Civic Intelligence

W.G. Holt Inc.

Plan context: W.G. Holt Inc. 401(K) Profit Sharing Plan

EIN 95-3048260 • Aliso Viejo, CA • 27 filings • 6 plans

101 ColumbiaAliso Viejo, CA 92656
Current Snapshot

Latest Year

2024

2024 Participants

120

2024 Assets

$39,234,548

2024 Contributions

$2,567,204

Historical Graphs

Total Assets Over Time

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

$39,234,548$19,617,274$0200520162024YearValue
$39,234,548Latest year 2024

Participants Over Time

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

120600200120132024YearValue
120Latest 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
20242120$39,234,548$2,567,204$21,393iApproximate average salary by contribution assumption: employee only about $534,834 at 4% or $356,556 at 6%; with 50% employer match about $356,556 at 4% or $237,704 at 6%; with 100% employer match about $267,417 at 4% or $178,278 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-120$39,234,548$2,567,204$21,393iApproximate average salary by contribution assumption: employee only about $534,834 at 4% or $356,556 at 6%; with 50% employer match about $356,556 at 4% or $237,704 at 6%; with 100% employer match about $267,417 at 4% or $178,278 at 6%.
W.G. Holt Inc. Welfare Benefits Plan-113---
20231112$37,304,883$2,608,215$23,288iApproximate average salary by contribution assumption: employee only about $582,191 at 4% or $388,127 at 6%; with 50% employer match about $388,127 at 4% or $258,751 at 6%; with 100% employer match about $291,095 at 4% or $194,064 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-112$37,304,883$2,608,215$23,288iApproximate average salary by contribution assumption: employee only about $582,191 at 4% or $388,127 at 6%; with 50% employer match about $388,127 at 4% or $258,751 at 6%; with 100% employer match about $291,095 at 4% or $194,064 at 6%.
2022195$33,785,256$2,294,908$24,157iApproximate average salary by contribution assumption: employee only about $603,923 at 4% or $402,615 at 6%; with 50% employer match about $402,615 at 4% or $268,410 at 6%; with 100% employer match about $301,962 at 4% or $201,308 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-95$33,785,256$2,294,908$24,157iApproximate average salary by contribution assumption: employee only about $603,923 at 4% or $402,615 at 6%; with 50% employer match about $402,615 at 4% or $268,410 at 6%; with 100% employer match about $301,962 at 4% or $201,308 at 6%.
2021189$37,877,052$2,165,252$24,329iApproximate average salary by contribution assumption: employee only about $608,217 at 4% or $405,478 at 6%; with 50% employer match about $405,478 at 4% or $270,319 at 6%; with 100% employer match about $304,108 at 4% or $202,739 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-89$37,877,052$2,165,252$24,329iApproximate average salary by contribution assumption: employee only about $608,217 at 4% or $405,478 at 6%; with 50% employer match about $405,478 at 4% or $270,319 at 6%; with 100% employer match about $304,108 at 4% or $202,739 at 6%.
2020192$32,251,711$2,124,039$23,087iApproximate average salary by contribution assumption: employee only about $577,185 at 4% or $384,790 at 6%; with 50% employer match about $384,790 at 4% or $256,526 at 6%; with 100% employer match about $288,592 at 4% or $192,395 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-92$32,251,711$2,124,039$23,087iApproximate average salary by contribution assumption: employee only about $577,185 at 4% or $384,790 at 6%; with 50% employer match about $384,790 at 4% or $256,526 at 6%; with 100% employer match about $288,592 at 4% or $192,395 at 6%.
2019187$28,858,975$2,221,188$25,531iApproximate average salary by contribution assumption: employee only about $638,272 at 4% or $425,515 at 6%; with 50% employer match about $425,515 at 4% or $283,677 at 6%; with 100% employer match about $319,136 at 4% or $212,757 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-87$28,858,975$2,221,188$25,531iApproximate average salary by contribution assumption: employee only about $638,272 at 4% or $425,515 at 6%; with 50% employer match about $425,515 at 4% or $283,677 at 6%; with 100% employer match about $319,136 at 4% or $212,757 at 6%.
