Civic Intelligence

Boston, Holt & Sockwell PLLC

Plan context: Boston, Bates & Holt 401K Retirement Plan

EIN 62-1299898 • Lawrenceburg, TN • 20 filings • 6 plans

235 Waterloo StreetLawrenceburg, TN 38464-3626
Current Snapshot

Latest Year

2018

2018 Participants

13

2018 Assets

$4,037,283

2018 Contributions

$87,976

Historical Graphs

Total Assets Over Time

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

$4,550,732$2,275,366$0199920092018YearValue
$4,037,283Latest year 2018

Participants Over Time

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

1580199920092018YearValue
13Latest year 2018

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
2018113$4,037,283$87,976$6,767iApproximate average salary by contribution assumption: employee only about $169,185 at 4% or $112,790 at 6%; with 50% employer match about $112,790 at 4% or $75,193 at 6%; with 100% employer match about $84,592 at 4% or $56,395 at 6%.
Boston, Bates & Holt 401K Retirement Plan-13$4,037,283$87,976$6,767iApproximate average salary by contribution assumption: employee only about $169,185 at 4% or $112,790 at 6%; with 50% employer match about $112,790 at 4% or $75,193 at 6%; with 100% employer match about $84,592 at 4% or $56,395 at 6%.
2017115$4,550,732$67,622$4,508iApproximate average salary by contribution assumption: employee only about $112,703 at 4% or $75,136 at 6%; with 50% employer match about $75,136 at 4% or $50,090 at 6%; with 100% employer match about $56,352 at 4% or $37,568 at 6%.
Boston, Bates & Holt 401K Retirement Plan-15$4,550,732$67,622$4,508iApproximate average salary by contribution assumption: employee only about $112,703 at 4% or $75,136 at 6%; with 50% employer match about $75,136 at 4% or $50,090 at 6%; with 100% employer match about $56,352 at 4% or $37,568 at 6%.
2016111$3,951,673$81,750$7,432iApproximate average salary by contribution assumption: employee only about $185,795 at 4% or $123,864 at 6%; with 50% employer match about $123,864 at 4% or $82,576 at 6%; with 100% employer match about $92,898 at 4% or $61,932 at 6%.
Boston, Bates & Holt 401K Retirement Plan-11$3,951,673$81,750$7,432iApproximate average salary by contribution assumption: employee only about $185,795 at 4% or $123,864 at 6%; with 50% employer match about $123,864 at 4% or $82,576 at 6%; with 100% employer match about $92,898 at 4% or $61,932 at 6%.
2015113$4,219,115$82,076$6,314iApproximate average salary by contribution assumption: employee only about $157,838 at 4% or $105,226 at 6%; with 50% employer match about $105,226 at 4% or $70,150 at 6%; with 100% employer match about $78,919 at 4% or $52,613 at 6%.
Boston, Bates & Holt 401K Retirement Plan-13$4,219,115$82,076$6,314iApproximate average salary by contribution assumption: employee only about $157,838 at 4% or $105,226 at 6%; with 50% employer match about $105,226 at 4% or $70,150 at 6%; with 100% employer match about $78,919 at 4% or $52,613 at 6%.
2014113$4,426,888$116,840$8,988iApproximate average salary by contribution assumption: employee only about $224,692 at 4% or $149,795 at 6%; with 50% employer match about $149,795 at 4% or $99,863 at 6%; with 100% employer match about $112,346 at 4% or $74,897 at 6%.
Boston, Bates & Holt 401K Retirement Plan-13$4,426,888$116,840$8,988iApproximate average salary by contribution assumption: employee only about $224,692 at 4% or $149,795 at 6%; with 50% employer match about $149,795 at 4% or $99,863 at 6%; with 100% employer match about $112,346 at 4% or $74,897 at 6%.
2013113$4,099,083$61,311$4,716iApproximate average salary by contribution assumption: employee only about $117,906 at 4% or $78,604 at 6%; with 50% employer match about $78,604 at 4% or $52,403 at 6%; with 100% employer match about $58,953 at 4% or $39,302 at 6%.
