Albert F. Fitzgerald Inc.
Plan context: Albert F. Fitzgerald Inc. 401K Plan
EIN 04-2373147 • Woburn, MA • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$5,436,119
2024 Contributions
$821,500
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 | 70 | $5,436,119 | $821,500 | $11,736iApproximate average salary by contribution assumption: employee only about $293,393 at 4% or $195,595 at 6%; with 50% employer match about $195,595 at 4% or $130,397 at 6%; with 100% employer match about $146,696 at 4% or $97,798 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 70 | $4,811,591 | $196,300 | $2,804iApproximate average salary by contribution assumption: employee only about $70,107 at 4% or $46,738 at 6%; with 50% employer match about $46,738 at 4% or $31,159 at 6%; with 100% employer match about $35,054 at 4% or $23,369 at 6%. |
| Fitzgerald Tile Employee Stock Ownership Plan | - | 52 | $624,528 | $625,200 | $12,023iApproximate average salary by contribution assumption: employee only about $300,577 at 4% or $200,385 at 6%; with 50% employer match about $200,385 at 4% or $133,590 at 6%; with 100% employer match about $150,288 at 4% or $100,192 at 6%. |
| 2023 | 1 | 72 | $4,541,614 | $220,101 | $3,057iApproximate average salary by contribution assumption: employee only about $76,424 at 4% or $50,949 at 6%; with 50% employer match about $50,949 at 4% or $33,966 at 6%; with 100% employer match about $38,212 at 4% or $25,475 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 72 | $4,541,614 | $220,101 | $3,057iApproximate average salary by contribution assumption: employee only about $76,424 at 4% or $50,949 at 6%; with 50% employer match about $50,949 at 4% or $33,966 at 6%; with 100% employer match about $38,212 at 4% or $25,475 at 6%. |
| 2022 | 1 | 59 | $3,697,367 | $206,594 | $3,502iApproximate average salary by contribution assumption: employee only about $87,540 at 4% or $58,360 at 6%; with 50% employer match about $58,360 at 4% or $38,907 at 6%; with 100% employer match about $43,770 at 4% or $29,180 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 59 | $3,697,367 | $206,594 | $3,502iApproximate average salary by contribution assumption: employee only about $87,540 at 4% or $58,360 at 6%; with 50% employer match about $58,360 at 4% or $38,907 at 6%; with 100% employer match about $43,770 at 4% or $29,180 at 6%. |
| 2021 | 1 | 47 | $4,708,837 | $188,020 | $4,000iApproximate average salary by contribution assumption: employee only about $100,011 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,449 at 6%; with 100% employer match about $50,005 at 4% or $33,337 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 47 | $4,708,837 | $188,020 | $4,000iApproximate average salary by contribution assumption: employee only about $100,011 at 4% or $66,674 at 6%; with 50% employer match about $66,674 at 4% or $44,449 at 6%; with 100% employer match about $50,005 at 4% or $33,337 at 6%. |
| 2020 | 1 | 49 | $4,069,055 | $177,913 | $3,631iApproximate average salary by contribution assumption: employee only about $90,772 at 4% or $60,515 at 6%; with 50% employer match about $60,515 at 4% or $40,343 at 6%; with 100% employer match about $45,386 at 4% or $30,257 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 49 | $4,069,055 | $177,913 | $3,631iApproximate average salary by contribution assumption: employee only about $90,772 at 4% or $60,515 at 6%; with 50% employer match about $60,515 at 4% or $40,343 at 6%; with 100% employer match about $45,386 at 4% or $30,257 at 6%. |
| 2019 | 1 | 57 | $3,405,634 | $195,311 | $3,427iApproximate average salary by contribution assumption: employee only about $85,663 at 4% or $57,108 at 6%; with 50% employer match about $57,108 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 57 | $3,405,634 | $195,311 | $3,427iApproximate average salary by contribution assumption: employee only about $85,663 at 4% or $57,108 at 6%; with 50% employer match about $57,108 at 4% or $38,072 at 6%; with 100% employer match about $42,831 at 4% or $28,554 at 6%. |
| 2018 | 1 | 46 | $2,673,558 | $162,512 | $3,533iApproximate average salary by contribution assumption: employee only about $88,322 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,161 at 4% or $29,441 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 46 | $2,673,558 | $162,512 | $3,533iApproximate average salary by contribution assumption: employee only about $88,322 at 4% or $58,881 at 6%; with 50% employer match about $58,881 at 4% or $39,254 at 6%; with 100% employer match about $44,161 at 4% or $29,441 at 6%. |
