Civic Intelligence

Holland, Ray, Upchurch & Hillen P. A.

Plan context: Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust

EIN 64-0643924 • Tupelo, MS • 25 filings • 9 plans

322 Jefferson StreetTupelo, MS 38804-3936
Current Snapshot

Latest Year

2018

2018 Participants

7

2018 Assets

$3,444,482

2018 Contributions

$85,148

Historical Graphs

Total Assets Over Time

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

$5,208,105$2,604,053$0199920092017YearValue
$3,444,482Latest year 2017

Participants Over Time

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

21110199920082017YearValue
7Latest year 2017

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
201810$0$85,148-
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-0$0$85,148-
201717$3,444,482$132,694$18,956iApproximate average salary by contribution assumption: employee only about $473,907 at 4% or $315,938 at 6%; with 50% employer match about $315,938 at 4% or $210,625 at 6%; with 100% employer match about $236,954 at 4% or $157,969 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-7$3,444,482$132,694$18,956iApproximate average salary by contribution assumption: employee only about $473,907 at 4% or $315,938 at 6%; with 50% employer match about $315,938 at 4% or $210,625 at 6%; with 100% employer match about $236,954 at 4% or $157,969 at 6%.
201617$2,930,368$103,261$14,752iApproximate average salary by contribution assumption: employee only about $368,789 at 4% or $245,860 at 6%; with 50% employer match about $245,860 at 4% or $163,906 at 6%; with 100% employer match about $184,395 at 4% or $122,930 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-7$2,930,368$103,261$14,752iApproximate average salary by contribution assumption: employee only about $368,789 at 4% or $245,860 at 6%; with 50% employer match about $245,860 at 4% or $163,906 at 6%; with 100% employer match about $184,395 at 4% or $122,930 at 6%.
201519$2,720,733$52,761$5,862iApproximate average salary by contribution assumption: employee only about $146,558 at 4% or $97,706 at 6%; with 50% employer match about $97,706 at 4% or $65,137 at 6%; with 100% employer match about $73,279 at 4% or $48,853 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-9$2,720,733$52,761$5,862iApproximate average salary by contribution assumption: employee only about $146,558 at 4% or $97,706 at 6%; with 50% employer match about $97,706 at 4% or $65,137 at 6%; with 100% employer match about $73,279 at 4% or $48,853 at 6%.
201418$2,839,507$132,254$16,532iApproximate average salary by contribution assumption: employee only about $413,294 at 4% or $275,529 at 6%; with 50% employer match about $275,529 at 4% or $183,686 at 6%; with 100% employer match about $206,647 at 4% or $137,765 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-8$2,839,507$132,254$16,532iApproximate average salary by contribution assumption: employee only about $413,294 at 4% or $275,529 at 6%; with 50% employer match about $275,529 at 4% or $183,686 at 6%; with 100% employer match about $206,647 at 4% or $137,765 at 6%.
2013114$3,676,196$174,857$12,490iApproximate average salary by contribution assumption: employee only about $312,245 at 4% or $208,163 at 6%; with 50% employer match about $208,163 at 4% or $138,775 at 6%; with 100% employer match about $156,122 at 4% or $104,082 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-14$3,676,196$174,857$12,490iApproximate average salary by contribution assumption: employee only about $312,245 at 4% or $208,163 at 6%; with 50% employer match about $208,163 at 4% or $138,775 at 6%; with 100% employer match about $156,122 at 4% or $104,082 at 6%.
2012116$5,208,105$233,371$14,586iApproximate average salary by contribution assumption: employee only about $364,642 at 4% or $243,095 at 6%; with 50% employer match about $243,095 at 4% or $162,063 at 6%; with 100% employer match about $182,321 at 4% or $121,547 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-16$5,208,105$233,371$14,586iApproximate average salary by contribution assumption: employee only about $364,642 at 4% or $243,095 at 6%; with 50% employer match about $243,095 at 4% or $162,063 at 6%; with 100% employer match about $182,321 at 4% or $121,547 at 6%.
2011117$4,613,548$207,758$12,221iApproximate average salary by contribution assumption: employee only about $305,526 at 4% or $203,684 at 6%; with 50% employer match about $203,684 at 4% or $135,790 at 6%; with 100% employer match about $152,763 at 4% or $101,842 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-17$4,613,548$207,758$12,221iApproximate average salary by contribution assumption: employee only about $305,526 at 4% or $203,684 at 6%; with 50% employer match about $203,684 at 4% or $135,790 at 6%; with 100% employer match about $152,763 at 4% or $101,842 at 6%.
2010118$4,398,443$106,940$5,941iApproximate average salary by contribution assumption: employee only about $148,528 at 4% or $99,019 at 6%; with 50% employer match about $99,019 at 4% or $66,012 at 6%; with 100% employer match about $74,264 at 4% or $49,509 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-18$4,398,443$106,940$5,941iApproximate average salary by contribution assumption: employee only about $148,528 at 4% or $99,019 at 6%; with 50% employer match about $99,019 at 4% or $66,012 at 6%; with 100% employer match about $74,264 at 4% or $49,509 at 6%.
2009118$4,455,242$180,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-18$4,455,242$180,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
2008116$3,618,105$187,649$11,728iApproximate average salary by contribution assumption: employee only about $293,202 at 4% or $195,468 at 6%; with 50% employer match about $195,468 at 4% or $130,312 at 6%; with 100% employer match about $146,601 at 4% or $97,734 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-16$3,618,105$187,649$11,728iApproximate average salary by contribution assumption: employee only about $293,202 at 4% or $195,468 at 6%; with 50% employer match about $195,468 at 4% or $130,312 at 6%; with 100% employer match about $146,601 at 4% or $97,734 at 6%.
