Civic Intelligence

Lee M. Holmes

Plan context: Lee M. Holmes 401K Plan and Trust

EIN 73-0976325 • 29 filings • 6 plans

Current Snapshot

Latest Year

2022

2022 Participants

7

2022 Assets

$2,580,133

2022 Contributions

$31,705

Historical Graphs

Total Assets Over Time

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

$2,580,133$1,290,067$0199920122021YearValue
$2,580,133Latest year 2021

Participants Over Time

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

1050199920102021YearValue
7Latest year 2021

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
202210$0$31,705-
Lee M. Holmes 401K Plan and Trust-0-$31,705-
202117$2,580,133$40,279$5,754iApproximate average salary by contribution assumption: employee only about $143,854 at 4% or $95,902 at 6%; with 50% employer match about $95,902 at 4% or $63,935 at 6%; with 100% employer match about $71,927 at 4% or $47,951 at 6%.
Lee M. Holmes 401K Plan and Trust-7$2,580,133$40,279$5,754iApproximate average salary by contribution assumption: employee only about $143,854 at 4% or $95,902 at 6%; with 50% employer match about $95,902 at 4% or $63,935 at 6%; with 100% employer match about $71,927 at 4% or $47,951 at 6%.
202017$2,405,035$38,235$5,462iApproximate average salary by contribution assumption: employee only about $136,554 at 4% or $91,036 at 6%; with 50% employer match about $91,036 at 4% or $60,690 at 6%; with 100% employer match about $68,277 at 4% or $45,518 at 6%.
Lee M. Holmes 401K Plan and Trust-7$2,405,035$38,235$5,462iApproximate average salary by contribution assumption: employee only about $136,554 at 4% or $91,036 at 6%; with 50% employer match about $91,036 at 4% or $60,690 at 6%; with 100% employer match about $68,277 at 4% or $45,518 at 6%.
201916$2,033,998$42,049$7,008iApproximate average salary by contribution assumption: employee only about $175,204 at 4% or $116,803 at 6%; with 50% employer match about $116,803 at 4% or $77,869 at 6%; with 100% employer match about $87,602 at 4% or $58,401 at 6%.
Lee M. Holmes 401K Plan and Trust-6$2,033,998$42,049$7,008iApproximate average salary by contribution assumption: employee only about $175,204 at 4% or $116,803 at 6%; with 50% employer match about $116,803 at 4% or $77,869 at 6%; with 100% employer match about $87,602 at 4% or $58,401 at 6%.
201817$1,629,339$45,932$6,562iApproximate average salary by contribution assumption: employee only about $164,043 at 4% or $109,362 at 6%; with 50% employer match about $109,362 at 4% or $72,908 at 6%; with 100% employer match about $82,021 at 4% or $54,681 at 6%.
Lee M. Holmes 401K Plan and Trust-7$1,629,339$45,932$6,562iApproximate average salary by contribution assumption: employee only about $164,043 at 4% or $109,362 at 6%; with 50% employer match about $109,362 at 4% or $72,908 at 6%; with 100% employer match about $82,021 at 4% or $54,681 at 6%.
201717$1,591,912$84,831$12,119iApproximate average salary by contribution assumption: employee only about $302,968 at 4% or $201,979 at 6%; with 50% employer match about $201,979 at 4% or $134,652 at 6%; with 100% employer match about $151,484 at 4% or $100,989 at 6%.
Lee M. Holmes 401K Plan and Trust-7$1,591,912$84,831$12,119iApproximate average salary by contribution assumption: employee only about $302,968 at 4% or $201,979 at 6%; with 50% employer match about $201,979 at 4% or $134,652 at 6%; with 100% employer match about $151,484 at 4% or $100,989 at 6%.
201617$1,405,784$186,724$26,675iApproximate average salary by contribution assumption: employee only about $666,871 at 4% or $444,581 at 6%; with 50% employer match about $444,581 at 4% or $296,387 at 6%; with 100% employer match about $333,436 at 4% or $222,290 at 6%.
Lee M. Holmes 401K Plan and Trust-7$1,405,784$186,724$26,675iApproximate average salary by contribution assumption: employee only about $666,871 at 4% or $444,581 at 6%; with 50% employer match about $444,581 at 4% or $296,387 at 6%; with 100% employer match about $333,436 at 4% or $222,290 at 6%.
201517$1,164,075$41,024$5,861iApproximate average salary by contribution assumption: employee only about $146,514 at 4% or $97,676 at 6%; with 50% employer match about $97,676 at 4% or $65,117 at 6%; with 100% employer match about $73,257 at 4% or $48,838 at 6%.
