Civic Intelligence

Connolly, Holm, Tacon & Meserve

Plan context: Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust

EIN 91-1398207 • Olympia, WA • 26 filings • 5 plans

825 5th Ave SEOlympia, WA 98501
Current Snapshot

Latest Year

2024

2024 Participants

24

2024 Assets

$7,573,699

2024 Contributions

$161,083

Historical Graphs

Total Assets Over Time

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

$10,040,014$5,020,007$0199920122024YearValue
$7,573,699Latest year 2024

Participants Over Time

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

30150199920122024YearValue
24Latest 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
2024124$7,573,699$161,083$6,712iApproximate average salary by contribution assumption: employee only about $167,795 at 4% or $111,863 at 6%; with 50% employer match about $111,863 at 4% or $74,575 at 6%; with 100% employer match about $83,897 at 4% or $55,932 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-24$7,573,699$161,083$6,712iApproximate average salary by contribution assumption: employee only about $167,795 at 4% or $111,863 at 6%; with 50% employer match about $111,863 at 4% or $74,575 at 6%; with 100% employer match about $83,897 at 4% or $55,932 at 6%.
2023130$6,797,991$221,202$7,373iApproximate average salary by contribution assumption: employee only about $184,335 at 4% or $122,890 at 6%; with 50% employer match about $122,890 at 4% or $81,927 at 6%; with 100% employer match about $92,168 at 4% or $61,445 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-30$6,797,991$221,202$7,373iApproximate average salary by contribution assumption: employee only about $184,335 at 4% or $122,890 at 6%; with 50% employer match about $122,890 at 4% or $81,927 at 6%; with 100% employer match about $92,168 at 4% or $61,445 at 6%.
2022126$6,057,045$254,151$9,775iApproximate average salary by contribution assumption: employee only about $244,376 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,612 at 6%; with 100% employer match about $122,188 at 4% or $81,459 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-26$6,057,045$254,151$9,775iApproximate average salary by contribution assumption: employee only about $244,376 at 4% or $162,917 at 6%; with 50% employer match about $162,917 at 4% or $108,612 at 6%; with 100% employer match about $122,188 at 4% or $81,459 at 6%.
2021122$10,040,014$229,722$10,442iApproximate average salary by contribution assumption: employee only about $261,048 at 4% or $174,032 at 6%; with 50% employer match about $174,032 at 4% or $116,021 at 6%; with 100% employer match about $130,524 at 4% or $87,016 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-22$10,040,014$229,722$10,442iApproximate average salary by contribution assumption: employee only about $261,048 at 4% or $174,032 at 6%; with 50% employer match about $174,032 at 4% or $116,021 at 6%; with 100% employer match about $130,524 at 4% or $87,016 at 6%.
2020121$8,877,983$176,925$8,425iApproximate average salary by contribution assumption: employee only about $210,625 at 4% or $140,417 at 6%; with 50% employer match about $140,417 at 4% or $93,611 at 6%; with 100% employer match about $105,313 at 4% or $70,208 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-21$8,877,983$176,925$8,425iApproximate average salary by contribution assumption: employee only about $210,625 at 4% or $140,417 at 6%; with 50% employer match about $140,417 at 4% or $93,611 at 6%; with 100% employer match about $105,313 at 4% or $70,208 at 6%.
2019119$7,901,229$280,037$14,739iApproximate average salary by contribution assumption: employee only about $368,470 at 4% or $245,646 at 6%; with 50% employer match about $245,646 at 4% or $163,764 at 6%; with 100% employer match about $184,235 at 4% or $122,823 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-19$7,901,229$280,037$14,739iApproximate average salary by contribution assumption: employee only about $368,470 at 4% or $245,646 at 6%; with 50% employer match about $245,646 at 4% or $163,764 at 6%; with 100% employer match about $184,235 at 4% or $122,823 at 6%.
2018121$6,444,245$209,246$9,964iApproximate average salary by contribution assumption: employee only about $249,102 at 4% or $166,068 at 6%; with 50% employer match about $166,068 at 4% or $110,712 at 6%; with 100% employer match about $124,551 at 4% or $83,034 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-21$6,444,245$209,246$9,964iApproximate average salary by contribution assumption: employee only about $249,102 at 4% or $166,068 at 6%; with 50% employer match about $166,068 at 4% or $110,712 at 6%; with 100% employer match about $124,551 at 4% or $83,034 at 6%.
2017120$6,646,179$140,210$7,011iApproximate average salary by contribution assumption: employee only about $175,263 at 4% or $116,842 at 6%; with 50% employer match about $116,842 at 4% or $77,894 at 6%; with 100% employer match about $87,631 at 4% or $58,421 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-20$6,646,179$140,210$7,011iApproximate average salary by contribution assumption: employee only about $175,263 at 4% or $116,842 at 6%; with 50% employer match about $116,842 at 4% or $77,894 at 6%; with 100% employer match about $87,631 at 4% or $58,421 at 6%.
