Fitzpatrick, Moran & Costa LLP
Plan context: Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2
EIN 04-3085768 • Springfield, MA • 113 filings • 23 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$8,671,137
2024 Contributions
$87,998
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 5 | $8,671,137 | $87,998 | $17,600iApproximate average salary by contribution assumption: employee only about $439,990 at 4% or $293,327 at 6%; with 50% employer match about $293,327 at 4% or $195,551 at 6%; with 100% employer match about $219,995 at 4% or $146,663 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $6,307,087 | - | - |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $2,218,568 | $76,500 | $76,500iApproximate average salary by contribution assumption: employee only about $1,912,500 at 4% or $1,275,000 at 6%; with 50% employer match about $1,275,000 at 4% or $850,000 at 6%; with 100% employer match about $956,250 at 4% or $637,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 5 | $145,482 | $11,498 | $2,300iApproximate average salary by contribution assumption: employee only about $57,490 at 4% or $38,327 at 6%; with 50% employer match about $38,327 at 4% or $25,551 at 6%; with 100% employer match about $28,745 at 4% or $19,163 at 6%. |
| 2023 | 3 | 8 | $7,074,875 | $128,254 | $16,032iApproximate average salary by contribution assumption: employee only about $400,794 at 4% or $267,196 at 6%; with 50% employer match about $267,196 at 4% or $178,131 at 6%; with 100% employer match about $200,397 at 4% or $133,598 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $5,064,709 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $1,842,675 | $73,500 | $73,500iApproximate average salary by contribution assumption: employee only about $1,837,500 at 4% or $1,225,000 at 6%; with 50% employer match about $1,225,000 at 4% or $816,667 at 6%; with 100% employer match about $918,750 at 4% or $612,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 8 | $167,491 | $14,754 | $1,844iApproximate average salary by contribution assumption: employee only about $46,106 at 4% or $30,738 at 6%; with 50% employer match about $30,738 at 4% or $20,492 at 6%; with 100% employer match about $23,053 at 4% or $15,369 at 6%. |
| 2022 | 4 | 10 | $6,990,073 | $135,678 | $13,568iApproximate average salary by contribution assumption: employee only about $339,195 at 4% or $226,130 at 6%; with 50% employer match about $226,130 at 4% or $150,753 at 6%; with 100% employer match about $169,598 at 4% or $113,065 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $3,982,314 | $52,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 10 | $1,522,744 | $16,178 | $1,618iApproximate average salary by contribution assumption: employee only about $40,445 at 4% or $26,963 at 6%; with 50% employer match about $26,963 at 4% or $17,976 at 6%; with 100% employer match about $20,223 at 4% or $13,482 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $1,485,015 | $67,500 | $67,500iApproximate average salary by contribution assumption: employee only about $1,687,500 at 4% or $1,125,000 at 6%; with 50% employer match about $1,125,000 at 4% or $750,000 at 6%; with 100% employer match about $843,750 at 4% or $562,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 0 | $0 | - | - |
| 2021 | 4 | 8 | $8,389,298 | $207,574 | $25,947iApproximate average salary by contribution assumption: employee only about $648,669 at 4% or $432,446 at 6%; with 50% employer match about $432,446 at 4% or $288,297 at 6%; with 100% employer match about $324,334 at 4% or $216,223 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $4,795,466 | $64,500 | $64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,750,900 | $64,500 | $64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $1,700,996 | $64,500 | $64,500iApproximate average salary by contribution assumption: employee only about $1,612,500 at 4% or $1,075,000 at 6%; with 50% employer match about $1,075,000 at 4% or $716,667 at 6%; with 100% employer match about $806,250 at 4% or $537,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 8 | $141,936 | $14,074 | $1,759iApproximate average salary by contribution assumption: employee only about $43,981 at 4% or $29,321 at 6%; with 50% employer match about $29,321 at 4% or $19,547 at 6%; with 100% employer match about $21,991 at 4% or $14,660 at 6%. |
