Civic Intelligence

Fitzpatrick Associates Inc.

Plan context: Fitzpatrick Associates Inc. 401(K) Plan

EIN 01-0503153 • South Portland, ME • 20 filings • 2 plans

18 Ocean Street, Ste 3South Portland, ME 04106
Current Snapshot

Latest Year

2022

2022 Participants

6

2022 Assets

$2,008,514

2022 Contributions

$139,589

Historical Graphs

Total Assets Over Time

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

$2,208,662$1,104,331$0200320132022YearValue
$2,008,514Latest year 2022

Participants Over Time

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

740200320132022YearValue
6Latest year 2022

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
202216$2,008,514$139,589$23,265iApproximate average salary by contribution assumption: employee only about $581,621 at 4% or $387,747 at 6%; with 50% employer match about $387,747 at 4% or $258,498 at 6%; with 100% employer match about $290,810 at 4% or $193,874 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-6$2,008,514$139,589$23,265iApproximate average salary by contribution assumption: employee only about $581,621 at 4% or $387,747 at 6%; with 50% employer match about $387,747 at 4% or $258,498 at 6%; with 100% employer match about $290,810 at 4% or $193,874 at 6%.
202117$2,208,662$133,295$19,042iApproximate average salary by contribution assumption: employee only about $476,054 at 4% or $317,369 at 6%; with 50% employer match about $317,369 at 4% or $211,579 at 6%; with 100% employer match about $238,027 at 4% or $158,685 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$2,208,662$133,295$19,042iApproximate average salary by contribution assumption: employee only about $476,054 at 4% or $317,369 at 6%; with 50% employer match about $317,369 at 4% or $211,579 at 6%; with 100% employer match about $238,027 at 4% or $158,685 at 6%.
202017$1,866,828$127,872$18,267iApproximate average salary by contribution assumption: employee only about $456,686 at 4% or $304,457 at 6%; with 50% employer match about $304,457 at 4% or $202,971 at 6%; with 100% employer match about $228,343 at 4% or $152,229 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$1,866,828$127,872$18,267iApproximate average salary by contribution assumption: employee only about $456,686 at 4% or $304,457 at 6%; with 50% employer match about $304,457 at 4% or $202,971 at 6%; with 100% employer match about $228,343 at 4% or $152,229 at 6%.
201917$1,631,818$119,001$17,000iApproximate average salary by contribution assumption: employee only about $425,004 at 4% or $283,336 at 6%; with 50% employer match about $283,336 at 4% or $188,890 at 6%; with 100% employer match about $212,502 at 4% or $141,668 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$1,631,818$119,001$17,000iApproximate average salary by contribution assumption: employee only about $425,004 at 4% or $283,336 at 6%; with 50% employer match about $283,336 at 4% or $188,890 at 6%; with 100% employer match about $212,502 at 4% or $141,668 at 6%.
201817$1,257,677$116,079$16,583iApproximate average salary by contribution assumption: employee only about $414,568 at 4% or $276,379 at 6%; with 50% employer match about $276,379 at 4% or $184,252 at 6%; with 100% employer match about $207,284 at 4% or $138,189 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$1,257,677$116,079$16,583iApproximate average salary by contribution assumption: employee only about $414,568 at 4% or $276,379 at 6%; with 50% employer match about $276,379 at 4% or $184,252 at 6%; with 100% employer match about $207,284 at 4% or $138,189 at 6%.
201717$1,286,633$114,835$16,405iApproximate average salary by contribution assumption: employee only about $410,125 at 4% or $273,417 at 6%; with 50% employer match about $273,417 at 4% or $182,278 at 6%; with 100% employer match about $205,063 at 4% or $136,708 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$1,286,633$114,835$16,405iApproximate average salary by contribution assumption: employee only about $410,125 at 4% or $273,417 at 6%; with 50% employer match about $273,417 at 4% or $182,278 at 6%; with 100% employer match about $205,063 at 4% or $136,708 at 6%.
201617$1,013,109$102,929$14,704iApproximate average salary by contribution assumption: employee only about $367,604 at 4% or $245,069 at 6%; with 50% employer match about $245,069 at 4% or $163,379 at 6%; with 100% employer match about $183,802 at 4% or $122,535 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$1,013,109$102,929$14,704iApproximate average salary by contribution assumption: employee only about $367,604 at 4% or $245,069 at 6%; with 50% employer match about $245,069 at 4% or $163,379 at 6%; with 100% employer match about $183,802 at 4% or $122,535 at 6%.
201517$848,431$97,445$13,921iApproximate average salary by contribution assumption: employee only about $348,018 at 4% or $232,012 at 6%; with 50% employer match about $232,012 at 4% or $154,675 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$848,431$97,445$13,921iApproximate average salary by contribution assumption: employee only about $348,018 at 4% or $232,012 at 6%; with 50% employer match about $232,012 at 4% or $154,675 at 6%; with 100% employer match about $174,009 at 4% or $116,006 at 6%.
201416$826,919$93,432$15,572iApproximate average salary by contribution assumption: employee only about $389,300 at 4% or $259,533 at 6%; with 50% employer match about $259,533 at 4% or $173,022 at 6%; with 100% employer match about $194,650 at 4% or $129,767 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-6$826,919$93,432$15,572iApproximate average salary by contribution assumption: employee only about $389,300 at 4% or $259,533 at 6%; with 50% employer match about $259,533 at 4% or $173,022 at 6%; with 100% employer match about $194,650 at 4% or $129,767 at 6%.