2016115$6,022,772$207,127$13,808iApproximate average salary by contribution assumption: employee only about $345,212 at 4% or $230,141 at 6%; with 50% employer match about $230,141 at 4% or $153,427 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-15$6,022,772$207,127$13,808iApproximate average salary by contribution assumption: employee only about $345,212 at 4% or $230,141 at 6%; with 50% employer match about $230,141 at 4% or $153,427 at 6%; with 100% employer match about $172,606 at 4% or $115,071 at 6%.
2015116$5,893,820$248,403$15,525iApproximate average salary by contribution assumption: employee only about $388,130 at 4% or $258,753 at 6%; with 50% employer match about $258,753 at 4% or $172,502 at 6%; with 100% employer match about $194,065 at 4% or $129,377 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-16$5,893,820$248,403$15,525iApproximate average salary by contribution assumption: employee only about $388,130 at 4% or $258,753 at 6%; with 50% employer match about $258,753 at 4% or $172,502 at 6%; with 100% employer match about $194,065 at 4% or $129,377 at 6%.
2014115$6,003,871$228,869$15,258iApproximate average salary by contribution assumption: employee only about $381,448 at 4% or $254,299 at 6%; with 50% employer match about $254,299 at 4% or $169,533 at 6%; with 100% employer match about $190,724 at 4% or $127,149 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-15$6,003,871$228,869$15,258iApproximate average salary by contribution assumption: employee only about $381,448 at 4% or $254,299 at 6%; with 50% employer match about $254,299 at 4% or $169,533 at 6%; with 100% employer match about $190,724 at 4% or $127,149 at 6%.
2013119$6,091,849$303,039$15,949iApproximate average salary by contribution assumption: employee only about $398,736 at 4% or $265,824 at 6%; with 50% employer match about $265,824 at 4% or $177,216 at 6%; with 100% employer match about $199,368 at 4% or $132,912 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-19$6,091,849$303,039$15,949iApproximate average salary by contribution assumption: employee only about $398,736 at 4% or $265,824 at 6%; with 50% employer match about $265,824 at 4% or $177,216 at 6%; with 100% employer match about $199,368 at 4% or $132,912 at 6%.
2012118$5,121,527$329,649$18,314iApproximate average salary by contribution assumption: employee only about $457,846 at 4% or $305,231 at 6%; with 50% employer match about $305,231 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-18$5,121,527$329,649$18,314iApproximate average salary by contribution assumption: employee only about $457,846 at 4% or $305,231 at 6%; with 50% employer match about $305,231 at 4% or $203,487 at 6%; with 100% employer match about $228,923 at 4% or $152,615 at 6%.
2011119$4,375,874$299,096$15,742iApproximate average salary by contribution assumption: employee only about $393,547 at 4% or $262,365 at 6%; with 50% employer match about $262,365 at 4% or $174,910 at 6%; with 100% employer match about $196,774 at 4% or $131,182 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-19$4,375,874$299,096$15,742iApproximate average salary by contribution assumption: employee only about $393,547 at 4% or $262,365 at 6%; with 50% employer match about $262,365 at 4% or $174,910 at 6%; with 100% employer match about $196,774 at 4% or $131,182 at 6%.
2010118$4,130,557$273,272$15,182iApproximate average salary by contribution assumption: employee only about $379,544 at 4% or $253,030 at 6%; with 50% employer match about $253,030 at 4% or $168,686 at 6%; with 100% employer match about $189,772 at 4% or $126,515 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-18$4,130,557$273,272$15,182iApproximate average salary by contribution assumption: employee only about $379,544 at 4% or $253,030 at 6%; with 50% employer match about $253,030 at 4% or $168,686 at 6%; with 100% employer match about $189,772 at 4% or $126,515 at 6%.
2009118$3,536,743$264,868$14,715iApproximate average salary by contribution assumption: employee only about $367,872 at 4% or $245,248 at 6%; with 50% employer match about $245,248 at 4% or $163,499 at 6%; with 100% employer match about $183,936 at 4% or $122,624 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-18$3,536,743$264,868$14,715iApproximate average salary by contribution assumption: employee only about $367,872 at 4% or $245,248 at 6%; with 50% employer match about $245,248 at 4% or $163,499 at 6%; with 100% employer match about $183,936 at 4% or $122,624 at 6%.