Boston, Bates & Holt 401K Retirement Plan-13$4,099,083$61,311$4,716iApproximate average salary by contribution assumption: employee only about $117,906 at 4% or $78,604 at 6%; with 50% employer match about $78,604 at 4% or $52,403 at 6%; with 100% employer match about $58,953 at 4% or $39,302 at 6%.
2012112$3,410,541$137,018$11,418iApproximate average salary by contribution assumption: employee only about $285,454 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,727 at 4% or $95,151 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$3,410,541$137,018$11,418iApproximate average salary by contribution assumption: employee only about $285,454 at 4% or $190,303 at 6%; with 50% employer match about $190,303 at 4% or $126,869 at 6%; with 100% employer match about $142,727 at 4% or $95,151 at 6%.
2011112$2,943,567$80,361$6,697iApproximate average salary by contribution assumption: employee only about $167,419 at 4% or $111,613 at 6%; with 50% employer match about $111,613 at 4% or $74,408 at 6%; with 100% employer match about $83,709 at 4% or $55,806 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$2,943,567$80,361$6,697iApproximate average salary by contribution assumption: employee only about $167,419 at 4% or $111,613 at 6%; with 50% employer match about $111,613 at 4% or $74,408 at 6%; with 100% employer match about $83,709 at 4% or $55,806 at 6%.
2010112$2,938,095$86,910$7,243iApproximate average salary by contribution assumption: employee only about $181,063 at 4% or $120,708 at 6%; with 50% employer match about $120,708 at 4% or $80,472 at 6%; with 100% employer match about $90,531 at 4% or $60,354 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$2,938,095$86,910$7,243iApproximate average salary by contribution assumption: employee only about $181,063 at 4% or $120,708 at 6%; with 50% employer match about $120,708 at 4% or $80,472 at 6%; with 100% employer match about $90,531 at 4% or $60,354 at 6%.
2009112$2,629,700$76,233$6,353iApproximate average salary by contribution assumption: employee only about $158,819 at 4% or $105,879 at 6%; with 50% employer match about $105,879 at 4% or $70,586 at 6%; with 100% employer match about $79,409 at 4% or $52,940 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$2,629,700$76,233$6,353iApproximate average salary by contribution assumption: employee only about $158,819 at 4% or $105,879 at 6%; with 50% employer match about $105,879 at 4% or $70,586 at 6%; with 100% employer match about $79,409 at 4% or $52,940 at 6%.
2008112$2,129,176$107,152$8,929iApproximate average salary by contribution assumption: employee only about $223,233 at 4% or $148,822 at 6%; with 50% employer match about $148,822 at 4% or $99,215 at 6%; with 100% employer match about $111,617 at 4% or $74,411 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$2,129,176$107,152$8,929iApproximate average salary by contribution assumption: employee only about $223,233 at 4% or $148,822 at 6%; with 50% employer match about $148,822 at 4% or $99,215 at 6%; with 100% employer match about $111,617 at 4% or $74,411 at 6%.
2007111$0$0-
Boston, Bates & Holt 401K Retirement Plan-11---
2006110$2,309,897$106,072$10,607iApproximate average salary by contribution assumption: employee only about $265,180 at 4% or $176,787 at 6%; with 50% employer match about $176,787 at 4% or $117,858 at 6%; with 100% employer match about $132,590 at 4% or $88,393 at 6%.
Boston, Bates & Holt 401K Retirement Plan-10$2,309,897$106,072$10,607iApproximate average salary by contribution assumption: employee only about $265,180 at 4% or $176,787 at 6%; with 50% employer match about $176,787 at 4% or $117,858 at 6%; with 100% employer match about $132,590 at 4% or $88,393 at 6%.
