Holbrook Peterson & Smith PLLC
Plan context: Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan
EIN 62-1659772 • Knoxville, TN • 19 filings • 4 plans
Current Snapshot
Latest Year
2017
2017 Participants
13
2017 Assets
$728,554
2017 Contributions
$47,023
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 2 | 13 | $728,554 | $47,023 | $3,617iApproximate average salary by contribution assumption: employee only about $90,429 at 4% or $60,286 at 6%; with 50% employer match about $60,286 at 4% or $40,191 at 6%; with 100% employer match about $45,214 at 4% or $30,143 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 13 | $728,554 | $44,365 | $3,413iApproximate average salary by contribution assumption: employee only about $85,317 at 4% or $56,878 at 6%; with 50% employer match about $56,878 at 4% or $37,919 at 6%; with 100% employer match about $42,659 at 4% or $28,439 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 0 | $0 | $2,658 | - |
| 2016 | 1 | 14 | $702,320 | $29,029 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,558 at 6%; with 50% employer match about $34,558 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 14 | $702,320 | $29,029 | $2,074iApproximate average salary by contribution assumption: employee only about $51,838 at 4% or $34,558 at 6%; with 50% employer match about $34,558 at 4% or $23,039 at 6%; with 100% employer match about $25,919 at 4% or $17,279 at 6%. |
| 2015 | 1 | 16 | $675,635 | $32,330 | $2,021iApproximate average salary by contribution assumption: employee only about $50,516 at 4% or $33,677 at 6%; with 50% employer match about $33,677 at 4% or $22,451 at 6%; with 100% employer match about $25,258 at 4% or $16,839 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 16 | $675,635 | $32,330 | $2,021iApproximate average salary by contribution assumption: employee only about $50,516 at 4% or $33,677 at 6%; with 50% employer match about $33,677 at 4% or $22,451 at 6%; with 100% employer match about $25,258 at 4% or $16,839 at 6%. |
| 2014 | 1 | 13 | $659,255 | $39,208 | $3,016iApproximate average salary by contribution assumption: employee only about $75,400 at 4% or $50,267 at 6%; with 50% employer match about $50,267 at 4% or $33,511 at 6%; with 100% employer match about $37,700 at 4% or $25,133 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 13 | $659,255 | $39,208 | $3,016iApproximate average salary by contribution assumption: employee only about $75,400 at 4% or $50,267 at 6%; with 50% employer match about $50,267 at 4% or $33,511 at 6%; with 100% employer match about $37,700 at 4% or $25,133 at 6%. |
| 2013 | 1 | 12 | $597,659 | $35,500 | $2,958iApproximate average salary by contribution assumption: employee only about $73,958 at 4% or $49,306 at 6%; with 50% employer match about $49,306 at 4% or $32,870 at 6%; with 100% employer match about $36,979 at 4% or $24,653 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 12 | $597,659 | $35,500 | $2,958iApproximate average salary by contribution assumption: employee only about $73,958 at 4% or $49,306 at 6%; with 50% employer match about $49,306 at 4% or $32,870 at 6%; with 100% employer match about $36,979 at 4% or $24,653 at 6%. |
| 2012 | 1 | 12 | $471,869 | $32,306 | $2,692iApproximate average salary by contribution assumption: employee only about $67,304 at 4% or $44,869 at 6%; with 50% employer match about $44,869 at 4% or $29,913 at 6%; with 100% employer match about $33,652 at 4% or $22,435 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 12 | $471,869 | $32,306 | $2,692iApproximate average salary by contribution assumption: employee only about $67,304 at 4% or $44,869 at 6%; with 50% employer match about $44,869 at 4% or $29,913 at 6%; with 100% employer match about $33,652 at 4% or $22,435 at 6%. |
| 2011 | 1 | 12 | $385,385 | $37,525 | $3,127iApproximate average salary by contribution assumption: employee only about $78,177 at 4% or $52,118 at 6%; with 50% employer match about $52,118 at 4% or $34,745 at 6%; with 100% employer match about $39,089 at 4% or $26,059 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 12 | $385,385 | $37,525 | $3,127iApproximate average salary by contribution assumption: employee only about $78,177 at 4% or $52,118 at 6%; with 50% employer match about $52,118 at 4% or $34,745 at 6%; with 100% employer match about $39,089 at 4% or $26,059 at 6%. |
| 2010 | 1 | 12 | $370,171 | $32,280 | $2,690iApproximate average salary by contribution assumption: employee only about $67,250 at 4% or $44,833 at 6%; with 50% employer match about $44,833 at 4% or $29,889 at 6%; with 100% employer match about $33,625 at 4% or $22,417 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 12 | $370,171 | $32,280 | $2,690iApproximate average salary by contribution assumption: employee only about $67,250 at 4% or $44,833 at 6%; with 50% employer match about $44,833 at 4% or $29,889 at 6%; with 100% employer match about $33,625 at 4% or $22,417 at 6%. |
