Civic Intelligence

Fitzpatrick Retail and Realty Company Inc.

Plan context: Fitzpatrick Lodging Associates Invest for Retirement Plan

EIN 04-2805466 • Stockbridge, MA • 25 filings • 5 plans

30 Main StreetStockbridge, MA 01262
Current Snapshot

Latest Year

2024

2024 Participants

221

2024 Assets

$4,457,297

2024 Contributions

$592,547

Historical Graphs

Total Assets Over Time

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

$4,457,297$2,228,649$0200020122024YearValue
$4,457,297Latest year 2024

Participants Over Time

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

3761880200020122024YearValue
221Latest year 2024

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
20241221$4,457,297$592,547$2,681iApproximate average salary by contribution assumption: employee only about $67,030 at 4% or $44,687 at 6%; with 50% employer match about $44,687 at 4% or $29,791 at 6%; with 100% employer match about $33,515 at 4% or $22,343 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-221$4,457,297$592,547$2,681iApproximate average salary by contribution assumption: employee only about $67,030 at 4% or $44,687 at 6%; with 50% employer match about $44,687 at 4% or $29,791 at 6%; with 100% employer match about $33,515 at 4% or $22,343 at 6%.
20231222$3,623,984$435,915$1,964iApproximate average salary by contribution assumption: employee only about $49,090 at 4% or $32,726 at 6%; with 50% employer match about $32,726 at 4% or $21,818 at 6%; with 100% employer match about $24,545 at 4% or $16,363 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-222$3,623,984$435,915$1,964iApproximate average salary by contribution assumption: employee only about $49,090 at 4% or $32,726 at 6%; with 50% employer match about $32,726 at 4% or $21,818 at 6%; with 100% employer match about $24,545 at 4% or $16,363 at 6%.
20221376$3,140,983$219,082$583iApproximate average salary by contribution assumption: employee only about $14,567 at 4% or $9,711 at 6%; with 50% employer match about $9,711 at 4% or $6,474 at 6%; with 100% employer match about $7,283 at 4% or $4,856 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-376$3,140,983$219,082$583iApproximate average salary by contribution assumption: employee only about $14,567 at 4% or $9,711 at 6%; with 50% employer match about $9,711 at 4% or $6,474 at 6%; with 100% employer match about $7,283 at 4% or $4,856 at 6%.
20211155$3,649,047$115,888$748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-155$3,649,047$115,888$748iApproximate average salary by contribution assumption: employee only about $18,692 at 4% or $12,461 at 6%; with 50% employer match about $12,461 at 4% or $8,307 at 6%; with 100% employer match about $9,346 at 4% or $6,231 at 6%.
20201121$3,801,289$160,728$1,328iApproximate average salary by contribution assumption: employee only about $33,208 at 4% or $22,139 at 6%; with 50% employer match about $22,139 at 4% or $14,759 at 6%; with 100% employer match about $16,604 at 4% or $11,069 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-121$3,801,289$160,728$1,328iApproximate average salary by contribution assumption: employee only about $33,208 at 4% or $22,139 at 6%; with 50% employer match about $22,139 at 4% or $14,759 at 6%; with 100% employer match about $16,604 at 4% or $11,069 at 6%.
20191295$3,802,112$258,378$876iApproximate average salary by contribution assumption: employee only about $21,896 at 4% or $14,598 at 6%; with 50% employer match about $14,598 at 4% or $9,732 at 6%; with 100% employer match about $10,948 at 4% or $7,299 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-295$3,802,112$258,378$876iApproximate average salary by contribution assumption: employee only about $21,896 at 4% or $14,598 at 6%; with 50% employer match about $14,598 at 4% or $9,732 at 6%; with 100% employer match about $10,948 at 4% or $7,299 at 6%.
20181203$3,037,616$349,450$1,721iApproximate average salary by contribution assumption: employee only about $43,036 at 4% or $28,690 at 6%; with 50% employer match about $28,690 at 4% or $19,127 at 6%; with 100% employer match about $21,518 at 4% or $14,345 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-203$3,037,616$349,450$1,721iApproximate average salary by contribution assumption: employee only about $43,036 at 4% or $28,690 at 6%; with 50% employer match about $28,690 at 4% or $19,127 at 6%; with 100% employer match about $21,518 at 4% or $14,345 at 6%.
