530

Historical Graphs

Total Assets Over Time

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

$7,640,600$3,820,300$0200220122022YearValue
$5,706,137Latest year 2022

Participants Over Time

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

27140200220122022YearValue
27Latest year 2022

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
202310$0$25,530-
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-0$0$25,530-
2022127$5,706,137$202,292$7,492iApproximate average salary by contribution assumption: employee only about $187,307 at 4% or $124,872 at 6%; with 50% employer match about $124,872 at 4% or $83,248 at 6%; with 100% employer match about $93,654 at 4% or $62,436 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-27$5,706,137$202,292$7,492iApproximate average salary by contribution assumption: employee only about $187,307 at 4% or $124,872 at 6%; with 50% employer match about $124,872 at 4% or $83,248 at 6%; with 100% employer match about $93,654 at 4% or $62,436 at 6%.
2021127$7,640,600$379,313$14,049iApproximate average salary by contribution assumption: employee only about $351,216 at 4% or $234,144 at 6%; with 50% employer match about $234,144 at 4% or $156,096 at 6%; with 100% employer match about $175,608 at 4% or $117,072 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-27$7,640,600$379,313$14,049iApproximate average salary by contribution assumption: employee only about $351,216 at 4% or $234,144 at 6%; with 50% employer match about $234,144 at 4% or $156,096 at 6%; with 100% employer match about $175,608 at 4% or $117,072 at 6%.
2020125$6,219,906$367,469$14,699iApproximate average salary by contribution assumption: employee only about $367,469 at 4% or $244,979 at 6%; with 50% employer match about $244,979 at 4% or $163,320 at 6%; with 100% employer match about $183,735 at 4% or $122,490 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-25$6,219,906$367,469$14,699iApproximate average salary by contribution assumption: employee only about $367,469 at 4% or $244,979 at 6%; with 50% employer match about $244,979 at 4% or $163,320 at 6%; with 100% employer match about $183,735 at 4% or $122,490 at 6%.
2019124$5,330,059$342,543$14,273iApproximate average salary by contribution assumption: employee only about $356,816 at 4% or $237,877 at 6%; with 50% employer match about $237,877 at 4% or $158,585 at 6%; with 100% employer match about $178,408 at 4% or $118,939 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-24$5,330,059$342,543$14,273iApproximate average salary by contribution assumption: employee only about $356,816 at 4% or $237,877 at 6%; with 50% employer match about $237,877 at 4% or $158,585 at 6%; with 100% employer match about $178,408 at 4% or $118,939 at 6%.
2018124$4,149,139$363,734$15,156iApproximate average salary by contribution assumption: employee only about $378,890 at 4% or $252,593 at 6%; with 50% employer match about $252,593 at 4% or $168,395 at 6%; with 100% employer match about $189,445 at 4% or $126,297 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-24$4,149,139$363,734$15,156iApproximate average salary by contribution assumption: employee only about $378,890 at 4% or $252,593 at 6%; with 50% employer match about $252,593 at 4% or $168,395 at 6%; with 100% employer match about $189,445 at 4% or $126,297 at 6%.
2017125$4,158,067$308,175$12,327iApproximate average salary by contribution assumption: employee only about $308,175 at 4% or $205,450 at 6%; with 50% employer match about $205,450 at 4% or $136,967 at 6%; with 100% employer match about $154,088 at 4% or $102,725 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-25$4,158,067$308,175$12,327iApproximate average salary by contribution assumption: employee only about $308,175 at 4% or $205,450 at 6%; with 50% employer match about $205,450 at 4% or $136,967 at 6%; with 100% employer match about $154,088 at 4% or $102,725 at 6%.
