Civic Intelligence

Dr. W. Shane Holmes Inc.

Plan context: Dr. W. Shane Holmes 401(K) Plan

EIN 55-0782806 • Charleston, WV • 22 filings • 6 plans

867 Oakwood RoadCharleston, WV 25314
Current Snapshot

Latest Year

2024

2024 Participants

36

2024 Assets

$2,769,792

2024 Contributions

$251,234

Historical Graphs

Total Assets Over Time

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

$2,769,792$1,384,896$0200220142024YearValue
$2,769,792Latest year 2024

Participants Over Time

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

39200200220142024YearValue
36Latest year 2024

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
2024136$2,769,792$251,234$6,979iApproximate average salary by contribution assumption: employee only about $174,468 at 4% or $116,312 at 6%; with 50% employer match about $116,312 at 4% or $77,541 at 6%; with 100% employer match about $87,234 at 4% or $58,156 at 6%.
Dr. W. Shane Holmes 401(K) Plan-36$2,769,792$251,234$6,979iApproximate average salary by contribution assumption: employee only about $174,468 at 4% or $116,312 at 6%; with 50% employer match about $116,312 at 4% or $77,541 at 6%; with 100% employer match about $87,234 at 4% or $58,156 at 6%.
2023138$2,331,880$276,265$7,270iApproximate average salary by contribution assumption: employee only about $181,753 at 4% or $121,169 at 6%; with 50% employer match about $121,169 at 4% or $80,779 at 6%; with 100% employer match about $90,877 at 4% or $60,584 at 6%.
Dr. W. Shane Holmes 401(K) Plan-38$2,331,880$276,265$7,270iApproximate average salary by contribution assumption: employee only about $181,753 at 4% or $121,169 at 6%; with 50% employer match about $121,169 at 4% or $80,779 at 6%; with 100% employer match about $90,877 at 4% or $60,584 at 6%.
2022135$1,813,852$229,131$6,547iApproximate average salary by contribution assumption: employee only about $163,665 at 4% or $109,110 at 6%; with 50% employer match about $109,110 at 4% or $72,740 at 6%; with 100% employer match about $81,833 at 4% or $54,555 at 6%.
Dr. W. Shane Holmes 401(K) Plan-35$1,813,852$229,131$6,547iApproximate average salary by contribution assumption: employee only about $163,665 at 4% or $109,110 at 6%; with 50% employer match about $109,110 at 4% or $72,740 at 6%; with 100% employer match about $81,833 at 4% or $54,555 at 6%.
2021133$2,582,164$203,249$6,159iApproximate average salary by contribution assumption: employee only about $153,977 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,326 at 6%.
Dr. W. Shane Holmes 401(K) Plan-33$2,582,164$203,249$6,159iApproximate average salary by contribution assumption: employee only about $153,977 at 4% or $102,651 at 6%; with 50% employer match about $102,651 at 4% or $68,434 at 6%; with 100% employer match about $76,988 at 4% or $51,326 at 6%.
2020139$2,233,768$176,720$4,531iApproximate average salary by contribution assumption: employee only about $113,282 at 4% or $75,521 at 6%; with 50% employer match about $75,521 at 4% or $50,348 at 6%; with 100% employer match about $56,641 at 4% or $37,761 at 6%.
Dr. W. Shane Holmes 401(K) Plan-39$2,233,768$176,720$4,531iApproximate average salary by contribution assumption: employee only about $113,282 at 4% or $75,521 at 6%; with 50% employer match about $75,521 at 4% or $50,348 at 6%; with 100% employer match about $56,641 at 4% or $37,761 at 6%.
2019134$1,885,722$103,120$3,033iApproximate average salary by contribution assumption: employee only about $75,824 at 4% or $50,549 at 6%; with 50% employer match about $50,549 at 4% or $33,699 at 6%; with 100% employer match about $37,912 at 4% or $25,275 at 6%.
Dr. W. Shane Holmes 401(K) Plan-34$1,885,722$103,120$3,033iApproximate average salary by contribution assumption: employee only about $75,824 at 4% or $50,549 at 6%; with 50% employer match about $50,549 at 4% or $33,699 at 6%; with 100% employer match about $37,912 at 4% or $25,275 at 6%.
2018136$1,547,385$124,033$3,445iApproximate average salary by contribution assumption: employee only about $86,134 at 4% or $57,423 at 6%; with 50% employer match about $57,423 at 4% or $38,282 at 6%; with 100% employer match about $43,067 at 4% or $28,711 at 6%.