Lee M. Holmes 401K Plan and Trust-7$1,164,075$41,024$5,861iApproximate average salary by contribution assumption: employee only about $146,514 at 4% or $97,676 at 6%; with 50% employer match about $97,676 at 4% or $65,117 at 6%; with 100% employer match about $73,257 at 4% or $48,838 at 6%.
201418$1,127,796$44,383$5,548iApproximate average salary by contribution assumption: employee only about $138,697 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,643 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%.
Lee M. Holmes 401K Plan and Trust-8$1,127,796$44,383$5,548iApproximate average salary by contribution assumption: employee only about $138,697 at 4% or $92,465 at 6%; with 50% employer match about $92,465 at 4% or $61,643 at 6%; with 100% employer match about $69,348 at 4% or $46,232 at 6%.
201318$1,182,424$53,832$6,729iApproximate average salary by contribution assumption: employee only about $168,225 at 4% or $112,150 at 6%; with 50% employer match about $112,150 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
Lee M. Holmes 401K Plan and Trust-8$1,182,424$53,832$6,729iApproximate average salary by contribution assumption: employee only about $168,225 at 4% or $112,150 at 6%; with 50% employer match about $112,150 at 4% or $74,767 at 6%; with 100% employer match about $84,113 at 4% or $56,075 at 6%.
201218$1,154,799$52,126$6,516iApproximate average salary by contribution assumption: employee only about $162,894 at 4% or $108,596 at 6%; with 50% employer match about $108,596 at 4% or $72,397 at 6%; with 100% employer match about $81,447 at 4% or $54,298 at 6%.
Lee M. Holmes 401K Plan and Trust-8$1,154,799$52,126$6,516iApproximate average salary by contribution assumption: employee only about $162,894 at 4% or $108,596 at 6%; with 50% employer match about $108,596 at 4% or $72,397 at 6%; with 100% employer match about $81,447 at 4% or $54,298 at 6%.
201117$1,107,685$49,349$7,050iApproximate average salary by contribution assumption: employee only about $176,246 at 4% or $117,498 at 6%; with 50% employer match about $117,498 at 4% or $78,332 at 6%; with 100% employer match about $88,123 at 4% or $58,749 at 6%.
Lee M. Holmes 401K Plan and Trust-7$1,107,685$49,349$7,050iApproximate average salary by contribution assumption: employee only about $176,246 at 4% or $117,498 at 6%; with 50% employer match about $117,498 at 4% or $78,332 at 6%; with 100% employer match about $88,123 at 4% or $58,749 at 6%.
2010110$1,110,365$133,562$13,356iApproximate average salary by contribution assumption: employee only about $333,905 at 4% or $222,603 at 6%; with 50% employer match about $222,603 at 4% or $148,402 at 6%; with 100% employer match about $166,953 at 4% or $111,302 at 6%.
Lee M. Holmes 401K Plan and Trust-10$1,110,365$133,562$13,356iApproximate average salary by contribution assumption: employee only about $333,905 at 4% or $222,603 at 6%; with 50% employer match about $222,603 at 4% or $148,402 at 6%; with 100% employer match about $166,953 at 4% or $111,302 at 6%.
2009110$957,992$41,915$4,192iApproximate average salary by contribution assumption: employee only about $104,788 at 4% or $69,858 at 6%; with 50% employer match about $69,858 at 4% or $46,572 at 6%; with 100% employer match about $52,394 at 4% or $34,929 at 6%.
Lee M. Holmes 401K Plan and Trust-10$957,992$41,915$4,192iApproximate average salary by contribution assumption: employee only about $104,788 at 4% or $69,858 at 6%; with 50% employer match about $69,858 at 4% or $46,572 at 6%; with 100% employer match about $52,394 at 4% or $34,929 at 6%.
200817$0$0-
Lee M. Holmes 401K Plan and Trust-7---
200717$0$0-
Lee M. Holmes 401K Plan and Trust-7---
200617$770,978$67,809$9,687iApproximate average salary by contribution assumption: employee only about $242,175 at 4% or $161,450 at 6%; with 50% employer match about $161,450 at 4% or $107,633 at 6%; with 100% employer match about $121,088 at 4% or $80,725 at 6%.
Lee M. Holmes 401K Plan and Trust-7$770,978$67,809$9,687iApproximate average salary by contribution assumption: employee only about $242,175 at 4% or $161,450 at 6%; with 50% employer match about $161,450 at 4% or $107,633 at 6%; with 100% employer match about $121,088 at 4% or $80,725 at 6%.