20171305$3,489,638$237,777$780iApproximate average salary by contribution assumption: employee only about $19,490 at 4% or $12,993 at 6%; with 50% employer match about $12,993 at 4% or $8,662 at 6%; with 100% employer match about $9,745 at 4% or $6,497 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-305$3,489,638$237,777$780iApproximate average salary by contribution assumption: employee only about $19,490 at 4% or $12,993 at 6%; with 50% employer match about $12,993 at 4% or $8,662 at 6%; with 100% employer match about $9,745 at 4% or $6,497 at 6%.
20161322$3,949,358$293,892$913iApproximate average salary by contribution assumption: employee only about $22,818 at 4% or $15,212 at 6%; with 50% employer match about $15,212 at 4% or $10,141 at 6%; with 100% employer match about $11,409 at 4% or $7,606 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-322$3,949,358$293,892$913iApproximate average salary by contribution assumption: employee only about $22,818 at 4% or $15,212 at 6%; with 50% employer match about $15,212 at 4% or $10,141 at 6%; with 100% employer match about $11,409 at 4% or $7,606 at 6%.
20151233$3,473,378$187,570$805iApproximate average salary by contribution assumption: employee only about $20,126 at 4% or $13,417 at 6%; with 50% employer match about $13,417 at 4% or $8,945 at 6%; with 100% employer match about $10,063 at 4% or $6,709 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-233$3,473,378$187,570$805iApproximate average salary by contribution assumption: employee only about $20,126 at 4% or $13,417 at 6%; with 50% employer match about $13,417 at 4% or $8,945 at 6%; with 100% employer match about $10,063 at 4% or $6,709 at 6%.
20141178$4,000,696$160,873$904iApproximate average salary by contribution assumption: employee only about $22,595 at 4% or $15,063 at 6%; with 50% employer match about $15,063 at 4% or $10,042 at 6%; with 100% employer match about $11,297 at 4% or $7,532 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-178$4,000,696$160,873$904iApproximate average salary by contribution assumption: employee only about $22,595 at 4% or $15,063 at 6%; with 50% employer match about $15,063 at 4% or $10,042 at 6%; with 100% employer match about $11,297 at 4% or $7,532 at 6%.
20131197$3,784,856$155,710$790iApproximate average salary by contribution assumption: employee only about $19,760 at 4% or $13,173 at 6%; with 50% employer match about $13,173 at 4% or $8,782 at 6%; with 100% employer match about $9,880 at 4% or $6,587 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-197$3,784,856$155,710$790iApproximate average salary by contribution assumption: employee only about $19,760 at 4% or $13,173 at 6%; with 50% employer match about $13,173 at 4% or $8,782 at 6%; with 100% employer match about $9,880 at 4% or $6,587 at 6%.
20121196$3,342,145$163,881$836iApproximate average salary by contribution assumption: employee only about $20,903 at 4% or $13,935 at 6%; with 50% employer match about $13,935 at 4% or $9,290 at 6%; with 100% employer match about $10,452 at 4% or $6,968 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-196$3,342,145$163,881$836iApproximate average salary by contribution assumption: employee only about $20,903 at 4% or $13,935 at 6%; with 50% employer match about $13,935 at 4% or $9,290 at 6%; with 100% employer match about $10,452 at 4% or $6,968 at 6%.
20111159$3,000,558$182,036$1,145iApproximate average salary by contribution assumption: employee only about $28,622 at 4% or $19,081 at 6%; with 50% employer match about $19,081 at 4% or $12,721 at 6%; with 100% employer match about $14,311 at 4% or $9,541 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-159$3,000,558$182,036$1,145iApproximate average salary by contribution assumption: employee only about $28,622 at 4% or $19,081 at 6%; with 50% employer match about $19,081 at 4% or $12,721 at 6%; with 100% employer match about $14,311 at 4% or $9,541 at 6%.
20101142$3,008,572$173,958$1,225iApproximate average salary by contribution assumption: employee only about $30,626 at 4% or $20,418 at 6%; with 50% employer match about $20,418 at 4% or $13,612 at 6%; with 100% employer match about $15,313 at 4% or $10,209 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-142$3,008,572$173,958$1,225iApproximate average salary by contribution assumption: employee only about $30,626 at 4% or $20,418 at 6%; with 50% employer match about $20,418 at 4% or $13,612 at 6%; with 100% employer match about $15,313 at 4% or $10,209 at 6%.
20091136$2,635,748$183,483$1,349iApproximate average salary by contribution assumption: employee only about $33,728 at 4% or $22,486 at 6%; with 50% employer match about $22,486 at 4% or $14,990 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-136$2,635,748$183,483$1,349iApproximate average salary by contribution assumption: employee only about $33,728 at 4% or $22,486 at 6%; with 50% employer match about $22,486 at 4% or $14,990 at 6%; with 100% employer match about $16,864 at 4% or $11,243 at 6%.
