Civic Intelligence

Holmes and Associates

Plan context: Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust

EIN 64-0614358 • Gulfport, MS • 11 filings • 3 plans

P.O. Box 7155Gulfport, MS 39506-7155
Current Snapshot

Latest Year

2010

2010 Participants

2

2010 Assets

$635,811

2010 Contributions

$51,767

Historical Graphs

Total Assets Over Time

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

$635,811$317,906$0199920042010YearValue
$635,811Latest year 2010

Participants Over Time

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

320199920042010YearValue
2Latest year 2010

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
201012$635,811$51,767$25,884iApproximate average salary by contribution assumption: employee only about $647,088 at 4% or $431,392 at 6%; with 50% employer match about $431,392 at 4% or $287,594 at 6%; with 100% employer match about $323,544 at 4% or $215,696 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-2$635,811$51,767$25,884iApproximate average salary by contribution assumption: employee only about $647,088 at 4% or $431,392 at 6%; with 50% employer match about $431,392 at 4% or $287,594 at 6%; with 100% employer match about $323,544 at 4% or $215,696 at 6%.
200812$0$0-
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-2---
200712$0$0-
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-2---
200612$329,435$64,157$32,079iApproximate average salary by contribution assumption: employee only about $801,963 at 4% or $534,642 at 6%; with 50% employer match about $534,642 at 4% or $356,428 at 6%; with 100% employer match about $400,981 at 4% or $267,321 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-2$329,435$64,157$32,079iApproximate average salary by contribution assumption: employee only about $801,963 at 4% or $534,642 at 6%; with 50% employer match about $534,642 at 4% or $356,428 at 6%; with 100% employer match about $400,981 at 4% or $267,321 at 6%.
200512$308,578$75,958$37,979iApproximate average salary by contribution assumption: employee only about $949,475 at 4% or $632,983 at 6%; with 50% employer match about $632,983 at 4% or $421,989 at 6%; with 100% employer match about $474,738 at 4% or $316,492 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-2$308,578$75,958$37,979iApproximate average salary by contribution assumption: employee only about $949,475 at 4% or $632,983 at 6%; with 50% employer match about $632,983 at 4% or $421,989 at 6%; with 100% employer match about $474,738 at 4% or $316,492 at 6%.
200413$231,901$32,644$10,881iApproximate average salary by contribution assumption: employee only about $272,033 at 4% or $181,356 at 6%; with 50% employer match about $181,356 at 4% or $120,904 at 6%; with 100% employer match about $136,017 at 4% or $90,678 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3$231,901$32,644$10,881iApproximate average salary by contribution assumption: employee only about $272,033 at 4% or $181,356 at 6%; with 50% employer match about $181,356 at 4% or $120,904 at 6%; with 100% employer match about $136,017 at 4% or $90,678 at 6%.
200313$201,012$52,593$17,531iApproximate average salary by contribution assumption: employee only about $438,275 at 4% or $292,183 at 6%; with 50% employer match about $292,183 at 4% or $194,789 at 6%; with 100% employer match about $219,138 at 4% or $146,092 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3$201,012$52,593$17,531iApproximate average salary by contribution assumption: employee only about $438,275 at 4% or $292,183 at 6%; with 50% employer match about $292,183 at 4% or $194,789 at 6%; with 100% employer match about $219,138 at 4% or $146,092 at 6%.
200213$126,266$85,404$28,468iApproximate average salary by contribution assumption: employee only about $711,700 at 4% or $474,467 at 6%; with 50% employer match about $474,467 at 4% or $316,311 at 6%; with 100% employer match about $355,850 at 4% or $237,233 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3$126,266$85,404$28,468iApproximate average salary by contribution assumption: employee only about $711,700 at 4% or $474,467 at 6%; with 50% employer match about $474,467 at 4% or $316,311 at 6%; with 100% employer match about $355,850 at 4% or $237,233 at 6%.
200113$0$0-
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3---
200013$51,448$30,982$10,327iApproximate average salary by contribution assumption: employee only about $258,183 at 4% or $172,122 at 6%; with 50% employer match about $172,122 at 4% or $114,748 at 6%; with 100% employer match about $129,092 at 4% or $86,061 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3$51,448$30,982$10,327iApproximate average salary by contribution assumption: employee only about $258,183 at 4% or $172,122 at 6%; with 50% employer match about $172,122 at 4% or $114,748 at 6%; with 100% employer match about $129,092 at 4% or $86,061 at 6%.
199913$31,992$23,115$7,705iApproximate average salary by contribution assumption: employee only about $192,625 at 4% or $128,417 at 6%; with 50% employer match about $128,417 at 4% or $85,611 at 6%; with 100% employer match about $96,313 at 4% or $64,208 at 6%.
Fred B. Holmes Insurance Agency 401K Profit Sharing Plan and Trust-3$31,992$23,115$7,705iApproximate average salary by contribution assumption: employee only about $192,625 at 4% or $128,417 at 6%; with 50% employer match about $128,417 at 4% or $85,611 at 6%; with 100% employer match about $96,313 at 4% or $64,208 at 6%.