Civic Intelligence

Holder & Zimmerman Inc.

Plan context: C.F. Holder Inc Ps Retirement Plan

EIN 95-3912832 • Orange, CA • 18 filings • 7 plans

2019 W. Orangewood Avenue, Suite BOrange, CA 92868
Current Snapshot

Latest Year

2015

2015 Participants

4

2015 Assets

$2,841,919

2015 Contributions

$134,913

Historical Graphs

Total Assets Over Time

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

$2,876,316$1,438,158$0199920062014YearValue
$2,841,919Latest year 2014

Participants Over Time

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

530199920072014YearValue
4Latest year 2014

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
201510$0$0-
C.F. Holder Inc Ps Retirement Plan-0$0$0-
201414$2,841,919$134,913$33,728iApproximate average salary by contribution assumption: employee only about $843,206 at 4% or $562,138 at 6%; with 50% employer match about $562,138 at 4% or $374,758 at 6%; with 100% employer match about $421,603 at 4% or $281,069 at 6%.
C.F. Holder Inc Ps Retirement Plan-4$2,841,919$134,913$33,728iApproximate average salary by contribution assumption: employee only about $843,206 at 4% or $562,138 at 6%; with 50% employer match about $562,138 at 4% or $374,758 at 6%; with 100% employer match about $421,603 at 4% or $281,069 at 6%.
201315$2,876,316$323,654$64,731iApproximate average salary by contribution assumption: employee only about $1,618,270 at 4% or $1,078,847 at 6%; with 50% employer match about $1,078,847 at 4% or $719,231 at 6%; with 100% employer match about $809,135 at 4% or $539,423 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$2,876,316$323,654$64,731iApproximate average salary by contribution assumption: employee only about $1,618,270 at 4% or $1,078,847 at 6%; with 50% employer match about $1,078,847 at 4% or $719,231 at 6%; with 100% employer match about $809,135 at 4% or $539,423 at 6%.
201215$2,154,749$156,900$31,380iApproximate average salary by contribution assumption: employee only about $784,500 at 4% or $523,000 at 6%; with 50% employer match about $523,000 at 4% or $348,667 at 6%; with 100% employer match about $392,250 at 4% or $261,500 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$2,154,749$156,900$31,380iApproximate average salary by contribution assumption: employee only about $784,500 at 4% or $523,000 at 6%; with 50% employer match about $523,000 at 4% or $348,667 at 6%; with 100% employer match about $392,250 at 4% or $261,500 at 6%.
201115$1,772,077$153,467$30,693iApproximate average salary by contribution assumption: employee only about $767,335 at 4% or $511,557 at 6%; with 50% employer match about $511,557 at 4% or $341,038 at 6%; with 100% employer match about $383,668 at 4% or $255,778 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$1,772,077$153,467$30,693iApproximate average salary by contribution assumption: employee only about $767,335 at 4% or $511,557 at 6%; with 50% employer match about $511,557 at 4% or $341,038 at 6%; with 100% employer match about $383,668 at 4% or $255,778 at 6%.
201015$1,581,337$154,250$30,850iApproximate average salary by contribution assumption: employee only about $771,250 at 4% or $514,167 at 6%; with 50% employer match about $514,167 at 4% or $342,778 at 6%; with 100% employer match about $385,625 at 4% or $257,083 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$1,581,337$154,250$30,850iApproximate average salary by contribution assumption: employee only about $771,250 at 4% or $514,167 at 6%; with 50% employer match about $514,167 at 4% or $342,778 at 6%; with 100% employer match about $385,625 at 4% or $257,083 at 6%.
200915$1,279,717$145,382$29,076iApproximate average salary by contribution assumption: employee only about $726,910 at 4% or $484,607 at 6%; with 50% employer match about $484,607 at 4% or $323,071 at 6%; with 100% employer match about $363,455 at 4% or $242,303 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$1,279,717$145,382$29,076iApproximate average salary by contribution assumption: employee only about $726,910 at 4% or $484,607 at 6%; with 50% employer match about $484,607 at 4% or $323,071 at 6%; with 100% employer match about $363,455 at 4% or $242,303 at 6%.
