David Berman
Plan context: Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman
EIN 04-2533090 • Belmont, MA • 19 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$1,099,764
2017 Contributions
$17,157
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 |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $0 | - |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 0 | $0 | $0 | - |
| 2016 | 1 | 3 | $1,099,764 | $17,157 | $5,719iApproximate average salary by contribution assumption: employee only about $142,975 at 4% or $95,317 at 6%; with 50% employer match about $95,317 at 4% or $63,544 at 6%; with 100% employer match about $71,488 at 4% or $47,658 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 3 | $1,099,764 | $17,157 | $5,719iApproximate average salary by contribution assumption: employee only about $142,975 at 4% or $95,317 at 6%; with 50% employer match about $95,317 at 4% or $63,544 at 6%; with 100% employer match about $71,488 at 4% or $47,658 at 6%. |
| 2015 | 1 | 3 | $1,129,537 | $11,446 | $3,815iApproximate average salary by contribution assumption: employee only about $95,383 at 4% or $63,589 at 6%; with 50% employer match about $63,589 at 4% or $42,393 at 6%; with 100% employer match about $47,692 at 4% or $31,794 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 3 | $1,129,537 | $11,446 | $3,815iApproximate average salary by contribution assumption: employee only about $95,383 at 4% or $63,589 at 6%; with 50% employer match about $63,589 at 4% or $42,393 at 6%; with 100% employer match about $47,692 at 4% or $31,794 at 6%. |
| 2014 | 1 | 3 | $1,141,442 | $24,109 | $8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,293 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 3 | $1,141,442 | $24,109 | $8,036iApproximate average salary by contribution assumption: employee only about $200,908 at 4% or $133,939 at 6%; with 50% employer match about $133,939 at 4% or $89,293 at 6%; with 100% employer match about $100,454 at 4% or $66,969 at 6%. |
| 2013 | 1 | 3 | $1,179,261 | $24,047 | $8,016iApproximate average salary by contribution assumption: employee only about $200,392 at 4% or $133,594 at 6%; with 50% employer match about $133,594 at 4% or $89,063 at 6%; with 100% employer match about $100,196 at 4% or $66,797 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 3 | $1,179,261 | $24,047 | $8,016iApproximate average salary by contribution assumption: employee only about $200,392 at 4% or $133,594 at 6%; with 50% employer match about $133,594 at 4% or $89,063 at 6%; with 100% employer match about $100,196 at 4% or $66,797 at 6%. |
| 2012 | 1 | 3 | $1,620,489 | $22,492 | $7,497iApproximate average salary by contribution assumption: employee only about $187,433 at 4% or $124,956 at 6%; with 50% employer match about $124,956 at 4% or $83,304 at 6%; with 100% employer match about $93,717 at 4% or $62,478 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 3 | $1,620,489 | $22,492 | $7,497iApproximate average salary by contribution assumption: employee only about $187,433 at 4% or $124,956 at 6%; with 50% employer match about $124,956 at 4% or $83,304 at 6%; with 100% employer match about $93,717 at 4% or $62,478 at 6%. |
| 2011 | 1 | 2 | $1,610,411 | $28,948 | $14,474iApproximate average salary by contribution assumption: employee only about $361,850 at 4% or $241,233 at 6%; with 50% employer match about $241,233 at 4% or $160,822 at 6%; with 100% employer match about $180,925 at 4% or $120,617 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,610,411 | $28,948 | $14,474iApproximate average salary by contribution assumption: employee only about $361,850 at 4% or $241,233 at 6%; with 50% employer match about $241,233 at 4% or $160,822 at 6%; with 100% employer match about $180,925 at 4% or $120,617 at 6%. |
| 2010 | 1 | 2 | $1,643,957 | $24,467 | $12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,643,957 | $24,467 | $12,234iApproximate average salary by contribution assumption: employee only about $305,838 at 4% or $203,892 at 6%; with 50% employer match about $203,892 at 4% or $135,928 at 6%; with 100% employer match about $152,919 at 4% or $101,946 at 6%. |
