Civic Intelligence

Triad/Holmes Associates

Plan context: Triad Holmes Associates 401K Profit Sharing Plan

EIN 77-0367865 • Bishop, CA • 33 filings • 7 plans

873 North Main Street, Suite 150Bishop, CA 93514
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$6,439,996

2024 Contributions

$267,984

Historical Graphs

Total Assets Over Time

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

$6,439,996$3,219,998$0199920152024YearValue
$6,439,996Latest year 2024

Participants Over Time

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

79400199920122024YearValue
28Latest 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
2024128$6,439,996$267,984$9,571iApproximate average salary by contribution assumption: employee only about $239,271 at 4% or $159,514 at 6%; with 50% employer match about $159,514 at 4% or $106,343 at 6%; with 100% employer match about $119,636 at 4% or $79,757 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-28$6,439,996$267,984$9,571iApproximate average salary by contribution assumption: employee only about $239,271 at 4% or $159,514 at 6%; with 50% employer match about $159,514 at 4% or $106,343 at 6%; with 100% employer match about $119,636 at 4% or $79,757 at 6%.
2023128$5,572,490$298,714$10,668iApproximate average salary by contribution assumption: employee only about $266,709 at 4% or $177,806 at 6%; with 50% employer match about $177,806 at 4% or $118,537 at 6%; with 100% employer match about $133,354 at 4% or $88,903 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-28$5,572,490$298,714$10,668iApproximate average salary by contribution assumption: employee only about $266,709 at 4% or $177,806 at 6%; with 50% employer match about $177,806 at 4% or $118,537 at 6%; with 100% employer match about $133,354 at 4% or $88,903 at 6%.
2022128$4,747,385$246,324$8,797iApproximate average salary by contribution assumption: employee only about $219,932 at 4% or $146,621 at 6%; with 50% employer match about $146,621 at 4% or $97,748 at 6%; with 100% employer match about $109,966 at 4% or $73,311 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-28$4,747,385$246,324$8,797iApproximate average salary by contribution assumption: employee only about $219,932 at 4% or $146,621 at 6%; with 50% employer match about $146,621 at 4% or $97,748 at 6%; with 100% employer match about $109,966 at 4% or $73,311 at 6%.
2021125$5,444,642$131,985$5,279iApproximate average salary by contribution assumption: employee only about $131,985 at 4% or $87,990 at 6%; with 50% employer match about $87,990 at 4% or $58,660 at 6%; with 100% employer match about $65,993 at 4% or $43,995 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-25$5,444,642$131,985$5,279iApproximate average salary by contribution assumption: employee only about $131,985 at 4% or $87,990 at 6%; with 50% employer match about $87,990 at 4% or $58,660 at 6%; with 100% employer match about $65,993 at 4% or $43,995 at 6%.
2020129$4,824,349$139,621$4,815iApproximate average salary by contribution assumption: employee only about $120,363 at 4% or $80,242 at 6%; with 50% employer match about $80,242 at 4% or $53,495 at 6%; with 100% employer match about $60,181 at 4% or $40,121 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-29$4,824,349$139,621$4,815iApproximate average salary by contribution assumption: employee only about $120,363 at 4% or $80,242 at 6%; with 50% employer match about $80,242 at 4% or $53,495 at 6%; with 100% employer match about $60,181 at 4% or $40,121 at 6%.
2019130$4,325,131$124,694$4,156iApproximate average salary by contribution assumption: employee only about $103,912 at 4% or $69,274 at 6%; with 50% employer match about $69,274 at 4% or $46,183 at 6%; with 100% employer match about $51,956 at 4% or $34,637 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-30$4,325,131$124,694$4,156iApproximate average salary by contribution assumption: employee only about $103,912 at 4% or $69,274 at 6%; with 50% employer match about $69,274 at 4% or $46,183 at 6%; with 100% employer match about $51,956 at 4% or $34,637 at 6%.
