Civic Intelligence

Dr. D.M. Fitzgerald & Associates

Plan context: Dr. Fitzgerald 401(K) Plan

EIN 20-0678674 • Cedar Rapids, IA • 13 filings • 1 plans

3225 Williams Pkwy SW Ste 1Cedar Rapids, IA 52404-1476
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$1,269,278

2024 Contributions

$112,546

Historical Graphs

Total Assets Over Time

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

$1,269,278$634,639$0201220182024YearValue
$1,269,278Latest year 2024

Participants Over Time

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

24120201220182024YearValue
19Latest 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
2024119$1,269,278$112,546$5,923iApproximate average salary by contribution assumption: employee only about $148,087 at 4% or $98,725 at 6%; with 50% employer match about $98,725 at 4% or $65,816 at 6%; with 100% employer match about $74,043 at 4% or $49,362 at 6%.
Dr. Fitzgerald 401(K) Plan-19$1,269,278$112,546$5,923iApproximate average salary by contribution assumption: employee only about $148,087 at 4% or $98,725 at 6%; with 50% employer match about $98,725 at 4% or $65,816 at 6%; with 100% employer match about $74,043 at 4% or $49,362 at 6%.
2023120$1,193,721$132,922$6,646iApproximate average salary by contribution assumption: employee only about $166,153 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,846 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
Dr. Fitzgerald 401(K) Plan-20$1,193,721$132,922$6,646iApproximate average salary by contribution assumption: employee only about $166,153 at 4% or $110,768 at 6%; with 50% employer match about $110,768 at 4% or $73,846 at 6%; with 100% employer match about $83,076 at 4% or $55,384 at 6%.
2022120$946,621$79,196$3,960iApproximate average salary by contribution assumption: employee only about $98,995 at 4% or $65,997 at 6%; with 50% employer match about $65,997 at 4% or $43,998 at 6%; with 100% employer match about $49,498 at 4% or $32,998 at 6%.
Dr. Fitzgerald 401(K) Plan-20$946,621$79,196$3,960iApproximate average salary by contribution assumption: employee only about $98,995 at 4% or $65,997 at 6%; with 50% employer match about $65,997 at 4% or $43,998 at 6%; with 100% employer match about $49,498 at 4% or $32,998 at 6%.
2021120$1,062,000$67,925$3,396iApproximate average salary by contribution assumption: employee only about $84,906 at 4% or $56,604 at 6%; with 50% employer match about $56,604 at 4% or $37,736 at 6%; with 100% employer match about $42,453 at 4% or $28,302 at 6%.
Dr. Fitzgerald 401(K) Plan-20$1,062,000$67,925$3,396iApproximate average salary by contribution assumption: employee only about $84,906 at 4% or $56,604 at 6%; with 50% employer match about $56,604 at 4% or $37,736 at 6%; with 100% employer match about $42,453 at 4% or $28,302 at 6%.
2020122$902,308$86,303$3,923iApproximate average salary by contribution assumption: employee only about $98,072 at 4% or $65,381 at 6%; with 50% employer match about $65,381 at 4% or $43,587 at 6%; with 100% employer match about $49,036 at 4% or $32,691 at 6%.
Dr. Fitzgerald 401(K) Plan-22$902,308$86,303$3,923iApproximate average salary by contribution assumption: employee only about $98,072 at 4% or $65,381 at 6%; with 50% employer match about $65,381 at 4% or $43,587 at 6%; with 100% employer match about $49,036 at 4% or $32,691 at 6%.
2019124$752,690$134,879$5,620iApproximate average salary by contribution assumption: employee only about $140,499 at 4% or $93,666 at 6%; with 50% employer match about $93,666 at 4% or $62,444 at 6%; with 100% employer match about $70,249 at 4% or $46,833 at 6%.
Dr. Fitzgerald 401(K) Plan-24$752,690$134,879$5,620iApproximate average salary by contribution assumption: employee only about $140,499 at 4% or $93,666 at 6%; with 50% employer match about $93,666 at 4% or $62,444 at 6%; with 100% employer match about $70,249 at 4% or $46,833 at 6%.