2007112$4,855,027$181,175$15,098iApproximate average salary by contribution assumption: employee only about $377,448 at 4% or $251,632 at 6%; with 50% employer match about $251,632 at 4% or $167,755 at 6%; with 100% employer match about $188,724 at 4% or $125,816 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-12$4,855,027$181,175$15,098iApproximate average salary by contribution assumption: employee only about $377,448 at 4% or $251,632 at 6%; with 50% employer match about $251,632 at 4% or $167,755 at 6%; with 100% employer match about $188,724 at 4% or $125,816 at 6%.
2006121$5,084,422$195,723$9,320iApproximate average salary by contribution assumption: employee only about $233,004 at 4% or $155,336 at 6%; with 50% employer match about $155,336 at 4% or $103,557 at 6%; with 100% employer match about $116,502 at 4% or $77,668 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-21$5,084,422$195,723$9,320iApproximate average salary by contribution assumption: employee only about $233,004 at 4% or $155,336 at 6%; with 50% employer match about $155,336 at 4% or $103,557 at 6%; with 100% employer match about $116,502 at 4% or $77,668 at 6%.
2005112$4,566,551$162,578$13,548iApproximate average salary by contribution assumption: employee only about $338,704 at 4% or $225,803 at 6%; with 50% employer match about $225,803 at 4% or $150,535 at 6%; with 100% employer match about $169,352 at 4% or $112,901 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-12$4,566,551$162,578$13,548iApproximate average salary by contribution assumption: employee only about $338,704 at 4% or $225,803 at 6%; with 50% employer match about $225,803 at 4% or $150,535 at 6%; with 100% employer match about $169,352 at 4% or $112,901 at 6%.
2004115$4,240,111$185,688$12,379iApproximate average salary by contribution assumption: employee only about $309,480 at 4% or $206,320 at 6%; with 50% employer match about $206,320 at 4% or $137,547 at 6%; with 100% employer match about $154,740 at 4% or $103,160 at 6%.
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-15$4,240,111$185,688$12,379iApproximate average salary by contribution assumption: employee only about $309,480 at 4% or $206,320 at 6%; with 50% employer match about $206,320 at 4% or $137,547 at 6%; with 100% employer match about $154,740 at 4% or $103,160 at 6%.
2003214$3,857,167$210,018$15,001iApproximate average salary by contribution assumption: employee only about $375,032 at 4% or $250,021 at 6%; with 50% employer match about $250,021 at 4% or $166,681 at 6%; with 100% employer match about $187,516 at 4% or $125,011 at 6%.
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-14$3,857,167$210,018$15,001iApproximate average salary by contribution assumption: employee only about $375,032 at 4% or $250,021 at 6%; with 50% employer match about $250,021 at 4% or $166,681 at 6%; with 100% employer match about $187,516 at 4% or $125,011 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-0---
2002213$3,160,659$91,971$7,075iApproximate average salary by contribution assumption: employee only about $176,867 at 4% or $117,912 at 6%; with 50% employer match about $117,912 at 4% or $78,608 at 6%; with 100% employer match about $88,434 at 4% or $58,956 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-13$1,783,407$32,997$2,538iApproximate average salary by contribution assumption: employee only about $63,456 at 4% or $42,304 at 6%; with 50% employer match about $42,304 at 4% or $28,203 at 6%; with 100% employer match about $31,728 at 4% or $21,152 at 6%.
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-13$1,377,252$58,974$4,536iApproximate average salary by contribution assumption: employee only about $113,412 at 4% or $75,608 at 6%; with 50% employer match about $75,608 at 4% or $50,405 at 6%; with 100% employer match about $56,706 at 4% or $37,804 at 6%.
2001213$0$0-
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-13---
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-13---
2000212$3,545,537$71,653$5,971iApproximate average salary by contribution assumption: employee only about $149,277 at 4% or $99,518 at 6%; with 50% employer match about $99,518 at 4% or $66,345 at 6%; with 100% employer match about $74,639 at 4% or $49,759 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-12$2,026,076$26,044$2,170iApproximate average salary by contribution assumption: employee only about $54,258 at 4% or $36,172 at 6%; with 50% employer match about $36,172 at 4% or $24,115 at 6%; with 100% employer match about $27,129 at 4% or $18,086 at 6%.
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-12$1,519,461$45,609$3,801iApproximate average salary by contribution assumption: employee only about $95,019 at 4% or $63,346 at 6%; with 50% employer match about $63,346 at 4% or $42,231 at 6%; with 100% employer match about $47,509 at 4% or $31,673 at 6%.
1999214$3,849,824$69,183$4,942iApproximate average salary by contribution assumption: employee only about $123,541 at 4% or $82,361 at 6%; with 50% employer match about $82,361 at 4% or $54,907 at 6%; with 100% employer match about $61,771 at 4% or $41,180 at 6%.
Holland, Ray & Upchurch P. a. Employees Retirement Plan & Trust-14$2,207,107$25,581$1,827iApproximate average salary by contribution assumption: employee only about $45,680 at 4% or $30,454 at 6%; with 50% employer match about $30,454 at 4% or $20,302 at 6%; with 100% employer match about $22,840 at 4% or $15,227 at 6%.
Holland, Ray & Upchurch P. a. Employees Money-Purchase Pension Plan-14$1,642,717$43,602$3,114iApproximate average salary by contribution assumption: employee only about $77,861 at 4% or $51,907 at 6%; with 50% employer match about $51,907 at 4% or $34,605 at 6%; with 100% employer match about $38,930 at 4% or $25,954 at 6%.