Civic Intelligence

Randy Weiner, DMD

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 04-3043071 • Ashland, MA • 21 filings • 2 plans

36 Orchard RdAshland, MA 01721-1466
Current Snapshot

Latest Year

2021

2021 Participants

2

2021 Assets

$515,288

2021 Contributions

$5,408

Historical Graphs

Total Assets Over Time

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

$515,288$257,644$0200220112020YearValue
$515,288Latest year 2020

Participants Over Time

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

210200120112020YearValue
2Latest year 2020

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
202110$0$5,408-
Fidelity Defined Contribution Retirement Plan and Trust-0$0$5,408-
202012$515,288$16,938$8,469iApproximate average salary by contribution assumption: employee only about $211,725 at 4% or $141,150 at 6%; with 50% employer match about $141,150 at 4% or $94,100 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$515,288$16,938$8,469iApproximate average salary by contribution assumption: employee only about $211,725 at 4% or $141,150 at 6%; with 50% employer match about $141,150 at 4% or $94,100 at 6%; with 100% employer match about $105,863 at 4% or $70,575 at 6%.
201912$437,679$15,602$7,801iApproximate average salary by contribution assumption: employee only about $195,025 at 4% or $130,017 at 6%; with 50% employer match about $130,017 at 4% or $86,678 at 6%; with 100% employer match about $97,513 at 4% or $65,008 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$437,679$15,602$7,801iApproximate average salary by contribution assumption: employee only about $195,025 at 4% or $130,017 at 6%; with 50% employer match about $130,017 at 4% or $86,678 at 6%; with 100% employer match about $97,513 at 4% or $65,008 at 6%.
201812$357,564$12,273$6,137iApproximate average salary by contribution assumption: employee only about $153,413 at 4% or $102,275 at 6%; with 50% employer match about $102,275 at 4% or $68,183 at 6%; with 100% employer match about $76,706 at 4% or $51,138 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$357,564$12,273$6,137iApproximate average salary by contribution assumption: employee only about $153,413 at 4% or $102,275 at 6%; with 50% employer match about $102,275 at 4% or $68,183 at 6%; with 100% employer match about $76,706 at 4% or $51,138 at 6%.
201712$390,680$12,273$6,137iApproximate average salary by contribution assumption: employee only about $153,413 at 4% or $102,275 at 6%; with 50% employer match about $102,275 at 4% or $68,183 at 6%; with 100% employer match about $76,706 at 4% or $51,138 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$390,680$12,273$6,137iApproximate average salary by contribution assumption: employee only about $153,413 at 4% or $102,275 at 6%; with 50% employer match about $102,275 at 4% or $68,183 at 6%; with 100% employer match about $76,706 at 4% or $51,138 at 6%.
201612$333,731$898$449iApproximate average salary by contribution assumption: employee only about $11,225 at 4% or $7,483 at 6%; with 50% employer match about $7,483 at 4% or $4,989 at 6%; with 100% employer match about $5,613 at 4% or $3,742 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$333,731$898$449iApproximate average salary by contribution assumption: employee only about $11,225 at 4% or $7,483 at 6%; with 50% employer match about $7,483 at 4% or $4,989 at 6%; with 100% employer match about $5,613 at 4% or $3,742 at 6%.
201512$316,247$22,457$11,229iApproximate average salary by contribution assumption: employee only about $280,713 at 4% or $187,142 at 6%; with 50% employer match about $187,142 at 4% or $124,761 at 6%; with 100% employer match about $140,356 at 4% or $93,571 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$316,247$22,457$11,229iApproximate average salary by contribution assumption: employee only about $280,713 at 4% or $187,142 at 6%; with 50% employer match about $187,142 at 4% or $124,761 at 6%; with 100% employer match about $140,356 at 4% or $93,571 at 6%.
201412$294,760$16,872$8,436iApproximate average salary by contribution assumption: employee only about $210,900 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$294,760$16,872$8,436iApproximate average salary by contribution assumption: employee only about $210,900 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%.
201311$271,190$15,263$15,263iApproximate average salary by contribution assumption: employee only about $381,575 at 4% or $254,383 at 6%; with 50% employer match about $254,383 at 4% or $169,589 at 6%; with 100% employer match about $190,788 at 4% or $127,192 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-1$271,190$15,263$15,263iApproximate average salary by contribution assumption: employee only about $381,575 at 4% or $254,383 at 6%; with 50% employer match about $254,383 at 4% or $169,589 at 6%; with 100% employer match about $190,788 at 4% or $127,192 at 6%.