| 2009 | 1 | 9 | $304,199 | $19,404 | $2,156iApproximate average salary by contribution assumption: employee only about $53,900 at 4% or $35,933 at 6%; with 50% employer match about $35,933 at 4% or $23,956 at 6%; with 100% employer match about $26,950 at 4% or $17,967 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 9 | $304,199 | $19,404 | $2,156iApproximate average salary by contribution assumption: employee only about $53,900 at 4% or $35,933 at 6%; with 50% employer match about $35,933 at 4% or $23,956 at 6%; with 100% employer match about $26,950 at 4% or $17,967 at 6%. |
| 2008 | 1 | 7 | $244,253 | $27,527 | $3,932iApproximate average salary by contribution assumption: employee only about $98,311 at 4% or $65,540 at 6%; with 50% employer match about $65,540 at 4% or $43,694 at 6%; with 100% employer match about $49,155 at 4% or $32,770 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 7 | $244,253 | $27,527 | $3,932iApproximate average salary by contribution assumption: employee only about $98,311 at 4% or $65,540 at 6%; with 50% employer match about $65,540 at 4% or $43,694 at 6%; with 100% employer match about $49,155 at 4% or $32,770 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 9 | $351,421 | $25,441 | $2,827iApproximate average salary by contribution assumption: employee only about $70,669 at 4% or $47,113 at 6%; with 50% employer match about $47,113 at 4% or $31,409 at 6%; with 100% employer match about $35,335 at 4% or $23,556 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 9 | $351,421 | $25,441 | $2,827iApproximate average salary by contribution assumption: employee only about $70,669 at 4% or $47,113 at 6%; with 50% employer match about $47,113 at 4% or $31,409 at 6%; with 100% employer match about $35,335 at 4% or $23,556 at 6%. |
| 2005 | 1 | 8 | $294,345 | $23,602 | $2,950iApproximate average salary by contribution assumption: employee only about $73,756 at 4% or $49,171 at 6%; with 50% employer match about $49,171 at 4% or $32,781 at 6%; with 100% employer match about $36,878 at 4% or $24,585 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 8 | $294,345 | $23,602 | $2,950iApproximate average salary by contribution assumption: employee only about $73,756 at 4% or $49,171 at 6%; with 50% employer match about $49,171 at 4% or $32,781 at 6%; with 100% employer match about $36,878 at 4% or $24,585 at 6%. |
| 2004 | 1 | 9 | $252,620 | $25,335 | $2,815iApproximate average salary by contribution assumption: employee only about $70,375 at 4% or $46,917 at 6%; with 50% employer match about $46,917 at 4% or $31,278 at 6%; with 100% employer match about $35,188 at 4% or $23,458 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 9 | $252,620 | $25,335 | $2,815iApproximate average salary by contribution assumption: employee only about $70,375 at 4% or $46,917 at 6%; with 50% employer match about $46,917 at 4% or $31,278 at 6%; with 100% employer match about $35,188 at 4% or $23,458 at 6%. |
| 2003 | 1 | 9 | $251,679 | $29,458 | $3,273iApproximate average salary by contribution assumption: employee only about $81,828 at 4% or $54,552 at 6%; with 50% employer match about $54,552 at 4% or $36,368 at 6%; with 100% employer match about $40,914 at 4% or $27,276 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 9 | $251,679 | $29,458 | $3,273iApproximate average salary by contribution assumption: employee only about $81,828 at 4% or $54,552 at 6%; with 50% employer match about $54,552 at 4% or $36,368 at 6%; with 100% employer match about $40,914 at 4% or $27,276 at 6%. |
| 2002 | 1 | 8 | $182,429 | $8,647 | $1,081iApproximate average salary by contribution assumption: employee only about $27,022 at 4% or $18,015 at 6%; with 50% employer match about $18,015 at 4% or $12,010 at 6%; with 100% employer match about $13,511 at 4% or $9,007 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 8 | $182,429 | $8,647 | $1,081iApproximate average salary by contribution assumption: employee only about $27,022 at 4% or $18,015 at 6%; with 50% employer match about $18,015 at 4% or $12,010 at 6%; with 100% employer match about $13,511 at 4% or $9,007 at 6%. |
| 2001 | 1 | 5 | $213,858 | $10,785 | $2,157iApproximate average salary by contribution assumption: employee only about $53,925 at 4% or $35,950 at 6%; with 50% employer match about $35,950 at 4% or $23,967 at 6%; with 100% employer match about $26,963 at 4% or $17,975 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 5 | $213,858 | $10,785 | $2,157iApproximate average salary by contribution assumption: employee only about $53,925 at 4% or $35,950 at 6%; with 50% employer match about $35,950 at 4% or $23,967 at 6%; with 100% employer match about $26,963 at 4% or $17,975 at 6%. |
| 2000 | 1 | 6 | $216,871 | $22,837 | $3,806iApproximate average salary by contribution assumption: employee only about $95,154 at 4% or $63,436 at 6%; with 50% employer match about $63,436 at 4% or $42,291 at 6%; with 100% employer match about $47,577 at 4% or $31,718 at 6%. |
| Holbrook Peterson & Smith PLLC 401(K) Profit Sharing Plan | - | 6 | $216,871 | $22,837 | $3,806iApproximate average salary by contribution assumption: employee only about $95,154 at 4% or $63,436 at 6%; with 50% employer match about $63,436 at 4% or $42,291 at 6%; with 100% employer match about $47,577 at 4% or $31,718 at 6%. |