Walter Holmes, Clu Inc.
Plan context: Walter Holmes, Clu Inc. Profit Sharing Plan
EIN 86-0743006 • 5 filings • 1 plans
Current Snapshot
Latest Year
2003
2003 Participants
4
2003 Assets
$236,023
2003 Contributions
$14,000
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Walter Holmes, Clu Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 1 | 4 | $236,023 | $0 | - |
| Walter Holmes, Clu Inc. Profit Sharing Plan | - | 4 | $236,023 | - | - |
| 2001 | 1 | 5 | $260,391 | $0 | - |
| Walter Holmes, Clu Inc. Profit Sharing Plan | - | 5 | $260,391 | - | - |
| 2000 | 1 | 2 | $266,934 | $0 | - |
| Walter Holmes, Clu Inc. Profit Sharing Plan | - | 2 | $266,934 | - | - |
| 1999 | 1 | 2 | $263,333 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |
| Walter Holmes, Clu Inc. Profit Sharing Plan | - | 2 | $263,333 | $14,000 | $7,000iApproximate average salary by contribution assumption: employee only about $175,000 at 4% or $116,667 at 6%; with 50% employer match about $116,667 at 4% or $77,778 at 6%; with 100% employer match about $87,500 at 4% or $58,333 at 6%. |