2018127$3,791,693$142,535$5,279iApproximate average salary by contribution assumption: employee only about $131,977 at 4% or $87,985 at 6%; with 50% employer match about $87,985 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-27$3,791,693$142,535$5,279iApproximate average salary by contribution assumption: employee only about $131,977 at 4% or $87,985 at 6%; with 50% employer match about $87,985 at 4% or $58,656 at 6%; with 100% employer match about $65,988 at 4% or $43,992 at 6%.
2017125$3,940,406$86,599$3,464iApproximate average salary by contribution assumption: employee only about $86,599 at 4% or $57,733 at 6%; with 50% employer match about $57,733 at 4% or $38,488 at 6%; with 100% employer match about $43,300 at 4% or $28,866 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-25$3,940,406$86,599$3,464iApproximate average salary by contribution assumption: employee only about $86,599 at 4% or $57,733 at 6%; with 50% employer match about $57,733 at 4% or $38,488 at 6%; with 100% employer match about $43,300 at 4% or $28,866 at 6%.
2016126$3,584,569$80,589$3,100iApproximate average salary by contribution assumption: employee only about $77,489 at 4% or $51,660 at 6%; with 50% employer match about $51,660 at 4% or $34,440 at 6%; with 100% employer match about $38,745 at 4% or $25,830 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-26$3,584,569$80,589$3,100iApproximate average salary by contribution assumption: employee only about $77,489 at 4% or $51,660 at 6%; with 50% employer match about $51,660 at 4% or $34,440 at 6%; with 100% employer match about $38,745 at 4% or $25,830 at 6%.
2015123$3,474,648$87,508$3,805iApproximate average salary by contribution assumption: employee only about $95,117 at 4% or $63,412 at 6%; with 50% employer match about $63,412 at 4% or $42,274 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-23$3,474,648$87,508$3,805iApproximate average salary by contribution assumption: employee only about $95,117 at 4% or $63,412 at 6%; with 50% employer match about $63,412 at 4% or $42,274 at 6%; with 100% employer match about $47,559 at 4% or $31,706 at 6%.
2014125$3,783,088$64,552$2,582iApproximate average salary by contribution assumption: employee only about $64,552 at 4% or $43,035 at 6%; with 50% employer match about $43,035 at 4% or $28,690 at 6%; with 100% employer match about $32,276 at 4% or $21,517 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-25$3,783,088$64,552$2,582iApproximate average salary by contribution assumption: employee only about $64,552 at 4% or $43,035 at 6%; with 50% employer match about $43,035 at 4% or $28,690 at 6%; with 100% employer match about $32,276 at 4% or $21,517 at 6%.
2013127$3,857,389$114,434$4,238iApproximate average salary by contribution assumption: employee only about $105,957 at 4% or $70,638 at 6%; with 50% employer match about $70,638 at 4% or $47,092 at 6%; with 100% employer match about $52,979 at 4% or $35,319 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-27$3,857,389$114,434$4,238iApproximate average salary by contribution assumption: employee only about $105,957 at 4% or $70,638 at 6%; with 50% employer match about $70,638 at 4% or $47,092 at 6%; with 100% employer match about $52,979 at 4% or $35,319 at 6%.
2012125$3,410,204$70,970$2,839iApproximate average salary by contribution assumption: employee only about $70,970 at 4% or $47,313 at 6%; with 50% employer match about $47,313 at 4% or $31,542 at 6%; with 100% employer match about $35,485 at 4% or $23,657 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-25$3,410,204$70,970$2,839iApproximate average salary by contribution assumption: employee only about $70,970 at 4% or $47,313 at 6%; with 50% employer match about $47,313 at 4% or $31,542 at 6%; with 100% employer match about $35,485 at 4% or $23,657 at 6%.
2011126$3,221,619$138,775$5,338iApproximate average salary by contribution assumption: employee only about $133,438 at 4% or $88,958 at 6%; with 50% employer match about $88,958 at 4% or $59,306 at 6%; with 100% employer match about $66,719 at 4% or $44,479 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-26$3,221,619$138,775$5,338iApproximate average salary by contribution assumption: employee only about $133,438 at 4% or $88,958 at 6%; with 50% employer match about $88,958 at 4% or $59,306 at 6%; with 100% employer match about $66,719 at 4% or $44,479 at 6%.