2018184$23,830,657$2,086,237$24,836iApproximate average salary by contribution assumption: employee only about $620,904 at 4% or $413,936 at 6%; with 50% employer match about $413,936 at 4% or $275,957 at 6%; with 100% employer match about $310,452 at 4% or $206,968 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-84$23,830,657$2,086,237$24,836iApproximate average salary by contribution assumption: employee only about $620,904 at 4% or $413,936 at 6%; with 50% employer match about $413,936 at 4% or $275,957 at 6%; with 100% employer match about $310,452 at 4% or $206,968 at 6%.
2017178$23,625,211$3,255,552$41,738iApproximate average salary by contribution assumption: employee only about $1,043,446 at 4% or $695,631 at 6%; with 50% employer match about $695,631 at 4% or $463,754 at 6%; with 100% employer match about $521,723 at 4% or $347,815 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-78$23,625,211$3,255,552$41,738iApproximate average salary by contribution assumption: employee only about $1,043,446 at 4% or $695,631 at 6%; with 50% employer match about $695,631 at 4% or $463,754 at 6%; with 100% employer match about $521,723 at 4% or $347,815 at 6%.
2016176$17,912,583$1,911,798$25,155iApproximate average salary by contribution assumption: employee only about $628,881 at 4% or $419,254 at 6%; with 50% employer match about $419,254 at 4% or $279,503 at 6%; with 100% employer match about $314,440 at 4% or $209,627 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-76$17,912,583$1,911,798$25,155iApproximate average salary by contribution assumption: employee only about $628,881 at 4% or $419,254 at 6%; with 50% employer match about $419,254 at 4% or $279,503 at 6%; with 100% employer match about $314,440 at 4% or $209,627 at 6%.
2015172$15,275,532$1,862,119$25,863iApproximate average salary by contribution assumption: employee only about $646,569 at 4% or $431,046 at 6%; with 50% employer match about $431,046 at 4% or $287,364 at 6%; with 100% employer match about $323,285 at 4% or $215,523 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-72$15,275,532$1,862,119$25,863iApproximate average salary by contribution assumption: employee only about $646,569 at 4% or $431,046 at 6%; with 50% employer match about $431,046 at 4% or $287,364 at 6%; with 100% employer match about $323,285 at 4% or $215,523 at 6%.
2014170$14,614,304$1,639,952$23,428iApproximate average salary by contribution assumption: employee only about $585,697 at 4% or $390,465 at 6%; with 50% employer match about $390,465 at 4% or $260,310 at 6%; with 100% employer match about $292,849 at 4% or $195,232 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-70$14,614,304$1,639,952$23,428iApproximate average salary by contribution assumption: employee only about $585,697 at 4% or $390,465 at 6%; with 50% employer match about $390,465 at 4% or $260,310 at 6%; with 100% employer match about $292,849 at 4% or $195,232 at 6%.
2013169$12,523,564$1,518,623$22,009iApproximate average salary by contribution assumption: employee only about $550,226 at 4% or $366,817 at 6%; with 50% employer match about $366,817 at 4% or $244,545 at 6%; with 100% employer match about $275,113 at 4% or $183,409 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-69$12,523,564$1,518,623$22,009iApproximate average salary by contribution assumption: employee only about $550,226 at 4% or $366,817 at 6%; with 50% employer match about $366,817 at 4% or $244,545 at 6%; with 100% employer match about $275,113 at 4% or $183,409 at 6%.
