Civic Intelligence

Hole, Montes & Associates Inc.

Plan context: Hole, Montes & Associates Inc. Profit Sharing 401K Plan

EIN 59-1518838 • Naples, FL • 31 filings • 6 plans

950 Encore WayNaples, FL 34110
Current Snapshot

Latest Year

2023

2023 Participants

75

2023 Assets

$6,082,447

2023 Contributions

$181,317

Historical Graphs

Total Assets Over Time

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

$9,019,393$4,509,697$0199920122022YearValue
$6,082,447Latest year 2022

Participants Over Time

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

115580199920112022YearValue
75Latest 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$181,317-
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-0$0$181,317-
2022175$6,082,447$530,193$7,069iApproximate average salary by contribution assumption: employee only about $176,731 at 4% or $117,821 at 6%; with 50% employer match about $117,821 at 4% or $78,547 at 6%; with 100% employer match about $88,366 at 4% or $58,910 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-75$6,082,447$530,193$7,069iApproximate average salary by contribution assumption: employee only about $176,731 at 4% or $117,821 at 6%; with 50% employer match about $117,821 at 4% or $78,547 at 6%; with 100% employer match about $88,366 at 4% or $58,910 at 6%.
2021174$7,768,794$464,632$6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-74$7,768,794$464,632$6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%.
2020165$7,930,114$373,117$5,740iApproximate average salary by contribution assumption: employee only about $143,507 at 4% or $95,671 at 6%; with 50% employer match about $95,671 at 4% or $63,781 at 6%; with 100% employer match about $71,753 at 4% or $47,836 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-65$7,930,114$373,117$5,740iApproximate average salary by contribution assumption: employee only about $143,507 at 4% or $95,671 at 6%; with 50% employer match about $95,671 at 4% or $63,781 at 6%; with 100% employer match about $71,753 at 4% or $47,836 at 6%.
2019170$8,273,796$365,684$5,224iApproximate average salary by contribution assumption: employee only about $130,601 at 4% or $87,068 at 6%; with 50% employer match about $87,068 at 4% or $58,045 at 6%; with 100% employer match about $65,301 at 4% or $43,534 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-70$8,273,796$365,684$5,224iApproximate average salary by contribution assumption: employee only about $130,601 at 4% or $87,068 at 6%; with 50% employer match about $87,068 at 4% or $58,045 at 6%; with 100% employer match about $65,301 at 4% or $43,534 at 6%.
2018169$7,774,084$449,477$6,514iApproximate average salary by contribution assumption: employee only about $162,854 at 4% or $108,569 at 6%; with 50% employer match about $108,569 at 4% or $72,380 at 6%; with 100% employer match about $81,427 at 4% or $54,285 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-69$7,774,084$449,477$6,514iApproximate average salary by contribution assumption: employee only about $162,854 at 4% or $108,569 at 6%; with 50% employer match about $108,569 at 4% or $72,380 at 6%; with 100% employer match about $81,427 at 4% or $54,285 at 6%.
2017165$9,019,393$342,728$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-65$9,019,393$342,728$5,273iApproximate average salary by contribution assumption: employee only about $131,818 at 4% or $87,879 at 6%; with 50% employer match about $87,879 at 4% or $58,586 at 6%; with 100% employer match about $65,909 at 4% or $43,939 at 6%.
2016166$7,819,064$443,904$6,726iApproximate average salary by contribution assumption: employee only about $168,145 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,731 at 6%; with 100% employer match about $84,073 at 4% or $56,048 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-66$7,819,064$443,904$6,726iApproximate average salary by contribution assumption: employee only about $168,145 at 4% or $112,097 at 6%; with 50% employer match about $112,097 at 4% or $74,731 at 6%; with 100% employer match about $84,073 at 4% or $56,048 at 6%.