| 2017 | 1 | 42 | $2,652,212 | $178,739 | $4,256iApproximate average salary by contribution assumption: employee only about $106,392 at 4% or $70,928 at 6%; with 50% employer match about $70,928 at 4% or $47,285 at 6%; with 100% employer match about $53,196 at 4% or $35,464 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 42 | $2,652,212 | $178,739 | $4,256iApproximate average salary by contribution assumption: employee only about $106,392 at 4% or $70,928 at 6%; with 50% employer match about $70,928 at 4% or $47,285 at 6%; with 100% employer match about $53,196 at 4% or $35,464 at 6%. |
| 2016 | 1 | 40 | $2,206,889 | $161,599 | $4,040iApproximate average salary by contribution assumption: employee only about $100,999 at 4% or $67,333 at 6%; with 50% employer match about $67,333 at 4% or $44,889 at 6%; with 100% employer match about $50,500 at 4% or $33,666 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 40 | $2,206,889 | $161,599 | $4,040iApproximate average salary by contribution assumption: employee only about $100,999 at 4% or $67,333 at 6%; with 50% employer match about $67,333 at 4% or $44,889 at 6%; with 100% employer match about $50,500 at 4% or $33,666 at 6%. |
| 2015 | 1 | 22 | $1,983,117 | $150,224 | $6,828iApproximate average salary by contribution assumption: employee only about $170,709 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,871 at 6%; with 100% employer match about $85,355 at 4% or $56,903 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 22 | $1,983,117 | $150,224 | $6,828iApproximate average salary by contribution assumption: employee only about $170,709 at 4% or $113,806 at 6%; with 50% employer match about $113,806 at 4% or $75,871 at 6%; with 100% employer match about $85,355 at 4% or $56,903 at 6%. |
| 2014 | 1 | 22 | $1,835,777 | $89,239 | $4,056iApproximate average salary by contribution assumption: employee only about $101,408 at 4% or $67,605 at 6%; with 50% employer match about $67,605 at 4% or $45,070 at 6%; with 100% employer match about $50,704 at 4% or $33,803 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 22 | $1,835,777 | $89,239 | $4,056iApproximate average salary by contribution assumption: employee only about $101,408 at 4% or $67,605 at 6%; with 50% employer match about $67,605 at 4% or $45,070 at 6%; with 100% employer match about $50,704 at 4% or $33,803 at 6%. |
| 2013 | 1 | 20 | $1,653,102 | $72,210 | $3,611iApproximate average salary by contribution assumption: employee only about $90,263 at 4% or $60,175 at 6%; with 50% employer match about $60,175 at 4% or $40,117 at 6%; with 100% employer match about $45,131 at 4% or $30,088 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 20 | $1,653,102 | $72,210 | $3,611iApproximate average salary by contribution assumption: employee only about $90,263 at 4% or $60,175 at 6%; with 50% employer match about $60,175 at 4% or $40,117 at 6%; with 100% employer match about $45,131 at 4% or $30,088 at 6%. |
| 2012 | 1 | 21 | $1,317,268 | $66,193 | $3,152iApproximate average salary by contribution assumption: employee only about $78,801 at 4% or $52,534 at 6%; with 50% employer match about $52,534 at 4% or $35,023 at 6%; with 100% employer match about $39,401 at 4% or $26,267 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 21 | $1,317,268 | $66,193 | $3,152iApproximate average salary by contribution assumption: employee only about $78,801 at 4% or $52,534 at 6%; with 50% employer match about $52,534 at 4% or $35,023 at 6%; with 100% employer match about $39,401 at 4% or $26,267 at 6%. |
| 2011 | 1 | 34 | $1,160,793 | $69,572 | $2,046iApproximate average salary by contribution assumption: employee only about $51,156 at 4% or $34,104 at 6%; with 50% employer match about $34,104 at 4% or $22,736 at 6%; with 100% employer match about $25,578 at 4% or $17,052 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 34 | $1,160,793 | $69,572 | $2,046iApproximate average salary by contribution assumption: employee only about $51,156 at 4% or $34,104 at 6%; with 50% employer match about $34,104 at 4% or $22,736 at 6%; with 100% employer match about $25,578 at 4% or $17,052 at 6%. |
| 2010 | 1 | 30 | $1,096,803 | $52,554 | $1,752iApproximate average salary by contribution assumption: employee only about $43,795 at 4% or $29,197 at 6%; with 50% employer match about $29,197 at 4% or $19,464 at 6%; with 100% employer match about $21,898 at 4% or $14,598 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 30 | $1,096,803 | $52,554 | $1,752iApproximate average salary by contribution assumption: employee only about $43,795 at 4% or $29,197 at 6%; with 50% employer match about $29,197 at 4% or $19,464 at 6%; with 100% employer match about $21,898 at 4% or $14,598 at 6%. |