Dr. W. Shane Holmes 401(K) Plan-36$1,547,385$124,033$3,445iApproximate average salary by contribution assumption: employee only about $86,134 at 4% or $57,423 at 6%; with 50% employer match about $57,423 at 4% or $38,282 at 6%; with 100% employer match about $43,067 at 4% or $28,711 at 6%.
2017135$1,580,509$122,977$3,514iApproximate average salary by contribution assumption: employee only about $87,841 at 4% or $58,560 at 6%; with 50% employer match about $58,560 at 4% or $39,040 at 6%; with 100% employer match about $43,920 at 4% or $29,280 at 6%.
Dr. W. Shane Holmes 401(K) Plan-35$1,580,509$122,977$3,514iApproximate average salary by contribution assumption: employee only about $87,841 at 4% or $58,560 at 6%; with 50% employer match about $58,560 at 4% or $39,040 at 6%; with 100% employer match about $43,920 at 4% or $29,280 at 6%.
2016129$1,298,422$58,229$2,008iApproximate average salary by contribution assumption: employee only about $50,197 at 4% or $33,465 at 6%; with 50% employer match about $33,465 at 4% or $22,310 at 6%; with 100% employer match about $25,099 at 4% or $16,732 at 6%.
Dr. W. Shane Holmes 401(K) Plan-29$1,298,422$58,229$2,008iApproximate average salary by contribution assumption: employee only about $50,197 at 4% or $33,465 at 6%; with 50% employer match about $33,465 at 4% or $22,310 at 6%; with 100% employer match about $25,099 at 4% or $16,732 at 6%.
2015128$1,199,199$61,701$2,204iApproximate average salary by contribution assumption: employee only about $55,090 at 4% or $36,727 at 6%; with 50% employer match about $36,727 at 4% or $24,485 at 6%; with 100% employer match about $27,545 at 4% or $18,363 at 6%.
Dr. W. Shane Holmes 401(K) Plan-28$1,199,199$61,701$2,204iApproximate average salary by contribution assumption: employee only about $55,090 at 4% or $36,727 at 6%; with 50% employer match about $36,727 at 4% or $24,485 at 6%; with 100% employer match about $27,545 at 4% or $18,363 at 6%.
2014128$1,161,688$61,345$2,191iApproximate average salary by contribution assumption: employee only about $54,772 at 4% or $36,515 at 6%; with 50% employer match about $36,515 at 4% or $24,343 at 6%; with 100% employer match about $27,386 at 4% or $18,257 at 6%.
Dr. W. Shane Holmes 401(K) Plan-28$1,161,688$61,345$2,191iApproximate average salary by contribution assumption: employee only about $54,772 at 4% or $36,515 at 6%; with 50% employer match about $36,515 at 4% or $24,343 at 6%; with 100% employer match about $27,386 at 4% or $18,257 at 6%.
2013128$1,086,448$64,310$2,297iApproximate average salary by contribution assumption: employee only about $57,420 at 4% or $38,280 at 6%; with 50% employer match about $38,280 at 4% or $25,520 at 6%; with 100% employer match about $28,710 at 4% or $19,140 at 6%.
Dr. W. Shane Holmes 401(K) Plan-28$1,086,448$64,310$2,297iApproximate average salary by contribution assumption: employee only about $57,420 at 4% or $38,280 at 6%; with 50% employer match about $38,280 at 4% or $25,520 at 6%; with 100% employer match about $28,710 at 4% or $19,140 at 6%.
2012123$887,680$56,905$2,474iApproximate average salary by contribution assumption: employee only about $61,853 at 4% or $41,236 at 6%; with 50% employer match about $41,236 at 4% or $27,490 at 6%; with 100% employer match about $30,927 at 4% or $20,618 at 6%.
Dr. W. Shane Holmes 401(K) Plan-23$887,680$56,905$2,474iApproximate average salary by contribution assumption: employee only about $61,853 at 4% or $41,236 at 6%; with 50% employer match about $41,236 at 4% or $27,490 at 6%; with 100% employer match about $30,927 at 4% or $20,618 at 6%.
2011121$744,440$96,918$4,615iApproximate average salary by contribution assumption: employee only about $115,379 at 4% or $76,919 at 6%; with 50% employer match about $76,919 at 4% or $51,279 at 6%; with 100% employer match about $57,689 at 4% or $38,460 at 6%.
Dr. W. Shane Holmes 401(K) Plan-21$744,440$96,918$4,615iApproximate average salary by contribution assumption: employee only about $115,379 at 4% or $76,919 at 6%; with 50% employer match about $76,919 at 4% or $51,279 at 6%; with 100% employer match about $57,689 at 4% or $38,460 at 6%.
2010121$689,900$102,046$4,859iApproximate average salary by contribution assumption: employee only about $121,483 at 4% or $80,989 at 6%; with 50% employer match about $80,989 at 4% or $53,993 at 6%; with 100% employer match about $60,742 at 4% or $40,494 at 6%.
