Holly C Roundtree
Plan context: Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant
EIN 75-2173478 • Dallas, TX • 38 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$1,379,008
2025 Contributions
$99,235
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 0 | - | - | - |
| 2024 | 1 | 1 | $1,379,008 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $1,379,008 | - | - |
| 2023 | 1 | 1 | $1,126,091 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $1,126,091 | - | - |
| 2022 | 1 | 1 | $952,966 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $952,966 | - | - |
| 2021 | 1 | 1 | $1,082,922 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $1,082,922 | - | - |
| 2020 | 1 | 1 | $895,068 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $895,068 | - | - |
| 2019 | 1 | 1 | $788,837 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $788,837 | - | - |
| 2018 | 1 | 1 | $622,838 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $622,838 | - | - |
| 2017 | 1 | 1 | $652,942 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $652,942 | - | - |
| 2016 | 1 | 1 | $552,971 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $552,971 | - | - |
| 2015 | 1 | 1 | $497,710 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $497,710 | - | - |
| 2014 | 1 | 1 | $499,588 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $499,588 | - | - |
| 2013 | 1 | 1 | $445,054 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $445,054 | - | - |
| 2012 | 2 | 7 | $1,130,901 | $99,235 | $14,176iApproximate average salary by contribution assumption: employee only about $354,411 at 4% or $236,274 at 6%; with 50% employer match about $236,274 at 4% or $157,516 at 6%; with 100% employer match about $177,205 at 4% or $118,137 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 7 | $779,270 | $99,235 | $14,176iApproximate average salary by contribution assumption: employee only about $354,411 at 4% or $236,274 at 6%; with 50% employer match about $236,274 at 4% or $157,516 at 6%; with 100% employer match about $177,205 at 4% or $118,137 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $351,631 | - | - |
| 2011 | 2 | 10 | $953,500 | $88,221 | $8,822iApproximate average salary by contribution assumption: employee only about $220,553 at 4% or $147,035 at 6%; with 50% employer match about $147,035 at 4% or $98,023 at 6%; with 100% employer match about $110,276 at 4% or $73,518 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 10 | $644,635 | $88,221 | $8,822iApproximate average salary by contribution assumption: employee only about $220,553 at 4% or $147,035 at 6%; with 50% employer match about $147,035 at 4% or $98,023 at 6%; with 100% employer match about $110,276 at 4% or $73,518 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $308,865 | - | - |
| 2010 | 2 | 10 | $860,061 | $78,563 | $7,856iApproximate average salary by contribution assumption: employee only about $196,408 at 4% or $130,938 at 6%; with 50% employer match about $130,938 at 4% or $87,292 at 6%; with 100% employer match about $98,204 at 4% or $65,469 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 10 | $555,124 | $78,563 | $7,856iApproximate average salary by contribution assumption: employee only about $196,408 at 4% or $130,938 at 6%; with 50% employer match about $130,938 at 4% or $87,292 at 6%; with 100% employer match about $98,204 at 4% or $65,469 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $304,937 | - | - |
| 2009 | 2 | 4 | $678,380 | $73,079 | $18,270iApproximate average salary by contribution assumption: employee only about $456,744 at 4% or $304,496 at 6%; with 50% employer match about $304,496 at 4% or $202,997 at 6%; with 100% employer match about $228,372 at 4% or $152,248 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 4 | $413,826 | $73,079 | $18,270iApproximate average salary by contribution assumption: employee only about $456,744 at 4% or $304,496 at 6%; with 50% employer match about $304,496 at 4% or $202,997 at 6%; with 100% employer match about $228,372 at 4% or $152,248 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $264,554 | - | - |
| 2008 | 2 | 4 | $473,545 | $72,782 | $18,196iApproximate average salary by contribution assumption: employee only about $454,888 at 4% or $303,258 at 6%; with 50% employer match about $303,258 at 4% or $202,172 at 6%; with 100% employer match about $227,444 at 4% or $151,629 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 4 | $262,535 | $72,782 | $18,196iApproximate average salary by contribution assumption: employee only about $454,888 at 4% or $303,258 at 6%; with 50% employer match about $303,258 at 4% or $202,172 at 6%; with 100% employer match about $227,444 at 4% or $151,629 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $211,010 | - | - |