2016118$3,580,827$214,553$11,920iApproximate average salary by contribution assumption: employee only about $297,990 at 4% or $198,660 at 6%; with 50% employer match about $198,660 at 4% or $132,440 at 6%; with 100% employer match about $148,995 at 4% or $99,330 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-18$3,580,827$214,553$11,920iApproximate average salary by contribution assumption: employee only about $297,990 at 4% or $198,660 at 6%; with 50% employer match about $198,660 at 4% or $132,440 at 6%; with 100% employer match about $148,995 at 4% or $99,330 at 6%.
2015114$3,067,767$188,646$13,475iApproximate average salary by contribution assumption: employee only about $336,868 at 4% or $224,579 at 6%; with 50% employer match about $224,579 at 4% or $149,719 at 6%; with 100% employer match about $168,434 at 4% or $112,289 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-14$3,067,767$188,646$13,475iApproximate average salary by contribution assumption: employee only about $336,868 at 4% or $224,579 at 6%; with 50% employer match about $224,579 at 4% or $149,719 at 6%; with 100% employer match about $168,434 at 4% or $112,289 at 6%.
2014118$2,928,950$181,596$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-18$2,928,950$181,596$10,089iApproximate average salary by contribution assumption: employee only about $252,217 at 4% or $168,144 at 6%; with 50% employer match about $168,144 at 4% or $112,096 at 6%; with 100% employer match about $126,108 at 4% or $84,072 at 6%.
2013118$2,630,240$181,939$10,108iApproximate average salary by contribution assumption: employee only about $252,693 at 4% or $168,462 at 6%; with 50% employer match about $168,462 at 4% or $112,308 at 6%; with 100% employer match about $126,347 at 4% or $84,231 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-18$2,630,240$181,939$10,108iApproximate average salary by contribution assumption: employee only about $252,693 at 4% or $168,462 at 6%; with 50% employer match about $168,462 at 4% or $112,308 at 6%; with 100% employer match about $126,347 at 4% or $84,231 at 6%.
2012117$2,171,733$143,548$8,444iApproximate average salary by contribution assumption: employee only about $211,100 at 4% or $140,733 at 6%; with 50% employer match about $140,733 at 4% or $93,822 at 6%; with 100% employer match about $105,550 at 4% or $70,367 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-17$2,171,733$143,548$8,444iApproximate average salary by contribution assumption: employee only about $211,100 at 4% or $140,733 at 6%; with 50% employer match about $140,733 at 4% or $93,822 at 6%; with 100% employer match about $105,550 at 4% or $70,367 at 6%.
2011116$1,833,338$136,581$8,536iApproximate average salary by contribution assumption: employee only about $213,408 at 4% or $142,272 at 6%; with 50% employer match about $142,272 at 4% or $94,848 at 6%; with 100% employer match about $106,704 at 4% or $71,136 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-16$1,833,338$136,581$8,536iApproximate average salary by contribution assumption: employee only about $213,408 at 4% or $142,272 at 6%; with 50% employer match about $142,272 at 4% or $94,848 at 6%; with 100% employer match about $106,704 at 4% or $71,136 at 6%.
2010119$2,371,775$179,141$9,428iApproximate average salary by contribution assumption: employee only about $235,712 at 4% or $157,141 at 6%; with 50% employer match about $157,141 at 4% or $104,761 at 6%; with 100% employer match about $117,856 at 4% or $78,571 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-19$2,371,775$179,141$9,428iApproximate average salary by contribution assumption: employee only about $235,712 at 4% or $157,141 at 6%; with 50% employer match about $157,141 at 4% or $104,761 at 6%; with 100% employer match about $117,856 at 4% or $78,571 at 6%.
2009118$1,967,260$197,020$10,946iApproximate average salary by contribution assumption: employee only about $273,639 at 4% or $182,426 at 6%; with 50% employer match about $182,426 at 4% or $121,617 at 6%; with 100% employer match about $136,819 at 4% or $91,213 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-18$1,967,260$197,020$10,946iApproximate average salary by contribution assumption: employee only about $273,639 at 4% or $182,426 at 6%; with 50% employer match about $182,426 at 4% or $121,617 at 6%; with 100% employer match about $136,819 at 4% or $91,213 at 6%.
