Civic Intelligence

Carroll James Lawler

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 06-1080426 • West Hartford, CT • 29 filings • 3 plans

198 Quaker Lane NWest Hartford, CT 06119-1149
Current Snapshot

Latest Year

2014

2014 Participants

1

2014 Assets

$1,020,622

2014 Contributions

$44,296

Historical Graphs

Total Assets Over Time

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

$1,588,059$794,030$0200020072013YearValue
$1,020,622Latest year 2013

Participants Over Time

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

1160200020072013YearValue
1Latest year 2013

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
201420$0$0-
Fidelity Defined Contribution Plan and Trust-0---
Fidelity Defined Contribution Retirement Plan and Trust-0---
201321$1,020,622$0-
Fidelity Defined Contribution Retirement Plan and Trust-1$943,220--
Fidelity Defined Contribution Plan and Trust-1$77,402--
201221$877,396$0-
Fidelity Defined Contribution Retirement Plan and Trust-1$807,500--
Fidelity Defined Contribution Plan and Trust-1$69,896--
201125$727,402$0-
Fidelity Defined Contribution Retirement Plan and Trust-3$628,725--
Fidelity Defined Contribution Plan and Trust-5$98,677--
201025$1,071,219$0-
Fidelity Defined Contribution Retirement Plan and Trust-5$837,907--
Fidelity Defined Contribution Plan and Trust-5$233,312--
200927$1,003,729$0-
Fidelity Defined Contribution Retirement Plan and Trust-5$787,332--
Fidelity Defined Contribution Plan and Trust-7$216,397--
200827$1,028,933$44,296$6,328iApproximate average salary by contribution assumption: employee only about $158,200 at 4% or $105,467 at 6%; with 50% employer match about $105,467 at 4% or $70,311 at 6%; with 100% employer match about $79,100 at 4% or $52,733 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-7$744,943--
Fidelity Defined Contribution Plan and Trust-6$283,990$44,296$7,383iApproximate average salary by contribution assumption: employee only about $184,567 at 4% or $123,044 at 6%; with 50% employer match about $123,044 at 4% or $82,030 at 6%; with 100% employer match about $92,283 at 4% or $61,522 at 6%.
200728$1,304,992$0-
Fidelity Defined Contribution Retirement Plan and Trust-7$1,015,078--
Fidelity Defined Contribution Plan and Trust-8$289,914--
200629$1,588,059$0-
Fidelity Defined Contribution Retirement Plan and Trust-9$1,249,035--
Fidelity Defined Contribution Plan and Trust-9$339,024--
2005210$1,495,727$67,904$6,790iApproximate average salary by contribution assumption: employee only about $169,760 at 4% or $113,173 at 6%; with 50% employer match about $113,173 at 4% or $75,449 at 6%; with 100% employer match about $84,880 at 4% or $56,587 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-9$1,164,149$9,600$1,067iApproximate average salary by contribution assumption: employee only about $26,667 at 4% or $17,778 at 6%; with 50% employer match about $17,778 at 4% or $11,852 at 6%; with 100% employer match about $13,333 at 4% or $8,889 at 6%.
Fidelity Defined Contribution Plan and Trust-10$331,578$58,304$5,830iApproximate average salary by contribution assumption: employee only about $145,760 at 4% or $97,173 at 6%; with 50% employer match about $97,173 at 4% or $64,782 at 6%; with 100% employer match about $72,880 at 4% or $48,587 at 6%.
2004211$1,283,182$139,283$12,662iApproximate average salary by contribution assumption: employee only about $316,552 at 4% or $211,035 at 6%; with 50% employer match about $211,035 at 4% or $140,690 at 6%; with 100% employer match about $158,276 at 4% or $105,517 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-10$1,020,110$71,783$7,178iApproximate average salary by contribution assumption: employee only about $179,458 at 4% or $119,638 at 6%; with 50% employer match about $119,638 at 4% or $79,759 at 6%; with 100% employer match about $89,729 at 4% or $59,819 at 6%.
Fidelity Defined Contribution Plan and Trust-11$263,072$67,500$6,136iApproximate average salary by contribution assumption: employee only about $153,409 at 4% or $102,273 at 6%; with 50% employer match about $102,273 at 4% or $68,182 at 6%; with 100% employer match about $76,705 at 4% or $51,136 at 6%.
2003211$1,152,498$53,344$4,849iApproximate average salary by contribution assumption: employee only about $121,236 at 4% or $80,824 at 6%; with 50% employer match about $80,824 at 4% or $53,883 at 6%; with 100% employer match about $60,618 at 4% or $40,412 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-10$964,050$1,575$158iApproximate average salary by contribution assumption: employee only about $3,938 at 4% or $2,625 at 6%; with 50% employer match about $2,625 at 4% or $1,750 at 6%; with 100% employer match about $1,969 at 4% or $1,313 at 6%.
Fidelity Defined Contribution Plan and Trust-11$188,448$51,769$4,706iApproximate average salary by contribution assumption: employee only about $117,657 at 4% or $78,438 at 6%; with 50% employer match about $78,438 at 4% or $52,292 at 6%; with 100% employer match about $58,828 at 4% or $39,219 at 6%.
2002210$125,667$62,531$6,253iApproximate average salary by contribution assumption: employee only about $156,328 at 4% or $104,218 at 6%; with 50% employer match about $104,218 at 4% or $69,479 at 6%; with 100% employer match about $78,164 at 4% or $52,109 at 6%.
Fidelity Defined Contribution Plan and Trust-10$125,667$62,531$6,253iApproximate average salary by contribution assumption: employee only about $156,328 at 4% or $104,218 at 6%; with 50% employer match about $104,218 at 4% or $69,479 at 6%; with 100% employer match about $78,164 at 4% or $52,109 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-10---
2001210$67,365$66,713$6,671iApproximate average salary by contribution assumption: employee only about $166,783 at 4% or $111,188 at 6%; with 50% employer match about $111,188 at 4% or $74,126 at 6%; with 100% employer match about $83,391 at 4% or $55,594 at 6%.
Fidelity Defined Contribution Plan and Trust-10$67,365$66,713$6,671iApproximate average salary by contribution assumption: employee only about $166,783 at 4% or $111,188 at 6%; with 50% employer match about $111,188 at 4% or $74,126 at 6%; with 100% employer match about $83,391 at 4% or $55,594 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-0---
200018$1,038,561$72,864$9,108iApproximate average salary by contribution assumption: employee only about $227,700 at 4% or $151,800 at 6%; with 50% employer match about $151,800 at 4% or $101,200 at 6%; with 100% employer match about $113,850 at 4% or $75,900 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-8$1,038,561$72,864$9,108iApproximate average salary by contribution assumption: employee only about $227,700 at 4% or $151,800 at 6%; with 50% employer match about $151,800 at 4% or $101,200 at 6%; with 100% employer match about $113,850 at 4% or $75,900 at 6%.