| 2007 | 2 | 6 | $317,539 | $64,357 | $10,726iApproximate average salary by contribution assumption: employee only about $268,154 at 4% or $178,769 at 6%; with 50% employer match about $178,769 at 4% or $119,180 at 6%; with 100% employer match about $134,077 at 4% or $89,385 at 6%. |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 6 | $317,539 | $64,357 | $10,726iApproximate average salary by contribution assumption: employee only about $268,154 at 4% or $178,769 at 6%; with 50% employer match about $178,769 at 4% or $119,180 at 6%; with 100% employer match about $134,077 at 4% or $89,385 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | - | - | - |
| 2006 | 2 | 2 | $550,513 | $59,317 | $29,659iApproximate average salary by contribution assumption: employee only about $741,463 at 4% or $494,308 at 6%; with 50% employer match about $494,308 at 4% or $329,539 at 6%; with 100% employer match about $370,731 at 4% or $247,154 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $311,931 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 2 | $238,582 | $59,317 | $29,659iApproximate average salary by contribution assumption: employee only about $741,463 at 4% or $494,308 at 6%; with 50% employer match about $494,308 at 4% or $329,539 at 6%; with 100% employer match about $370,731 at 4% or $247,154 at 6%. |
| 2005 | 2 | 3 | $419,628 | $64,657 | $21,552iApproximate average salary by contribution assumption: employee only about $538,808 at 4% or $359,206 at 6%; with 50% employer match about $359,206 at 4% or $239,470 at 6%; with 100% employer match about $269,404 at 4% or $179,603 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $267,176 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 3 | $152,452 | $64,657 | $21,552iApproximate average salary by contribution assumption: employee only about $538,808 at 4% or $359,206 at 6%; with 50% employer match about $359,206 at 4% or $239,470 at 6%; with 100% employer match about $269,404 at 4% or $179,603 at 6%. |
| 2004 | 2 | 3 | $332,837 | $25,247 | $8,416iApproximate average salary by contribution assumption: employee only about $210,392 at 4% or $140,261 at 6%; with 50% employer match about $140,261 at 4% or $93,507 at 6%; with 100% employer match about $105,196 at 4% or $70,131 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $252,834 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 3 | $80,003 | $25,247 | $8,416iApproximate average salary by contribution assumption: employee only about $210,392 at 4% or $140,261 at 6%; with 50% employer match about $140,261 at 4% or $93,507 at 6%; with 100% employer match about $105,196 at 4% or $70,131 at 6%. |
| 2003 | 2 | 4 | $272,765 | $17,065 | $4,266iApproximate average salary by contribution assumption: employee only about $106,656 at 4% or $71,104 at 6%; with 50% employer match about $71,104 at 4% or $47,403 at 6%; with 100% employer match about $53,328 at 4% or $35,552 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $227,537 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 4 | $45,228 | $17,065 | $4,266iApproximate average salary by contribution assumption: employee only about $106,656 at 4% or $71,104 at 6%; with 50% employer match about $71,104 at 4% or $47,403 at 6%; with 100% employer match about $53,328 at 4% or $35,552 at 6%. |
| 2002 | 2 | 4 | $198,780 | $12,495 | $3,124iApproximate average salary by contribution assumption: employee only about $78,094 at 4% or $52,063 at 6%; with 50% employer match about $52,063 at 4% or $34,708 at 6%; with 100% employer match about $39,047 at 4% or $26,031 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $179,861 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 4 | $18,919 | $12,495 | $3,124iApproximate average salary by contribution assumption: employee only about $78,094 at 4% or $52,063 at 6%; with 50% employer match about $52,063 at 4% or $34,708 at 6%; with 100% employer match about $39,047 at 4% or $26,031 at 6%. |
| 2001 | 2 | 3 | $228,575 | $14,128 | $4,709iApproximate average salary by contribution assumption: employee only about $117,733 at 4% or $78,489 at 6%; with 50% employer match about $78,489 at 4% or $52,326 at 6%; with 100% employer match about $58,867 at 4% or $39,244 at 6%. |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $217,719 | - | - |
| Holly C Roundtree 401(K) Profit Sharing Plan & Trust | - | 3 | $10,856 | $14,128 | $4,709iApproximate average salary by contribution assumption: employee only about $117,733 at 4% or $78,489 at 6%; with 50% employer match about $78,489 at 4% or $52,326 at 6%; with 100% employer match about $58,867 at 4% or $39,244 at 6%. |
| 2000 | 1 | 1 | $238,936 | $0 | - |
| Profit Sharing Plan for Holly C. Roundtree Certified Public Accountant | - | 1 | $238,936 | - | - |