Civic Intelligence

Petry, Fitzgerald & Less PC.

Plan context: Petry, Fitzgerald & Less PC. 401K Plan & Trust

EIN 20-8038962 • St. John, IN • 19 filings • 4 plans

8339 Wicker AveSt. John, IN 46373
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$293,170

2024 Contributions

$33,923

Historical Graphs

Total Assets Over Time

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

$876,808$438,404$0200720162024YearValue
$293,170Latest year 2024

Participants Over Time

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

530200720162024YearValue
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$293,170$33,923$16,962iApproximate average salary by contribution assumption: employee only about $424,038 at 4% or $282,692 at 6%; with 50% employer match about $282,692 at 4% or $188,461 at 6%; with 100% employer match about $212,019 at 4% or $141,346 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$293,170$33,923$16,962iApproximate average salary by contribution assumption: employee only about $424,038 at 4% or $282,692 at 6%; with 50% employer match about $282,692 at 4% or $188,461 at 6%; with 100% employer match about $212,019 at 4% or $141,346 at 6%.
202312$222,063$40,114$20,057iApproximate average salary by contribution assumption: employee only about $501,425 at 4% or $334,283 at 6%; with 50% employer match about $334,283 at 4% or $222,856 at 6%; with 100% employer match about $250,713 at 4% or $167,142 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$222,063$40,114$20,057iApproximate average salary by contribution assumption: employee only about $501,425 at 4% or $334,283 at 6%; with 50% employer match about $334,283 at 4% or $222,856 at 6%; with 100% employer match about $250,713 at 4% or $167,142 at 6%.
202212$738,040$35,074$17,537iApproximate average salary by contribution assumption: employee only about $438,425 at 4% or $292,283 at 6%; with 50% employer match about $292,283 at 4% or $194,856 at 6%; with 100% employer match about $219,213 at 4% or $146,142 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$738,040$35,074$17,537iApproximate average salary by contribution assumption: employee only about $438,425 at 4% or $292,283 at 6%; with 50% employer match about $292,283 at 4% or $194,856 at 6%; with 100% employer match about $219,213 at 4% or $146,142 at 6%.
202112$876,808$30,156$15,078iApproximate average salary by contribution assumption: employee only about $376,950 at 4% or $251,300 at 6%; with 50% employer match about $251,300 at 4% or $167,533 at 6%; with 100% employer match about $188,475 at 4% or $125,650 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$876,808$30,156$15,078iApproximate average salary by contribution assumption: employee only about $376,950 at 4% or $251,300 at 6%; with 50% employer match about $251,300 at 4% or $167,533 at 6%; with 100% employer match about $188,475 at 4% or $125,650 at 6%.
202012$722,174$33,735$16,868iApproximate average salary by contribution assumption: employee only about $421,688 at 4% or $281,125 at 6%; with 50% employer match about $281,125 at 4% or $187,417 at 6%; with 100% employer match about $210,844 at 4% or $140,563 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$722,174$33,735$16,868iApproximate average salary by contribution assumption: employee only about $421,688 at 4% or $281,125 at 6%; with 50% employer match about $281,125 at 4% or $187,417 at 6%; with 100% employer match about $210,844 at 4% or $140,563 at 6%.
201912$578,408$37,362$18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,567 at 6%; with 100% employer match about $233,513 at 4% or $155,675 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$578,408$37,362$18,681iApproximate average salary by contribution assumption: employee only about $467,025 at 4% or $311,350 at 6%; with 50% employer match about $311,350 at 4% or $207,567 at 6%; with 100% employer match about $233,513 at 4% or $155,675 at 6%.
201812$438,381$41,699$20,850iApproximate average salary by contribution assumption: employee only about $521,238 at 4% or $347,492 at 6%; with 50% employer match about $347,492 at 4% or $231,661 at 6%; with 100% employer match about $260,619 at 4% or $173,746 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$438,381$41,699$20,850iApproximate average salary by contribution assumption: employee only about $521,238 at 4% or $347,492 at 6%; with 50% employer match about $347,492 at 4% or $231,661 at 6%; with 100% employer match about $260,619 at 4% or $173,746 at 6%.
201712$421,169$14,168$7,084iApproximate average salary by contribution assumption: employee only about $177,100 at 4% or $118,067 at 6%; with 50% employer match about $118,067 at 4% or $78,711 at 6%; with 100% employer match about $88,550 at 4% or $59,033 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$421,169$14,168$7,084iApproximate average salary by contribution assumption: employee only about $177,100 at 4% or $118,067 at 6%; with 50% employer match about $118,067 at 4% or $78,711 at 6%; with 100% employer match about $88,550 at 4% or $59,033 at 6%.
201612$339,982$21,906$10,953iApproximate average salary by contribution assumption: employee only about $273,825 at 4% or $182,550 at 6%; with 50% employer match about $182,550 at 4% or $121,700 at 6%; with 100% employer match about $136,913 at 4% or $91,275 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-2$339,982$21,906$10,953iApproximate average salary by contribution assumption: employee only about $273,825 at 4% or $182,550 at 6%; with 50% employer match about $182,550 at 4% or $121,700 at 6%; with 100% employer match about $136,913 at 4% or $91,275 at 6%.
