J Fitzgerald Group Inc
Plan context: J Fitzgerald Group Inc 401(K) Profit Sharing Plan
EIN 01-0549257 • Lockport, NY • 24 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
12
2024 Assets
$2,846,969
2024 Contributions
$220,737
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 12 | $2,846,969 | $220,737 | $18,395iApproximate average salary by contribution assumption: employee only about $459,869 at 4% or $306,579 at 6%; with 50% employer match about $306,579 at 4% or $204,386 at 6%; with 100% employer match about $229,934 at 4% or $153,290 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 12 | $1,876,720 | $95,369 | $7,947iApproximate average salary by contribution assumption: employee only about $198,685 at 4% or $132,457 at 6%; with 50% employer match about $132,457 at 4% or $88,305 at 6%; with 100% employer match about $99,343 at 4% or $66,228 at 6%. |
| J. FITZGERALD GROUP INC. CASH BALANCE PLAN | - | 0 | $970,249 | $125,368 | - |
| 2023 | 2 | 12 | $2,405,624 | $234,721 | $19,560iApproximate average salary by contribution assumption: employee only about $489,002 at 4% or $326,001 at 6%; with 50% employer match about $326,001 at 4% or $217,334 at 6%; with 100% employer match about $244,501 at 4% or $163,001 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 12 | $1,596,789 | $113,071 | $9,423iApproximate average salary by contribution assumption: employee only about $235,565 at 4% or $157,043 at 6%; with 50% employer match about $157,043 at 4% or $104,695 at 6%; with 100% employer match about $117,782 at 4% or $78,522 at 6%. |
| J. FITZGERALD GROUP INC. CASH BALANCE PLAN | - | 9 | $808,835 | $121,650 | $13,517iApproximate average salary by contribution assumption: employee only about $337,917 at 4% or $225,278 at 6%; with 50% employer match about $225,278 at 4% or $150,185 at 6%; with 100% employer match about $168,958 at 4% or $112,639 at 6%. |
| 2022 | 2 | 15 | $2,043,204 | $302,352 | $20,157iApproximate average salary by contribution assumption: employee only about $503,920 at 4% or $335,947 at 6%; with 50% employer match about $335,947 at 4% or $223,964 at 6%; with 100% employer match about $251,960 at 4% or $167,973 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 15 | $1,397,761 | $157,352 | $10,490iApproximate average salary by contribution assumption: employee only about $262,253 at 4% or $174,836 at 6%; with 50% employer match about $174,836 at 4% or $116,557 at 6%; with 100% employer match about $131,127 at 4% or $87,418 at 6%. |
| J. FITZGERALD GROUP INC. CASH BALANCE PLAN | - | 9 | $645,443 | $145,000 | $16,111iApproximate average salary by contribution assumption: employee only about $402,778 at 4% or $268,519 at 6%; with 50% employer match about $268,519 at 4% or $179,012 at 6%; with 100% employer match about $201,389 at 4% or $134,259 at 6%. |
| 2021 | 2 | 14 | $2,007,153 | $240,341 | $17,167iApproximate average salary by contribution assumption: employee only about $429,180 at 4% or $286,120 at 6%; with 50% employer match about $286,120 at 4% or $190,747 at 6%; with 100% employer match about $214,590 at 4% or $143,060 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 14 | $1,477,188 | $72,131 | $5,152iApproximate average salary by contribution assumption: employee only about $128,805 at 4% or $85,870 at 6%; with 50% employer match about $85,870 at 4% or $57,247 at 6%; with 100% employer match about $64,403 at 4% or $42,935 at 6%. |
| J. FITZGERALD GROUP INC. CASH BALANCE PLAN | - | 8 | $529,965 | $168,210 | $21,026iApproximate average salary by contribution assumption: employee only about $525,656 at 4% or $350,438 at 6%; with 50% employer match about $350,438 at 4% or $233,625 at 6%; with 100% employer match about $262,828 at 4% or $175,219 at 6%. |
| 2020 | 2 | 13 | $1,520,576 | $282,337 | $21,718iApproximate average salary by contribution assumption: employee only about $542,956 at 4% or $361,971 at 6%; with 50% employer match about $361,971 at 4% or $241,314 at 6%; with 100% employer match about $271,478 at 4% or $180,985 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 13 | $1,162,136 | $135,137 | $10,395iApproximate average salary by contribution assumption: employee only about $259,879 at 4% or $173,253 at 6%; with 50% employer match about $173,253 at 4% or $115,502 at 6%; with 100% employer match about $129,939 at 4% or $86,626 at 6%. |
