Civic Intelligence

Holly a Carlin CPA

Plan context: Holly a Carlin Ps 401K Plan Trust

EIN 87-0663354 • 14 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

5

2022 Assets

$171,440

2022 Contributions

$38,846

Historical Graphs

Total Assets Over Time

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

$178,002$89,001$0200820152022YearValue
$171,440Latest year 2022

Participants Over Time

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

530200820152022YearValue
5Latest year 2022

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
202215$171,440$38,846$7,769iApproximate average salary by contribution assumption: employee only about $194,230 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,324 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
Holly a Carlin Ps 401K Plan Trust-5$171,440$38,846$7,769iApproximate average salary by contribution assumption: employee only about $194,230 at 4% or $129,487 at 6%; with 50% employer match about $129,487 at 4% or $86,324 at 6%; with 100% employer match about $97,115 at 4% or $64,743 at 6%.
202014$178,002$63,889$15,972iApproximate average salary by contribution assumption: employee only about $399,306 at 4% or $266,204 at 6%; with 50% employer match about $266,204 at 4% or $177,469 at 6%; with 100% employer match about $199,653 at 4% or $133,102 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$178,002$63,889$15,972iApproximate average salary by contribution assumption: employee only about $399,306 at 4% or $266,204 at 6%; with 50% employer match about $266,204 at 4% or $177,469 at 6%; with 100% employer match about $199,653 at 4% or $133,102 at 6%.
201914$141,968$57,423$14,356iApproximate average salary by contribution assumption: employee only about $358,894 at 4% or $239,263 at 6%; with 50% employer match about $239,263 at 4% or $159,508 at 6%; with 100% employer match about $179,447 at 4% or $119,631 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$141,968$57,423$14,356iApproximate average salary by contribution assumption: employee only about $358,894 at 4% or $239,263 at 6%; with 50% employer match about $239,263 at 4% or $159,508 at 6%; with 100% employer match about $179,447 at 4% or $119,631 at 6%.
201814$95,893$46,151$11,538iApproximate average salary by contribution assumption: employee only about $288,444 at 4% or $192,296 at 6%; with 50% employer match about $192,296 at 4% or $128,197 at 6%; with 100% employer match about $144,222 at 4% or $96,148 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$95,893$46,151$11,538iApproximate average salary by contribution assumption: employee only about $288,444 at 4% or $192,296 at 6%; with 50% employer match about $192,296 at 4% or $128,197 at 6%; with 100% employer match about $144,222 at 4% or $96,148 at 6%.
201714$157,526$46,482$11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$157,526$46,482$11,621iApproximate average salary by contribution assumption: employee only about $290,513 at 4% or $193,675 at 6%; with 50% employer match about $193,675 at 4% or $129,117 at 6%; with 100% employer match about $145,256 at 4% or $96,838 at 6%.
201614$127,380$62,600$15,650iApproximate average salary by contribution assumption: employee only about $391,250 at 4% or $260,833 at 6%; with 50% employer match about $260,833 at 4% or $173,889 at 6%; with 100% employer match about $195,625 at 4% or $130,417 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$127,380$62,600$15,650iApproximate average salary by contribution assumption: employee only about $391,250 at 4% or $260,833 at 6%; with 50% employer match about $260,833 at 4% or $173,889 at 6%; with 100% employer match about $195,625 at 4% or $130,417 at 6%.
201514$93,403$80,525$20,131iApproximate average salary by contribution assumption: employee only about $503,281 at 4% or $335,521 at 6%; with 50% employer match about $335,521 at 4% or $223,681 at 6%; with 100% employer match about $251,641 at 4% or $167,760 at 6%.
