Civic Intelligence

HOLSUM INCORPORATED

Plan context: Retirement Plan for Employees of Holsum Incorporated

EIN 85-0164944 • Roswell, NM • 49 filings • 5 plans

400 N. Pennsylvania AveSte 980Roswell, NM 88201
Current Snapshot

Latest Year

2024

2024 Participants

102

2024 Assets

$8,152,590

2024 Contributions

$358,459

Historical Graphs

Total Assets Over Time

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

$10,108,247$5,054,124$0199920142024YearValue
$8,152,590Latest year 2024

Participants Over Time

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

132660199920122024YearValue
102Latest 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
20242102$8,152,590$0-
Retirement Plan for Employees of Holsum Incorporated-86$8,152,590--
Holsum Inc. Employees Health & Welfare Plan-102---
20232103$7,076,239$0-
Retirement Plan for Employees of Holsum Incorporated-87$7,076,239--
Holsum Inc. Employees Health & Welfare Plan-103---
2022294$6,021,526$0-
Retirement Plan for Employees of Holsum Incorporated-78$6,021,526--
Holsum Inc. Employees Health & Welfare Plan-94---
2021293$10,108,247$0-
Retirement Plan for Employees of Holsum Incorporated-91$10,108,247--
Holsum Inc. Employees Health & Welfare Plan-93---
20202127$8,797,133$0-
Retirement Plan for Employees of Holsum Incorporated-92$8,797,133--
Holsum Inc. Employees Health & Welfare Plan-127---
20192132$7,482,528$0-
Retirement Plan for Employees of Holsum Incorporated-89$7,482,528--
Holsum Inc. Employees Health & Welfare Plan-132---
20182132$6,320,536$0-
Retirement Plan for Employees of Holsum Incorporated-132$6,320,536--
Holsum Inc. Employees Health & Welfare Plan-111---
20172113$6,928,034$0-
Retirement Plan for Employees of Holsum Incorporated-113$6,928,034--
Holsum Inc. Employees Health & Welfare Plan-109---
20162114$5,967,412$0-
Retirement Plan for Employees of Holsum Incorporated-107$5,967,412--
Holsum Inc. Employees Health & Welfare Plan-114---
20152111$7,474,587$0-
Retirement Plan for Employees of Holsum Incorporated-93$7,474,587--
Holsum Inc. Employees Health & Welfare Plan-111---
20142102$7,853,543$0-
Retirement Plan for Employees of Holsum Incorporated-89$7,853,543--
Holsum Inc. Employees Health & Welfare Plan-102---
2013296$7,738,948$0-
Retirement Plan for Employees of Holsum Incorporated-96$7,738,948--
Holsum Inc. Employees Health & Welfare Plan-87---
20122104$7,660,758$0-
Retirement Plan for Employees of Holsum Incorporated-104$7,660,758--
Holsum Inc. Employees Health & Welfare Plan-104---
2011298$7,187,456$0-
Retirement Plan for Employees of Holsum Incorporated-98$7,187,456--
Holsum Inc. Employees Health & Welfare Plan-92---
2010298$7,365,449$0-
Retirement Plan for Employees of Holsum Incorporated-94$7,365,449--
Holsum Inc. Employees Health & Welfare Plan-98---
2009288$6,756,111$358,459$4,073iApproximate average salary by contribution assumption: employee only about $101,835 at 4% or $67,890 at 6%; with 50% employer match about $67,890 at 4% or $45,260 at 6%; with 100% employer match about $50,917 at 4% or $33,945 at 6%.
Retirement Plan for Employees of Holsum Incorporated-88$6,756,111--
Holsum Inc. Employees Health & Welfare Plan-74-$358,459$4,844iApproximate average salary by contribution assumption: employee only about $121,101 at 4% or $80,734 at 6%; with 50% employer match about $80,734 at 4% or $53,823 at 6%; with 100% employer match about $60,551 at 4% or $40,367 at 6%.
2008178$5,654,943$0-
Retirement Plan for Employees of Holsum Incorporated-78$5,654,943--
2007261$0$0-
Holsum Inc. Employees Health & Welfare Plan-55---
Retirement Plan for Employees of Holsum Incorporated-61---
2006270$7,900,704$0-
Retirement Plan for Employees of Holsum Incorporated-51$7,900,704--
Holsum Inc. Employees Health & Welfare Plan-70---
2005270$6,914,791$206,094$2,944iApproximate average salary by contribution assumption: employee only about $73,605 at 4% or $49,070 at 6%; with 50% employer match about $49,070 at 4% or $32,713 at 6%; with 100% employer match about $36,803 at 4% or $24,535 at 6%.
Retirement Plan for Employees of Holsum Incorporated-50$6,914,791--
Holsum Inc. Employees Health & Welfare Plan-70-$206,094$2,944iApproximate average salary by contribution assumption: employee only about $73,605 at 4% or $49,070 at 6%; with 50% employer match about $49,070 at 4% or $32,713 at 6%; with 100% employer match about $36,803 at 4% or $24,535 at 6%.
2004253$6,595,641$134,601$2,540iApproximate average salary by contribution assumption: employee only about $63,491 at 4% or $42,327 at 6%; with 50% employer match about $42,327 at 4% or $28,218 at 6%; with 100% employer match about $31,746 at 4% or $21,164 at 6%.
Retirement Plan for Employees of Holsum Incorporated-53$6,595,641--
Holsum Inc. Employees Health & Welfare Plan-51-$134,601$2,639iApproximate average salary by contribution assumption: employee only about $65,981 at 4% or $43,987 at 6%; with 50% employer match about $43,987 at 4% or $29,325 at 6%; with 100% employer match about $32,990 at 4% or $21,994 at 6%.
2003263$6,006,397$0-
Retirement Plan for Employees of Holsum Incorporated-56$6,006,397--
Holsum Inc. Employees Health & Welfare Plan-63---
2002244$0$0-
Retirement Plan for Employees of Holsum Incorporated-44---
Holsum Inc. Employees Health & Welfare Plan-32---
2001234$0$0-
Holsum Inc. Employees Health & Welfare Plan-32---
Retirement Plan for Employees of Holsum Incorporated-34---
2000138$0$0-
Retirement Plan for Employees of Holsum Incorporated-38---
1999134$6,928,421$0-
Retirement Plan for Employees of Holsum Incorporated-34$6,928,421--