Civic Intelligence

Alberto Fano

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 11-2321694 • Manhasset, NY • 28 filings • 8 plans

62 Canary CrescentManhasset, NY 11030
Current Snapshot

Latest Year

2014

2014 Participants

3

2014 Assets

$2,671,500

2014 Contributions

$3,000

Historical Graphs

Total Assets Over Time

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

$2,671,500$1,335,750$0199920082014YearValue
$2,671,500Latest year 2014

Participants Over Time

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

320199920072014YearValue
3Latest year 2014

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
201413$2,671,500$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,671,500$3,000$1,000iApproximate average salary by contribution assumption: employee only about $25,000 at 4% or $16,667 at 6%; with 50% employer match about $16,667 at 4% or $11,111 at 6%; with 100% employer match about $12,500 at 4% or $8,333 at 6%.
201313$2,660,366$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,660,366$59,000$19,667iApproximate average salary by contribution assumption: employee only about $491,667 at 4% or $327,778 at 6%; with 50% employer match about $327,778 at 4% or $218,519 at 6%; with 100% employer match about $245,833 at 4% or $163,889 at 6%.
201213$2,619,640$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,619,640$48,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
201123$2,445,058$72,970$24,323iApproximate average salary by contribution assumption: employee only about $608,083 at 4% or $405,389 at 6%; with 50% employer match about $405,389 at 4% or $270,259 at 6%; with 100% employer match about $304,042 at 4% or $202,694 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,445,058$72,970$24,323iApproximate average salary by contribution assumption: employee only about $608,083 at 4% or $405,389 at 6%; with 50% employer match about $405,389 at 4% or $270,259 at 6%; with 100% employer match about $304,042 at 4% or $202,694 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-0---
201023$2,397,024$33,039$11,013iApproximate average salary by contribution assumption: employee only about $275,325 at 4% or $183,550 at 6%; with 50% employer match about $183,550 at 4% or $122,367 at 6%; with 100% employer match about $137,663 at 4% or $91,775 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,385,587$33,039$11,013iApproximate average salary by contribution assumption: employee only about $275,325 at 4% or $183,550 at 6%; with 50% employer match about $183,550 at 4% or $122,367 at 6%; with 100% employer match about $137,663 at 4% or $91,775 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$11,437--
200923$2,271,770$34,892$11,631iApproximate average salary by contribution assumption: employee only about $290,767 at 4% or $193,844 at 6%; with 50% employer match about $193,844 at 4% or $129,230 at 6%; with 100% employer match about $145,383 at 4% or $96,922 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,176,508$34,892$11,631iApproximate average salary by contribution assumption: employee only about $290,767 at 4% or $193,844 at 6%; with 50% employer match about $193,844 at 4% or $129,230 at 6%; with 100% employer match about $145,383 at 4% or $96,922 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$95,262--
200823$1,719,468$197,195$65,732iApproximate average salary by contribution assumption: employee only about $1,643,292 at 4% or $1,095,528 at 6%; with 50% employer match about $1,095,528 at 4% or $730,352 at 6%; with 100% employer match about $821,646 at 4% or $547,764 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$1,719,468$197,195$65,732iApproximate average salary by contribution assumption: employee only about $1,643,292 at 4% or $1,095,528 at 6%; with 50% employer match about $1,095,528 at 4% or $730,352 at 6%; with 100% employer match about $821,646 at 4% or $547,764 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3---
200723$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-3---
Fidelity Defined Contribution Retirement Plan and Trust-3---
200623$2,222,875$40,669$13,556iApproximate average salary by contribution assumption: employee only about $338,908 at 4% or $225,939 at 6%; with 50% employer match about $225,939 at 4% or $150,626 at 6%; with 100% employer match about $169,454 at 4% or $112,969 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$2,126,923$40,669$13,556iApproximate average salary by contribution assumption: employee only about $338,908 at 4% or $225,939 at 6%; with 50% employer match about $225,939 at 4% or $150,626 at 6%; with 100% employer match about $169,454 at 4% or $112,969 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$95,952--
200513$88,796$0-
Fidelity Defined Contribution Retirement Plan and Trust-3$88,796--
200423$1,819,234$44,204$14,735iApproximate average salary by contribution assumption: employee only about $368,367 at 4% or $245,578 at 6%; with 50% employer match about $245,578 at 4% or $163,719 at 6%; with 100% employer match about $184,183 at 4% or $122,789 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$1,819,234$44,204$14,735iApproximate average salary by contribution assumption: employee only about $368,367 at 4% or $245,578 at 6%; with 50% employer match about $245,578 at 4% or $163,719 at 6%; with 100% employer match about $184,183 at 4% or $122,789 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3---
200323$1,748,681$46,607$15,536iApproximate average salary by contribution assumption: employee only about $388,392 at 4% or $258,928 at 6%; with 50% employer match about $258,928 at 4% or $172,619 at 6%; with 100% employer match about $194,196 at 4% or $129,464 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$1,664,257$46,607$15,536iApproximate average salary by contribution assumption: employee only about $388,392 at 4% or $258,928 at 6%; with 50% employer match about $258,928 at 4% or $172,619 at 6%; with 100% employer match about $194,196 at 4% or $129,464 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$84,424--
200223$80,563$8,900$2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$80,563$8,900$2,967iApproximate average salary by contribution assumption: employee only about $74,167 at 4% or $49,444 at 6%; with 50% employer match about $49,444 at 4% or $32,963 at 6%; with 100% employer match about $37,083 at 4% or $24,722 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3---
200123$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-3---
Fidelity Defined Contribution Retirement Plan and Trust-3---
200023$55,939$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$55,939$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3---
199923$1,620,141$36,280$12,093iApproximate average salary by contribution assumption: employee only about $302,333 at 4% or $201,556 at 6%; with 50% employer match about $201,556 at 4% or $134,370 at 6%; with 100% employer match about $151,167 at 4% or $100,778 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$1,575,799$27,510$9,170iApproximate average salary by contribution assumption: employee only about $229,250 at 4% or $152,833 at 6%; with 50% employer match about $152,833 at 4% or $101,889 at 6%; with 100% employer match about $114,625 at 4% or $76,417 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$44,342$8,770$2,923iApproximate average salary by contribution assumption: employee only about $73,083 at 4% or $48,722 at 6%; with 50% employer match about $48,722 at 4% or $32,481 at 6%; with 100% employer match about $36,542 at 4% or $24,361 at 6%.