2015161$7,452,113$294,779$4,832iApproximate average salary by contribution assumption: employee only about $120,811 at 4% or $80,541 at 6%; with 50% employer match about $80,541 at 4% or $53,694 at 6%; with 100% employer match about $60,406 at 4% or $40,270 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-61$7,452,113$294,779$4,832iApproximate average salary by contribution assumption: employee only about $120,811 at 4% or $80,541 at 6%; with 50% employer match about $80,541 at 4% or $53,694 at 6%; with 100% employer match about $60,406 at 4% or $40,270 at 6%.
2014160$8,167,937$237,221$3,954iApproximate average salary by contribution assumption: employee only about $98,842 at 4% or $65,895 at 6%; with 50% employer match about $65,895 at 4% or $43,930 at 6%; with 100% employer match about $49,421 at 4% or $32,947 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-60$8,167,937$237,221$3,954iApproximate average salary by contribution assumption: employee only about $98,842 at 4% or $65,895 at 6%; with 50% employer match about $65,895 at 4% or $43,930 at 6%; with 100% employer match about $49,421 at 4% or $32,947 at 6%.
2013153$7,672,804$147,038$2,774iApproximate average salary by contribution assumption: employee only about $69,358 at 4% or $46,238 at 6%; with 50% employer match about $46,238 at 4% or $30,826 at 6%; with 100% employer match about $34,679 at 4% or $23,119 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-53$7,672,804$147,038$2,774iApproximate average salary by contribution assumption: employee only about $69,358 at 4% or $46,238 at 6%; with 50% employer match about $46,238 at 4% or $30,826 at 6%; with 100% employer match about $34,679 at 4% or $23,119 at 6%.
2012157$6,774,740$149,680$2,626iApproximate average salary by contribution assumption: employee only about $65,649 at 4% or $43,766 at 6%; with 50% employer match about $43,766 at 4% or $29,177 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-57$6,774,740$149,680$2,626iApproximate average salary by contribution assumption: employee only about $65,649 at 4% or $43,766 at 6%; with 50% employer match about $43,766 at 4% or $29,177 at 6%; with 100% employer match about $32,825 at 4% or $21,883 at 6%.
2011159$6,482,919$136,941$2,321iApproximate average salary by contribution assumption: employee only about $58,026 at 4% or $38,684 at 6%; with 50% employer match about $38,684 at 4% or $25,789 at 6%; with 100% employer match about $29,013 at 4% or $19,342 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-59$6,482,919$136,941$2,321iApproximate average salary by contribution assumption: employee only about $58,026 at 4% or $38,684 at 6%; with 50% employer match about $38,684 at 4% or $25,789 at 6%; with 100% employer match about $29,013 at 4% or $19,342 at 6%.
2010167$7,195,067$182,449$2,723iApproximate average salary by contribution assumption: employee only about $68,078 at 4% or $45,385 at 6%; with 50% employer match about $45,385 at 4% or $30,257 at 6%; with 100% employer match about $34,039 at 4% or $22,693 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-67$7,195,067$182,449$2,723iApproximate average salary by contribution assumption: employee only about $68,078 at 4% or $45,385 at 6%; with 50% employer match about $45,385 at 4% or $30,257 at 6%; with 100% employer match about $34,039 at 4% or $22,693 at 6%.
2009260$6,311,888$235,985$3,933iApproximate average salary by contribution assumption: employee only about $98,327 at 4% or $65,551 at 6%; with 50% employer match about $65,551 at 4% or $43,701 at 6%; with 100% employer match about $49,164 at 4% or $32,776 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-60$6,311,888$235,985$3,933iApproximate average salary by contribution assumption: employee only about $98,327 at 4% or $65,551 at 6%; with 50% employer match about $65,551 at 4% or $43,701 at 6%; with 100% employer match about $49,164 at 4% or $32,776 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-58---
2008279$5,185,273$453,125$5,736iApproximate average salary by contribution assumption: employee only about $143,394 at 4% or $95,596 at 6%; with 50% employer match about $95,596 at 4% or $63,731 at 6%; with 100% employer match about $71,697 at 4% or $47,798 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-76$5,185,273$453,125$5,962iApproximate average salary by contribution assumption: employee only about $149,054 at 4% or $99,370 at 6%; with 50% employer match about $99,370 at 4% or $66,246 at 6%; with 100% employer match about $74,527 at 4% or $49,685 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-79---