20081138$2,334,109$181,020$1,312iApproximate average salary by contribution assumption: employee only about $32,793 at 4% or $21,862 at 6%; with 50% employer match about $21,862 at 4% or $14,575 at 6%; with 100% employer match about $16,397 at 4% or $10,931 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-138$2,334,109$181,020$1,312iApproximate average salary by contribution assumption: employee only about $32,793 at 4% or $21,862 at 6%; with 50% employer match about $21,862 at 4% or $14,575 at 6%; with 100% employer match about $16,397 at 4% or $10,931 at 6%.
20071129$2,961,603$200,824$1,557iApproximate average salary by contribution assumption: employee only about $38,919 at 4% or $25,946 at 6%; with 50% employer match about $25,946 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,973 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-129$2,961,603$200,824$1,557iApproximate average salary by contribution assumption: employee only about $38,919 at 4% or $25,946 at 6%; with 50% employer match about $25,946 at 4% or $17,298 at 6%; with 100% employer match about $19,460 at 4% or $12,973 at 6%.
20061143$2,640,755$186,885$1,307iApproximate average salary by contribution assumption: employee only about $32,672 at 4% or $21,781 at 6%; with 50% employer match about $21,781 at 4% or $14,521 at 6%; with 100% employer match about $16,336 at 4% or $10,891 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-143$2,640,755$186,885$1,307iApproximate average salary by contribution assumption: employee only about $32,672 at 4% or $21,781 at 6%; with 50% employer match about $21,781 at 4% or $14,521 at 6%; with 100% employer match about $16,336 at 4% or $10,891 at 6%.
20051145$2,229,155$194,473$1,341iApproximate average salary by contribution assumption: employee only about $33,530 at 4% or $22,353 at 6%; with 50% employer match about $22,353 at 4% or $14,902 at 6%; with 100% employer match about $16,765 at 4% or $11,177 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-145$2,229,155$194,473$1,341iApproximate average salary by contribution assumption: employee only about $33,530 at 4% or $22,353 at 6%; with 50% employer match about $22,353 at 4% or $14,902 at 6%; with 100% employer match about $16,765 at 4% or $11,177 at 6%.
20041115$2,643,453$246,087$2,140iApproximate average salary by contribution assumption: employee only about $53,497 at 4% or $35,665 at 6%; with 50% employer match about $35,665 at 4% or $23,777 at 6%; with 100% employer match about $26,749 at 4% or $17,832 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-115$2,643,453$246,087$2,140iApproximate average salary by contribution assumption: employee only about $53,497 at 4% or $35,665 at 6%; with 50% employer match about $35,665 at 4% or $23,777 at 6%; with 100% employer match about $26,749 at 4% or $17,832 at 6%.
20031129$2,522,198$259,245$2,010iApproximate average salary by contribution assumption: employee only about $50,241 at 4% or $33,494 at 6%; with 50% employer match about $33,494 at 4% or $22,329 at 6%; with 100% employer match about $25,121 at 4% or $16,747 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-129$2,522,198$259,245$2,010iApproximate average salary by contribution assumption: employee only about $50,241 at 4% or $33,494 at 6%; with 50% employer match about $33,494 at 4% or $22,329 at 6%; with 100% employer match about $25,121 at 4% or $16,747 at 6%.
20021125$2,205,877$0-
Fitzpatrick Lodging Associates Invest for Retirement Plan-125$2,205,877--
2001197$2,117,805$203,698$2,100iApproximate average salary by contribution assumption: employee only about $52,499 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-97$2,117,805$203,698$2,100iApproximate average salary by contribution assumption: employee only about $52,499 at 4% or $35,000 at 6%; with 50% employer match about $35,000 at 4% or $23,333 at 6%; with 100% employer match about $26,250 at 4% or $17,500 at 6%.
20001103$2,108,045$204,317$1,984iApproximate average salary by contribution assumption: employee only about $49,592 at 4% or $33,061 at 6%; with 50% employer match about $33,061 at 4% or $22,041 at 6%; with 100% employer match about $24,796 at 4% or $16,531 at 6%.
Fitzpatrick Lodging Associates Invest for Retirement Plan-103$2,108,045$204,317$1,984iApproximate average salary by contribution assumption: employee only about $49,592 at 4% or $33,061 at 6%; with 50% employer match about $33,061 at 4% or $22,041 at 6%; with 100% employer match about $24,796 at 4% or $16,531 at 6%.