Civic Intelligence

Holmes and Company, P.A.

Plan context: Holmes and Company, P.A. 401(K) Plan

EIN 59-2360862 • Pensacola, FL • 16 filings • 2 plans

801 West Garden StreetPensacola, FL 32502
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$841,750

2020 Contributions

$38,229

Historical Graphs

Total Assets Over Time

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

$899,459$449,730$0200520132019YearValue
$841,750Latest year 2019

Participants Over Time

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

840200520122019YearValue
3Latest year 2019

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
202010$0$0-
Holmes and Company, P.A. 401(K) Plan-0$0--
201913$841,750$38,229$12,743iApproximate average salary by contribution assumption: employee only about $318,575 at 4% or $212,383 at 6%; with 50% employer match about $212,383 at 4% or $141,589 at 6%; with 100% employer match about $159,288 at 4% or $106,192 at 6%.
Holmes and Company, P.A. 401(K) Plan-3$841,750$38,229$12,743iApproximate average salary by contribution assumption: employee only about $318,575 at 4% or $212,383 at 6%; with 50% employer match about $212,383 at 4% or $141,589 at 6%; with 100% employer match about $159,288 at 4% or $106,192 at 6%.
201814$625,450$43,851$10,963iApproximate average salary by contribution assumption: employee only about $274,069 at 4% or $182,713 at 6%; with 50% employer match about $182,713 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%.
Holmes and Company, P.A. 401(K) Plan-4$625,450$43,851$10,963iApproximate average salary by contribution assumption: employee only about $274,069 at 4% or $182,713 at 6%; with 50% employer match about $182,713 at 4% or $121,808 at 6%; with 100% employer match about $137,034 at 4% or $91,356 at 6%.
201714$851,454$46,751$11,688iApproximate average salary by contribution assumption: employee only about $292,194 at 4% or $194,796 at 6%; with 50% employer match about $194,796 at 4% or $129,864 at 6%; with 100% employer match about $146,097 at 4% or $97,398 at 6%.
Holmes and Company, P.A. 401(K) Plan-4$851,454$46,751$11,688iApproximate average salary by contribution assumption: employee only about $292,194 at 4% or $194,796 at 6%; with 50% employer match about $194,796 at 4% or $129,864 at 6%; with 100% employer match about $146,097 at 4% or $97,398 at 6%.
201614$871,665$56,942$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.
Holmes and Company, P.A. 401(K) Plan-4$871,665$56,942$14,236iApproximate average salary by contribution assumption: employee only about $355,888 at 4% or $237,258 at 6%; with 50% employer match about $237,258 at 4% or $158,172 at 6%; with 100% employer match about $177,944 at 4% or $118,629 at 6%.
201515$899,459$60,527$12,105iApproximate average salary by contribution assumption: employee only about $302,635 at 4% or $201,757 at 6%; with 50% employer match about $201,757 at 4% or $134,504 at 6%; with 100% employer match about $151,318 at 4% or $100,878 at 6%.
Holmes and Company, P.A. 401(K) Plan-5$899,459$60,527$12,105iApproximate average salary by contribution assumption: employee only about $302,635 at 4% or $201,757 at 6%; with 50% employer match about $201,757 at 4% or $134,504 at 6%; with 100% employer match about $151,318 at 4% or $100,878 at 6%.
201415$857,028$59,477$11,895iApproximate average salary by contribution assumption: employee only about $297,385 at 4% or $198,257 at 6%; with 50% employer match about $198,257 at 4% or $132,171 at 6%; with 100% employer match about $148,693 at 4% or $99,128 at 6%.
Holmes and Company, P.A. 401(K) Plan-5$857,028$59,477$11,895iApproximate average salary by contribution assumption: employee only about $297,385 at 4% or $198,257 at 6%; with 50% employer match about $198,257 at 4% or $132,171 at 6%; with 100% employer match about $148,693 at 4% or $99,128 at 6%.
201315$737,138$59,229$11,846iApproximate average salary by contribution assumption: employee only about $296,145 at 4% or $197,430 at 6%; with 50% employer match about $197,430 at 4% or $131,620 at 6%; with 100% employer match about $148,073 at 4% or $98,715 at 6%.