200815$930,270$134,148$26,830iApproximate average salary by contribution assumption: employee only about $670,740 at 4% or $447,160 at 6%; with 50% employer match about $447,160 at 4% or $298,107 at 6%; with 100% employer match about $335,370 at 4% or $223,580 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$930,270$134,148$26,830iApproximate average salary by contribution assumption: employee only about $670,740 at 4% or $447,160 at 6%; with 50% employer match about $447,160 at 4% or $298,107 at 6%; with 100% employer match about $335,370 at 4% or $223,580 at 6%.
200715$0$0-
C.F. Holder Inc Ps Retirement Plan-5---
200615$925,333$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$925,333$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
200515$779,326$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$779,326$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200415$682,272$70,700$14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$682,272$70,700$14,140iApproximate average salary by contribution assumption: employee only about $353,500 at 4% or $235,667 at 6%; with 50% employer match about $235,667 at 4% or $157,111 at 6%; with 100% employer match about $176,750 at 4% or $117,833 at 6%.
200315$574,197$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$574,197$70,000$14,000iApproximate average salary by contribution assumption: employee only about $350,000 at 4% or $233,333 at 6%; with 50% employer match about $233,333 at 4% or $155,556 at 6%; with 100% employer match about $175,000 at 4% or $116,667 at 6%.
200225$447,072$70,223$14,045iApproximate average salary by contribution assumption: employee only about $351,115 at 4% or $234,077 at 6%; with 50% employer match about $234,077 at 4% or $156,051 at 6%; with 100% employer match about $175,558 at 4% or $117,038 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$447,072$70,223$14,045iApproximate average salary by contribution assumption: employee only about $351,115 at 4% or $234,077 at 6%; with 50% employer match about $234,077 at 4% or $156,051 at 6%; with 100% employer match about $175,558 at 4% or $117,038 at 6%.
HOLDER & ZIMMERMAN INC. FLEXABLE BENEFIT PLAN-5---
200115$501,287$64,446$12,889iApproximate average salary by contribution assumption: employee only about $322,230 at 4% or $214,820 at 6%; with 50% employer match about $214,820 at 4% or $143,213 at 6%; with 100% employer match about $161,115 at 4% or $107,410 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$501,287$64,446$12,889iApproximate average salary by contribution assumption: employee only about $322,230 at 4% or $214,820 at 6%; with 50% employer match about $214,820 at 4% or $143,213 at 6%; with 100% employer match about $161,115 at 4% or $107,410 at 6%.
200015$429,013$56,139$11,228iApproximate average salary by contribution assumption: employee only about $280,695 at 4% or $187,130 at 6%; with 50% employer match about $187,130 at 4% or $124,753 at 6%; with 100% employer match about $140,348 at 4% or $93,565 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$429,013$56,139$11,228iApproximate average salary by contribution assumption: employee only about $280,695 at 4% or $187,130 at 6%; with 50% employer match about $187,130 at 4% or $124,753 at 6%; with 100% employer match about $140,348 at 4% or $93,565 at 6%.
199915$407,263$52,858$10,572iApproximate average salary by contribution assumption: employee only about $264,290 at 4% or $176,193 at 6%; with 50% employer match about $176,193 at 4% or $117,462 at 6%; with 100% employer match about $132,145 at 4% or $88,097 at 6%.
C.F. Holder Inc Ps Retirement Plan-5$407,263$52,858$10,572iApproximate average salary by contribution assumption: employee only about $264,290 at 4% or $176,193 at 6%; with 50% employer match about $176,193 at 4% or $117,462 at 6%; with 100% employer match about $132,145 at 4% or $88,097 at 6%.