Civic Intelligence

Kenneth a Marks

Plan context: Fidelity Keogh Plan

EIN 16-1162305 • 6 filings • 1 plans

Current Snapshot

Latest Year

2004

2004 Participants

3

2004 Assets

$735,311

2004 Contributions

$47,702

Historical Graphs

Total Assets Over Time

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

$735,311$367,656$0199920022003YearValue
$735,311Latest year 2003

Participants Over Time

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

320199920012003YearValue
3Latest year 2003

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
200410$0$47,702-
Fidelity Keogh Plan-0-$47,702-
200313$735,311$46,191$15,397iApproximate average salary by contribution assumption: employee only about $384,925 at 4% or $256,617 at 6%; with 50% employer match about $256,617 at 4% or $171,078 at 6%; with 100% employer match about $192,463 at 4% or $128,308 at 6%.
Fidelity Keogh Plan-3$735,311$46,191$15,397iApproximate average salary by contribution assumption: employee only about $384,925 at 4% or $256,617 at 6%; with 50% employer match about $256,617 at 4% or $171,078 at 6%; with 100% employer match about $192,463 at 4% or $128,308 at 6%.
200213$483,723$37,142$12,381iApproximate average salary by contribution assumption: employee only about $309,517 at 4% or $206,344 at 6%; with 50% employer match about $206,344 at 4% or $137,563 at 6%; with 100% employer match about $154,758 at 4% or $103,172 at 6%.
Fidelity Keogh Plan-3$483,723$37,142$12,381iApproximate average salary by contribution assumption: employee only about $309,517 at 4% or $206,344 at 6%; with 50% employer match about $206,344 at 4% or $137,563 at 6%; with 100% employer match about $154,758 at 4% or $103,172 at 6%.
200113$0$0-
Fidelity Keogh Plan-3---
200013$445,544$33,092$11,031iApproximate average salary by contribution assumption: employee only about $275,767 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,563 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
Fidelity Keogh Plan-3$445,544$33,092$11,031iApproximate average salary by contribution assumption: employee only about $275,767 at 4% or $183,844 at 6%; with 50% employer match about $183,844 at 4% or $122,563 at 6%; with 100% employer match about $137,883 at 4% or $91,922 at 6%.
199913$386,100$31,376$10,459iApproximate average salary by contribution assumption: employee only about $261,467 at 4% or $174,311 at 6%; with 50% employer match about $174,311 at 4% or $116,207 at 6%; with 100% employer match about $130,733 at 4% or $87,156 at 6%.
Fidelity Keogh Plan-3$386,100$31,376$10,459iApproximate average salary by contribution assumption: employee only about $261,467 at 4% or $174,311 at 6%; with 50% employer match about $174,311 at 4% or $116,207 at 6%; with 100% employer match about $130,733 at 4% or $87,156 at 6%.