201515$333,013$28,185$5,637iApproximate average salary by contribution assumption: employee only about $140,925 at 4% or $93,950 at 6%; with 50% employer match about $93,950 at 4% or $62,633 at 6%; with 100% employer match about $70,463 at 4% or $46,975 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$333,013$28,185$5,637iApproximate average salary by contribution assumption: employee only about $140,925 at 4% or $93,950 at 6%; with 50% employer match about $93,950 at 4% or $62,633 at 6%; with 100% employer match about $70,463 at 4% or $46,975 at 6%.
201415$302,323$27,206$5,441iApproximate average salary by contribution assumption: employee only about $136,030 at 4% or $90,687 at 6%; with 50% employer match about $90,687 at 4% or $60,458 at 6%; with 100% employer match about $68,015 at 4% or $45,343 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$302,323$27,206$5,441iApproximate average salary by contribution assumption: employee only about $136,030 at 4% or $90,687 at 6%; with 50% employer match about $90,687 at 4% or $60,458 at 6%; with 100% employer match about $68,015 at 4% or $45,343 at 6%.
201325$517,163$38,708$7,742iApproximate average salary by contribution assumption: employee only about $193,540 at 4% or $129,027 at 6%; with 50% employer match about $129,027 at 4% or $86,018 at 6%; with 100% employer match about $96,770 at 4% or $64,513 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$258,804$19,577$3,915iApproximate average salary by contribution assumption: employee only about $97,885 at 4% or $65,257 at 6%; with 50% employer match about $65,257 at 4% or $43,504 at 6%; with 100% employer match about $48,943 at 4% or $32,628 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$258,359$19,131$3,826iApproximate average salary by contribution assumption: employee only about $95,655 at 4% or $63,770 at 6%; with 50% employer match about $63,770 at 4% or $42,513 at 6%; with 100% employer match about $47,828 at 4% or $31,885 at 6%.
201215$202,082$19,085$3,817iApproximate average salary by contribution assumption: employee only about $95,425 at 4% or $63,617 at 6%; with 50% employer match about $63,617 at 4% or $42,411 at 6%; with 100% employer match about $47,713 at 4% or $31,808 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$202,082$19,085$3,817iApproximate average salary by contribution assumption: employee only about $95,425 at 4% or $63,617 at 6%; with 50% employer match about $63,617 at 4% or $42,411 at 6%; with 100% employer match about $47,713 at 4% or $31,808 at 6%.
201115$161,419$33,219$6,644iApproximate average salary by contribution assumption: employee only about $166,095 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,048 at 4% or $55,365 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$161,419$33,219$6,644iApproximate average salary by contribution assumption: employee only about $166,095 at 4% or $110,730 at 6%; with 50% employer match about $110,730 at 4% or $73,820 at 6%; with 100% employer match about $83,048 at 4% or $55,365 at 6%.
201015$132,939$27,530$5,506iApproximate average salary by contribution assumption: employee only about $137,650 at 4% or $91,767 at 6%; with 50% employer match about $91,767 at 4% or $61,178 at 6%; with 100% employer match about $68,825 at 4% or $45,883 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-5$132,939$27,530$5,506iApproximate average salary by contribution assumption: employee only about $137,650 at 4% or $91,767 at 6%; with 50% employer match about $91,767 at 4% or $61,178 at 6%; with 100% employer match about $68,825 at 4% or $45,883 at 6%.
200914$92,374$32,442$8,111iApproximate average salary by contribution assumption: employee only about $202,763 at 4% or $135,175 at 6%; with 50% employer match about $135,175 at 4% or $90,117 at 6%; with 100% employer match about $101,381 at 4% or $67,588 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-4$92,374$32,442$8,111iApproximate average salary by contribution assumption: employee only about $202,763 at 4% or $135,175 at 6%; with 50% employer match about $135,175 at 4% or $90,117 at 6%; with 100% employer match about $101,381 at 4% or $67,588 at 6%.
200814$40,771$31,277$7,819iApproximate average salary by contribution assumption: employee only about $195,481 at 4% or $130,321 at 6%; with 50% employer match about $130,321 at 4% or $86,881 at 6%; with 100% employer match about $97,741 at 4% or $65,160 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-4$40,771$31,277$7,819iApproximate average salary by contribution assumption: employee only about $195,481 at 4% or $130,321 at 6%; with 50% employer match about $130,321 at 4% or $86,881 at 6%; with 100% employer match about $97,741 at 4% or $65,160 at 6%.
200714$26,409$26,389$6,597iApproximate average salary by contribution assumption: employee only about $164,931 at 4% or $109,954 at 6%; with 50% employer match about $109,954 at 4% or $73,303 at 6%; with 100% employer match about $82,466 at 4% or $54,977 at 6%.
Petry, Fitzgerald & Less PC. 401K Plan & Trust-4$26,409$26,389$6,597iApproximate average salary by contribution assumption: employee only about $164,931 at 4% or $109,954 at 6%; with 50% employer match about $109,954 at 4% or $73,303 at 6%; with 100% employer match about $82,466 at 4% or $54,977 at 6%.