Civic Intelligence

Fredrick P. Trelli LLC

Plan context: Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust

EIN 20-8209370 • Fort Myers, FL • 6 filings • 2 plans

12123 South Cleveland AvenueFort Myers, FL 33907
Current Snapshot

Latest Year

2021

2021 Participants

9

2021 Assets

$520,034

2021 Contributions

$91,897

Historical Graphs

Total Assets Over Time

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

$520,034$260,017$0201620192021YearValue
$520,034Latest year 2021

Participants Over Time

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

1050201620192021YearValue
9Latest year 2021

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
202119$520,034$91,897$10,211iApproximate average salary by contribution assumption: employee only about $255,269 at 4% or $170,180 at 6%; with 50% employer match about $170,180 at 4% or $113,453 at 6%; with 100% employer match about $127,635 at 4% or $85,090 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-9$520,034$91,897$10,211iApproximate average salary by contribution assumption: employee only about $255,269 at 4% or $170,180 at 6%; with 50% employer match about $170,180 at 4% or $113,453 at 6%; with 100% employer match about $127,635 at 4% or $85,090 at 6%.
2020110$418,704$72,119$7,212iApproximate average salary by contribution assumption: employee only about $180,298 at 4% or $120,198 at 6%; with 50% employer match about $120,198 at 4% or $80,132 at 6%; with 100% employer match about $90,149 at 4% or $60,099 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-10$418,704$72,119$7,212iApproximate average salary by contribution assumption: employee only about $180,298 at 4% or $120,198 at 6%; with 50% employer match about $120,198 at 4% or $80,132 at 6%; with 100% employer match about $90,149 at 4% or $60,099 at 6%.
2019110$299,504$70,893$7,089iApproximate average salary by contribution assumption: employee only about $177,233 at 4% or $118,155 at 6%; with 50% employer match about $118,155 at 4% or $78,770 at 6%; with 100% employer match about $88,616 at 4% or $59,078 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-10$299,504$70,893$7,089iApproximate average salary by contribution assumption: employee only about $177,233 at 4% or $118,155 at 6%; with 50% employer match about $118,155 at 4% or $78,770 at 6%; with 100% employer match about $88,616 at 4% or $59,078 at 6%.
2018110$187,541$70,441$7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-10$187,541$70,441$7,044iApproximate average salary by contribution assumption: employee only about $176,103 at 4% or $117,402 at 6%; with 50% employer match about $117,402 at 4% or $78,268 at 6%; with 100% employer match about $88,051 at 4% or $58,701 at 6%.
201718$136,956$68,698$8,587iApproximate average salary by contribution assumption: employee only about $214,681 at 4% or $143,121 at 6%; with 50% employer match about $143,121 at 4% or $95,414 at 6%; with 100% employer match about $107,341 at 4% or $71,560 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-8$136,956$68,698$8,587iApproximate average salary by contribution assumption: employee only about $214,681 at 4% or $143,121 at 6%; with 50% employer match about $143,121 at 4% or $95,414 at 6%; with 100% employer match about $107,341 at 4% or $71,560 at 6%.
201619$60,969$61,376$6,820iApproximate average salary by contribution assumption: employee only about $170,489 at 4% or $113,659 at 6%; with 50% employer match about $113,659 at 4% or $75,773 at 6%; with 100% employer match about $85,244 at 4% or $56,830 at 6%.
Fredrick P. Trelli LLC 401(K) Profit Sharing Plan & Trust-9$60,969$61,376$6,820iApproximate average salary by contribution assumption: employee only about $170,489 at 4% or $113,659 at 6%; with 50% employer match about $113,659 at 4% or $75,773 at 6%; with 100% employer match about $85,244 at 4% or $56,830 at 6%.