| J. FITZGERALD GROUP INC CASH BALANCE PLAN | - | 9 | $358,440 | $147,200 | $16,356iApproximate average salary by contribution assumption: employee only about $408,889 at 4% or $272,593 at 6%; with 50% employer match about $272,593 at 4% or $181,728 at 6%; with 100% employer match about $204,444 at 4% or $136,296 at 6%. |
| 2019 | 2 | 13 | $1,274,643 | $301,013 | $23,155iApproximate average salary by contribution assumption: employee only about $578,871 at 4% or $385,914 at 6%; with 50% employer match about $385,914 at 4% or $257,276 at 6%; with 100% employer match about $289,436 at 4% or $192,957 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 13 | $1,099,889 | $126,259 | $9,712iApproximate average salary by contribution assumption: employee only about $242,806 at 4% or $161,871 at 6%; with 50% employer match about $161,871 at 4% or $107,914 at 6%; with 100% employer match about $121,403 at 4% or $80,935 at 6%. |
| J. FITZGERALD GROUP INC CASH BALANCE PLAN | - | 9 | $174,754 | $174,754 | $19,417iApproximate average salary by contribution assumption: employee only about $485,428 at 4% or $323,619 at 6%; with 50% employer match about $323,619 at 4% or $215,746 at 6%; with 100% employer match about $242,714 at 4% or $161,809 at 6%. |
| 2018 | 1 | 12 | $786,675 | $114,813 | $9,568iApproximate average salary by contribution assumption: employee only about $239,194 at 4% or $159,463 at 6%; with 50% employer match about $159,463 at 4% or $106,308 at 6%; with 100% employer match about $119,597 at 4% or $79,731 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 12 | $786,675 | $114,813 | $9,568iApproximate average salary by contribution assumption: employee only about $239,194 at 4% or $159,463 at 6%; with 50% employer match about $159,463 at 4% or $106,308 at 6%; with 100% employer match about $119,597 at 4% or $79,731 at 6%. |
| 2017 | 1 | 12 | $740,001 | $147,951 | $12,329iApproximate average salary by contribution assumption: employee only about $308,231 at 4% or $205,488 at 6%; with 50% employer match about $205,488 at 4% or $136,992 at 6%; with 100% employer match about $154,116 at 4% or $102,744 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 12 | $740,001 | $147,951 | $12,329iApproximate average salary by contribution assumption: employee only about $308,231 at 4% or $205,488 at 6%; with 50% employer match about $205,488 at 4% or $136,992 at 6%; with 100% employer match about $154,116 at 4% or $102,744 at 6%. |
| 2016 | 1 | 11 | $544,468 | $79,802 | $7,255iApproximate average salary by contribution assumption: employee only about $181,368 at 4% or $120,912 at 6%; with 50% employer match about $120,912 at 4% or $80,608 at 6%; with 100% employer match about $90,684 at 4% or $60,456 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 11 | $544,468 | $79,802 | $7,255iApproximate average salary by contribution assumption: employee only about $181,368 at 4% or $120,912 at 6%; with 50% employer match about $120,912 at 4% or $80,608 at 6%; with 100% employer match about $90,684 at 4% or $60,456 at 6%. |
| 2015 | 1 | 9 | $431,495 | $72,930 | $8,103iApproximate average salary by contribution assumption: employee only about $202,583 at 4% or $135,056 at 6%; with 50% employer match about $135,056 at 4% or $90,037 at 6%; with 100% employer match about $101,292 at 4% or $67,528 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 9 | $431,495 | $72,930 | $8,103iApproximate average salary by contribution assumption: employee only about $202,583 at 4% or $135,056 at 6%; with 50% employer match about $135,056 at 4% or $90,037 at 6%; with 100% employer match about $101,292 at 4% or $67,528 at 6%. |
| 2014 | 1 | 10 | $410,822 | $47,501 | $4,750iApproximate average salary by contribution assumption: employee only about $118,753 at 4% or $79,168 at 6%; with 50% employer match about $79,168 at 4% or $52,779 at 6%; with 100% employer match about $59,376 at 4% or $39,584 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 10 | $410,822 | $47,501 | $4,750iApproximate average salary by contribution assumption: employee only about $118,753 at 4% or $79,168 at 6%; with 50% employer match about $79,168 at 4% or $52,779 at 6%; with 100% employer match about $59,376 at 4% or $39,584 at 6%. |
