Civic Intelligence

Holly Wealth Management Group Ltd.

Plan context: Holly Wealth Management Group Ltd Ps Plan

EIN 65-1218735 • Toledo, OH • 12 filings • 1 plans

4159 N. Holland-sylvania Rd Ste 204Toledo, OH 43623
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$201,577

2016 Contributions

$14,336

Historical Graphs

Total Assets Over Time

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

$388,576$194,288$0200520112015YearValue
$201,577Latest year 2015

Participants Over Time

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

320200520102015YearValue
2Latest year 2015

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
201610$0$0-
Holly Wealth Management Group Ltd Ps Plan-0$0$0-
201512$201,577$14,336$7,168iApproximate average salary by contribution assumption: employee only about $179,200 at 4% or $119,467 at 6%; with 50% employer match about $119,467 at 4% or $79,644 at 6%; with 100% employer match about $89,600 at 4% or $59,733 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$201,577$14,336$7,168iApproximate average salary by contribution assumption: employee only about $179,200 at 4% or $119,467 at 6%; with 50% employer match about $119,467 at 4% or $79,644 at 6%; with 100% employer match about $89,600 at 4% or $59,733 at 6%.
201412$189,773$12,746$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$189,773$12,746$6,373iApproximate average salary by contribution assumption: employee only about $159,325 at 4% or $106,217 at 6%; with 50% employer match about $106,217 at 4% or $70,811 at 6%; with 100% employer match about $79,663 at 4% or $53,108 at 6%.
201312$161,151$13,453$6,727iApproximate average salary by contribution assumption: employee only about $168,163 at 4% or $112,108 at 6%; with 50% employer match about $112,108 at 4% or $74,739 at 6%; with 100% employer match about $84,081 at 4% or $56,054 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$161,151$13,453$6,727iApproximate average salary by contribution assumption: employee only about $168,163 at 4% or $112,108 at 6%; with 50% employer match about $112,108 at 4% or $74,739 at 6%; with 100% employer match about $84,081 at 4% or $56,054 at 6%.
201212$119,061$15,537$7,769iApproximate average salary by contribution assumption: employee only about $194,213 at 4% or $129,475 at 6%; with 50% employer match about $129,475 at 4% or $86,317 at 6%; with 100% employer match about $97,106 at 4% or $64,738 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$119,061$15,537$7,769iApproximate average salary by contribution assumption: employee only about $194,213 at 4% or $129,475 at 6%; with 50% employer match about $129,475 at 4% or $86,317 at 6%; with 100% employer match about $97,106 at 4% or $64,738 at 6%.
201112$89,678$15,767$7,884iApproximate average salary by contribution assumption: employee only about $197,088 at 4% or $131,392 at 6%; with 50% employer match about $131,392 at 4% or $87,594 at 6%; with 100% employer match about $98,544 at 4% or $65,696 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$89,678$15,767$7,884iApproximate average salary by contribution assumption: employee only about $197,088 at 4% or $131,392 at 6%; with 50% employer match about $131,392 at 4% or $87,594 at 6%; with 100% employer match about $98,544 at 4% or $65,696 at 6%.
201012$83,950$16,569$8,285iApproximate average salary by contribution assumption: employee only about $207,113 at 4% or $138,075 at 6%; with 50% employer match about $138,075 at 4% or $92,050 at 6%; with 100% employer match about $103,556 at 4% or $69,038 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$83,950$16,569$8,285iApproximate average salary by contribution assumption: employee only about $207,113 at 4% or $138,075 at 6%; with 50% employer match about $138,075 at 4% or $92,050 at 6%; with 100% employer match about $103,556 at 4% or $69,038 at 6%.
200913$236,762$35,698$11,899iApproximate average salary by contribution assumption: employee only about $297,483 at 4% or $198,322 at 6%; with 50% employer match about $198,322 at 4% or $132,215 at 6%; with 100% employer match about $148,742 at 4% or $99,161 at 6%.
Holly Wealth Management Group Ltd Ps Plan-3$236,762$35,698$11,899iApproximate average salary by contribution assumption: employee only about $297,483 at 4% or $198,322 at 6%; with 50% employer match about $198,322 at 4% or $132,215 at 6%; with 100% employer match about $148,742 at 4% or $99,161 at 6%.
200813$262,156$59,329$19,776iApproximate average salary by contribution assumption: employee only about $494,408 at 4% or $329,606 at 6%; with 50% employer match about $329,606 at 4% or $219,737 at 6%; with 100% employer match about $247,204 at 4% or $164,803 at 6%.
Holly Wealth Management Group Ltd Ps Plan-3$262,156$59,329$19,776iApproximate average salary by contribution assumption: employee only about $494,408 at 4% or $329,606 at 6%; with 50% employer match about $329,606 at 4% or $219,737 at 6%; with 100% employer match about $247,204 at 4% or $164,803 at 6%.
200712$388,576$53,024$26,512iApproximate average salary by contribution assumption: employee only about $662,800 at 4% or $441,867 at 6%; with 50% employer match about $441,867 at 4% or $294,578 at 6%; with 100% employer match about $331,400 at 4% or $220,933 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$388,576$53,024$26,512iApproximate average salary by contribution assumption: employee only about $662,800 at 4% or $441,867 at 6%; with 50% employer match about $441,867 at 4% or $294,578 at 6%; with 100% employer match about $331,400 at 4% or $220,933 at 6%.
200612$0$0-
Holly Wealth Management Group Ltd Ps Plan-2---
200512$229,610$207,641$103,821iApproximate average salary by contribution assumption: employee only about $2,595,513 at 4% or $1,730,342 at 6%; with 50% employer match about $1,730,342 at 4% or $1,153,561 at 6%; with 100% employer match about $1,297,756 at 4% or $865,171 at 6%.
Holly Wealth Management Group Ltd Ps Plan-2$229,610$207,641$103,821iApproximate average salary by contribution assumption: employee only about $2,595,513 at 4% or $1,730,342 at 6%; with 50% employer match about $1,730,342 at 4% or $1,153,561 at 6%; with 100% employer match about $1,297,756 at 4% or $865,171 at 6%.