Civic Intelligence

Fitzgerald Analytics

Plan context: Fitzgerald Advisory Services Inc. 401(K) P/S Plan

EIN 20-3437730 • Palisades, NY • 8 filings • 2 plans

224 Route 9WPalisades, NY 10964
Current Snapshot

Latest Year

2016

2016 Participants

5

2016 Assets

$190,931

2016 Contributions

$390

Historical Graphs

Total Assets Over Time

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

$259,466$129,733$0200820132016YearValue
$190,931Latest year 2016

Participants Over Time

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

1370200820132016YearValue
5Latest year 2016

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
201615$190,931$0-
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-5$190,931$0-
201515$177,648$0-
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-5$177,648$0-
201416$181,029$0-
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-6$181,029$0-
201316$172,251$390$65iApproximate average salary by contribution assumption: employee only about $1,625 at 4% or $1,083 at 6%; with 50% employer match about $1,083 at 4% or $722 at 6%; with 100% employer match about $813 at 4% or $542 at 6%.
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-6$172,251$390$65iApproximate average salary by contribution assumption: employee only about $1,625 at 4% or $1,083 at 6%; with 50% employer match about $1,083 at 4% or $722 at 6%; with 100% employer match about $813 at 4% or $542 at 6%.
201218$175,267$1,234$154iApproximate average salary by contribution assumption: employee only about $3,856 at 4% or $2,571 at 6%; with 50% employer match about $2,571 at 4% or $1,714 at 6%; with 100% employer match about $1,928 at 4% or $1,285 at 6%.
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-8$175,267$1,234$154iApproximate average salary by contribution assumption: employee only about $3,856 at 4% or $2,571 at 6%; with 50% employer match about $2,571 at 4% or $1,714 at 6%; with 100% employer match about $1,928 at 4% or $1,285 at 6%.
2010113$259,466$117,234$9,018iApproximate average salary by contribution assumption: employee only about $225,450 at 4% or $150,300 at 6%; with 50% employer match about $150,300 at 4% or $100,200 at 6%; with 100% employer match about $112,725 at 4% or $75,150 at 6%.
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-13$259,466$117,234$9,018iApproximate average salary by contribution assumption: employee only about $225,450 at 4% or $150,300 at 6%; with 50% employer match about $150,300 at 4% or $100,200 at 6%; with 100% employer match about $112,725 at 4% or $75,150 at 6%.
2009110$205,845$127,490$12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-10$205,845$127,490$12,749iApproximate average salary by contribution assumption: employee only about $318,725 at 4% or $212,483 at 6%; with 50% employer match about $212,483 at 4% or $141,656 at 6%; with 100% employer match about $159,363 at 4% or $106,242 at 6%.
2008111$53,296$53,431$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.
Fitzgerald Advisory Services Inc. 401(K) P/S Plan-11$53,296$53,431$4,857iApproximate average salary by contribution assumption: employee only about $121,434 at 4% or $80,956 at 6%; with 50% employer match about $80,956 at 4% or $53,971 at 6%; with 100% employer match about $60,717 at 4% or $40,478 at 6%.