Civic Intelligence

Steven E. Holden PC.

Plan context: Holden & Mckenna 401K Profit Sharing Plan and Trust

EIN 73-1547852 • Tulsa, OK • 18 filings • 5 plans

First Place 15 E. 5th St, Ste. 3900Tulsa, OK 74103-0000
Current Snapshot

Latest Year

2024

2024 Participants

29

2024 Assets

$4,278,521

2024 Contributions

$122,119

Historical Graphs

Total Assets Over Time

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

$4,278,521$2,139,261$0200220102024YearValue
$4,278,521Latest year 2024

Participants Over Time

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

37190200020092024YearValue
29Latest year 2024

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
2024129$4,278,521$122,119$4,211iApproximate average salary by contribution assumption: employee only about $105,275 at 4% or $70,183 at 6%; with 50% employer match about $70,183 at 4% or $46,789 at 6%; with 100% employer match about $52,638 at 4% or $35,092 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-29$4,278,521$122,119$4,211iApproximate average salary by contribution assumption: employee only about $105,275 at 4% or $70,183 at 6%; with 50% employer match about $70,183 at 4% or $46,789 at 6%; with 100% employer match about $52,638 at 4% or $35,092 at 6%.
2023133$3,759,184$137,285$4,160iApproximate average salary by contribution assumption: employee only about $104,004 at 4% or $69,336 at 6%; with 50% employer match about $69,336 at 4% or $46,224 at 6%; with 100% employer match about $52,002 at 4% or $34,668 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-33$3,759,184$137,285$4,160iApproximate average salary by contribution assumption: employee only about $104,004 at 4% or $69,336 at 6%; with 50% employer match about $69,336 at 4% or $46,224 at 6%; with 100% employer match about $52,002 at 4% or $34,668 at 6%.
2022134$3,073,509$144,284$4,244iApproximate average salary by contribution assumption: employee only about $106,091 at 4% or $70,727 at 6%; with 50% employer match about $70,727 at 4% or $47,152 at 6%; with 100% employer match about $53,046 at 4% or $35,364 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-34$3,073,509$144,284$4,244iApproximate average salary by contribution assumption: employee only about $106,091 at 4% or $70,727 at 6%; with 50% employer match about $70,727 at 4% or $47,152 at 6%; with 100% employer match about $53,046 at 4% or $35,364 at 6%.
2021137$3,562,668$150,215$4,060iApproximate average salary by contribution assumption: employee only about $101,497 at 4% or $67,664 at 6%; with 50% employer match about $67,664 at 4% or $45,110 at 6%; with 100% employer match about $50,748 at 4% or $33,832 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-37$3,562,668$150,215$4,060iApproximate average salary by contribution assumption: employee only about $101,497 at 4% or $67,664 at 6%; with 50% employer match about $67,664 at 4% or $45,110 at 6%; with 100% employer match about $50,748 at 4% or $33,832 at 6%.
2013125$917,707$123,675$4,947iApproximate average salary by contribution assumption: employee only about $123,675 at 4% or $82,450 at 6%; with 50% employer match about $82,450 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-25$917,707$123,675$4,947iApproximate average salary by contribution assumption: employee only about $123,675 at 4% or $82,450 at 6%; with 50% employer match about $82,450 at 4% or $54,967 at 6%; with 100% employer match about $61,838 at 4% or $41,225 at 6%.
2012125$653,318$105,869$4,235iApproximate average salary by contribution assumption: employee only about $105,869 at 4% or $70,579 at 6%; with 50% employer match about $70,579 at 4% or $47,053 at 6%; with 100% employer match about $52,935 at 4% or $35,290 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-25$653,318$105,869$4,235iApproximate average salary by contribution assumption: employee only about $105,869 at 4% or $70,579 at 6%; with 50% employer match about $70,579 at 4% or $47,053 at 6%; with 100% employer match about $52,935 at 4% or $35,290 at 6%.
2011124$526,977$88,895$3,704iApproximate average salary by contribution assumption: employee only about $92,599 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,155 at 6%; with 100% employer match about $46,299 at 4% or $30,866 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-24$526,977$88,895$3,704iApproximate average salary by contribution assumption: employee only about $92,599 at 4% or $61,733 at 6%; with 50% employer match about $61,733 at 4% or $41,155 at 6%; with 100% employer match about $46,299 at 4% or $30,866 at 6%.
