Civic Intelligence

Holt Cooper and Upshaw

Plan context: Holt Cooper and Upshaw Self Employed Profit Sharing Plan

EIN 63-0354641 • Birmingham, AL • 13 filings • 5 plans

205 20th Street NorthSuite 227Birmingham, AL 35203
Current Snapshot

Latest Year

2012

2012 Participants

9

2012 Assets

$847,246

2012 Contributions

$4,265

Historical Graphs

Total Assets Over Time

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

$2,121,083$1,060,542$0200020072011YearValue
$847,246Latest year 2011

Participants Over Time

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

22110200020062011YearValue
9Latest year 2011

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
201210$0$0-
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-0$0--
201119$847,246$4,265$474iApproximate average salary by contribution assumption: employee only about $11,847 at 4% or $7,898 at 6%; with 50% employer match about $7,898 at 4% or $5,265 at 6%; with 100% employer match about $5,924 at 4% or $3,949 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-9$847,246$4,265$474iApproximate average salary by contribution assumption: employee only about $11,847 at 4% or $7,898 at 6%; with 50% employer match about $7,898 at 4% or $5,265 at 6%; with 100% employer match about $5,924 at 4% or $3,949 at 6%.
2010110$921,739$8,412$841iApproximate average salary by contribution assumption: employee only about $21,030 at 4% or $14,020 at 6%; with 50% employer match about $14,020 at 4% or $9,347 at 6%; with 100% employer match about $10,515 at 4% or $7,010 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-10$921,739$8,412$841iApproximate average salary by contribution assumption: employee only about $21,030 at 4% or $14,020 at 6%; with 50% employer match about $14,020 at 4% or $9,347 at 6%; with 100% employer match about $10,515 at 4% or $7,010 at 6%.
2009110$898,626$11,438$1,144iApproximate average salary by contribution assumption: employee only about $28,595 at 4% or $19,063 at 6%; with 50% employer match about $19,063 at 4% or $12,709 at 6%; with 100% employer match about $14,298 at 4% or $9,532 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-10$898,626$11,438$1,144iApproximate average salary by contribution assumption: employee only about $28,595 at 4% or $19,063 at 6%; with 50% employer match about $19,063 at 4% or $12,709 at 6%; with 100% employer match about $14,298 at 4% or $9,532 at 6%.
200818$881,670$14,924$1,866iApproximate average salary by contribution assumption: employee only about $46,638 at 4% or $31,092 at 6%; with 50% employer match about $31,092 at 4% or $20,728 at 6%; with 100% employer match about $23,319 at 4% or $15,546 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-8$881,670$14,924$1,866iApproximate average salary by contribution assumption: employee only about $46,638 at 4% or $31,092 at 6%; with 50% employer match about $31,092 at 4% or $20,728 at 6%; with 100% employer match about $23,319 at 4% or $15,546 at 6%.
200719$1,310,803$18,559$2,062iApproximate average salary by contribution assumption: employee only about $51,553 at 4% or $34,369 at 6%; with 50% employer match about $34,369 at 4% or $22,912 at 6%; with 100% employer match about $25,776 at 4% or $17,184 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-9$1,310,803$18,559$2,062iApproximate average salary by contribution assumption: employee only about $51,553 at 4% or $34,369 at 6%; with 50% employer match about $34,369 at 4% or $22,912 at 6%; with 100% employer match about $25,776 at 4% or $17,184 at 6%.
2006111$1,373,126$26,150$2,377iApproximate average salary by contribution assumption: employee only about $59,432 at 4% or $39,621 at 6%; with 50% employer match about $39,621 at 4% or $26,414 at 6%; with 100% employer match about $29,716 at 4% or $19,811 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-11$1,373,126$26,150$2,377iApproximate average salary by contribution assumption: employee only about $59,432 at 4% or $39,621 at 6%; with 50% employer match about $39,621 at 4% or $26,414 at 6%; with 100% employer match about $29,716 at 4% or $19,811 at 6%.
2005113$1,297,826$16,149$1,242iApproximate average salary by contribution assumption: employee only about $31,056 at 4% or $20,704 at 6%; with 50% employer match about $20,704 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-13$1,297,826$16,149$1,242iApproximate average salary by contribution assumption: employee only about $31,056 at 4% or $20,704 at 6%; with 50% employer match about $20,704 at 4% or $13,803 at 6%; with 100% employer match about $15,528 at 4% or $10,352 at 6%.
2004113$1,838,619$24,665$1,897iApproximate average salary by contribution assumption: employee only about $47,433 at 4% or $31,622 at 6%; with 50% employer match about $31,622 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-13$1,838,619$24,665$1,897iApproximate average salary by contribution assumption: employee only about $47,433 at 4% or $31,622 at 6%; with 50% employer match about $31,622 at 4% or $21,081 at 6%; with 100% employer match about $23,716 at 4% or $15,811 at 6%.
2003114$1,940,701$34,623$2,473iApproximate average salary by contribution assumption: employee only about $61,827 at 4% or $41,218 at 6%; with 50% employer match about $41,218 at 4% or $27,479 at 6%; with 100% employer match about $30,913 at 4% or $20,609 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-14$1,940,701$34,623$2,473iApproximate average salary by contribution assumption: employee only about $61,827 at 4% or $41,218 at 6%; with 50% employer match about $41,218 at 4% or $27,479 at 6%; with 100% employer match about $30,913 at 4% or $20,609 at 6%.
200210$0$0-
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-0---
2001121$0$0-
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-21---
2000122$2,121,083$53,083$2,413iApproximate average salary by contribution assumption: employee only about $60,322 at 4% or $40,214 at 6%; with 50% employer match about $40,214 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,107 at 6%.
Holt Cooper and Upshaw Self Employed Profit Sharing Plan-22$2,121,083$53,083$2,413iApproximate average salary by contribution assumption: employee only about $60,322 at 4% or $40,214 at 6%; with 50% employer match about $40,214 at 4% or $26,810 at 6%; with 100% employer match about $30,161 at 4% or $20,107 at 6%.