Civic Intelligence

Fiondella Insurance & Retirement Pl

Plan context: Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan

EIN 06-1387126 • Simsbury, CT • 24 filings • 5 plans

90 Hopmeadow StreetSimsbury, CT 06089
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,490,083

2024 Contributions

$44,300

Historical Graphs

Total Assets Over Time

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

$2,507,385$1,253,693$0199920142024YearValue
$2,490,083Latest year 2024

Participants Over Time

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

1470199920132024YearValue
2Latest 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
202412$2,490,083$44,300$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-2$2,490,083$44,300$22,150iApproximate average salary by contribution assumption: employee only about $553,750 at 4% or $369,167 at 6%; with 50% employer match about $369,167 at 4% or $246,111 at 6%; with 100% employer match about $276,875 at 4% or $184,583 at 6%.
202313$2,422,672$43,200$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$2,422,672$43,200$14,400iApproximate average salary by contribution assumption: employee only about $360,000 at 4% or $240,000 at 6%; with 50% employer match about $240,000 at 4% or $160,000 at 6%; with 100% employer match about $180,000 at 4% or $120,000 at 6%.
202213$2,104,951$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$2,104,951$39,200$13,067iApproximate average salary by contribution assumption: employee only about $326,667 at 4% or $217,778 at 6%; with 50% employer match about $217,778 at 4% or $145,185 at 6%; with 100% employer match about $163,333 at 4% or $108,889 at 6%.
202113$2,507,385$37,600$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$2,507,385$37,600$12,533iApproximate average salary by contribution assumption: employee only about $313,333 at 4% or $208,889 at 6%; with 50% employer match about $208,889 at 4% or $139,259 at 6%; with 100% employer match about $156,667 at 4% or $104,444 at 6%.
202013$2,253,037$53,401$17,800iApproximate average salary by contribution assumption: employee only about $445,008 at 4% or $296,672 at 6%; with 50% employer match about $296,672 at 4% or $197,781 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$2,253,037$53,401$17,800iApproximate average salary by contribution assumption: employee only about $445,008 at 4% or $296,672 at 6%; with 50% employer match about $296,672 at 4% or $197,781 at 6%; with 100% employer match about $222,504 at 4% or $148,336 at 6%.
201914$1,982,096$47,021$11,755iApproximate average salary by contribution assumption: employee only about $293,881 at 4% or $195,921 at 6%; with 50% employer match about $195,921 at 4% or $130,614 at 6%; with 100% employer match about $146,941 at 4% or $97,960 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-4$1,982,096$47,021$11,755iApproximate average salary by contribution assumption: employee only about $293,881 at 4% or $195,921 at 6%; with 50% employer match about $195,921 at 4% or $130,614 at 6%; with 100% employer match about $146,941 at 4% or $97,960 at 6%.
201814$1,632,255$74,990$18,748iApproximate average salary by contribution assumption: employee only about $468,688 at 4% or $312,458 at 6%; with 50% employer match about $312,458 at 4% or $208,306 at 6%; with 100% employer match about $234,344 at 4% or $156,229 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-4$1,632,255$74,990$18,748iApproximate average salary by contribution assumption: employee only about $468,688 at 4% or $312,458 at 6%; with 50% employer match about $312,458 at 4% or $208,306 at 6%; with 100% employer match about $234,344 at 4% or $156,229 at 6%.
201713$1,610,684$68,881$22,960iApproximate average salary by contribution assumption: employee only about $574,008 at 4% or $382,672 at 6%; with 50% employer match about $382,672 at 4% or $255,115 at 6%; with 100% employer match about $287,004 at 4% or $191,336 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$1,610,684$68,881$22,960iApproximate average salary by contribution assumption: employee only about $574,008 at 4% or $382,672 at 6%; with 50% employer match about $382,672 at 4% or $255,115 at 6%; with 100% employer match about $287,004 at 4% or $191,336 at 6%.
201613$1,345,808$72,614$24,205iApproximate average salary by contribution assumption: employee only about $605,117 at 4% or $403,411 at 6%; with 50% employer match about $403,411 at 4% or $268,941 at 6%; with 100% employer match about $302,558 at 4% or $201,706 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-3$1,345,808$72,614$24,205iApproximate average salary by contribution assumption: employee only about $605,117 at 4% or $403,411 at 6%; with 50% employer match about $403,411 at 4% or $268,941 at 6%; with 100% employer match about $302,558 at 4% or $201,706 at 6%.
201514$1,223,112$68,019$17,005iApproximate average salary by contribution assumption: employee only about $425,119 at 4% or $283,413 at 6%; with 50% employer match about $283,413 at 4% or $188,942 at 6%; with 100% employer match about $212,559 at 4% or $141,706 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-4$1,223,112$68,019$17,005iApproximate average salary by contribution assumption: employee only about $425,119 at 4% or $283,413 at 6%; with 50% employer match about $283,413 at 4% or $188,942 at 6%; with 100% employer match about $212,559 at 4% or $141,706 at 6%.
201415$1,250,001$65,666$13,133iApproximate average salary by contribution assumption: employee only about $328,330 at 4% or $218,887 at 6%; with 50% employer match about $218,887 at 4% or $145,924 at 6%; with 100% employer match about $164,165 at 4% or $109,443 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-5$1,250,001$65,666$13,133iApproximate average salary by contribution assumption: employee only about $328,330 at 4% or $218,887 at 6%; with 50% employer match about $218,887 at 4% or $145,924 at 6%; with 100% employer match about $164,165 at 4% or $109,443 at 6%.