2018120$498,419$119,741$5,987iApproximate average salary by contribution assumption: employee only about $149,676 at 4% or $99,784 at 6%; with 50% employer match about $99,784 at 4% or $66,523 at 6%; with 100% employer match about $74,838 at 4% or $49,892 at 6%.
Dr. Fitzgerald 401(K) Plan-20$498,419$119,741$5,987iApproximate average salary by contribution assumption: employee only about $149,676 at 4% or $99,784 at 6%; with 50% employer match about $99,784 at 4% or $66,523 at 6%; with 100% employer match about $74,838 at 4% or $49,892 at 6%.
2017120$437,710$84,424$4,221iApproximate average salary by contribution assumption: employee only about $105,530 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,177 at 6%.
Dr. Fitzgerald 401(K) Plan-20$437,710$84,424$4,221iApproximate average salary by contribution assumption: employee only about $105,530 at 4% or $70,353 at 6%; with 50% employer match about $70,353 at 4% or $46,902 at 6%; with 100% employer match about $52,765 at 4% or $35,177 at 6%.
2016115$327,303$69,834$4,656iApproximate average salary by contribution assumption: employee only about $116,390 at 4% or $77,593 at 6%; with 50% employer match about $77,593 at 4% or $51,729 at 6%; with 100% employer match about $58,195 at 4% or $38,797 at 6%.
Dr. Fitzgerald 401(K) Plan-15$327,303$69,834$4,656iApproximate average salary by contribution assumption: employee only about $116,390 at 4% or $77,593 at 6%; with 50% employer match about $77,593 at 4% or $51,729 at 6%; with 100% employer match about $58,195 at 4% or $38,797 at 6%.
2015114$245,845$75,961$5,426iApproximate average salary by contribution assumption: employee only about $135,645 at 4% or $90,430 at 6%; with 50% employer match about $90,430 at 4% or $60,287 at 6%; with 100% employer match about $67,822 at 4% or $45,215 at 6%.
Dr. Fitzgerald 401(K) Plan-14$245,845$75,961$5,426iApproximate average salary by contribution assumption: employee only about $135,645 at 4% or $90,430 at 6%; with 50% employer match about $90,430 at 4% or $60,287 at 6%; with 100% employer match about $67,822 at 4% or $45,215 at 6%.
2014115$183,108$70,519$4,701iApproximate average salary by contribution assumption: employee only about $117,532 at 4% or $78,354 at 6%; with 50% employer match about $78,354 at 4% or $52,236 at 6%; with 100% employer match about $58,766 at 4% or $39,177 at 6%.
Dr. Fitzgerald 401(K) Plan-15$183,108$70,519$4,701iApproximate average salary by contribution assumption: employee only about $117,532 at 4% or $78,354 at 6%; with 50% employer match about $78,354 at 4% or $52,236 at 6%; with 100% employer match about $58,766 at 4% or $39,177 at 6%.
2013116$114,611$69,540$4,346iApproximate average salary by contribution assumption: employee only about $108,656 at 4% or $72,438 at 6%; with 50% employer match about $72,438 at 4% or $48,292 at 6%; with 100% employer match about $54,328 at 4% or $36,219 at 6%.
Dr. Fitzgerald 401(K) Plan-16$114,611$69,540$4,346iApproximate average salary by contribution assumption: employee only about $108,656 at 4% or $72,438 at 6%; with 50% employer match about $72,438 at 4% or $48,292 at 6%; with 100% employer match about $54,328 at 4% or $36,219 at 6%.
2012115$33,894$32,886$2,192iApproximate average salary by contribution assumption: employee only about $54,810 at 4% or $36,540 at 6%; with 50% employer match about $36,540 at 4% or $24,360 at 6%; with 100% employer match about $27,405 at 4% or $18,270 at 6%.
Dr. Fitzgerald 401(K) Plan-15$33,894$32,886$2,192iApproximate average salary by contribution assumption: employee only about $54,810 at 4% or $36,540 at 6%; with 50% employer match about $36,540 at 4% or $24,360 at 6%; with 100% employer match about $27,405 at 4% or $18,270 at 6%.