2008114$1,486,773$188,177$13,441iApproximate average salary by contribution assumption: employee only about $336,030 at 4% or $224,020 at 6%; with 50% employer match about $224,020 at 4% or $149,347 at 6%; with 100% employer match about $168,015 at 4% or $112,010 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-14$1,486,773$188,177$13,441iApproximate average salary by contribution assumption: employee only about $336,030 at 4% or $224,020 at 6%; with 50% employer match about $224,020 at 4% or $149,347 at 6%; with 100% employer match about $168,015 at 4% or $112,010 at 6%.
2007114$1,771,400$181,619$12,973iApproximate average salary by contribution assumption: employee only about $324,320 at 4% or $216,213 at 6%; with 50% employer match about $216,213 at 4% or $144,142 at 6%; with 100% employer match about $162,160 at 4% or $108,107 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-14$1,771,400$181,619$12,973iApproximate average salary by contribution assumption: employee only about $324,320 at 4% or $216,213 at 6%; with 50% employer match about $216,213 at 4% or $144,142 at 6%; with 100% employer match about $162,160 at 4% or $108,107 at 6%.
2006113$1,478,256$130,925$10,071iApproximate average salary by contribution assumption: employee only about $251,779 at 4% or $167,853 at 6%; with 50% employer match about $167,853 at 4% or $111,902 at 6%; with 100% employer match about $125,889 at 4% or $83,926 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-13$1,478,256$130,925$10,071iApproximate average salary by contribution assumption: employee only about $251,779 at 4% or $167,853 at 6%; with 50% employer match about $167,853 at 4% or $111,902 at 6%; with 100% employer match about $125,889 at 4% or $83,926 at 6%.
2005113$1,238,567$69,033$5,310iApproximate average salary by contribution assumption: employee only about $132,756 at 4% or $88,504 at 6%; with 50% employer match about $88,504 at 4% or $59,003 at 6%; with 100% employer match about $66,378 at 4% or $44,252 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-13$1,238,567$69,033$5,310iApproximate average salary by contribution assumption: employee only about $132,756 at 4% or $88,504 at 6%; with 50% employer match about $88,504 at 4% or $59,003 at 6%; with 100% employer match about $66,378 at 4% or $44,252 at 6%.
2004111$1,082,176$53,517$4,865iApproximate average salary by contribution assumption: employee only about $121,630 at 4% or $81,086 at 6%; with 50% employer match about $81,086 at 4% or $54,058 at 6%; with 100% employer match about $60,815 at 4% or $40,543 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-11$1,082,176$53,517$4,865iApproximate average salary by contribution assumption: employee only about $121,630 at 4% or $81,086 at 6%; with 50% employer match about $81,086 at 4% or $54,058 at 6%; with 100% employer match about $60,815 at 4% or $40,543 at 6%.
200316$940,554$31,004$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-6$940,554$31,004$5,167iApproximate average salary by contribution assumption: employee only about $129,183 at 4% or $86,122 at 6%; with 50% employer match about $86,122 at 4% or $57,415 at 6%; with 100% employer match about $64,592 at 4% or $43,061 at 6%.
200215$766,993$765,172$153,034iApproximate average salary by contribution assumption: employee only about $3,825,860 at 4% or $2,550,573 at 6%; with 50% employer match about $2,550,573 at 4% or $1,700,382 at 6%; with 100% employer match about $1,912,930 at 4% or $1,275,287 at 6%.
Holbert Apple Associates Inc. 401(K) Profit Sharing Plan-5$766,993$765,172$153,034iApproximate average salary by contribution assumption: employee only about $3,825,860 at 4% or $2,550,573 at 6%; with 50% employer match about $2,550,573 at 4% or $1,700,382 at 6%; with 100% employer match about $1,912,930 at 4% or $1,275,287 at 6%.