Civic Intelligence

R. Fitzgerald & Company Inc.

Plan context: R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan

EIN 04-2663232 • 9 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$3,298,178

2008 Contributions

$25,000

Historical Graphs

Total Assets Over Time

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

$3,298,178$1,649,089$0199920032007YearValue
$3,298,178Latest year 2007

Participants Over Time

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

530199920032007YearValue
5Latest year 2007

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
200810$0$0-
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-0---
200715$3,298,178$0-
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$3,298,178--
200615$3,253,841$25,000$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%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$3,253,841$25,000$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%.
200415$2,614,417$81,726$16,345iApproximate average salary by contribution assumption: employee only about $408,630 at 4% or $272,420 at 6%; with 50% employer match about $272,420 at 4% or $181,613 at 6%; with 100% employer match about $204,315 at 4% or $136,210 at 6%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$2,614,417$81,726$16,345iApproximate average salary by contribution assumption: employee only about $408,630 at 4% or $272,420 at 6%; with 50% employer match about $272,420 at 4% or $181,613 at 6%; with 100% employer match about $204,315 at 4% or $136,210 at 6%.
200315$2,415,096$79,075$15,815iApproximate average salary by contribution assumption: employee only about $395,375 at 4% or $263,583 at 6%; with 50% employer match about $263,583 at 4% or $175,722 at 6%; with 100% employer match about $197,688 at 4% or $131,792 at 6%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$2,415,096$79,075$15,815iApproximate average salary by contribution assumption: employee only about $395,375 at 4% or $263,583 at 6%; with 50% employer match about $263,583 at 4% or $175,722 at 6%; with 100% employer match about $197,688 at 4% or $131,792 at 6%.
200215$1,984,091$77,715$15,543iApproximate average salary by contribution assumption: employee only about $388,575 at 4% or $259,050 at 6%; with 50% employer match about $259,050 at 4% or $172,700 at 6%; with 100% employer match about $194,288 at 4% or $129,525 at 6%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$1,984,091$77,715$15,543iApproximate average salary by contribution assumption: employee only about $388,575 at 4% or $259,050 at 6%; with 50% employer match about $259,050 at 4% or $172,700 at 6%; with 100% employer match about $194,288 at 4% or $129,525 at 6%.
200115$0$0-
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5---
200015$1,952,392$55,489$11,098iApproximate average salary by contribution assumption: employee only about $277,445 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,309 at 6%; with 100% employer match about $138,723 at 4% or $92,482 at 6%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$1,952,392$55,489$11,098iApproximate average salary by contribution assumption: employee only about $277,445 at 4% or $184,963 at 6%; with 50% employer match about $184,963 at 4% or $123,309 at 6%; with 100% employer match about $138,723 at 4% or $92,482 at 6%.
199915$1,744,471$52,947$10,589iApproximate average salary by contribution assumption: employee only about $264,735 at 4% or $176,490 at 6%; with 50% employer match about $176,490 at 4% or $117,660 at 6%; with 100% employer match about $132,368 at 4% or $88,245 at 6%.
R. Fitzgerald & Co. Inc. Restated Profit Sharing Plan-5$1,744,471$52,947$10,589iApproximate average salary by contribution assumption: employee only about $264,735 at 4% or $176,490 at 6%; with 50% employer match about $176,490 at 4% or $117,660 at 6%; with 100% employer match about $132,368 at 4% or $88,245 at 6%.