| 2020 | 4 | 12 | $7,777,907 | $207,963 | $17,330iApproximate average salary by contribution assumption: employee only about $433,256 at 4% or $288,838 at 6%; with 50% employer match about $288,838 at 4% or $192,558 at 6%; with 100% employer match about $216,628 at 4% or $144,419 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $3,679,465 | $63,500 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $2,330,901 | $63,500 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $1,390,346 | $63,500 | $63,500iApproximate average salary by contribution assumption: employee only about $1,587,500 at 4% or $1,058,333 at 6%; with 50% employer match about $1,058,333 at 4% or $705,556 at 6%; with 100% employer match about $793,750 at 4% or $529,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 12 | $377,195 | $17,463 | $1,455iApproximate average salary by contribution assumption: employee only about $36,381 at 4% or $24,254 at 6%; with 50% employer match about $24,254 at 4% or $16,169 at 6%; with 100% employer match about $18,191 at 4% or $12,127 at 6%. |
| 2019 | 4 | 11 | $6,387,986 | $201,374 | $18,307iApproximate average salary by contribution assumption: employee only about $457,668 at 4% or $305,112 at 6%; with 50% employer match about $305,112 at 4% or $203,408 at 6%; with 100% employer match about $228,834 at 4% or $152,556 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $3,049,720 | $62,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,809,643 | $62,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $1,145,360 | $62,000 | $62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 11 | $383,263 | $15,374 | $1,398iApproximate average salary by contribution assumption: employee only about $34,941 at 4% or $23,294 at 6%; with 50% employer match about $23,294 at 4% or $15,529 at 6%; with 100% employer match about $17,470 at 4% or $11,647 at 6%. |
| 2018 | 5 | 11 | $4,826,964 | $201,225 | $18,293iApproximate average salary by contribution assumption: employee only about $457,330 at 4% or $304,886 at 6%; with 50% employer match about $304,886 at 4% or $203,258 at 6%; with 100% employer match about $228,665 at 4% or $152,443 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $2,271,583 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,368,280 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $876,583 | $61,000 | $61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 11 | $310,518 | $18,225 | $1,657iApproximate average salary by contribution assumption: employee only about $41,420 at 4% or $27,614 at 6%; with 50% employer match about $27,614 at 4% or $18,409 at 6%; with 100% employer match about $20,710 at 4% or $13,807 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 0 | $0 | - | - |
| 2017 | 5 | 13 | $7,603,539 | $197,769 | $15,213iApproximate average salary by contribution assumption: employee only about $380,325 at 4% or $253,550 at 6%; with 50% employer match about $253,550 at 4% or $169,033 at 6%; with 100% employer match about $190,163 at 4% or $126,775 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $2,626,128 | - | - |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $2,316,809 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,425,710 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $875,184 | $60,000 | $60,000iApproximate average salary by contribution assumption: employee only about $1,500,000 at 4% or $1,000,000 at 6%; with 50% employer match about $1,000,000 at 4% or $666,667 at 6%; with 100% employer match about $750,000 at 4% or $500,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 13 | $359,708 | $17,769 | $1,367iApproximate average salary by contribution assumption: employee only about $34,171 at 4% or $22,781 at 6%; with 50% employer match about $22,781 at 4% or $15,187 at 6%; with 100% employer match about $17,086 at 4% or $11,390 at 6%. |
| 2016 | 5 | 9 | $6,468,755 | $207,352 | $23,039iApproximate average salary by contribution assumption: employee only about $575,978 at 4% or $383,985 at 6%; with 50% employer match about $383,985 at 4% or $255,990 at 6%; with 100% employer match about $287,989 at 4% or $191,993 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $2,448,192 | $24,000 | $24,000iApproximate average salary by contribution assumption: employee only about $600,000 at 4% or $400,000 at 6%; with 50% employer match about $400,000 at 4% or $266,667 at 6%; with 100% employer match about $300,000 at 4% or $200,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $1,850,122 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,129,829 | $53,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $722,279 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 9 | $318,333 | $12,352 | $1,372iApproximate average salary by contribution assumption: employee only about $34,311 at 4% or $22,874 at 6%; with 50% employer match about $22,874 at 4% or $15,249 at 6%; with 100% employer match about $17,156 at 4% or $11,437 at 6%. |