201317$688,629$86,292$12,327iApproximate average salary by contribution assumption: employee only about $308,186 at 4% or $205,457 at 6%; with 50% employer match about $205,457 at 4% or $136,971 at 6%; with 100% employer match about $154,093 at 4% or $102,729 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-7$688,629$86,292$12,327iApproximate average salary by contribution assumption: employee only about $308,186 at 4% or $205,457 at 6%; with 50% employer match about $205,457 at 4% or $136,971 at 6%; with 100% employer match about $154,093 at 4% or $102,729 at 6%.
201215$548,311$55,787$11,157iApproximate average salary by contribution assumption: employee only about $278,935 at 4% or $185,957 at 6%; with 50% employer match about $185,957 at 4% or $123,971 at 6%; with 100% employer match about $139,468 at 4% or $92,978 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-5$548,311$55,787$11,157iApproximate average salary by contribution assumption: employee only about $278,935 at 4% or $185,957 at 6%; with 50% employer match about $185,957 at 4% or $123,971 at 6%; with 100% employer match about $139,468 at 4% or $92,978 at 6%.
201115$467,737$35,828$7,166iApproximate average salary by contribution assumption: employee only about $179,140 at 4% or $119,427 at 6%; with 50% employer match about $119,427 at 4% or $79,618 at 6%; with 100% employer match about $89,570 at 4% or $59,713 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-5$467,737$35,828$7,166iApproximate average salary by contribution assumption: employee only about $179,140 at 4% or $119,427 at 6%; with 50% employer match about $119,427 at 4% or $79,618 at 6%; with 100% employer match about $89,570 at 4% or $59,713 at 6%.
201014$448,968$24,802$6,201iApproximate average salary by contribution assumption: employee only about $155,013 at 4% or $103,342 at 6%; with 50% employer match about $103,342 at 4% or $68,894 at 6%; with 100% employer match about $77,506 at 4% or $51,671 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-4$448,968$24,802$6,201iApproximate average salary by contribution assumption: employee only about $155,013 at 4% or $103,342 at 6%; with 50% employer match about $103,342 at 4% or $68,894 at 6%; with 100% employer match about $77,506 at 4% or $51,671 at 6%.
200914$368,757$34,480$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-4$368,757$34,480$8,620iApproximate average salary by contribution assumption: employee only about $215,500 at 4% or $143,667 at 6%; with 50% employer match about $143,667 at 4% or $95,778 at 6%; with 100% employer match about $107,750 at 4% or $71,833 at 6%.
200815$294,705$30,684$6,137iApproximate average salary by contribution assumption: employee only about $153,420 at 4% or $102,280 at 6%; with 50% employer match about $102,280 at 4% or $68,187 at 6%; with 100% employer match about $76,710 at 4% or $51,140 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-5$294,705$30,684$6,137iApproximate average salary by contribution assumption: employee only about $153,420 at 4% or $102,280 at 6%; with 50% employer match about $102,280 at 4% or $68,187 at 6%; with 100% employer match about $76,710 at 4% or $51,140 at 6%.
200715$0$0-
Fitzpatrick Associates Inc. 401(K) Plan-5---
200615$280,956$13,915$2,783iApproximate average salary by contribution assumption: employee only about $69,575 at 4% or $46,383 at 6%; with 50% employer match about $46,383 at 4% or $30,922 at 6%; with 100% employer match about $34,788 at 4% or $23,192 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-5$280,956$13,915$2,783iApproximate average salary by contribution assumption: employee only about $69,575 at 4% or $46,383 at 6%; with 50% employer match about $46,383 at 4% or $30,922 at 6%; with 100% employer match about $34,788 at 4% or $23,192 at 6%.
200516$195,888$52,083$8,681iApproximate average salary by contribution assumption: employee only about $217,013 at 4% or $144,675 at 6%; with 50% employer match about $144,675 at 4% or $96,450 at 6%; with 100% employer match about $108,506 at 4% or $72,338 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-6$195,888$52,083$8,681iApproximate average salary by contribution assumption: employee only about $217,013 at 4% or $144,675 at 6%; with 50% employer match about $144,675 at 4% or $96,450 at 6%; with 100% employer match about $108,506 at 4% or $72,338 at 6%.
200415$137,622$81,418$16,284iApproximate average salary by contribution assumption: employee only about $407,090 at 4% or $271,393 at 6%; with 50% employer match about $271,393 at 4% or $180,929 at 6%; with 100% employer match about $203,545 at 4% or $135,697 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-5$137,622$81,418$16,284iApproximate average salary by contribution assumption: employee only about $407,090 at 4% or $271,393 at 6%; with 50% employer match about $271,393 at 4% or $180,929 at 6%; with 100% employer match about $203,545 at 4% or $135,697 at 6%.
200316$54,641$54,641$9,107iApproximate average salary by contribution assumption: employee only about $227,671 at 4% or $151,781 at 6%; with 50% employer match about $151,781 at 4% or $101,187 at 6%; with 100% employer match about $113,835 at 4% or $75,890 at 6%.
Fitzpatrick Associates Inc. 401(K) Plan-6$54,641$54,641$9,107iApproximate average salary by contribution assumption: employee only about $227,671 at 4% or $151,781 at 6%; with 50% employer match about $151,781 at 4% or $101,187 at 6%; with 100% employer match about $113,835 at 4% or $75,890 at 6%.