201316$1,157,093$67,573$11,262iApproximate average salary by contribution assumption: employee only about $281,554 at 4% or $187,703 at 6%; with 50% employer match about $187,703 at 4% or $125,135 at 6%; with 100% employer match about $140,777 at 4% or $93,851 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-6$1,157,093$67,573$11,262iApproximate average salary by contribution assumption: employee only about $281,554 at 4% or $187,703 at 6%; with 50% employer match about $187,703 at 4% or $125,135 at 6%; with 100% employer match about $140,777 at 4% or $93,851 at 6%.
201217$960,571$61,149$8,736iApproximate average salary by contribution assumption: employee only about $218,389 at 4% or $145,593 at 6%; with 50% employer match about $145,593 at 4% or $97,062 at 6%; with 100% employer match about $109,195 at 4% or $72,796 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-7$960,571$61,149$8,736iApproximate average salary by contribution assumption: employee only about $218,389 at 4% or $145,593 at 6%; with 50% employer match about $145,593 at 4% or $97,062 at 6%; with 100% employer match about $109,195 at 4% or $72,796 at 6%.
201117$764,396$55,372$7,910iApproximate average salary by contribution assumption: employee only about $197,757 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,879 at 4% or $65,919 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-7$764,396$55,372$7,910iApproximate average salary by contribution assumption: employee only about $197,757 at 4% or $131,838 at 6%; with 50% employer match about $131,838 at 4% or $87,892 at 6%; with 100% employer match about $98,879 at 4% or $65,919 at 6%.
201018$752,300$61,030$7,629iApproximate average salary by contribution assumption: employee only about $190,719 at 4% or $127,146 at 6%; with 50% employer match about $127,146 at 4% or $84,764 at 6%; with 100% employer match about $95,359 at 4% or $63,573 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-8$752,300$61,030$7,629iApproximate average salary by contribution assumption: employee only about $190,719 at 4% or $127,146 at 6%; with 50% employer match about $127,146 at 4% or $84,764 at 6%; with 100% employer match about $95,359 at 4% or $63,573 at 6%.
200914$764,824$55,974$13,994iApproximate average salary by contribution assumption: employee only about $349,838 at 4% or $233,225 at 6%; with 50% employer match about $233,225 at 4% or $155,483 at 6%; with 100% employer match about $174,919 at 4% or $116,613 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-4$764,824$55,974$13,994iApproximate average salary by contribution assumption: employee only about $349,838 at 4% or $233,225 at 6%; with 50% employer match about $233,225 at 4% or $155,483 at 6%; with 100% employer match about $174,919 at 4% or $116,613 at 6%.
2008114$603,350$73,519$5,251iApproximate average salary by contribution assumption: employee only about $131,284 at 4% or $87,523 at 6%; with 50% employer match about $87,523 at 4% or $58,348 at 6%; with 100% employer match about $65,642 at 4% or $43,761 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-14$603,350$73,519$5,251iApproximate average salary by contribution assumption: employee only about $131,284 at 4% or $87,523 at 6%; with 50% employer match about $87,523 at 4% or $58,348 at 6%; with 100% employer match about $65,642 at 4% or $43,761 at 6%.
2007112$0$0-
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-12---
2005112$656,228$88,239$7,353iApproximate average salary by contribution assumption: employee only about $183,831 at 4% or $122,554 at 6%; with 50% employer match about $122,554 at 4% or $81,703 at 6%; with 100% employer match about $91,916 at 4% or $61,277 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-12$656,228$88,239$7,353iApproximate average salary by contribution assumption: employee only about $183,831 at 4% or $122,554 at 6%; with 50% employer match about $122,554 at 4% or $81,703 at 6%; with 100% employer match about $91,916 at 4% or $61,277 at 6%.
2004110$530,684$79,321$7,932iApproximate average salary by contribution assumption: employee only about $198,303 at 4% or $132,202 at 6%; with 50% employer match about $132,202 at 4% or $88,134 at 6%; with 100% employer match about $99,151 at 4% or $66,101 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-10$530,684$79,321$7,932iApproximate average salary by contribution assumption: employee only about $198,303 at 4% or $132,202 at 6%; with 50% employer match about $132,202 at 4% or $88,134 at 6%; with 100% employer match about $99,151 at 4% or $66,101 at 6%.
2003110$464,366$53,274$5,327iApproximate average salary by contribution assumption: employee only about $133,185 at 4% or $88,790 at 6%; with 50% employer match about $88,790 at 4% or $59,193 at 6%; with 100% employer match about $66,593 at 4% or $44,395 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-10$464,366$53,274$5,327iApproximate average salary by contribution assumption: employee only about $133,185 at 4% or $88,790 at 6%; with 50% employer match about $88,790 at 4% or $59,193 at 6%; with 100% employer match about $66,593 at 4% or $44,395 at 6%.
200219$0$0-
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-9---
199926$150,340$46,017$7,670iApproximate average salary by contribution assumption: employee only about $191,738 at 4% or $127,825 at 6%; with 50% employer match about $127,825 at 4% or $85,217 at 6%; with 100% employer match about $95,869 at 4% or $63,913 at 6%.
Fiondella Insurance & Retirement Planning Inc. 401K Profit Sharing Plan-6$132,851$46,017$7,670iApproximate average salary by contribution assumption: employee only about $191,738 at 4% or $127,825 at 6%; with 50% employer match about $127,825 at 4% or $85,217 at 6%; with 100% employer match about $95,869 at 4% or $63,913 at 6%.
Fiondella Insurance & Retirement Planning Inc. Money Purchase Pension Plan & Trust-4$17,489--