2012166$10,323,537$1,510,868$22,892iApproximate average salary by contribution assumption: employee only about $572,298 at 4% or $381,532 at 6%; with 50% employer match about $381,532 at 4% or $254,355 at 6%; with 100% employer match about $286,149 at 4% or $190,766 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-66$10,323,537$1,510,868$22,892iApproximate average salary by contribution assumption: employee only about $572,298 at 4% or $381,532 at 6%; with 50% employer match about $381,532 at 4% or $254,355 at 6%; with 100% employer match about $286,149 at 4% or $190,766 at 6%.
2011157$8,194,050$1,246,196$21,863iApproximate average salary by contribution assumption: employee only about $546,577 at 4% or $364,385 at 6%; with 50% employer match about $364,385 at 4% or $242,923 at 6%; with 100% employer match about $273,289 at 4% or $182,192 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-57$8,194,050$1,246,196$21,863iApproximate average salary by contribution assumption: employee only about $546,577 at 4% or $364,385 at 6%; with 50% employer match about $364,385 at 4% or $242,923 at 6%; with 100% employer match about $273,289 at 4% or $182,192 at 6%.
2010155$7,228,741$628,073$11,420iApproximate average salary by contribution assumption: employee only about $285,488 at 4% or $190,325 at 6%; with 50% employer match about $190,325 at 4% or $126,883 at 6%; with 100% employer match about $142,744 at 4% or $95,163 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-55$7,228,741$628,073$11,420iApproximate average salary by contribution assumption: employee only about $285,488 at 4% or $190,325 at 6%; with 50% employer match about $190,325 at 4% or $126,883 at 6%; with 100% employer match about $142,744 at 4% or $95,163 at 6%.
2009152$5,748,906$1,183,845$22,766iApproximate average salary by contribution assumption: employee only about $569,156 at 4% or $379,438 at 6%; with 50% employer match about $379,438 at 4% or $252,958 at 6%; with 100% employer match about $284,578 at 4% or $189,719 at 6%.
W.G. Holt Inc. 401(K) Profit Sharing Plan-52$5,748,906$1,183,845$22,766iApproximate average salary by contribution assumption: employee only about $569,156 at 4% or $379,438 at 6%; with 50% employer match about $379,438 at 4% or $252,958 at 6%; with 100% employer match about $284,578 at 4% or $189,719 at 6%.
2008151$0$0-
W.G. Holt Inc. 401(K) Profit Sharing Plan-51---
2007250$0$0-
W.G. Holt Inc. 401(K) Profit Sharing Plan-50---
Holt Integrated Circuits Employee Stock Ownership Plan-0---
2006243$7,571,842$720,000$16,744iApproximate average salary by contribution assumption: employee only about $418,605 at 4% or $279,070 at 6%; with 50% employer match about $279,070 at 4% or $186,047 at 6%; with 100% employer match about $209,302 at 4% or $139,535 at 6%.
Holt Integrated Circuits Employee Stock Ownership Plan-32$6,851,842--
W.G. Holt Inc. 401(K) Profit Sharing Plan-43$720,000$720,000$16,744iApproximate average salary by contribution assumption: employee only about $418,605 at 4% or $279,070 at 6%; with 50% employer match about $279,070 at 4% or $186,047 at 6%; with 100% employer match about $209,302 at 4% or $139,535 at 6%.
2005136$5,408,574$670,000$18,611iApproximate average salary by contribution assumption: employee only about $465,278 at 4% or $310,185 at 6%; with 50% employer match about $310,185 at 4% or $206,790 at 6%; with 100% employer match about $232,639 at 4% or $155,093 at 6%.
Holt Integrated Circuits Employee Stock Ownership Plan-36$5,408,574$670,000$18,611iApproximate average salary by contribution assumption: employee only about $465,278 at 4% or $310,185 at 6%; with 50% employer match about $310,185 at 4% or $206,790 at 6%; with 100% employer match about $232,639 at 4% or $155,093 at 6%.
2004134$0$0-
Holt Integrated Circuits Employee Stock Ownership Plan-34---
2003130$0$0-
Holt Integrated Circuits Employee Stock Ownership Plan-30---
2002131$0$0-
Holt Integrated Circuits Employee Stock Ownership Plan-31---
2001129$0$0-
Holt Integrated Circuits Employee Stock Ownership Plan-29---