Civic Intelligence

Herbert a. Holman, M.D.

Plan context: HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN

EIN 94-3080365 • Castro Valley, CA • 24 filings • 3 plans

20055 Lake Chabot Road, Suite 120Castro Valley, CA 94546
Current Snapshot

Latest Year

2014

2014 Participants

2

2014 Assets

$1,757,930

2014 Contributions

$70,000

Historical Graphs

Total Assets Over Time

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

$1,757,930$878,965$0200320082013YearValue
$1,757,930Latest year 2013

Participants Over Time

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

420200320082013YearValue
2Latest 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-
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-0$0$0-
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-0$0$0-
201322$1,757,930$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$1,702,225$70,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-1$55,705$0-
201224$1,576,154$202,070$50,518iApproximate average salary by contribution assumption: employee only about $1,262,938 at 4% or $841,958 at 6%; with 50% employer match about $841,958 at 4% or $561,306 at 6%; with 100% employer match about $631,469 at 4% or $420,979 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$1,451,541$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$124,613$22,070$5,518iApproximate average salary by contribution assumption: employee only about $137,938 at 4% or $91,958 at 6%; with 50% employer match about $91,958 at 4% or $61,306 at 6%; with 100% employer match about $68,969 at 4% or $45,979 at 6%.
201124$1,250,274$182,759$45,690iApproximate average salary by contribution assumption: employee only about $1,142,244 at 4% or $761,496 at 6%; with 50% employer match about $761,496 at 4% or $507,664 at 6%; with 100% employer match about $571,122 at 4% or $380,748 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$1,155,618$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$94,656$22,759$5,690iApproximate average salary by contribution assumption: employee only about $142,244 at 4% or $94,829 at 6%; with 50% employer match about $94,829 at 4% or $63,219 at 6%; with 100% employer match about $71,122 at 4% or $47,415 at 6%.
201024$1,100,599$162,018$40,505iApproximate average salary by contribution assumption: employee only about $1,012,613 at 4% or $675,075 at 6%; with 50% employer match about $675,075 at 4% or $450,050 at 6%; with 100% employer match about $506,306 at 4% or $337,538 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$1,026,237$140,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$74,362$22,018$5,505iApproximate average salary by contribution assumption: employee only about $137,613 at 4% or $91,742 at 6%; with 50% employer match about $91,742 at 4% or $61,161 at 6%; with 100% employer match about $68,806 at 4% or $45,871 at 6%.
200924$817,162$189,138$47,285iApproximate average salary by contribution assumption: employee only about $1,182,113 at 4% or $788,075 at 6%; with 50% employer match about $788,075 at 4% or $525,383 at 6%; with 100% employer match about $591,056 at 4% or $394,038 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$770,156$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$47,006$9,138$2,285iApproximate average salary by contribution assumption: employee only about $57,113 at 4% or $38,075 at 6%; with 50% employer match about $38,075 at 4% or $25,383 at 6%; with 100% employer match about $28,556 at 4% or $19,038 at 6%.
200824$483,312$172,523$43,131iApproximate average salary by contribution assumption: employee only about $1,078,269 at 4% or $718,846 at 6%; with 50% employer match about $718,846 at 4% or $479,231 at 6%; with 100% employer match about $539,134 at 4% or $359,423 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$453,154$165,000$82,500iApproximate average salary by contribution assumption: employee only about $2,062,500 at 4% or $1,375,000 at 6%; with 50% employer match about $1,375,000 at 4% or $916,667 at 6%; with 100% employer match about $1,031,250 at 4% or $687,500 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$30,158$7,523$1,881iApproximate average salary by contribution assumption: employee only about $47,019 at 4% or $31,346 at 6%; with 50% employer match about $31,346 at 4% or $20,897 at 6%; with 100% employer match about $23,509 at 4% or $15,673 at 6%.
