Civic Intelligence

David M. Desimone MD

Plan context: Keough-Fidelity Retirement Plan

EIN 04-2794079 • Arlington, MA • 21 filings • 4 plans

305 Massachusetts AvenueArlington, MA 02174
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$265,769

2020 Contributions

$14,298

Historical Graphs

Total Assets Over Time

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

$633,810$316,905$0200320112019YearValue
$265,769Latest year 2019

Participants Over Time

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

320200020092018YearValue
3Latest year 2018

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
202010$0$0-
Keough-Fidelity Retirement Plan-0$0--
201910$265,769$0-
Keough-Fidelity Retirement Plan--$265,769--
201813$283,411$0-
Keough-Fidelity Retirement Plan-3$283,411--
201713$348,140$0-
Keough-Fidelity Retirement Plan-3$348,140--
201613$308,347$0-
Keough-Fidelity Retirement Plan-3$308,347--
201513$377,842$0-
Keough-Fidelity Retirement Plan-3$377,842--
201413$432,581$0-
Keough-Fidelity Retirement Plan-3$432,581--
201313$521,178$14,298$4,766iApproximate average salary by contribution assumption: employee only about $119,150 at 4% or $79,433 at 6%; with 50% employer match about $79,433 at 4% or $52,956 at 6%; with 100% employer match about $59,575 at 4% or $39,717 at 6%.
Keough-Fidelity Retirement Plan-3$521,178$14,298$4,766iApproximate average salary by contribution assumption: employee only about $119,150 at 4% or $79,433 at 6%; with 50% employer match about $79,433 at 4% or $52,956 at 6%; with 100% employer match about $59,575 at 4% or $39,717 at 6%.
201213$484,241$0-
Keough-Fidelity Retirement Plan-3$484,241--
201113$590,613$22,169$7,390iApproximate average salary by contribution assumption: employee only about $184,742 at 4% or $123,161 at 6%; with 50% employer match about $123,161 at 4% or $82,107 at 6%; with 100% employer match about $92,371 at 4% or $61,581 at 6%.
Keough-Fidelity Retirement Plan-3$590,613$22,169$7,390iApproximate average salary by contribution assumption: employee only about $184,742 at 4% or $123,161 at 6%; with 50% employer match about $123,161 at 4% or $82,107 at 6%; with 100% employer match about $92,371 at 4% or $61,581 at 6%.
201013$633,810$6,824$2,275iApproximate average salary by contribution assumption: employee only about $56,867 at 4% or $37,911 at 6%; with 50% employer match about $37,911 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,956 at 6%.
Keough-Fidelity Retirement Plan-3$633,810$6,824$2,275iApproximate average salary by contribution assumption: employee only about $56,867 at 4% or $37,911 at 6%; with 50% employer match about $37,911 at 4% or $25,274 at 6%; with 100% employer match about $28,433 at 4% or $18,956 at 6%.
200913$548,422$14,129$4,710iApproximate average salary by contribution assumption: employee only about $117,742 at 4% or $78,494 at 6%; with 50% employer match about $78,494 at 4% or $52,330 at 6%; with 100% employer match about $58,871 at 4% or $39,247 at 6%.
Keough-Fidelity Retirement Plan-3$548,422$14,129$4,710iApproximate average salary by contribution assumption: employee only about $117,742 at 4% or $78,494 at 6%; with 50% employer match about $78,494 at 4% or $52,330 at 6%; with 100% employer match about $58,871 at 4% or $39,247 at 6%.
200813$363,469$14,144$4,715iApproximate average salary by contribution assumption: employee only about $117,867 at 4% or $78,578 at 6%; with 50% employer match about $78,578 at 4% or $52,385 at 6%; with 100% employer match about $58,933 at 4% or $39,289 at 6%.
Keough-Fidelity Retirement Plan-3$363,469$14,144$4,715iApproximate average salary by contribution assumption: employee only about $117,867 at 4% or $78,578 at 6%; with 50% employer match about $78,578 at 4% or $52,385 at 6%; with 100% employer match about $58,933 at 4% or $39,289 at 6%.
200713$405,846$14,213$4,738iApproximate average salary by contribution assumption: employee only about $118,442 at 4% or $78,961 at 6%; with 50% employer match about $78,961 at 4% or $52,641 at 6%; with 100% employer match about $59,221 at 4% or $39,481 at 6%.
Keough-Fidelity Retirement Plan-3$405,846$14,213$4,738iApproximate average salary by contribution assumption: employee only about $118,442 at 4% or $78,961 at 6%; with 50% employer match about $78,961 at 4% or $52,641 at 6%; with 100% employer match about $59,221 at 4% or $39,481 at 6%.
200613$362,670$14,084$4,695iApproximate average salary by contribution assumption: employee only about $117,367 at 4% or $78,244 at 6%; with 50% employer match about $78,244 at 4% or $52,163 at 6%; with 100% employer match about $58,683 at 4% or $39,122 at 6%.
Keough-Fidelity Retirement Plan-3$362,670$14,084$4,695iApproximate average salary by contribution assumption: employee only about $117,367 at 4% or $78,244 at 6%; with 50% employer match about $78,244 at 4% or $52,163 at 6%; with 100% employer match about $58,683 at 4% or $39,122 at 6%.
200512$333,064$12,445$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%.
Keough-Fidelity Retirement Plan-2$333,064$12,445$6,223iApproximate average salary by contribution assumption: employee only about $155,563 at 4% or $103,708 at 6%; with 50% employer match about $103,708 at 4% or $69,139 at 6%; with 100% employer match about $77,781 at 4% or $51,854 at 6%.
200412$331,346$18,860$9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%.
Keough-Fidelity Retirement Plan-2$331,346$18,860$9,430iApproximate average salary by contribution assumption: employee only about $235,750 at 4% or $157,167 at 6%; with 50% employer match about $157,167 at 4% or $104,778 at 6%; with 100% employer match about $117,875 at 4% or $78,583 at 6%.
200312$312,341$12,220$6,110iApproximate average salary by contribution assumption: employee only about $152,750 at 4% or $101,833 at 6%; with 50% employer match about $101,833 at 4% or $67,889 at 6%; with 100% employer match about $76,375 at 4% or $50,917 at 6%.
Keough-Fidelity Retirement Plan-2$312,341$12,220$6,110iApproximate average salary by contribution assumption: employee only about $152,750 at 4% or $101,833 at 6%; with 50% employer match about $101,833 at 4% or $67,889 at 6%; with 100% employer match about $76,375 at 4% or $50,917 at 6%.
200212$0$0-
Keough-Fidelity Retirement Plan-2---
200112$0$0-
Keough-Fidelity Retirement Plan-2---
200012$0$0-
Keough-Fidelity Retirement Plan-2---