| 2015 | 5 | 12 | $5,585,467 | $245,765 | $20,480iApproximate average salary by contribution assumption: employee only about $512,010 at 4% or $341,340 at 6%; with 50% employer match about $341,340 at 4% or $227,560 at 6%; with 100% employer match about $256,005 at 4% or $170,670 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,930,670 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $1,597,476 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,038,778 | $53,000 | $53,000iApproximate average salary by contribution assumption: employee only about $1,325,000 at 4% or $883,333 at 6%; with 50% employer match about $883,333 at 4% or $588,889 at 6%; with 100% employer match about $662,500 at 4% or $441,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $620,540 | $59,000 | $59,000iApproximate average salary by contribution assumption: employee only about $1,475,000 at 4% or $983,333 at 6%; with 50% employer match about $983,333 at 4% or $655,556 at 6%; with 100% employer match about $737,500 at 4% or $491,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 12 | $398,003 | $15,765 | $1,314iApproximate average salary by contribution assumption: employee only about $32,844 at 4% or $21,896 at 6%; with 50% employer match about $21,896 at 4% or $14,597 at 6%; with 100% employer match about $16,422 at 4% or $10,948 at 6%. |
| 2014 | 5 | 12 | $5,693,574 | $413,432 | $34,453iApproximate average salary by contribution assumption: employee only about $861,317 at 4% or $574,211 at 6%; with 50% employer match about $574,211 at 4% or $382,807 at 6%; with 100% employer match about $430,658 at 4% or $287,106 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,985,861 | $57,500 | $57,500iApproximate average salary by contribution assumption: employee only about $1,437,500 at 4% or $958,333 at 6%; with 50% employer match about $958,333 at 4% or $638,889 at 6%; with 100% employer match about $718,750 at 4% or $479,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $1,517,619 | $235,735 | $235,735iApproximate average salary by contribution assumption: employee only about $5,893,375 at 4% or $3,928,917 at 6%; with 50% employer match about $3,928,917 at 4% or $2,619,278 at 6%; with 100% employer match about $2,946,688 at 4% or $1,964,458 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $1,064,642 | $52,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $597,089 | $52,000 | $52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 12 | $528,363 | $16,197 | $1,350iApproximate average salary by contribution assumption: employee only about $33,744 at 4% or $22,496 at 6%; with 50% employer match about $22,496 at 4% or $14,997 at 6%; with 100% employer match about $16,872 at 4% or $11,248 at 6%. |
| 2013 | 5 | 13 | $4,909,043 | $252,850 | $19,450iApproximate average salary by contribution assumption: employee only about $486,250 at 4% or $324,167 at 6%; with 50% employer match about $324,167 at 4% or $216,111 at 6%; with 100% employer match about $243,125 at 4% or $162,083 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,625,121 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $1,281,884 | $56,500 | $56,500iApproximate average salary by contribution assumption: employee only about $1,412,500 at 4% or $941,667 at 6%; with 50% employer match about $941,667 at 4% or $627,778 at 6%; with 100% employer match about $706,250 at 4% or $470,833 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $966,066 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $527,287 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 13 | $508,685 | $37,850 | $2,912iApproximate average salary by contribution assumption: employee only about $72,788 at 4% or $48,526 at 6%; with 50% employer match about $48,526 at 4% or $32,350 at 6%; with 100% employer match about $36,394 at 4% or $24,263 at 6%. |
