Civic Intelligence

John B. Holt, D.M.D. PC.

Plan context: JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN

EIN 93-0774680 • Lake Oswego, OR • 36 filings • 8 plans

5 North Shore Rd.Lake Oswego, OR 97034
Current Snapshot

Latest Year

2014

2014 Participants

7

2014 Assets

$2,243,934

2014 Contributions

$223,480

Historical Graphs

Total Assets Over Time

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

$3,549,982$1,774,991$0200320102013YearValue
$2,243,934Latest year 2013

Participants Over Time

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

740200020072013YearValue
7Latest year 2013

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
201420$0$0-
JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN-0$0$0-
JOHN B. HOLT, D.M.D., P.C. PROFIT SHARING PLAN-0$0$0-
201337$2,243,934$0-
JOHN B. HOLT, D.M.D., P.C. MONEY PURCHASE PLAN-7$1,711,385$0-
JOHN B. HOLT, D.M.D., P.C. PROFIT SHARING PLAN-4$532,549$0-
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-0$0--
201237$3,549,982$223,480$31,926iApproximate average salary by contribution assumption: employee only about $798,143 at 4% or $532,095 at 6%; with 50% employer match about $532,095 at 4% or $354,730 at 6%; with 100% employer match about $399,071 at 4% or $266,048 at 6%.
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7$1,564,465$23,480$3,354iApproximate average salary by contribution assumption: employee only about $83,857 at 4% or $55,905 at 6%; with 50% employer match about $55,905 at 4% or $37,270 at 6%; with 100% employer match about $41,929 at 4% or $27,952 at 6%.
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-5$1,517,790$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7$467,727--
201137$3,165,540$218,406$31,201iApproximate average salary by contribution assumption: employee only about $780,021 at 4% or $520,014 at 6%; with 50% employer match about $520,014 at 4% or $346,676 at 6%; with 100% employer match about $390,011 at 4% or $260,007 at 6%.
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7$1,436,723$18,406$2,629iApproximate average salary by contribution assumption: employee only about $65,736 at 4% or $43,824 at 6%; with 50% employer match about $43,824 at 4% or $29,216 at 6%; with 100% employer match about $32,868 at 4% or $21,912 at 6%.
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-5$1,304,855$200,000$40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%.
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7$423,962--
201037$2,784,043$207,964$29,709iApproximate average salary by contribution assumption: employee only about $742,729 at 4% or $495,152 at 6%; with 50% employer match about $495,152 at 4% or $330,102 at 6%; with 100% employer match about $371,364 at 4% or $247,576 at 6%.
JOHN B HOLT DMD PC MONEY PURCHASE PLAN-7$1,334,755$27,964$3,995iApproximate average salary by contribution assumption: employee only about $99,871 at 4% or $66,581 at 6%; with 50% employer match about $66,581 at 4% or $44,387 at 6%; with 100% employer match about $49,936 at 4% or $33,290 at 6%.
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-5$1,060,342$180,000$36,000iApproximate average salary by contribution assumption: employee only about $900,000 at 4% or $600,000 at 6%; with 50% employer match about $600,000 at 4% or $400,000 at 6%; with 100% employer match about $450,000 at 4% or $300,000 at 6%.
JOHN B HOLT DMD PC PROFIT SHARING PLAN-7$388,946--
200937$2,362,140$218,313$31,188iApproximate average salary by contribution assumption: employee only about $779,689 at 4% or $519,793 at 6%; with 50% employer match about $519,793 at 4% or $346,529 at 6%; with 100% employer match about $389,845 at 4% or $259,896 at 6%.
JOHN B HOLT DMD PC MONEY PURCHASE PLAN-7$1,136,712$28,313$4,045iApproximate average salary by contribution assumption: employee only about $101,118 at 4% or $67,412 at 6%; with 50% employer match about $67,412 at 4% or $44,941 at 6%; with 100% employer match about $50,559 at 4% or $33,706 at 6%.
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-5$881,283$190,000$38,000iApproximate average salary by contribution assumption: employee only about $950,000 at 4% or $633,333 at 6%; with 50% employer match about $633,333 at 4% or $422,222 at 6%; with 100% employer match about $475,000 at 4% or $316,667 at 6%.
JOHN B HOLT DMD PC PROFIT SHARING PLAN-7$344,145--
200827$0$0-
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7---
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
200737$0$0-
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7---
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
John B. Holt, D.M.D. PC. Defined Benefit Pension Plan-5---
200627$0$0-
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7---
200527$0$0-
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7---
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
200427$1,057,989$29,466$4,209iApproximate average salary by contribution assumption: employee only about $105,236 at 4% or $70,157 at 6%; with 50% employer match about $70,157 at 4% or $46,771 at 6%; with 100% employer match about $52,618 at 4% or $35,079 at 6%.
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7$799,607$29,466$4,209iApproximate average salary by contribution assumption: employee only about $105,236 at 4% or $70,157 at 6%; with 50% employer match about $70,157 at 4% or $46,771 at 6%; with 100% employer match about $52,618 at 4% or $35,079 at 6%.
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7$258,382--
200327$900,910$28,838$4,120iApproximate average salary by contribution assumption: employee only about $102,993 at 4% or $68,662 at 6%; with 50% employer match about $68,662 at 4% or $45,775 at 6%; with 100% employer match about $51,496 at 4% or $34,331 at 6%.
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7$678,514$28,838$4,120iApproximate average salary by contribution assumption: employee only about $102,993 at 4% or $68,662 at 6%; with 50% employer match about $68,662 at 4% or $45,775 at 6%; with 100% employer match about $51,496 at 4% or $34,331 at 6%.
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7$222,396--
200227$0$0-
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-7---
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
200126$0$0-
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-6---
JOHN B. HOLT DMD PC PROFIT SHARING PLAN-0---
200027$0$0-
JOHN B. HOLT DMD PC PROFIT SHARING PLAN A-7---
JOHN B. HOLT DMD PC MONEY PURCHASE PLAN-7---
John B. Holt, D.M.D. PC. | EIN 93-0774680 | 2014 Form 5500 Company Profile