Holly a Carlin Ps 401K Plan Trust-4$93,403$80,525$20,131iApproximate average salary by contribution assumption: employee only about $503,281 at 4% or $335,521 at 6%; with 50% employer match about $335,521 at 4% or $223,681 at 6%; with 100% employer match about $251,641 at 4% or $167,760 at 6%.
201413$52,122$38,576$12,859iApproximate average salary by contribution assumption: employee only about $321,467 at 4% or $214,311 at 6%; with 50% employer match about $214,311 at 4% or $142,874 at 6%; with 100% employer match about $160,733 at 4% or $107,156 at 6%.
Holly a Carlin Ps 401K Plan Trust-3$52,122$38,576$12,859iApproximate average salary by contribution assumption: employee only about $321,467 at 4% or $214,311 at 6%; with 50% employer match about $214,311 at 4% or $142,874 at 6%; with 100% employer match about $160,733 at 4% or $107,156 at 6%.
201313$44,506$51,808$17,269iApproximate average salary by contribution assumption: employee only about $431,733 at 4% or $287,822 at 6%; with 50% employer match about $287,822 at 4% or $191,881 at 6%; with 100% employer match about $215,867 at 4% or $143,911 at 6%.
Holly a Carlin Ps 401K Plan Trust-3$44,506$51,808$17,269iApproximate average salary by contribution assumption: employee only about $431,733 at 4% or $287,822 at 6%; with 50% employer match about $287,822 at 4% or $191,881 at 6%; with 100% employer match about $215,867 at 4% or $143,911 at 6%.
201213$33,590$54,156$18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%.
Holly a Carlin Ps 401K Plan Trust-3$33,590$54,156$18,052iApproximate average salary by contribution assumption: employee only about $451,300 at 4% or $300,867 at 6%; with 50% employer match about $300,867 at 4% or $200,578 at 6%; with 100% employer match about $225,650 at 4% or $150,433 at 6%.
201112$24,291$45,041$22,521iApproximate average salary by contribution assumption: employee only about $563,013 at 4% or $375,342 at 6%; with 50% employer match about $375,342 at 4% or $250,228 at 6%; with 100% employer match about $281,506 at 4% or $187,671 at 6%.
Holly a Carlin Ps 401K Plan Trust-2$24,291$45,041$22,521iApproximate average salary by contribution assumption: employee only about $563,013 at 4% or $375,342 at 6%; with 50% employer match about $375,342 at 4% or $250,228 at 6%; with 100% employer match about $281,506 at 4% or $187,671 at 6%.
201012$16,835$45,599$22,800iApproximate average salary by contribution assumption: employee only about $569,988 at 4% or $379,992 at 6%; with 50% employer match about $379,992 at 4% or $253,328 at 6%; with 100% employer match about $284,994 at 4% or $189,996 at 6%.
Holly a Carlin Ps 401K Plan Trust-2$16,835$45,599$22,800iApproximate average salary by contribution assumption: employee only about $569,988 at 4% or $379,992 at 6%; with 50% employer match about $379,992 at 4% or $253,328 at 6%; with 100% employer match about $284,994 at 4% or $189,996 at 6%.
200912$9,872$31,857$15,929iApproximate average salary by contribution assumption: employee only about $398,213 at 4% or $265,475 at 6%; with 50% employer match about $265,475 at 4% or $176,983 at 6%; with 100% employer match about $199,106 at 4% or $132,738 at 6%.
Holly a Carlin Ps 401K Plan Trust-2$9,872$31,857$15,929iApproximate average salary by contribution assumption: employee only about $398,213 at 4% or $265,475 at 6%; with 50% employer match about $265,475 at 4% or $176,983 at 6%; with 100% employer match about $199,106 at 4% or $132,738 at 6%.
200812$5,648$35,777$17,889iApproximate average salary by contribution assumption: employee only about $447,213 at 4% or $298,142 at 6%; with 50% employer match about $298,142 at 4% or $198,761 at 6%; with 100% employer match about $223,606 at 4% or $149,071 at 6%.
Holly a Carlin Ps 401K Plan Trust-2$5,648$35,777$17,889iApproximate average salary by contribution assumption: employee only about $447,213 at 4% or $298,142 at 6%; with 50% employer match about $298,142 at 4% or $198,761 at 6%; with 100% employer match about $223,606 at 4% or $149,071 at 6%.