| 2012 | 5 | 13 | $3,974,332 | $253,257 | $19,481iApproximate average salary by contribution assumption: employee only about $487,033 at 4% or $324,688 at 6%; with 50% employer match about $324,688 at 4% or $216,459 at 6%; with 100% employer match about $243,516 at 4% or $162,344 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,509,919 | $55,500 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $923,372 | $55,500 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $726,914 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $422,193 | $50,000 | $50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 13 | $391,934 | $42,257 | $3,251iApproximate average salary by contribution assumption: employee only about $81,263 at 4% or $54,176 at 6%; with 50% employer match about $54,176 at 4% or $36,117 at 6%; with 100% employer match about $40,632 at 4% or $27,088 at 6%. |
| 2011 | 5 | 12 | $3,304,189 | $239,850 | $19,988iApproximate average salary by contribution assumption: employee only about $499,688 at 4% or $333,125 at 6%; with 50% employer match about $333,125 at 4% or $222,083 at 6%; with 100% employer match about $249,844 at 4% or $166,563 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,320,475 | $54,500 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $747,350 | $54,500 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $585,138 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $342,009 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 12 | $309,217 | $32,850 | $2,738iApproximate average salary by contribution assumption: employee only about $68,438 at 4% or $45,625 at 6%; with 50% employer match about $45,625 at 4% or $30,417 at 6%; with 100% employer match about $34,219 at 4% or $22,813 at 6%. |
| 2010 | 5 | 13 | $3,157,786 | $240,531 | $18,502iApproximate average salary by contribution assumption: employee only about $462,560 at 4% or $308,373 at 6%; with 50% employer match about $308,373 at 4% or $205,582 at 6%; with 100% employer match about $231,280 at 4% or $154,187 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,339,742 | $52,500 | $52,500iApproximate average salary by contribution assumption: employee only about $1,312,500 at 4% or $875,000 at 6%; with 50% employer match about $875,000 at 4% or $583,333 at 6%; with 100% employer match about $656,250 at 4% or $437,500 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $677,668 | $54,500 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $560,135 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $297,520 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 13 | $282,721 | $35,531 | $2,733iApproximate average salary by contribution assumption: employee only about $68,329 at 4% or $45,553 at 6%; with 50% employer match about $45,553 at 4% or $30,368 at 6%; with 100% employer match about $34,164 at 4% or $22,776 at 6%. |
| 2009 | 5 | 12 | $2,459,998 | $243,216 | $20,268iApproximate average salary by contribution assumption: employee only about $506,700 at 4% or $337,800 at 6%; with 50% employer match about $337,800 at 4% or $225,200 at 6%; with 100% employer match about $253,350 at 4% or $168,900 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #4 | - | 1 | $1,038,691 | $54,500 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $536,774 | $54,500 | $54,500iApproximate average salary by contribution assumption: employee only about $1,362,500 at 4% or $908,333 at 6%; with 50% employer match about $908,333 at 4% or $605,556 at 6%; with 100% employer match about $681,250 at 4% or $454,167 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $438,170 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 12 | $224,914 | $36,216 | $3,018iApproximate average salary by contribution assumption: employee only about $75,450 at 4% or $50,300 at 6%; with 50% employer match about $50,300 at 4% or $33,533 at 6%; with 100% employer match about $37,725 at 4% or $25,150 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $221,449 | $49,000 | $49,000iApproximate average salary by contribution assumption: employee only about $1,225,000 at 4% or $816,667 at 6%; with 50% employer match about $816,667 at 4% or $544,444 at 6%; with 100% employer match about $612,500 at 4% or $408,333 at 6%. |