200515$649,780$66,601$13,320iApproximate average salary by contribution assumption: employee only about $333,005 at 4% or $222,003 at 6%; with 50% employer match about $222,003 at 4% or $148,002 at 6%; with 100% employer match about $166,503 at 4% or $111,002 at 6%.
Lee M. Holmes 401K Plan and Trust-5$649,780$66,601$13,320iApproximate average salary by contribution assumption: employee only about $333,005 at 4% or $222,003 at 6%; with 50% employer match about $222,003 at 4% or $148,002 at 6%; with 100% employer match about $166,503 at 4% or $111,002 at 6%.
200417$547,821$353,386$50,484iApproximate average salary by contribution assumption: employee only about $1,262,093 at 4% or $841,395 at 6%; with 50% employer match about $841,395 at 4% or $560,930 at 6%; with 100% employer match about $631,046 at 4% or $420,698 at 6%.
Lee M. Holmes 401K Plan and Trust-7$547,821$353,386$50,484iApproximate average salary by contribution assumption: employee only about $1,262,093 at 4% or $841,395 at 6%; with 50% employer match about $841,395 at 4% or $560,930 at 6%; with 100% employer match about $631,046 at 4% or $420,698 at 6%.
200327$507,709$68,665$9,809iApproximate average salary by contribution assumption: employee only about $245,232 at 4% or $163,488 at 6%; with 50% employer match about $163,488 at 4% or $108,992 at 6%; with 100% employer match about $122,616 at 4% or $81,744 at 6%.
Lee M. Holmes Employees Pension Plan-4$337,524--
Lee M. Holmes 401K Plan and Trust-7$170,185$68,665$9,809iApproximate average salary by contribution assumption: employee only about $245,232 at 4% or $163,488 at 6%; with 50% employer match about $163,488 at 4% or $108,992 at 6%; with 100% employer match about $122,616 at 4% or $81,744 at 6%.
200226$421,037$66,100$11,017iApproximate average salary by contribution assumption: employee only about $275,417 at 4% or $183,611 at 6%; with 50% employer match about $183,611 at 4% or $122,407 at 6%; with 100% employer match about $137,708 at 4% or $91,806 at 6%.
Lee M. Holmes Employees Pension Plan-6$314,335$31,887$5,315iApproximate average salary by contribution assumption: employee only about $132,863 at 4% or $88,575 at 6%; with 50% employer match about $88,575 at 4% or $59,050 at 6%; with 100% employer match about $66,431 at 4% or $44,288 at 6%.
Lee M. Holmes 401K Plan and Trust-6$106,702$34,213$5,702iApproximate average salary by contribution assumption: employee only about $142,554 at 4% or $95,036 at 6%; with 50% employer match about $95,036 at 4% or $63,357 at 6%; with 100% employer match about $71,277 at 4% or $47,518 at 6%.
200126$0$0-
Lee M. Holmes 401K Plan and Trust-6---
Lee M. Holmes Employees Pension Plan-6---
200026$316,216$71,463$11,911iApproximate average salary by contribution assumption: employee only about $297,763 at 4% or $198,508 at 6%; with 50% employer match about $198,508 at 4% or $132,339 at 6%; with 100% employer match about $148,881 at 4% or $99,254 at 6%.
Lee M. Holmes Employees Pension Plan-5$261,552$36,033$7,207iApproximate average salary by contribution assumption: employee only about $180,165 at 4% or $120,110 at 6%; with 50% employer match about $120,110 at 4% or $80,073 at 6%; with 100% employer match about $90,083 at 4% or $60,055 at 6%.
Lee M. Holmes 401K Plan and Trust-6$54,664$35,430$5,905iApproximate average salary by contribution assumption: employee only about $147,625 at 4% or $98,417 at 6%; with 50% employer match about $98,417 at 4% or $65,611 at 6%; with 100% employer match about $73,813 at 4% or $49,208 at 6%.
199925$268,210$65,356$13,071iApproximate average salary by contribution assumption: employee only about $326,780 at 4% or $217,853 at 6%; with 50% employer match about $217,853 at 4% or $145,236 at 6%; with 100% employer match about $163,390 at 4% or $108,927 at 6%.
Lee M. Holmes Employees Pension Plan-5$238,821$36,077$7,215iApproximate average salary by contribution assumption: employee only about $180,385 at 4% or $120,257 at 6%; with 50% employer match about $120,257 at 4% or $80,171 at 6%; with 100% employer match about $90,193 at 4% or $60,128 at 6%.
Lee M. Holmes 401K Plan and Trust-5$29,389$29,279$5,856iApproximate average salary by contribution assumption: employee only about $146,395 at 4% or $97,597 at 6%; with 50% employer match about $97,597 at 4% or $65,064 at 6%; with 100% employer match about $73,198 at 4% or $48,798 at 6%.