Civic Intelligence

Holmes & Company LLP

Plan context: Holmes & Company LLP 401(K) Plan

EIN 93-1306533 • Tigard, OR • 13 filings • 4 plans

7128 SW Gonzaga StTigard, OR 97223
Current Snapshot

Latest Year

2017

2017 Participants

11

2017 Assets

$1,227,843

2017 Contributions

$115,471

Historical Graphs

Total Assets Over Time

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

$1,227,843$613,922$0200520122017YearValue
$1,227,843Latest year 2017

Participants Over Time

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

1680200520112017YearValue
11Latest 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
2017111$1,227,843$115,471$10,497iApproximate average salary by contribution assumption: employee only about $262,434 at 4% or $174,956 at 6%; with 50% employer match about $174,956 at 4% or $116,637 at 6%; with 100% employer match about $131,217 at 4% or $87,478 at 6%.
Holmes & Company LLP 401(K) Plan-11$1,227,843$115,471$10,497iApproximate average salary by contribution assumption: employee only about $262,434 at 4% or $174,956 at 6%; with 50% employer match about $174,956 at 4% or $116,637 at 6%; with 100% employer match about $131,217 at 4% or $87,478 at 6%.
2016111$931,346$130,893$11,899iApproximate average salary by contribution assumption: employee only about $297,484 at 4% or $198,323 at 6%; with 50% employer match about $198,323 at 4% or $132,215 at 6%; with 100% employer match about $148,742 at 4% or $99,161 at 6%.
Holmes & Company LLP 401(K) Plan-11$931,346$130,893$11,899iApproximate average salary by contribution assumption: employee only about $297,484 at 4% or $198,323 at 6%; with 50% employer match about $198,323 at 4% or $132,215 at 6%; with 100% employer match about $148,742 at 4% or $99,161 at 6%.
201519$772,256$78,781$8,753iApproximate average salary by contribution assumption: employee only about $218,836 at 4% or $145,891 at 6%; with 50% employer match about $145,891 at 4% or $97,260 at 6%; with 100% employer match about $109,418 at 4% or $72,945 at 6%.
Holmes & Company LLP 401(K) Plan-9$772,256$78,781$8,753iApproximate average salary by contribution assumption: employee only about $218,836 at 4% or $145,891 at 6%; with 50% employer match about $145,891 at 4% or $97,260 at 6%; with 100% employer match about $109,418 at 4% or $72,945 at 6%.
2014110$755,904$58,857$5,886iApproximate average salary by contribution assumption: employee only about $147,143 at 4% or $98,095 at 6%; with 50% employer match about $98,095 at 4% or $65,397 at 6%; with 100% employer match about $73,571 at 4% or $49,048 at 6%.
Holmes & Company LLP 401(K) Plan-10$755,904$58,857$5,886iApproximate average salary by contribution assumption: employee only about $147,143 at 4% or $98,095 at 6%; with 50% employer match about $98,095 at 4% or $65,397 at 6%; with 100% employer match about $73,571 at 4% or $49,048 at 6%.
201319$660,114$45,252$5,028iApproximate average salary by contribution assumption: employee only about $125,700 at 4% or $83,800 at 6%; with 50% employer match about $83,800 at 4% or $55,867 at 6%; with 100% employer match about $62,850 at 4% or $41,900 at 6%.
Holmes & Company LLP 401(K) Plan-9$660,114$45,252$5,028iApproximate average salary by contribution assumption: employee only about $125,700 at 4% or $83,800 at 6%; with 50% employer match about $83,800 at 4% or $55,867 at 6%; with 100% employer match about $62,850 at 4% or $41,900 at 6%.
2012115$579,474$63,055$4,204iApproximate average salary by contribution assumption: employee only about $105,092 at 4% or $70,061 at 6%; with 50% employer match about $70,061 at 4% or $46,707 at 6%; with 100% employer match about $52,546 at 4% or $35,031 at 6%.
Holmes & Company LLP 401(K) Plan-15$579,474$63,055$4,204iApproximate average salary by contribution assumption: employee only about $105,092 at 4% or $70,061 at 6%; with 50% employer match about $70,061 at 4% or $46,707 at 6%; with 100% employer match about $52,546 at 4% or $35,031 at 6%.
2011116$460,257$67,687$4,230iApproximate average salary by contribution assumption: employee only about $105,761 at 4% or $70,507 at 6%; with 50% employer match about $70,507 at 4% or $47,005 at 6%; with 100% employer match about $52,880 at 4% or $35,254 at 6%.
Holmes & Company LLP 401(K) Plan-16$460,257$67,687$4,230iApproximate average salary by contribution assumption: employee only about $105,761 at 4% or $70,507 at 6%; with 50% employer match about $70,507 at 4% or $47,005 at 6%; with 100% employer match about $52,880 at 4% or $35,254 at 6%.
2010115$428,290$86,674$5,778iApproximate average salary by contribution assumption: employee only about $144,457 at 4% or $96,304 at 6%; with 50% employer match about $96,304 at 4% or $64,203 at 6%; with 100% employer match about $72,228 at 4% or $48,152 at 6%.
Holmes & Company LLP 401(K) Plan-15$428,290$86,674$5,778iApproximate average salary by contribution assumption: employee only about $144,457 at 4% or $96,304 at 6%; with 50% employer match about $96,304 at 4% or $64,203 at 6%; with 100% employer match about $72,228 at 4% or $48,152 at 6%.
2009115$328,614$89,176$5,945iApproximate average salary by contribution assumption: employee only about $148,627 at 4% or $99,084 at 6%; with 50% employer match about $99,084 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%.
Holmes & Company LLP 401(K) Plan-15$328,614$89,176$5,945iApproximate average salary by contribution assumption: employee only about $148,627 at 4% or $99,084 at 6%; with 50% employer match about $99,084 at 4% or $66,056 at 6%; with 100% employer match about $74,313 at 4% or $49,542 at 6%.
2008114$0$0-
Holmes & Company LLP 401(K) Plan-14---
200715$0$0-
Holmes & Company LLP 401(K) Plan-5---
200617$291,651$149,893$21,413iApproximate average salary by contribution assumption: employee only about $535,332 at 4% or $356,888 at 6%; with 50% employer match about $356,888 at 4% or $237,925 at 6%; with 100% employer match about $267,666 at 4% or $178,444 at 6%.
Holmes & Company LLP 401(K) Plan-7$291,651$149,893$21,413iApproximate average salary by contribution assumption: employee only about $535,332 at 4% or $356,888 at 6%; with 50% employer match about $356,888 at 4% or $237,925 at 6%; with 100% employer match about $267,666 at 4% or $178,444 at 6%.
200519$142,798$153,568$17,063iApproximate average salary by contribution assumption: employee only about $426,578 at 4% or $284,385 at 6%; with 50% employer match about $284,385 at 4% or $189,590 at 6%; with 100% employer match about $213,289 at 4% or $142,193 at 6%.
Holmes & Company LLP 401(K) Plan-9$142,798$153,568$17,063iApproximate average salary by contribution assumption: employee only about $426,578 at 4% or $284,385 at 6%; with 50% employer match about $284,385 at 4% or $189,590 at 6%; with 100% employer match about $213,289 at 4% or $142,193 at 6%.