201212$223,845$12,148$6,074iApproximate average salary by contribution assumption: employee only about $151,850 at 4% or $101,233 at 6%; with 50% employer match about $101,233 at 4% or $67,489 at 6%; with 100% employer match about $75,925 at 4% or $50,617 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$223,845$12,148$6,074iApproximate average salary by contribution assumption: employee only about $151,850 at 4% or $101,233 at 6%; with 50% employer match about $101,233 at 4% or $67,489 at 6%; with 100% employer match about $75,925 at 4% or $50,617 at 6%.
201112$193,182$0-
Fidelity Defined Contribution Retirement Plan and Trust-2$193,182--
201012$198,364$0-
Fidelity Defined Contribution Retirement Plan and Trust-2$198,364--
200912$230,583$0-
Fidelity Defined Contribution Retirement Plan and Trust-2$230,583--
200812$162,641$13,111$6,556iApproximate average salary by contribution assumption: employee only about $163,888 at 4% or $109,258 at 6%; with 50% employer match about $109,258 at 4% or $72,839 at 6%; with 100% employer match about $81,944 at 4% or $54,629 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$162,641$13,111$6,556iApproximate average salary by contribution assumption: employee only about $163,888 at 4% or $109,258 at 6%; with 50% employer match about $109,258 at 4% or $72,839 at 6%; with 100% employer match about $81,944 at 4% or $54,629 at 6%.
200712$217,783$11,732$5,866iApproximate average salary by contribution assumption: employee only about $146,650 at 4% or $97,767 at 6%; with 50% employer match about $97,767 at 4% or $65,178 at 6%; with 100% employer match about $73,325 at 4% or $48,883 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$217,783$11,732$5,866iApproximate average salary by contribution assumption: employee only about $146,650 at 4% or $97,767 at 6%; with 50% employer match about $97,767 at 4% or $65,178 at 6%; with 100% employer match about $73,325 at 4% or $48,883 at 6%.
200612$199,893$18,640$9,320iApproximate average salary by contribution assumption: employee only about $233,000 at 4% or $155,333 at 6%; with 50% employer match about $155,333 at 4% or $103,556 at 6%; with 100% employer match about $116,500 at 4% or $77,667 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$199,893$18,640$9,320iApproximate average salary by contribution assumption: employee only about $233,000 at 4% or $155,333 at 6%; with 50% employer match about $155,333 at 4% or $103,556 at 6%; with 100% employer match about $116,500 at 4% or $77,667 at 6%.
200512$161,928$5,571$2,786iApproximate average salary by contribution assumption: employee only about $69,638 at 4% or $46,425 at 6%; with 50% employer match about $46,425 at 4% or $30,950 at 6%; with 100% employer match about $34,819 at 4% or $23,213 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$161,928$5,571$2,786iApproximate average salary by contribution assumption: employee only about $69,638 at 4% or $46,425 at 6%; with 50% employer match about $46,425 at 4% or $30,950 at 6%; with 100% employer match about $34,819 at 4% or $23,213 at 6%.
200412$152,503$5,483$2,742iApproximate average salary by contribution assumption: employee only about $68,538 at 4% or $45,692 at 6%; with 50% employer match about $45,692 at 4% or $30,461 at 6%; with 100% employer match about $34,269 at 4% or $22,846 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$152,503$5,483$2,742iApproximate average salary by contribution assumption: employee only about $68,538 at 4% or $45,692 at 6%; with 50% employer match about $45,692 at 4% or $30,461 at 6%; with 100% employer match about $34,269 at 4% or $22,846 at 6%.
200312$134,611$19,495$9,748iApproximate average salary by contribution assumption: employee only about $243,688 at 4% or $162,458 at 6%; with 50% employer match about $162,458 at 4% or $108,306 at 6%; with 100% employer match about $121,844 at 4% or $81,229 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$134,611$19,495$9,748iApproximate average salary by contribution assumption: employee only about $243,688 at 4% or $162,458 at 6%; with 50% employer match about $162,458 at 4% or $108,306 at 6%; with 100% employer match about $121,844 at 4% or $81,229 at 6%.
200212$92,921$17,218$8,609iApproximate average salary by contribution assumption: employee only about $215,225 at 4% or $143,483 at 6%; with 50% employer match about $143,483 at 4% or $95,656 at 6%; with 100% employer match about $107,613 at 4% or $71,742 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$92,921$17,218$8,609iApproximate average salary by contribution assumption: employee only about $215,225 at 4% or $143,483 at 6%; with 50% employer match about $143,483 at 4% or $95,656 at 6%; with 100% employer match about $107,613 at 4% or $71,742 at 6%.
200112$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-2---