| 2009 | 1 | 2 | $1,611,308 | $23,057 | $11,529iApproximate average salary by contribution assumption: employee only about $288,213 at 4% or $192,142 at 6%; with 50% employer match about $192,142 at 4% or $128,094 at 6%; with 100% employer match about $144,106 at 4% or $96,071 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,611,308 | $23,057 | $11,529iApproximate average salary by contribution assumption: employee only about $288,213 at 4% or $192,142 at 6%; with 50% employer match about $192,142 at 4% or $128,094 at 6%; with 100% employer match about $144,106 at 4% or $96,071 at 6%. |
| 2008 | 1 | 0 | $1,453,552 | $7,897 | - |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 0 | $1,453,552 | $7,897 | - |
| 2007 | 1 | 2 | $1,544,672 | $25,480 | $12,740iApproximate average salary by contribution assumption: employee only about $318,500 at 4% or $212,333 at 6%; with 50% employer match about $212,333 at 4% or $141,556 at 6%; with 100% employer match about $159,250 at 4% or $106,167 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,544,672 | $25,480 | $12,740iApproximate average salary by contribution assumption: employee only about $318,500 at 4% or $212,333 at 6%; with 50% employer match about $212,333 at 4% or $141,556 at 6%; with 100% employer match about $159,250 at 4% or $106,167 at 6%. |
| 2006 | 1 | 2 | $1,484,289 | $40,964 | $20,482iApproximate average salary by contribution assumption: employee only about $512,050 at 4% or $341,367 at 6%; with 50% employer match about $341,367 at 4% or $227,578 at 6%; with 100% employer match about $256,025 at 4% or $170,683 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,484,289 | $40,964 | $20,482iApproximate average salary by contribution assumption: employee only about $512,050 at 4% or $341,367 at 6%; with 50% employer match about $341,367 at 4% or $227,578 at 6%; with 100% employer match about $256,025 at 4% or $170,683 at 6%. |
| 2005 | 1 | 1 | $1,450,412 | $6,712 | $6,712iApproximate average salary by contribution assumption: employee only about $167,800 at 4% or $111,867 at 6%; with 50% employer match about $111,867 at 4% or $74,578 at 6%; with 100% employer match about $83,900 at 4% or $55,933 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 1 | $1,450,412 | $6,712 | $6,712iApproximate average salary by contribution assumption: employee only about $167,800 at 4% or $111,867 at 6%; with 50% employer match about $111,867 at 4% or $74,578 at 6%; with 100% employer match about $83,900 at 4% or $55,933 at 6%. |
| 2004 | 1 | 2 | $1,471,521 | $23,295 | $11,648iApproximate average salary by contribution assumption: employee only about $291,188 at 4% or $194,125 at 6%; with 50% employer match about $194,125 at 4% or $129,417 at 6%; with 100% employer match about $145,594 at 4% or $97,063 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,471,521 | $23,295 | $11,648iApproximate average salary by contribution assumption: employee only about $291,188 at 4% or $194,125 at 6%; with 50% employer match about $194,125 at 4% or $129,417 at 6%; with 100% employer match about $145,594 at 4% or $97,063 at 6%. |
| 2003 | 1 | 2 | $1,379,005 | $17,662 | $8,831iApproximate average salary by contribution assumption: employee only about $220,775 at 4% or $147,183 at 6%; with 50% employer match about $147,183 at 4% or $98,122 at 6%; with 100% employer match about $110,388 at 4% or $73,592 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | $1,379,005 | $17,662 | $8,831iApproximate average salary by contribution assumption: employee only about $220,775 at 4% or $147,183 at 6%; with 50% employer match about $147,183 at 4% or $98,122 at 6%; with 100% employer match about $110,388 at 4% or $73,592 at 6%. |
| 2002 | 1 | 2 | $0 | $0 | - |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 2 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 1 | - | - | - |
| 2000 | 1 | 1 | $1,100,529 | $25,683 | $25,683iApproximate average salary by contribution assumption: employee only about $642,075 at 4% or $428,050 at 6%; with 50% employer match about $428,050 at 4% or $285,367 at 6%; with 100% employer match about $321,038 at 4% or $214,025 at 6%. |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 1 | $1,100,529 | $25,683 | $25,683iApproximate average salary by contribution assumption: employee only about $642,075 at 4% or $428,050 at 6%; with 50% employer match about $428,050 at 4% or $285,367 at 6%; with 100% employer match about $321,038 at 4% or $214,025 at 6%. |
| 1999 | 1 | 0 | $1,022,411 | $0 | - |
| Fidelity Management Trust Self Employed Reitrment Plan A/C David Berman | - | 0 | $1,022,411 | - | - |