Civic Intelligence

Holistic Approach

Plan context: Holistic Approach Profit Sharing Plan

EIN 68-0307717 • Stockton, CA • 14 filings • 1 plans

4505 Precissi LaneStockton, CA 95207
Current Snapshot

Latest Year

2013

2013 Participants

6

2013 Assets

$79,917

2013 Contributions

$18,214

Historical Graphs

Total Assets Over Time

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

$503,405$251,703$0199920062012YearValue
$79,917Latest year 2012

Participants Over Time

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

73370199920052012YearValue
6Latest year 2012

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
201310$0$0-
Holistic Approach Profit Sharing Plan-0$0--
201216$79,917$0-
Holistic Approach Profit Sharing Plan-6$79,917$0-
201118$76,343$0-
Holistic Approach Profit Sharing Plan-8$76,343--
2010111$98,937$0-
Holistic Approach Profit Sharing Plan-11$98,937--
2009118$265,752$0-
Holistic Approach Profit Sharing Plan-18$265,752--
2008124$0$0-
Holistic Approach Profit Sharing Plan-24---
2006125$503,405$18,214$729iApproximate average salary by contribution assumption: employee only about $18,214 at 4% or $12,143 at 6%; with 50% employer match about $12,143 at 4% or $8,095 at 6%; with 100% employer match about $9,107 at 4% or $6,071 at 6%.
Holistic Approach Profit Sharing Plan-25$503,405$18,214$729iApproximate average salary by contribution assumption: employee only about $18,214 at 4% or $12,143 at 6%; with 50% employer match about $12,143 at 4% or $8,095 at 6%; with 100% employer match about $9,107 at 4% or $6,071 at 6%.
2005132$468,899$15,701$491iApproximate average salary by contribution assumption: employee only about $12,266 at 4% or $8,178 at 6%; with 50% employer match about $8,178 at 4% or $5,452 at 6%; with 100% employer match about $6,133 at 4% or $4,089 at 6%.
Holistic Approach Profit Sharing Plan-32$468,899$15,701$491iApproximate average salary by contribution assumption: employee only about $12,266 at 4% or $8,178 at 6%; with 50% employer match about $8,178 at 4% or $5,452 at 6%; with 100% employer match about $6,133 at 4% or $4,089 at 6%.
2004135$480,958$69,364$1,982iApproximate average salary by contribution assumption: employee only about $49,546 at 4% or $33,030 at 6%; with 50% employer match about $33,030 at 4% or $22,020 at 6%; with 100% employer match about $24,773 at 4% or $16,515 at 6%.
Holistic Approach Profit Sharing Plan-35$480,958$69,364$1,982iApproximate average salary by contribution assumption: employee only about $49,546 at 4% or $33,030 at 6%; with 50% employer match about $33,030 at 4% or $22,020 at 6%; with 100% employer match about $24,773 at 4% or $16,515 at 6%.
2003130$441,664$24,391$813iApproximate average salary by contribution assumption: employee only about $20,326 at 4% or $13,551 at 6%; with 50% employer match about $13,551 at 4% or $9,034 at 6%; with 100% employer match about $10,163 at 4% or $6,775 at 6%.
Holistic Approach Profit Sharing Plan-30$441,664$24,391$813iApproximate average salary by contribution assumption: employee only about $20,326 at 4% or $13,551 at 6%; with 50% employer match about $13,551 at 4% or $9,034 at 6%; with 100% employer match about $10,163 at 4% or $6,775 at 6%.
2002138$0$0-
Holistic Approach Profit Sharing Plan-38---
2001151$0$0-
Holistic Approach Profit Sharing Plan-51---
2000147$0$0-
Holistic Approach Profit Sharing Plan-47---
1999173$478,819$88,168$1,208iApproximate average salary by contribution assumption: employee only about $30,195 at 4% or $20,130 at 6%; with 50% employer match about $20,130 at 4% or $13,420 at 6%; with 100% employer match about $15,097 at 4% or $10,065 at 6%.
Holistic Approach Profit Sharing Plan-73$478,819$88,168$1,208iApproximate average salary by contribution assumption: employee only about $30,195 at 4% or $20,130 at 6%; with 50% employer match about $20,130 at 4% or $13,420 at 6%; with 100% employer match about $15,097 at 4% or $10,065 at 6%.