2008119$2,732,013$239,793$12,621iApproximate average salary by contribution assumption: employee only about $315,517 at 4% or $210,345 at 6%; with 50% employer match about $210,345 at 4% or $140,230 at 6%; with 100% employer match about $157,759 at 4% or $105,172 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-19$2,732,013$239,793$12,621iApproximate average salary by contribution assumption: employee only about $315,517 at 4% or $210,345 at 6%; with 50% employer match about $210,345 at 4% or $140,230 at 6%; with 100% employer match about $157,759 at 4% or $105,172 at 6%.
2007118$3,576,015$233,507$12,973iApproximate average salary by contribution assumption: employee only about $324,315 at 4% or $216,210 at 6%; with 50% employer match about $216,210 at 4% or $144,140 at 6%; with 100% employer match about $162,158 at 4% or $108,105 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-18$3,576,015$233,507$12,973iApproximate average salary by contribution assumption: employee only about $324,315 at 4% or $216,210 at 6%; with 50% employer match about $216,210 at 4% or $144,140 at 6%; with 100% employer match about $162,158 at 4% or $108,105 at 6%.
2006117$3,210,697$227,214$13,366iApproximate average salary by contribution assumption: employee only about $334,138 at 4% or $222,759 at 6%; with 50% employer match about $222,759 at 4% or $148,506 at 6%; with 100% employer match about $167,069 at 4% or $111,379 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-17$3,210,697$227,214$13,366iApproximate average salary by contribution assumption: employee only about $334,138 at 4% or $222,759 at 6%; with 50% employer match about $222,759 at 4% or $148,506 at 6%; with 100% employer match about $167,069 at 4% or $111,379 at 6%.
2005117$2,757,978$179,564$10,563iApproximate average salary by contribution assumption: employee only about $264,065 at 4% or $176,043 at 6%; with 50% employer match about $176,043 at 4% or $117,362 at 6%; with 100% employer match about $132,032 at 4% or $88,022 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-17$2,757,978$179,564$10,563iApproximate average salary by contribution assumption: employee only about $264,065 at 4% or $176,043 at 6%; with 50% employer match about $176,043 at 4% or $117,362 at 6%; with 100% employer match about $132,032 at 4% or $88,022 at 6%.
2004117$2,436,056$234,705$13,806iApproximate average salary by contribution assumption: employee only about $345,154 at 4% or $230,103 at 6%; with 50% employer match about $230,103 at 4% or $153,402 at 6%; with 100% employer match about $172,577 at 4% or $115,051 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-17$2,436,056$234,705$13,806iApproximate average salary by contribution assumption: employee only about $345,154 at 4% or $230,103 at 6%; with 50% employer match about $230,103 at 4% or $153,402 at 6%; with 100% employer match about $172,577 at 4% or $115,051 at 6%.
2003123$2,197,969$256,688$11,160iApproximate average salary by contribution assumption: employee only about $279,009 at 4% or $186,006 at 6%; with 50% employer match about $186,006 at 4% or $124,004 at 6%; with 100% employer match about $139,504 at 4% or $93,003 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-23$2,197,969$256,688$11,160iApproximate average salary by contribution assumption: employee only about $279,009 at 4% or $186,006 at 6%; with 50% employer match about $186,006 at 4% or $124,004 at 6%; with 100% employer match about $139,504 at 4% or $93,003 at 6%.
2002122$0$0-
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-22---
2001123$1,736,778$199,105$8,657iApproximate average salary by contribution assumption: employee only about $216,418 at 4% or $144,279 at 6%; with 50% employer match about $144,279 at 4% or $96,186 at 6%; with 100% employer match about $108,209 at 4% or $72,139 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-23$1,736,778$199,105$8,657iApproximate average salary by contribution assumption: employee only about $216,418 at 4% or $144,279 at 6%; with 50% employer match about $144,279 at 4% or $96,186 at 6%; with 100% employer match about $108,209 at 4% or $72,139 at 6%.
2000118$1,427,156$64,662$3,592iApproximate average salary by contribution assumption: employee only about $89,808 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-18$1,427,156$64,662$3,592iApproximate average salary by contribution assumption: employee only about $89,808 at 4% or $59,872 at 6%; with 50% employer match about $59,872 at 4% or $39,915 at 6%; with 100% employer match about $44,904 at 4% or $29,936 at 6%.
1999119$1,947,498$167,337$8,807iApproximate average salary by contribution assumption: employee only about $220,180 at 4% or $146,787 at 6%; with 50% employer match about $146,787 at 4% or $97,858 at 6%; with 100% employer match about $110,090 at 4% or $73,393 at 6%.
Connolly, Holm, Tacon & Meserve 401K Profit Sharing Plan and Trust-19$1,947,498$167,337$8,807iApproximate average salary by contribution assumption: employee only about $220,180 at 4% or $146,787 at 6%; with 50% employer match about $146,787 at 4% or $97,858 at 6%; with 100% employer match about $110,090 at 4% or $73,393 at 6%.