Dr. W. Shane Holmes 401(K) Plan-21$689,900$102,046$4,859iApproximate average salary by contribution assumption: employee only about $121,483 at 4% or $80,989 at 6%; with 50% employer match about $80,989 at 4% or $53,993 at 6%; with 100% employer match about $60,742 at 4% or $40,494 at 6%.
2009120$515,036$105,460$5,273iApproximate average salary by contribution assumption: employee only about $131,825 at 4% or $87,883 at 6%; with 50% employer match about $87,883 at 4% or $58,589 at 6%; with 100% employer match about $65,913 at 4% or $43,942 at 6%.
Dr. W. Shane Holmes 401(K) Plan-20$515,036$105,460$5,273iApproximate average salary by contribution assumption: employee only about $131,825 at 4% or $87,883 at 6%; with 50% employer match about $87,883 at 4% or $58,589 at 6%; with 100% employer match about $65,913 at 4% or $43,942 at 6%.
200819$331,846$77,206$8,578iApproximate average salary by contribution assumption: employee only about $214,461 at 4% or $142,974 at 6%; with 50% employer match about $142,974 at 4% or $95,316 at 6%; with 100% employer match about $107,231 at 4% or $71,487 at 6%.
Dr. W. Shane Holmes 401(K) Plan-9$331,846$77,206$8,578iApproximate average salary by contribution assumption: employee only about $214,461 at 4% or $142,974 at 6%; with 50% employer match about $142,974 at 4% or $95,316 at 6%; with 100% employer match about $107,231 at 4% or $71,487 at 6%.
200719$389,916$72,832$8,092iApproximate average salary by contribution assumption: employee only about $202,311 at 4% or $134,874 at 6%; with 50% employer match about $134,874 at 4% or $89,916 at 6%; with 100% employer match about $101,156 at 4% or $67,437 at 6%.
Dr. W. Shane Holmes 401(K) Plan-9$389,916$72,832$8,092iApproximate average salary by contribution assumption: employee only about $202,311 at 4% or $134,874 at 6%; with 50% employer match about $134,874 at 4% or $89,916 at 6%; with 100% employer match about $101,156 at 4% or $67,437 at 6%.
200616$329,827$69,593$11,599iApproximate average salary by contribution assumption: employee only about $289,971 at 4% or $193,314 at 6%; with 50% employer match about $193,314 at 4% or $128,876 at 6%; with 100% employer match about $144,985 at 4% or $96,657 at 6%.
Dr. W. Shane Holmes 401(K) Plan-6$329,827$69,593$11,599iApproximate average salary by contribution assumption: employee only about $289,971 at 4% or $193,314 at 6%; with 50% employer match about $193,314 at 4% or $128,876 at 6%; with 100% employer match about $144,985 at 4% or $96,657 at 6%.
2005111$239,088$50,640$4,604iApproximate average salary by contribution assumption: employee only about $115,091 at 4% or $76,727 at 6%; with 50% employer match about $76,727 at 4% or $51,152 at 6%; with 100% employer match about $57,545 at 4% or $38,364 at 6%.
Dr. W. Shane Holmes 401(K) Plan-11$239,088$50,640$4,604iApproximate average salary by contribution assumption: employee only about $115,091 at 4% or $76,727 at 6%; with 50% employer match about $76,727 at 4% or $51,152 at 6%; with 100% employer match about $57,545 at 4% or $38,364 at 6%.
200317$114,127$36,314$5,188iApproximate average salary by contribution assumption: employee only about $129,693 at 4% or $86,462 at 6%; with 50% employer match about $86,462 at 4% or $57,641 at 6%; with 100% employer match about $64,846 at 4% or $43,231 at 6%.
Dr. W. Shane Holmes 401(K) Plan-7$114,127$36,314$5,188iApproximate average salary by contribution assumption: employee only about $129,693 at 4% or $86,462 at 6%; with 50% employer match about $86,462 at 4% or $57,641 at 6%; with 100% employer match about $64,846 at 4% or $43,231 at 6%.
200218$64,321$64,313$8,039iApproximate average salary by contribution assumption: employee only about $200,978 at 4% or $133,985 at 6%; with 50% employer match about $133,985 at 4% or $89,324 at 6%; with 100% employer match about $100,489 at 4% or $66,993 at 6%.
Dr. W. Shane Holmes 401(K) Plan-8$64,321$64,313$8,039iApproximate average salary by contribution assumption: employee only about $200,978 at 4% or $133,985 at 6%; with 50% employer match about $133,985 at 4% or $89,324 at 6%; with 100% employer match about $100,489 at 4% or $66,993 at 6%.