Civic Intelligence

Holmes & Holmes Insurance Agen

Plan context: Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust

EIN 77-0465368 • Santa Barbara, CA • 23 filings • 7 plans

5290 Overpass Rd Ste 228Santa Barbara, CA 93111-2050
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$82

2021 Contributions

$100

Historical Graphs

Total Assets Over Time

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

$86,288$43,144$0200020112018YearValue
$82Latest year 2018

Participants Over Time

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

950200020092018YearValue
3Latest year 2018

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
202110$0$0-
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-0$0--
201813$82$0-
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-3$82--
201715$86,288$0-
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-5$86,288--
201615$74,642$100$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-5$74,642$100$20iApproximate average salary by contribution assumption: employee only about $500 at 4% or $333 at 6%; with 50% employer match about $333 at 4% or $222 at 6%; with 100% employer match about $250 at 4% or $167 at 6%.
201514$69,847$1,200$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-4$69,847$1,200$300iApproximate average salary by contribution assumption: employee only about $7,500 at 4% or $5,000 at 6%; with 50% employer match about $5,000 at 4% or $3,333 at 6%; with 100% employer match about $3,750 at 4% or $2,500 at 6%.
201414$85,139$2,052$513iApproximate average salary by contribution assumption: employee only about $12,825 at 4% or $8,550 at 6%; with 50% employer match about $8,550 at 4% or $5,700 at 6%; with 100% employer match about $6,413 at 4% or $4,275 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-4$85,139$2,052$513iApproximate average salary by contribution assumption: employee only about $12,825 at 4% or $8,550 at 6%; with 50% employer match about $8,550 at 4% or $5,700 at 6%; with 100% employer match about $6,413 at 4% or $4,275 at 6%.
201314$76,621$5,370$1,343iApproximate average salary by contribution assumption: employee only about $33,563 at 4% or $22,375 at 6%; with 50% employer match about $22,375 at 4% or $14,917 at 6%; with 100% employer match about $16,781 at 4% or $11,188 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-4$76,621$5,370$1,343iApproximate average salary by contribution assumption: employee only about $33,563 at 4% or $22,375 at 6%; with 50% employer match about $22,375 at 4% or $14,917 at 6%; with 100% employer match about $16,781 at 4% or $11,188 at 6%.
201227$74,721$20,610$2,944iApproximate average salary by contribution assumption: employee only about $73,607 at 4% or $49,071 at 6%; with 50% employer match about $49,071 at 4% or $32,714 at 6%; with 100% employer match about $36,804 at 4% or $24,536 at 6%.
HOLMES & HOLMES 401(K) PROFIT SHARING PLAN-7$64,107$10,305$1,472iApproximate average salary by contribution assumption: employee only about $36,804 at 4% or $24,536 at 6%; with 50% employer match about $24,536 at 4% or $16,357 at 6%; with 100% employer match about $18,402 at 4% or $12,268 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-3$10,614$10,305$3,435iApproximate average salary by contribution assumption: employee only about $85,875 at 4% or $57,250 at 6%; with 50% employer match about $57,250 at 4% or $38,167 at 6%; with 100% employer match about $42,938 at 4% or $28,625 at 6%.
201117$48,216$100$14iApproximate average salary by contribution assumption: employee only about $357 at 4% or $238 at 6%; with 50% employer match about $238 at 4% or $159 at 6%; with 100% employer match about $179 at 4% or $119 at 6%.
HOLMES & HOLMES 401(K) PROFIT SHARING PLAN-7$48,216$100$14iApproximate average salary by contribution assumption: employee only about $357 at 4% or $238 at 6%; with 50% employer match about $238 at 4% or $159 at 6%; with 100% employer match about $179 at 4% or $119 at 6%.
201015$49,266$0-
HOLMES & HOLMES 401(K) PROFIT SHARING PLAN-5$49,266--
200929$69,497$0-
HOLMES & HOLMES 401K PROFIT SHARING PLAN-9$69,497--
HOLMES & HOLMES 401 (K) PROFIT SHARING PLAN-----
200816$57,307$2,592$432iApproximate average salary by contribution assumption: employee only about $10,800 at 4% or $7,200 at 6%; with 50% employer match about $7,200 at 4% or $4,800 at 6%; with 100% employer match about $5,400 at 4% or $3,600 at 6%.
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6$57,307$2,592$432iApproximate average salary by contribution assumption: employee only about $10,800 at 4% or $7,200 at 6%; with 50% employer match about $7,200 at 4% or $4,800 at 6%; with 100% employer match about $5,400 at 4% or $3,600 at 6%.
200716$0$0-
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6---
200616$0$0-
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6---
200516$53,823$0-
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6$53,823--
200416$50,776$0-
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6$50,776--
200316$49,358$2,400$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
HOLMES & HOLMES 401K PROFIT SHARING PLAN-6$49,358$2,400$400iApproximate average salary by contribution assumption: employee only about $10,000 at 4% or $6,667 at 6%; with 50% employer match about $6,667 at 4% or $4,444 at 6%; with 100% employer match about $5,000 at 4% or $3,333 at 6%.
200225$0$0-
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-0---
HOLMES & HOLMES 401K PROFIT SHARING PLAN-5---
200115$43,949$21,717$4,343iApproximate average salary by contribution assumption: employee only about $108,585 at 4% or $72,390 at 6%; with 50% employer match about $72,390 at 4% or $48,260 at 6%; with 100% employer match about $54,292 at 4% or $36,195 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-5$43,949$21,717$4,343iApproximate average salary by contribution assumption: employee only about $108,585 at 4% or $72,390 at 6%; with 50% employer match about $72,390 at 4% or $48,260 at 6%; with 100% employer match about $54,292 at 4% or $36,195 at 6%.
200015$22,818$22,818$4,564iApproximate average salary by contribution assumption: employee only about $114,090 at 4% or $76,060 at 6%; with 50% employer match about $76,060 at 4% or $50,707 at 6%; with 100% employer match about $57,045 at 4% or $38,030 at 6%.
Holmes & Holmes Insurance Agen 401(K) Profit Sharing Plan & Trust-5$22,818$22,818$4,564iApproximate average salary by contribution assumption: employee only about $114,090 at 4% or $76,060 at 6%; with 50% employer match about $76,060 at 4% or $50,707 at 6%; with 100% employer match about $57,045 at 4% or $38,030 at 6%.