Walter E. Holmes
Plan context: Walter E. Holmes Retirement Plan
EIN 90-0455305 • Ave Maria, FL • 11 filings • 1 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$794,659
2019 Contributions
$37,105
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $794,659 | $0 | - |
| Walter E. Holmes Retirement Plan | - | 1 | $794,659 | - | - |
| 2018 | 1 | 1 | $677,040 | $0 | - |
| Walter E. Holmes Retirement Plan | - | 1 | $677,040 | - | - |
| 2017 | 1 | 1 | $677,266 | $0 | - |
| Walter E. Holmes Retirement Plan | - | 1 | $677,266 | - | - |
| 2016 | 1 | 1 | $573,683 | $37,105 | $37,105iApproximate average salary by contribution assumption: employee only about $927,625 at 4% or $618,417 at 6%; with 50% employer match about $618,417 at 4% or $412,278 at 6%; with 100% employer match about $463,813 at 4% or $309,208 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $573,683 | $37,105 | $37,105iApproximate average salary by contribution assumption: employee only about $927,625 at 4% or $618,417 at 6%; with 50% employer match about $618,417 at 4% or $412,278 at 6%; with 100% employer match about $463,813 at 4% or $309,208 at 6%. |
| 2015 | 1 | 1 | $517,631 | $39,280 | $39,280iApproximate average salary by contribution assumption: employee only about $982,000 at 4% or $654,667 at 6%; with 50% employer match about $654,667 at 4% or $436,444 at 6%; with 100% employer match about $491,000 at 4% or $327,333 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $517,631 | $39,280 | $39,280iApproximate average salary by contribution assumption: employee only about $982,000 at 4% or $654,667 at 6%; with 50% employer match about $654,667 at 4% or $436,444 at 6%; with 100% employer match about $491,000 at 4% or $327,333 at 6%. |
| 2014 | 1 | 1 | $490,795 | $19,303 | $19,303iApproximate average salary by contribution assumption: employee only about $482,575 at 4% or $321,717 at 6%; with 50% employer match about $321,717 at 4% or $214,478 at 6%; with 100% employer match about $241,288 at 4% or $160,858 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $490,795 | $19,303 | $19,303iApproximate average salary by contribution assumption: employee only about $482,575 at 4% or $321,717 at 6%; with 50% employer match about $321,717 at 4% or $214,478 at 6%; with 100% employer match about $241,288 at 4% or $160,858 at 6%. |
| 2013 | 1 | 1 | $441,718 | $28,043 | $28,043iApproximate average salary by contribution assumption: employee only about $701,075 at 4% or $467,383 at 6%; with 50% employer match about $467,383 at 4% or $311,589 at 6%; with 100% employer match about $350,538 at 4% or $233,692 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $441,718 | $28,043 | $28,043iApproximate average salary by contribution assumption: employee only about $701,075 at 4% or $467,383 at 6%; with 50% employer match about $467,383 at 4% or $311,589 at 6%; with 100% employer match about $350,538 at 4% or $233,692 at 6%. |
| 2012 | 1 | 1 | $345,731 | $28,548 | $28,548iApproximate average salary by contribution assumption: employee only about $713,700 at 4% or $475,800 at 6%; with 50% employer match about $475,800 at 4% or $317,200 at 6%; with 100% employer match about $356,850 at 4% or $237,900 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $345,731 | $28,548 | $28,548iApproximate average salary by contribution assumption: employee only about $713,700 at 4% or $475,800 at 6%; with 50% employer match about $475,800 at 4% or $317,200 at 6%; with 100% employer match about $356,850 at 4% or $237,900 at 6%. |
| 2011 | 1 | 1 | $257,796 | $21,265 | $21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%. |
| Walter E. Holmes Retirement Plan | - | 1 | $257,796 | $21,265 | $21,265iApproximate average salary by contribution assumption: employee only about $531,625 at 4% or $354,417 at 6%; with 50% employer match about $354,417 at 4% or $236,278 at 6%; with 100% employer match about $265,813 at 4% or $177,208 at 6%. |
| 2010 | 1 | 1 | $252,926 | $0 | - |
| Walter E. Holmes Retirement Plan | - | 1 | $252,926 | - | - |
| 2009 | 1 | 1 | $206,262 | $0 | - |
| Walter E. Holmes Retirement Plan | - | 1 | $206,262 | - | - |