2007292$7,878,504$823,366$8,950iApproximate average salary by contribution assumption: employee only about $223,741 at 4% or $149,161 at 6%; with 50% employer match about $149,161 at 4% or $99,440 at 6%; with 100% employer match about $111,870 at 4% or $74,580 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-91$7,878,504$823,366$9,048iApproximate average salary by contribution assumption: employee only about $226,199 at 4% or $150,800 at 6%; with 50% employer match about $150,800 at 4% or $100,533 at 6%; with 100% employer match about $113,100 at 4% or $75,400 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-92---
20062115$7,074,267$614,043$5,340iApproximate average salary by contribution assumption: employee only about $133,488 at 4% or $88,992 at 6%; with 50% employer match about $88,992 at 4% or $59,328 at 6%; with 100% employer match about $66,744 at 4% or $44,496 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-98$7,074,267$614,043$6,266iApproximate average salary by contribution assumption: employee only about $156,644 at 4% or $104,429 at 6%; with 50% employer match about $104,429 at 4% or $69,619 at 6%; with 100% employer match about $78,322 at 4% or $52,215 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-115---
2005288$5,897,439$842,058$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,481 at 6%; with 50% employer match about $159,481 at 4% or $106,320 at 6%; with 100% employer match about $119,611 at 4% or $79,740 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-88$5,897,439$842,058$9,569iApproximate average salary by contribution assumption: employee only about $239,221 at 4% or $159,481 at 6%; with 50% employer match about $159,481 at 4% or $106,320 at 6%; with 100% employer match about $119,611 at 4% or $79,740 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-0---
20042109$4,890,589$741,568$6,803iApproximate average salary by contribution assumption: employee only about $170,084 at 4% or $113,390 at 6%; with 50% employer match about $113,390 at 4% or $75,593 at 6%; with 100% employer match about $85,042 at 4% or $56,695 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-85$4,890,589$741,568$8,724iApproximate average salary by contribution assumption: employee only about $218,108 at 4% or $145,405 at 6%; with 50% employer match about $145,405 at 4% or $96,937 at 6%; with 100% employer match about $109,054 at 4% or $72,703 at 6%.
Hole Montes Inc. Employee Welfare Benefit Plan-109---
2003175$3,953,581$582,872$7,772iApproximate average salary by contribution assumption: employee only about $194,291 at 4% or $129,527 at 6%; with 50% employer match about $129,527 at 4% or $86,351 at 6%; with 100% employer match about $97,145 at 4% or $64,764 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-75$3,953,581$582,872$7,772iApproximate average salary by contribution assumption: employee only about $194,291 at 4% or $129,527 at 6%; with 50% employer match about $129,527 at 4% or $86,351 at 6%; with 100% employer match about $97,145 at 4% or $64,764 at 6%.
2002183$2,986,142$569,992$6,867iApproximate average salary by contribution assumption: employee only about $171,684 at 4% or $114,456 at 6%; with 50% employer match about $114,456 at 4% or $76,304 at 6%; with 100% employer match about $85,842 at 4% or $57,228 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-83$2,986,142$569,992$6,867iApproximate average salary by contribution assumption: employee only about $171,684 at 4% or $114,456 at 6%; with 50% employer match about $114,456 at 4% or $76,304 at 6%; with 100% employer match about $85,842 at 4% or $57,228 at 6%.
2001170$0$0-
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-70---
2000167$0$0-
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-67---
1999162$3,010,808$442,242$7,133iApproximate average salary by contribution assumption: employee only about $178,323 at 4% or $118,882 at 6%; with 50% employer match about $118,882 at 4% or $79,255 at 6%; with 100% employer match about $89,162 at 4% or $59,441 at 6%.
Hole, Montes & Associates Inc. Profit Sharing 401K Plan-62$3,010,808$442,242$7,133iApproximate average salary by contribution assumption: employee only about $178,323 at 4% or $118,882 at 6%; with 50% employer match about $118,882 at 4% or $79,255 at 6%; with 100% employer match about $89,162 at 4% or $59,441 at 6%.