Holmes and Company, P.A. 401(K) Plan-5$737,138$59,229$11,846iApproximate average salary by contribution assumption: employee only about $296,145 at 4% or $197,430 at 6%; with 50% employer match about $197,430 at 4% or $131,620 at 6%; with 100% employer match about $148,073 at 4% or $98,715 at 6%.
201216$537,813$69,761$11,627iApproximate average salary by contribution assumption: employee only about $290,671 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,187 at 6%; with 100% employer match about $145,335 at 4% or $96,890 at 6%.
Holmes and Company, P.A. 401(K) Plan-6$537,813$69,761$11,627iApproximate average salary by contribution assumption: employee only about $290,671 at 4% or $193,781 at 6%; with 50% employer match about $193,781 at 4% or $129,187 at 6%; with 100% employer match about $145,335 at 4% or $96,890 at 6%.
201116$408,128$63,535$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
Holmes and Company, P.A. 401(K) Plan-6$408,128$63,535$10,589iApproximate average salary by contribution assumption: employee only about $264,729 at 4% or $176,486 at 6%; with 50% employer match about $176,486 at 4% or $117,657 at 6%; with 100% employer match about $132,365 at 4% or $88,243 at 6%.
201017$376,111$62,261$8,894iApproximate average salary by contribution assumption: employee only about $222,361 at 4% or $148,240 at 6%; with 50% employer match about $148,240 at 4% or $98,827 at 6%; with 100% employer match about $111,180 at 4% or $74,120 at 6%.
Holmes and Company, P.A. 401(K) Plan-7$376,111$62,261$8,894iApproximate average salary by contribution assumption: employee only about $222,361 at 4% or $148,240 at 6%; with 50% employer match about $148,240 at 4% or $98,827 at 6%; with 100% employer match about $111,180 at 4% or $74,120 at 6%.
200917$271,100$51,594$7,371iApproximate average salary by contribution assumption: employee only about $184,264 at 4% or $122,843 at 6%; with 50% employer match about $122,843 at 4% or $81,895 at 6%; with 100% employer match about $92,132 at 4% or $61,421 at 6%.
Holmes and Company, P.A. 401(K) Plan-7$271,100$51,594$7,371iApproximate average salary by contribution assumption: employee only about $184,264 at 4% or $122,843 at 6%; with 50% employer match about $122,843 at 4% or $81,895 at 6%; with 100% employer match about $92,132 at 4% or $61,421 at 6%.
200817$168,483$51,748$7,393iApproximate average salary by contribution assumption: employee only about $184,814 at 4% or $123,210 at 6%; with 50% employer match about $123,210 at 4% or $82,140 at 6%; with 100% employer match about $92,407 at 4% or $61,605 at 6%.
Holmes and Company, P.A. 401(K) Plan-7$168,483$51,748$7,393iApproximate average salary by contribution assumption: employee only about $184,814 at 4% or $123,210 at 6%; with 50% employer match about $123,210 at 4% or $82,140 at 6%; with 100% employer match about $92,407 at 4% or $61,605 at 6%.
200718$0$0-
Holmes and Company, P.A. 401(K) Plan-8---
200614$144,759$49,629$12,407iApproximate average salary by contribution assumption: employee only about $310,181 at 4% or $206,788 at 6%; with 50% employer match about $206,788 at 4% or $137,858 at 6%; with 100% employer match about $155,091 at 4% or $103,394 at 6%.
Holmes and Company, P.A. 401(K) Plan-4$144,759$49,629$12,407iApproximate average salary by contribution assumption: employee only about $310,181 at 4% or $206,788 at 6%; with 50% employer match about $206,788 at 4% or $137,858 at 6%; with 100% employer match about $155,091 at 4% or $103,394 at 6%.
200515$82,456$82,443$16,489iApproximate average salary by contribution assumption: employee only about $412,215 at 4% or $274,810 at 6%; with 50% employer match about $274,810 at 4% or $183,207 at 6%; with 100% employer match about $206,107 at 4% or $137,405 at 6%.
Holmes and Company, P.A. 401(K) Plan-5$82,456$82,443$16,489iApproximate average salary by contribution assumption: employee only about $412,215 at 4% or $274,810 at 6%; with 50% employer match about $274,810 at 4% or $183,207 at 6%; with 100% employer match about $206,107 at 4% or $137,405 at 6%.