| 2008 | 4 | 1 | $1,621,582 | $189,000 | $189,000iApproximate average salary by contribution assumption: employee only about $4,725,000 at 4% or $3,150,000 at 6%; with 50% employer match about $3,150,000 at 4% or $2,100,000 at 6%; with 100% employer match about $2,362,500 at 4% or $1,575,000 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401K PLAN AND TRUST 4 | - | 1 | $830,661 | $51,000 | $51,000iApproximate average salary by contribution assumption: employee only about $1,275,000 at 4% or $850,000 at 6%; with 50% employer match about $850,000 at 4% or $566,667 at 6%; with 100% employer match about $637,500 at 4% or $425,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $369,345 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $287,516 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $134,060 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| 2007 | 5 | 10 | $1,545,968 | $159,457 | $15,946iApproximate average salary by contribution assumption: employee only about $398,643 at 4% or $265,762 at 6%; with 50% employer match about $265,762 at 4% or $177,174 at 6%; with 100% employer match about $199,321 at 4% or $132,881 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $536,795 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 10 | $455,332 | $24,457 | $2,446iApproximate average salary by contribution assumption: employee only about $61,142 at 4% or $40,762 at 6%; with 50% employer match about $40,762 at 4% or $27,174 at 6%; with 100% employer match about $30,571 at 4% or $20,381 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $409,824 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $144,017 | $45,000 | $45,000iApproximate average salary by contribution assumption: employee only about $1,125,000 at 4% or $750,000 at 6%; with 50% employer match about $750,000 at 4% or $500,000 at 6%; with 100% employer match about $562,500 at 4% or $375,000 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401K PLAN AND TRUST 4 | - | 1 | - | - | - |
| 2006 | 5 | 9 | $1,314,349 | $163,104 | $18,123iApproximate average salary by contribution assumption: employee only about $453,067 at 4% or $302,044 at 6%; with 50% employer match about $302,044 at 4% or $201,363 at 6%; with 100% employer match about $226,533 at 4% or $151,022 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $464,264 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 9 | $397,557 | $31,104 | $3,456iApproximate average salary by contribution assumption: employee only about $86,400 at 4% or $57,600 at 6%; with 50% employer match about $57,600 at 4% or $38,400 at 6%; with 100% employer match about $43,200 at 4% or $28,800 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $361,539 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $90,989 | $44,000 | $44,000iApproximate average salary by contribution assumption: employee only about $1,100,000 at 4% or $733,333 at 6%; with 50% employer match about $733,333 at 4% or $488,889 at 6%; with 100% employer match about $550,000 at 4% or $366,667 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401K PLAN AND TRUST 4 | - | 1 | - | - | - |
| 2005 | 5 | 8 | $1,712,689 | $196,930 | $24,616iApproximate average salary by contribution assumption: employee only about $615,406 at 4% or $410,271 at 6%; with 50% employer match about $410,271 at 4% or $273,514 at 6%; with 100% employer match about $307,703 at 4% or $205,135 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP 401K PLAN AND TRUST 4 | - | 1 | $716,985 | $46,000 | $46,000iApproximate average salary by contribution assumption: employee only about $1,150,000 at 4% or $766,667 at 6%; with 50% employer match about $766,667 at 4% or $511,111 at 6%; with 100% employer match about $575,000 at 4% or $383,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $358,653 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 8 | $327,954 | $24,930 | $3,116iApproximate average salary by contribution assumption: employee only about $77,906 at 4% or $51,938 at 6%; with 50% employer match about $51,938 at 4% or $34,625 at 6%; with 100% employer match about $38,953 at 4% or $25,969 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $267,198 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #6 | - | 1 | $41,899 | $42,000 | $42,000iApproximate average salary by contribution assumption: employee only about $1,050,000 at 4% or $700,000 at 6%; with 50% employer match about $700,000 at 4% or $466,667 at 6%; with 100% employer match about $525,000 at 4% or $350,000 at 6%. |
| 2004 | 4 | 6 | $1,435,053 | $146,761 | $24,460iApproximate average salary by contribution assumption: employee only about $611,504 at 4% or $407,669 at 6%; with 50% employer match about $407,669 at 4% or $271,780 at 6%; with 100% employer match about $305,752 at 4% or $203,835 at 6%. |