2010124$464,862$103,827$4,326iApproximate average salary by contribution assumption: employee only about $108,153 at 4% or $72,102 at 6%; with 50% employer match about $72,102 at 4% or $48,068 at 6%; with 100% employer match about $54,077 at 4% or $36,051 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-24$464,862$103,827$4,326iApproximate average salary by contribution assumption: employee only about $108,153 at 4% or $72,102 at 6%; with 50% employer match about $72,102 at 4% or $48,068 at 6%; with 100% employer match about $54,077 at 4% or $36,051 at 6%.
2009124$329,339$101,548$4,231iApproximate average salary by contribution assumption: employee only about $105,779 at 4% or $70,519 at 6%; with 50% employer match about $70,519 at 4% or $47,013 at 6%; with 100% employer match about $52,890 at 4% or $35,260 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-24$329,339$101,548$4,231iApproximate average salary by contribution assumption: employee only about $105,779 at 4% or $70,519 at 6%; with 50% employer match about $70,519 at 4% or $47,013 at 6%; with 100% employer match about $52,890 at 4% or $35,260 at 6%.
2008119$201,650$80,532$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,095 at 6%; with 100% employer match about $52,982 at 4% or $35,321 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-19$201,650$80,532$4,239iApproximate average salary by contribution assumption: employee only about $105,963 at 4% or $70,642 at 6%; with 50% employer match about $70,642 at 4% or $47,095 at 6%; with 100% employer match about $52,982 at 4% or $35,321 at 6%.
2007114$224,158$40,570$2,898iApproximate average salary by contribution assumption: employee only about $72,446 at 4% or $48,298 at 6%; with 50% employer match about $48,298 at 4% or $32,198 at 6%; with 100% employer match about $36,223 at 4% or $24,149 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-14$224,158$40,570$2,898iApproximate average salary by contribution assumption: employee only about $72,446 at 4% or $48,298 at 6%; with 50% employer match about $48,298 at 4% or $32,198 at 6%; with 100% employer match about $36,223 at 4% or $24,149 at 6%.
2006110$214,152$54,723$5,472iApproximate average salary by contribution assumption: employee only about $136,808 at 4% or $91,205 at 6%; with 50% employer match about $91,205 at 4% or $60,803 at 6%; with 100% employer match about $68,404 at 4% or $45,603 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-10$214,152$54,723$5,472iApproximate average salary by contribution assumption: employee only about $136,808 at 4% or $91,205 at 6%; with 50% employer match about $91,205 at 4% or $60,803 at 6%; with 100% employer match about $68,404 at 4% or $45,603 at 6%.
200517$167,368$44,528$6,361iApproximate average salary by contribution assumption: employee only about $159,029 at 4% or $106,019 at 6%; with 50% employer match about $106,019 at 4% or $70,679 at 6%; with 100% employer match about $79,514 at 4% or $53,010 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-7$167,368$44,528$6,361iApproximate average salary by contribution assumption: employee only about $159,029 at 4% or $106,019 at 6%; with 50% employer match about $106,019 at 4% or $70,679 at 6%; with 100% employer match about $79,514 at 4% or $53,010 at 6%.
2004113$119,296$50,606$3,893iApproximate average salary by contribution assumption: employee only about $97,319 at 4% or $64,879 at 6%; with 50% employer match about $64,879 at 4% or $43,253 at 6%; with 100% employer match about $48,660 at 4% or $32,440 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-13$119,296$50,606$3,893iApproximate average salary by contribution assumption: employee only about $97,319 at 4% or $64,879 at 6%; with 50% employer match about $64,879 at 4% or $43,253 at 6%; with 100% employer match about $48,660 at 4% or $32,440 at 6%.
2003120$77,615$34,562$1,728iApproximate average salary by contribution assumption: employee only about $43,203 at 4% or $28,802 at 6%; with 50% employer match about $28,802 at 4% or $19,201 at 6%; with 100% employer match about $21,601 at 4% or $14,401 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-20$77,615$34,562$1,728iApproximate average salary by contribution assumption: employee only about $43,203 at 4% or $28,802 at 6%; with 50% employer match about $28,802 at 4% or $19,201 at 6%; with 100% employer match about $21,601 at 4% or $14,401 at 6%.
2002112$38,609$27,002$2,250iApproximate average salary by contribution assumption: employee only about $56,254 at 4% or $37,503 at 6%; with 50% employer match about $37,503 at 4% or $25,002 at 6%; with 100% employer match about $28,127 at 4% or $18,751 at 6%.
Holden & Mckenna 401K Profit Sharing Plan and Trust-12$38,609$27,002$2,250iApproximate average salary by contribution assumption: employee only about $56,254 at 4% or $37,503 at 6%; with 50% employer match about $37,503 at 4% or $25,002 at 6%; with 100% employer match about $28,127 at 4% or $18,751 at 6%.
200116$0$0-
Holden & Mckenna 401K Profit Sharing Plan and Trust-6---
200014$0$0-
Holden & Mckenna 401K Profit Sharing Plan and Trust-4---