2005112$1,934,819$76,672$6,389iApproximate average salary by contribution assumption: employee only about $159,733 at 4% or $106,489 at 6%; with 50% employer match about $106,489 at 4% or $70,993 at 6%; with 100% employer match about $79,867 at 4% or $53,244 at 6%.
Boston, Bates & Holt 401K Retirement Plan-12$1,934,819$76,672$6,389iApproximate average salary by contribution assumption: employee only about $159,733 at 4% or $106,489 at 6%; with 50% employer match about $106,489 at 4% or $70,993 at 6%; with 100% employer match about $79,867 at 4% or $53,244 at 6%.
200419$1,734,012$61,995$6,888iApproximate average salary by contribution assumption: employee only about $172,208 at 4% or $114,806 at 6%; with 50% employer match about $114,806 at 4% or $76,537 at 6%; with 100% employer match about $86,104 at 4% or $57,403 at 6%.
Boston, Bates & Holt 401K Retirement Plan-9$1,734,012$61,995$6,888iApproximate average salary by contribution assumption: employee only about $172,208 at 4% or $114,806 at 6%; with 50% employer match about $114,806 at 4% or $76,537 at 6%; with 100% employer match about $86,104 at 4% or $57,403 at 6%.
200318$1,526,960$88,263$11,033iApproximate average salary by contribution assumption: employee only about $275,822 at 4% or $183,881 at 6%; with 50% employer match about $183,881 at 4% or $122,588 at 6%; with 100% employer match about $137,911 at 4% or $91,941 at 6%.
Boston, Bates & Holt 401K Retirement Plan-8$1,526,960$88,263$11,033iApproximate average salary by contribution assumption: employee only about $275,822 at 4% or $183,881 at 6%; with 50% employer match about $183,881 at 4% or $122,588 at 6%; with 100% employer match about $137,911 at 4% or $91,941 at 6%.
200217$1,168,518$90,193$12,885iApproximate average salary by contribution assumption: employee only about $322,118 at 4% or $214,745 at 6%; with 50% employer match about $214,745 at 4% or $143,163 at 6%; with 100% employer match about $161,059 at 4% or $107,373 at 6%.
Boston, Bates & Holt 401K Retirement Plan-7$1,168,518$90,193$12,885iApproximate average salary by contribution assumption: employee only about $322,118 at 4% or $214,745 at 6%; with 50% employer match about $214,745 at 4% or $143,163 at 6%; with 100% employer match about $161,059 at 4% or $107,373 at 6%.
200117$1,501,490$74,224$10,603iApproximate average salary by contribution assumption: employee only about $265,086 at 4% or $176,724 at 6%; with 50% employer match about $176,724 at 4% or $117,816 at 6%; with 100% employer match about $132,543 at 4% or $88,362 at 6%.
Boston, Bates & Holt 401K Retirement Plan-7$1,501,490$74,224$10,603iApproximate average salary by contribution assumption: employee only about $265,086 at 4% or $176,724 at 6%; with 50% employer match about $176,724 at 4% or $117,816 at 6%; with 100% employer match about $132,543 at 4% or $88,362 at 6%.
200019$1,661,620$76,643$8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,931 at 6%; with 50% employer match about $141,931 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%.
Boston, Bates & Holt 401K Retirement Plan-9$1,661,620$76,643$8,516iApproximate average salary by contribution assumption: employee only about $212,897 at 4% or $141,931 at 6%; with 50% employer match about $141,931 at 4% or $94,621 at 6%; with 100% employer match about $106,449 at 4% or $70,966 at 6%.
199919$1,647,424$65,209$7,245iApproximate average salary by contribution assumption: employee only about $181,136 at 4% or $120,757 at 6%; with 50% employer match about $120,757 at 4% or $80,505 at 6%; with 100% employer match about $90,568 at 4% or $60,379 at 6%.
Boston, Bates & Holt 401K Retirement Plan-9$1,647,424$65,209$7,245iApproximate average salary by contribution assumption: employee only about $181,136 at 4% or $120,757 at 6%; with 50% employer match about $120,757 at 4% or $80,505 at 6%; with 100% employer match about $90,568 at 4% or $60,379 at 6%.