200724$479,552$118,107$29,527iApproximate average salary by contribution assumption: employee only about $738,169 at 4% or $492,113 at 6%; with 50% employer match about $492,113 at 4% or $328,075 at 6%; with 100% employer match about $369,084 at 4% or $246,056 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-1$449,418$109,120$109,120iApproximate average salary by contribution assumption: employee only about $2,728,000 at 4% or $1,818,667 at 6%; with 50% employer match about $1,818,667 at 4% or $1,212,444 at 6%; with 100% employer match about $1,364,000 at 4% or $909,333 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$30,134$8,987$2,247iApproximate average salary by contribution assumption: employee only about $56,169 at 4% or $37,446 at 6%; with 50% employer match about $37,446 at 4% or $24,964 at 6%; with 100% employer match about $28,084 at 4% or $18,723 at 6%.
200623$365,342$74,910$24,970iApproximate average salary by contribution assumption: employee only about $624,250 at 4% or $416,167 at 6%; with 50% employer match about $416,167 at 4% or $277,444 at 6%; with 100% employer match about $312,125 at 4% or $208,083 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-1$342,495$70,000$70,000iApproximate average salary by contribution assumption: employee only about $1,750,000 at 4% or $1,166,667 at 6%; with 50% employer match about $1,166,667 at 4% or $777,778 at 6%; with 100% employer match about $875,000 at 4% or $583,333 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-3$22,847$4,910$1,637iApproximate average salary by contribution assumption: employee only about $40,917 at 4% or $27,278 at 6%; with 50% employer match about $27,278 at 4% or $18,185 at 6%; with 100% employer match about $20,458 at 4% or $13,639 at 6%.
200524$248,861$74,411$18,603iApproximate average salary by contribution assumption: employee only about $465,069 at 4% or $310,046 at 6%; with 50% employer match about $310,046 at 4% or $206,697 at 6%; with 100% employer match about $232,534 at 4% or $155,023 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$230,186$67,961$33,981iApproximate average salary by contribution assumption: employee only about $849,513 at 4% or $566,342 at 6%; with 50% employer match about $566,342 at 4% or $377,561 at 6%; with 100% employer match about $424,756 at 4% or $283,171 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$18,675$6,450$1,613iApproximate average salary by contribution assumption: employee only about $40,313 at 4% or $26,875 at 6%; with 50% employer match about $26,875 at 4% or $17,917 at 6%; with 100% employer match about $20,156 at 4% or $13,438 at 6%.
200424$158,470$72,854$18,214iApproximate average salary by contribution assumption: employee only about $455,338 at 4% or $303,558 at 6%; with 50% employer match about $303,558 at 4% or $202,372 at 6%; with 100% employer match about $227,669 at 4% or $151,779 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$146,904$67,055$33,528iApproximate average salary by contribution assumption: employee only about $838,188 at 4% or $558,792 at 6%; with 50% employer match about $558,792 at 4% or $372,528 at 6%; with 100% employer match about $419,094 at 4% or $279,396 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$11,566$5,799$1,450iApproximate average salary by contribution assumption: employee only about $36,244 at 4% or $24,163 at 6%; with 50% employer match about $24,163 at 4% or $16,108 at 6%; with 100% employer match about $18,122 at 4% or $12,081 at 6%.
200324$71,671$71,671$17,918iApproximate average salary by contribution assumption: employee only about $447,944 at 4% or $298,629 at 6%; with 50% employer match about $298,629 at 4% or $199,086 at 6%; with 100% employer match about $223,972 at 4% or $149,315 at 6%.
HERBERT A. HOLMAN, M.D. DEFINED BENEFIT PLAN-2$66,277$66,277$33,139iApproximate average salary by contribution assumption: employee only about $828,463 at 4% or $552,308 at 6%; with 50% employer match about $552,308 at 4% or $368,206 at 6%; with 100% employer match about $414,231 at 4% or $276,154 at 6%.
Herbert a. Holman, M.D. Profit Sharing 401(K) Plan-4$5,394$5,394$1,349iApproximate average salary by contribution assumption: employee only about $33,713 at 4% or $22,475 at 6%; with 50% employer match about $22,475 at 4% or $14,983 at 6%; with 100% employer match about $16,856 at 4% or $11,238 at 6%.