2010179$3,807,152$92,967$1,177iApproximate average salary by contribution assumption: employee only about $29,420 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,076 at 6%; with 100% employer match about $14,710 at 4% or $9,807 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-79$3,807,152$92,967$1,177iApproximate average salary by contribution assumption: employee only about $29,420 at 4% or $19,613 at 6%; with 50% employer match about $19,613 at 4% or $13,076 at 6%; with 100% employer match about $14,710 at 4% or $9,807 at 6%.
2009135$4,383,039$173,700$4,963iApproximate average salary by contribution assumption: employee only about $124,071 at 4% or $82,714 at 6%; with 50% employer match about $82,714 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-35$4,383,039$173,700$4,963iApproximate average salary by contribution assumption: employee only about $124,071 at 4% or $82,714 at 6%; with 50% employer match about $82,714 at 4% or $55,143 at 6%; with 100% employer match about $62,036 at 4% or $41,357 at 6%.
2008147$0$0-
Triad Holmes Associates 401K Profit Sharing Plan-47---
2007265$0$0-
Triad Holmes Associates 401K Profit Sharing Plan-65---
TRAID/HOLMES ASSOCIATES PROFIT SHARING PLAN-0---
2006264$4,820,390$317,491$4,961iApproximate average salary by contribution assumption: employee only about $124,020 at 4% or $82,680 at 6%; with 50% employer match about $82,680 at 4% or $55,120 at 6%; with 100% employer match about $62,010 at 4% or $41,340 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-64$2,928,396$317,491$4,961iApproximate average salary by contribution assumption: employee only about $124,020 at 4% or $82,680 at 6%; with 50% employer match about $82,680 at 4% or $55,120 at 6%; with 100% employer match about $62,010 at 4% or $41,340 at 6%.
TRIAD/HOLMES ASSOCIATES PROFIT SHARING PLAN-5$1,891,994--
2005266$4,330,219$473,411$7,173iApproximate average salary by contribution assumption: employee only about $179,322 at 4% or $119,548 at 6%; with 50% employer match about $119,548 at 4% or $79,699 at 6%; with 100% employer match about $89,661 at 4% or $59,774 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-66$2,518,180$344,634$5,222iApproximate average salary by contribution assumption: employee only about $130,543 at 4% or $87,029 at 6%; with 50% employer match about $87,029 at 4% or $58,019 at 6%; with 100% employer match about $65,272 at 4% or $43,514 at 6%.
TRIAD/HOLMES ASSOCIATES PROFIT SHARING PLAN-5$1,812,039$128,777$25,755iApproximate average salary by contribution assumption: employee only about $643,885 at 4% or $429,257 at 6%; with 50% employer match about $429,257 at 4% or $286,171 at 6%; with 100% employer match about $321,943 at 4% or $214,628 at 6%.
2004266$3,574,791$429,936$6,514iApproximate average salary by contribution assumption: employee only about $162,855 at 4% or $108,570 at 6%; with 50% employer match about $108,570 at 4% or $72,380 at 6%; with 100% employer match about $81,427 at 4% or $54,285 at 6%.
Triad Holmes Associates 401K Profit Sharing Plan-66$2,027,388$325,611$4,934iApproximate average salary by contribution assumption: employee only about $123,338 at 4% or $82,225 at 6%; with 50% employer match about $82,225 at 4% or $54,817 at 6%; with 100% employer match about $61,669 at 4% or $41,113 at 6%.
TRIAD HOLMES ASSOCIATES PROFIT SHARING PLAN-5$1,547,403$104,325$20,865iApproximate average salary by contribution assumption: employee only about $521,625 at 4% or $347,750 at 6%; with 50% employer match about $347,750 at 4% or $231,833 at 6%; with 100% employer match about $260,813 at 4% or $173,875 at 6%.
2003260$0$0-
Triad Holmes Associates 401K Profit Sharing Plan-60---
TRIAD HOLMES ASSOCIATES PROFIT SHARING PLAN-5---
2002257$0$0-
TRIAD HOLMES ASSOCIATES PROFIT SHARING PLAN-5---
Triad Holmes Associates 401K Profit Sharing Plan-57---
2001255$0$0-
Triad Holmes Associates 401K Profit Sharing Plan-55---
TRIAD HOLMES ASSOCIATES MONEY PURCHASE PENSION PLAN-5---
200015$0$0-
TRIAD HOLMES ASSOCIATES MONEY PURCHASE PENSION PLAN-5---
1999140$729,865$0-
Triad Holmes Associates 401K Profit Sharing Plan-40$729,865--