| 2009 | 1 | 28 | $966,536 | $50,826 | $1,815iApproximate average salary by contribution assumption: employee only about $45,380 at 4% or $30,254 at 6%; with 50% employer match about $30,254 at 4% or $20,169 at 6%; with 100% employer match about $22,690 at 4% or $15,127 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 28 | $966,536 | $50,826 | $1,815iApproximate average salary by contribution assumption: employee only about $45,380 at 4% or $30,254 at 6%; with 50% employer match about $30,254 at 4% or $20,169 at 6%; with 100% employer match about $22,690 at 4% or $15,127 at 6%. |
| 2008 | 1 | 38 | $808,825 | $64,937 | $1,709iApproximate average salary by contribution assumption: employee only about $42,722 at 4% or $28,481 at 6%; with 50% employer match about $28,481 at 4% or $18,987 at 6%; with 100% employer match about $21,361 at 4% or $14,241 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 38 | $808,825 | $64,937 | $1,709iApproximate average salary by contribution assumption: employee only about $42,722 at 4% or $28,481 at 6%; with 50% employer match about $28,481 at 4% or $18,987 at 6%; with 100% employer match about $21,361 at 4% or $14,241 at 6%. |
| 2007 | 1 | 28 | $0 | $0 | - |
| Albert F. Fitzgerald Inc. 401K Plan | - | 28 | - | - | - |
| 2006 | 1 | 37 | $1,438,972 | $116,028 | $3,136iApproximate average salary by contribution assumption: employee only about $78,397 at 4% or $52,265 at 6%; with 50% employer match about $52,265 at 4% or $34,843 at 6%; with 100% employer match about $39,199 at 4% or $26,132 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 37 | $1,438,972 | $116,028 | $3,136iApproximate average salary by contribution assumption: employee only about $78,397 at 4% or $52,265 at 6%; with 50% employer match about $52,265 at 4% or $34,843 at 6%; with 100% employer match about $39,199 at 4% or $26,132 at 6%. |
| 2005 | 1 | 45 | $1,170,750 | $111,956 | $2,488iApproximate average salary by contribution assumption: employee only about $62,198 at 4% or $41,465 at 6%; with 50% employer match about $41,465 at 4% or $27,643 at 6%; with 100% employer match about $31,099 at 4% or $20,733 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 45 | $1,170,750 | $111,956 | $2,488iApproximate average salary by contribution assumption: employee only about $62,198 at 4% or $41,465 at 6%; with 50% employer match about $41,465 at 4% or $27,643 at 6%; with 100% employer match about $31,099 at 4% or $20,733 at 6%. |
| 2004 | 1 | 39 | $956,115 | $104,254 | $2,673iApproximate average salary by contribution assumption: employee only about $66,829 at 4% or $44,553 at 6%; with 50% employer match about $44,553 at 4% or $29,702 at 6%; with 100% employer match about $33,415 at 4% or $22,276 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 39 | $956,115 | $104,254 | $2,673iApproximate average salary by contribution assumption: employee only about $66,829 at 4% or $44,553 at 6%; with 50% employer match about $44,553 at 4% or $29,702 at 6%; with 100% employer match about $33,415 at 4% or $22,276 at 6%. |
| 2003 | 1 | 41 | $756,053 | $98,770 | $2,409iApproximate average salary by contribution assumption: employee only about $60,226 at 4% or $40,150 at 6%; with 50% employer match about $40,150 at 4% or $26,767 at 6%; with 100% employer match about $30,113 at 4% or $20,075 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 41 | $756,053 | $98,770 | $2,409iApproximate average salary by contribution assumption: employee only about $60,226 at 4% or $40,150 at 6%; with 50% employer match about $40,150 at 4% or $26,767 at 6%; with 100% employer match about $30,113 at 4% or $20,075 at 6%. |
| 2002 | 1 | 44 | $637,901 | $84,912 | $1,930iApproximate average salary by contribution assumption: employee only about $48,245 at 4% or $32,164 at 6%; with 50% employer match about $32,164 at 4% or $21,442 at 6%; with 100% employer match about $24,123 at 4% or $16,082 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 44 | $637,901 | $84,912 | $1,930iApproximate average salary by contribution assumption: employee only about $48,245 at 4% or $32,164 at 6%; with 50% employer match about $32,164 at 4% or $21,442 at 6%; with 100% employer match about $24,123 at 4% or $16,082 at 6%. |
| 2001 | 1 | 44 | $0 | $0 | - |
| Albert F. Fitzgerald Inc. 401K Plan | - | 44 | - | - | - |
| 2000 | 1 | 54 | $0 | $0 | - |
| Albert F. Fitzgerald Inc. 401K Plan | - | 54 | - | - | - |
| 1999 | 1 | 48 | $726,543 | $118,443 | $2,468iApproximate average salary by contribution assumption: employee only about $61,689 at 4% or $41,126 at 6%; with 50% employer match about $41,126 at 4% or $27,417 at 6%; with 100% employer match about $30,845 at 4% or $20,563 at 6%. |
| Albert F. Fitzgerald Inc. 401K Plan | - | 48 | $726,543 | $118,443 | $2,468iApproximate average salary by contribution assumption: employee only about $61,689 at 4% or $41,126 at 6%; with 50% employer match about $41,126 at 4% or $27,417 at 6%; with 100% employer match about $30,845 at 4% or $20,563 at 6%. |