Civic Intelligence

John a. Fagone

Plan context: John a. Fagone Retirement Plan

EIN 04-2320262 • Marblehead, MA • 12 filings • 2 plans

22 Atlantic AvenueMarblehead, MA 01945
Current Snapshot

Latest Year

2010

2010 Participants

5

2010 Assets

$1,280,797

2010 Contributions

$20,000

Historical Graphs

Total Assets Over Time

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

$1,374,320$687,160$0199920042009YearValue
$1,280,797Latest year 2009

Participants Over Time

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

740199920042009YearValue
5Latest year 2009

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
201010$0$0-
John a. Fagone Retirement Plan-0$0$0-
200915$1,280,797$0-
John a. Fagone Retirement Plan-5$1,280,797--
200814$1,149,863$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
John a. Fagone Retirement Plan-4$1,149,863$20,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
200714$1,374,320$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
John a. Fagone Retirement Plan-4$1,374,320$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
200615$1,230,368$62,000$12,400iApproximate average salary by contribution assumption: employee only about $310,000 at 4% or $206,667 at 6%; with 50% employer match about $206,667 at 4% or $137,778 at 6%; with 100% employer match about $155,000 at 4% or $103,333 at 6%.
John a. Fagone Retirement Plan-5$1,230,368$62,000$12,400iApproximate average salary by contribution assumption: employee only about $310,000 at 4% or $206,667 at 6%; with 50% employer match about $206,667 at 4% or $137,778 at 6%; with 100% employer match about $155,000 at 4% or $103,333 at 6%.
200515$1,105,333$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
John a. Fagone Retirement Plan-5$1,105,333$66,000$13,200iApproximate average salary by contribution assumption: employee only about $330,000 at 4% or $220,000 at 6%; with 50% employer match about $220,000 at 4% or $146,667 at 6%; with 100% employer match about $165,000 at 4% or $110,000 at 6%.
200415$985,559$107,908$21,582iApproximate average salary by contribution assumption: employee only about $539,540 at 4% or $359,693 at 6%; with 50% employer match about $359,693 at 4% or $239,796 at 6%; with 100% employer match about $269,770 at 4% or $179,847 at 6%.
John a. Fagone Retirement Plan-5$985,559$107,908$21,582iApproximate average salary by contribution assumption: employee only about $539,540 at 4% or $359,693 at 6%; with 50% employer match about $359,693 at 4% or $239,796 at 6%; with 100% employer match about $269,770 at 4% or $179,847 at 6%.
200315$836,231$75,221$15,044iApproximate average salary by contribution assumption: employee only about $376,105 at 4% or $250,737 at 6%; with 50% employer match about $250,737 at 4% or $167,158 at 6%; with 100% employer match about $188,053 at 4% or $125,368 at 6%.
John a. Fagone Retirement Plan-5$836,231$75,221$15,044iApproximate average salary by contribution assumption: employee only about $376,105 at 4% or $250,737 at 6%; with 50% employer match about $250,737 at 4% or $167,158 at 6%; with 100% employer match about $188,053 at 4% or $125,368 at 6%.
200217$646,664$80,676$11,525iApproximate average salary by contribution assumption: employee only about $288,129 at 4% or $192,086 at 6%; with 50% employer match about $192,086 at 4% or $128,057 at 6%; with 100% employer match about $144,064 at 4% or $96,043 at 6%.
John a. Fagone Retirement Plan-7$646,664$80,676$11,525iApproximate average salary by contribution assumption: employee only about $288,129 at 4% or $192,086 at 6%; with 50% employer match about $192,086 at 4% or $128,057 at 6%; with 100% employer match about $144,064 at 4% or $96,043 at 6%.
200117$641,184$73,606$10,515iApproximate average salary by contribution assumption: employee only about $262,879 at 4% or $175,252 at 6%; with 50% employer match about $175,252 at 4% or $116,835 at 6%; with 100% employer match about $131,439 at 4% or $87,626 at 6%.
John a. Fagone Retirement Plan-7$641,184$73,606$10,515iApproximate average salary by contribution assumption: employee only about $262,879 at 4% or $175,252 at 6%; with 50% employer match about $175,252 at 4% or $116,835 at 6%; with 100% employer match about $131,439 at 4% or $87,626 at 6%.
200017$617,173$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
John a. Fagone Retirement Plan-7$617,173$70,000$10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%.
199917$588,284$30,897$4,414iApproximate average salary by contribution assumption: employee only about $110,346 at 4% or $73,564 at 6%; with 50% employer match about $73,564 at 4% or $49,043 at 6%; with 100% employer match about $55,173 at 4% or $36,782 at 6%.
John a. Fagone Retirement Plan-7$588,284$30,897$4,414iApproximate average salary by contribution assumption: employee only about $110,346 at 4% or $73,564 at 6%; with 50% employer match about $73,564 at 4% or $49,043 at 6%; with 100% employer match about $55,173 at 4% or $36,782 at 6%.