| 2013 | 1 | 11 | $404,436 | $36,836 | $3,349iApproximate average salary by contribution assumption: employee only about $83,718 at 4% or $55,812 at 6%; with 50% employer match about $55,812 at 4% or $37,208 at 6%; with 100% employer match about $41,859 at 4% or $27,906 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 11 | $404,436 | $36,836 | $3,349iApproximate average salary by contribution assumption: employee only about $83,718 at 4% or $55,812 at 6%; with 50% employer match about $55,812 at 4% or $37,208 at 6%; with 100% employer match about $41,859 at 4% or $27,906 at 6%. |
| 2012 | 1 | 8 | $319,298 | $20,894 | $2,612iApproximate average salary by contribution assumption: employee only about $65,294 at 4% or $43,529 at 6%; with 50% employer match about $43,529 at 4% or $29,019 at 6%; with 100% employer match about $32,647 at 4% or $21,765 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 8 | $319,298 | $20,894 | $2,612iApproximate average salary by contribution assumption: employee only about $65,294 at 4% or $43,529 at 6%; with 50% employer match about $43,529 at 4% or $29,019 at 6%; with 100% employer match about $32,647 at 4% or $21,765 at 6%. |
| 2011 | 1 | 14 | $346,168 | $11,823 | $845iApproximate average salary by contribution assumption: employee only about $21,113 at 4% or $14,075 at 6%; with 50% employer match about $14,075 at 4% or $9,383 at 6%; with 100% employer match about $10,556 at 4% or $7,038 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 14 | $346,168 | $11,823 | $845iApproximate average salary by contribution assumption: employee only about $21,113 at 4% or $14,075 at 6%; with 50% employer match about $14,075 at 4% or $9,383 at 6%; with 100% employer match about $10,556 at 4% or $7,038 at 6%. |
| 2010 | 1 | 10 | $358,682 | $25,854 | $2,585iApproximate average salary by contribution assumption: employee only about $64,635 at 4% or $43,090 at 6%; with 50% employer match about $43,090 at 4% or $28,727 at 6%; with 100% employer match about $32,318 at 4% or $21,545 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 10 | $358,682 | $25,854 | $2,585iApproximate average salary by contribution assumption: employee only about $64,635 at 4% or $43,090 at 6%; with 50% employer match about $43,090 at 4% or $28,727 at 6%; with 100% employer match about $32,318 at 4% or $21,545 at 6%. |
| 2009 | 1 | 8 | $332,836 | $64,406 | $8,051iApproximate average salary by contribution assumption: employee only about $201,269 at 4% or $134,179 at 6%; with 50% employer match about $134,179 at 4% or $89,453 at 6%; with 100% employer match about $100,634 at 4% or $67,090 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 8 | $332,836 | $64,406 | $8,051iApproximate average salary by contribution assumption: employee only about $201,269 at 4% or $134,179 at 6%; with 50% employer match about $134,179 at 4% or $89,453 at 6%; with 100% employer match about $100,634 at 4% or $67,090 at 6%. |
| 2008 | 1 | 9 | $195,892 | $74,710 | $8,301iApproximate average salary by contribution assumption: employee only about $207,528 at 4% or $138,352 at 6%; with 50% employer match about $138,352 at 4% or $92,235 at 6%; with 100% employer match about $103,764 at 4% or $69,176 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 9 | $195,892 | $74,710 | $8,301iApproximate average salary by contribution assumption: employee only about $207,528 at 4% or $138,352 at 6%; with 50% employer match about $138,352 at 4% or $92,235 at 6%; with 100% employer match about $103,764 at 4% or $69,176 at 6%. |
| 2007 | 1 | 8 | $208,257 | $199,110 | $24,889iApproximate average salary by contribution assumption: employee only about $622,219 at 4% or $414,813 at 6%; with 50% employer match about $414,813 at 4% or $276,542 at 6%; with 100% employer match about $311,109 at 4% or $207,406 at 6%. |
| J Fitzgerald Group Inc 401(K) Profit Sharing Plan | - | 8 | $208,257 | $199,110 | $24,889iApproximate average salary by contribution assumption: employee only about $622,219 at 4% or $414,813 at 6%; with 50% employer match about $414,813 at 4% or $276,542 at 6%; with 100% employer match about $311,109 at 4% or $207,406 at 6%. |