MICHAEL HOLTON INS. AGENCY
Plan context: MICHAEL HOLTON INS. AGENCY 401K PLAN
EIN 83-0494791 • Portland, OR • 3 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$23,609
2025 Contributions
$7,458
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 | 5 | $23,609 | $7,458 | $1,492iApproximate average salary by contribution assumption: employee only about $37,290 at 4% or $24,860 at 6%; with 50% employer match about $24,860 at 4% or $16,573 at 6%; with 100% employer match about $18,645 at 4% or $12,430 at 6%. |
| MICHAEL HOLTON INS. AGENCY 401K PLAN | - | 5 | $23,609 | $7,458 | $1,492iApproximate average salary by contribution assumption: employee only about $37,290 at 4% or $24,860 at 6%; with 50% employer match about $24,860 at 4% or $16,573 at 6%; with 100% employer match about $18,645 at 4% or $12,430 at 6%. |
| 2024 | 1 | 4 | $19,860 | $8,009 | $2,002iApproximate average salary by contribution assumption: employee only about $50,056 at 4% or $33,371 at 6%; with 50% employer match about $33,371 at 4% or $22,247 at 6%; with 100% employer match about $25,028 at 4% or $16,685 at 6%. |
| MICHAEL HOLTON INS. AGENCY 401K PLAN | - | 4 | $19,860 | $8,009 | $2,002iApproximate average salary by contribution assumption: employee only about $50,056 at 4% or $33,371 at 6%; with 50% employer match about $33,371 at 4% or $22,247 at 6%; with 100% employer match about $25,028 at 4% or $16,685 at 6%. |
| 2022 | 1 | 4 | $6,717 | $5,743 | $1,436iApproximate average salary by contribution assumption: employee only about $35,894 at 4% or $23,929 at 6%; with 50% employer match about $23,929 at 4% or $15,953 at 6%; with 100% employer match about $17,947 at 4% or $11,965 at 6%. |
| MICHAEL HOLTON INSURANCE AGENCY 401K | - | 4 | $6,717 | $5,743 | $1,436iApproximate average salary by contribution assumption: employee only about $35,894 at 4% or $23,929 at 6%; with 50% employer match about $23,929 at 4% or $15,953 at 6%; with 100% employer match about $17,947 at 4% or $11,965 at 6%. |