Civic Intelligence

Jim Holmes & Company

Plan context: Jim Holmes Company 401 K Profit Sharing Plan Trust

EIN 86-0843063 • Issaquah, WA • 6 filings • 1 plans

3715 248th Ave SEIssaquah, WA 98029
Current Snapshot

Latest Year

2017

2017 Participants

1

2017 Assets

$2,978

2017 Contributions

$72

Historical Graphs

Total Assets Over Time

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

$3,743$1,872$0201020152017YearValue
$2,978Latest year 2017

Participants Over Time

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

210201020152017YearValue
1Latest year 2017

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
201711$2,978$72$72iApproximate average salary by contribution assumption: employee only about $1,800 at 4% or $1,200 at 6%; with 50% employer match about $1,200 at 4% or $800 at 6%; with 100% employer match about $900 at 4% or $600 at 6%.
Jim Holmes Company 401 K Profit Sharing Plan Trust-1$2,978$72$72iApproximate average salary by contribution assumption: employee only about $1,800 at 4% or $1,200 at 6%; with 50% employer match about $1,200 at 4% or $800 at 6%; with 100% employer match about $900 at 4% or $600 at 6%.
201612$3,743$286$143iApproximate average salary by contribution assumption: employee only about $3,575 at 4% or $2,383 at 6%; with 50% employer match about $2,383 at 4% or $1,589 at 6%; with 100% employer match about $1,788 at 4% or $1,192 at 6%.
Jim Holmes Company 401 K Profit Sharing Plan Trust-2$3,743$286$143iApproximate average salary by contribution assumption: employee only about $3,575 at 4% or $2,383 at 6%; with 50% employer match about $2,383 at 4% or $1,589 at 6%; with 100% employer match about $1,788 at 4% or $1,192 at 6%.
201512$3,162$1,145$573iApproximate average salary by contribution assumption: employee only about $14,313 at 4% or $9,542 at 6%; with 50% employer match about $9,542 at 4% or $6,361 at 6%; with 100% employer match about $7,156 at 4% or $4,771 at 6%.
Jim Holmes Company 401 K Profit Sharing Plan Trust-2$3,162$1,145$573iApproximate average salary by contribution assumption: employee only about $14,313 at 4% or $9,542 at 6%; with 50% employer match about $9,542 at 4% or $6,361 at 6%; with 100% employer match about $7,156 at 4% or $4,771 at 6%.
201210$0$242-
Jim Holmes Company 401 K Profit Sharing Plan Trust-0$0$242-
201111$3$451$451iApproximate average salary by contribution assumption: employee only about $11,275 at 4% or $7,517 at 6%; with 50% employer match about $7,517 at 4% or $5,011 at 6%; with 100% employer match about $5,638 at 4% or $3,758 at 6%.
Jim Holmes Company 401 K Profit Sharing Plan Trust-1$3$451$451iApproximate average salary by contribution assumption: employee only about $11,275 at 4% or $7,517 at 6%; with 50% employer match about $7,517 at 4% or $5,011 at 6%; with 100% employer match about $5,638 at 4% or $3,758 at 6%.
201011$190$185$185iApproximate average salary by contribution assumption: employee only about $4,625 at 4% or $3,083 at 6%; with 50% employer match about $3,083 at 4% or $2,056 at 6%; with 100% employer match about $2,313 at 4% or $1,542 at 6%.
Jim Holmes Company 401 K Profit Sharing Plan Trust-1$190$185$185iApproximate average salary by contribution assumption: employee only about $4,625 at 4% or $3,083 at 6%; with 50% employer match about $3,083 at 4% or $2,056 at 6%; with 100% employer match about $2,313 at 4% or $1,542 at 6%.