| FITZPATRICK, MORAN & COSTA, LLP PROFIT SHARING PLAN AND TRUST 4 | - | 1 | $633,649 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $302,769 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 6 | $283,655 | $23,761 | $3,960iApproximate average salary by contribution assumption: employee only about $99,004 at 4% or $66,003 at 6%; with 50% employer match about $66,003 at 4% or $44,002 at 6%; with 100% employer match about $49,502 at 4% or $33,001 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $214,980 | $41,000 | $41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%. |
| 2003 | 4 | 6 | $642,727 | $101,309 | $16,885iApproximate average salary by contribution assumption: employee only about $422,121 at 4% or $281,414 at 6%; with 50% employer match about $281,414 at 4% or $187,609 at 6%; with 100% employer match about $211,060 at 4% or $140,707 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 6 | $249,488 | $21,309 | $3,552iApproximate average salary by contribution assumption: employee only about $88,788 at 4% or $59,192 at 6%; with 50% employer match about $59,192 at 4% or $39,461 at 6%; with 100% employer match about $44,394 at 4% or $29,596 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $239,083 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $154,156 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP Money Purchase Pension Plan and Trust 3 | - | 0 | - | - | - |
| 2002 | 4 | 1 | $1,622,529 | $120,000 | $120,000iApproximate average salary by contribution assumption: employee only about $3,000,000 at 4% or $2,000,000 at 6%; with 50% employer match about $2,000,000 at 4% or $1,333,333 at 6%; with 100% employer match about $1,500,000 at 4% or $1,000,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP Money Purchase Pension Plan and Trust 3 | - | 0 | $1,012,967 | - | - |
| FITZPATRICK, MORAN & COSTA, LLP MONEY PURCHASE PENSION PLAN AND TRUST 4 | - | 1 | $381,614 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $142,018 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $85,930 | $40,000 | $40,000iApproximate average salary by contribution assumption: employee only about $1,000,000 at 4% or $666,667 at 6%; with 50% employer match about $666,667 at 4% or $444,444 at 6%; with 100% employer match about $500,000 at 4% or $333,333 at 6%. |
| 2001 | 4 | 8 | $1,139,283 | $35,000 | $4,375iApproximate average salary by contribution assumption: employee only about $109,375 at 4% or $72,917 at 6%; with 50% employer match about $72,917 at 4% or $48,611 at 6%; with 100% employer match about $54,688 at 4% or $36,458 at 6%. |
| Fitzpatrick, Moran & Costa LLP Money Purchase Pension Plan and Trust 3 | - | 1 | $987,490 | - | - |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $151,793 | $35,000 | $35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust | - | 8 | - | - | - |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | - | - | - |
| 2000 | 4 | 1 | $2,280,528 | $69,725 | $69,725iApproximate average salary by contribution assumption: employee only about $1,743,125 at 4% or $1,162,083 at 6%; with 50% employer match about $1,162,083 at 4% or $774,722 at 6%; with 100% employer match about $871,563 at 4% or $581,042 at 6%. |
| Fitzpatrick, Moran & Costa LLP Money Purchase Pension Plan and Trust 3 | - | 1 | $2,053,263 | $9,725 | $9,725iApproximate average salary by contribution assumption: employee only about $243,125 at 4% or $162,083 at 6%; with 50% employer match about $162,083 at 4% or $108,056 at 6%; with 100% employer match about $121,563 at 4% or $81,042 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 1 | $179,929 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #5 | - | 1 | $47,336 | $30,000 | $30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%. |
| Fitzpatrick & Moran Profit Sharing Plan | - | 0 | - | - | - |
| 1999 | 2 | 12 | $3,090,644 | $143,096 | $11,925iApproximate average salary by contribution assumption: employee only about $298,117 at 4% or $198,744 at 6%; with 50% employer match about $198,744 at 4% or $132,496 at 6%; with 100% employer match about $149,058 at 4% or $99,372 at 6%. |
| Fitzpatrick & Moran Profit Sharing Plan | - | 12 | $2,974,275 | $80,358 | $6,697iApproximate average salary by contribution assumption: employee only about $167,413 at 4% or $111,608 at 6%; with 50% employer match about $111,608 at 4% or $74,406 at 6%; with 100% employer match about $83,706 at 4% or $55,804 at 6%. |
| Fitzpatrick, Moran & Costa LLP 401(K) Plan and Trust #2 | - | 12 | $116,369 | $62,738 | $5,228iApproximate average salary by contribution assumption: employee only about $130,704 at 4% or $87,136 at 6%; with 50% employer match about $87,136 at 4% or $58,091 at 6%; with 100% employer match about $65,352 at 4% or $43,568 at 6%. |