Civic Intelligence

Michelle G Fanelli

Plan context: MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST

EIN 22-3398670 • Surprise, AZ • 46 filings • 9 plans

18789 N Reems Rd Ste 200Surprise, AZ 85374-8648
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$145,585

2024 Contributions

$22,167

Historical Graphs

Total Assets Over Time

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

$407,919$203,960$0199920132024YearValue
$145,585Latest year 2024

Participants Over Time

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

740199920122024YearValue
7Latest 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
202417$145,585$22,167$3,167iApproximate average salary by contribution assumption: employee only about $79,168 at 4% or $52,779 at 6%; with 50% employer match about $52,779 at 4% or $35,186 at 6%; with 100% employer match about $39,584 at 4% or $26,389 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-7$145,585$22,167$3,167iApproximate average salary by contribution assumption: employee only about $79,168 at 4% or $52,779 at 6%; with 50% employer match about $52,779 at 4% or $35,186 at 6%; with 100% employer match about $39,584 at 4% or $26,389 at 6%.
202316$107,449$20,309$3,385iApproximate average salary by contribution assumption: employee only about $84,621 at 4% or $56,414 at 6%; with 50% employer match about $56,414 at 4% or $37,609 at 6%; with 100% employer match about $42,310 at 4% or $28,207 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-6$107,449$20,309$3,385iApproximate average salary by contribution assumption: employee only about $84,621 at 4% or $56,414 at 6%; with 50% employer match about $56,414 at 4% or $37,609 at 6%; with 100% employer match about $42,310 at 4% or $28,207 at 6%.
202217$74,391$22,241$3,177iApproximate average salary by contribution assumption: employee only about $79,432 at 4% or $52,955 at 6%; with 50% employer match about $52,955 at 4% or $35,303 at 6%; with 100% employer match about $39,716 at 4% or $26,477 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-7$74,391$22,241$3,177iApproximate average salary by contribution assumption: employee only about $79,432 at 4% or $52,955 at 6%; with 50% employer match about $52,955 at 4% or $35,303 at 6%; with 100% employer match about $39,716 at 4% or $26,477 at 6%.
202116$65,734$13,817$2,303iApproximate average salary by contribution assumption: employee only about $57,571 at 4% or $38,381 at 6%; with 50% employer match about $38,381 at 4% or $25,587 at 6%; with 100% employer match about $28,785 at 4% or $19,190 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-6$65,734$13,817$2,303iApproximate average salary by contribution assumption: employee only about $57,571 at 4% or $38,381 at 6%; with 50% employer match about $38,381 at 4% or $25,587 at 6%; with 100% employer match about $28,785 at 4% or $19,190 at 6%.
202014$44,719$9,498$2,375iApproximate average salary by contribution assumption: employee only about $59,363 at 4% or $39,575 at 6%; with 50% employer match about $39,575 at 4% or $26,383 at 6%; with 100% employer match about $29,681 at 4% or $19,788 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-4$44,719$9,498$2,375iApproximate average salary by contribution assumption: employee only about $59,363 at 4% or $39,575 at 6%; with 50% employer match about $39,575 at 4% or $26,383 at 6%; with 100% employer match about $29,681 at 4% or $19,788 at 6%.
201914$27,389$7,271$1,818iApproximate average salary by contribution assumption: employee only about $45,444 at 4% or $30,296 at 6%; with 50% employer match about $30,296 at 4% or $20,197 at 6%; with 100% employer match about $22,722 at 4% or $15,148 at 6%.
MICHELLE FANELLI 401(K) PROFIT SHARING PLAN & TRUST-4$27,389$7,271$1,818iApproximate average salary by contribution assumption: employee only about $45,444 at 4% or $30,296 at 6%; with 50% employer match about $30,296 at 4% or $20,197 at 6%; with 100% employer match about $22,722 at 4% or $15,148 at 6%.
201816$35,633$11,431$1,905iApproximate average salary by contribution assumption: employee only about $47,629 at 4% or $31,753 at 6%; with 50% employer match about $31,753 at 4% or $21,169 at 6%; with 100% employer match about $23,815 at 4% or $15,876 at 6%.
MICHELLE FANELLI 401 K PROFIT SHARING PLAN TRUST-6$35,633$11,431$1,905iApproximate average salary by contribution assumption: employee only about $47,629 at 4% or $31,753 at 6%; with 50% employer match about $31,753 at 4% or $21,169 at 6%; with 100% employer match about $23,815 at 4% or $15,876 at 6%.
201736$201,472$15,541$2,590iApproximate average salary by contribution assumption: employee only about $64,754 at 4% or $43,169 at 6%; with 50% employer match about $43,169 at 4% or $28,780 at 6%; with 100% employer match about $32,377 at 4% or $21,585 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$140,587$0-
M.G. FANELLI PROFIT SHARING PLAN-1$34,805$0-
MICHELLE FANELLI 401 K PROFIT SHARING PLAN TRUST-6$26,080$15,541$2,590iApproximate average salary by contribution assumption: employee only about $64,754 at 4% or $43,169 at 6%; with 50% employer match about $43,169 at 4% or $28,780 at 6%; with 100% employer match about $32,377 at 4% or $21,585 at 6%.
201636$152,495$7,674$1,279iApproximate average salary by contribution assumption: employee only about $31,975 at 4% or $21,317 at 6%; with 50% employer match about $21,317 at 4% or $14,211 at 6%; with 100% employer match about $15,988 at 4% or $10,658 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$115,358$0-
M.G. FANELLI PROFIT SHARING PLAN-1$29,414$0-
MICHELLE FANELLI 401 K PROFIT SHARING PLAN TRUST-6$7,723$7,674$1,279iApproximate average salary by contribution assumption: employee only about $31,975 at 4% or $21,317 at 6%; with 50% employer match about $21,317 at 4% or $14,211 at 6%; with 100% employer match about $15,988 at 4% or $10,658 at 6%.
201521$133,114$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$107,051$0-
M.G. FANELLI PROFIT SHARING PLAN-1$26,063$0-
201421$161,130$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$134,565$0-
M.G. FANELLI PROFIT SHARING PLAN-1$26,565$0-
201321$127,319-$699-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$102,001$0-
M.G. FANELLI PROFIT SHARING PLAN-1$25,318-$699-
201221$121,967$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$95,950$0-
M.G. FANELLI PROFIT SHARING PLAN-1$26,017$0-
201121$131,609$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$101,792$0-
M.G. FANELLI PROFIT SHARING PLAN-1$29,817$0-
201021$139,732$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$106,669--
M.G. FANELLI PROFIT SHARING PLAN-1$33,063$0-
200921$172,073$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$126,204--
M.G. FANELLI PROFIT SHARING PLAN-1$45,869$0-
200821$184,785$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$140,548--
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-1$44,237--
200721$0$0-
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-1---
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1---
200621$178,891$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$134,677--
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-1$44,214--
200521$154,742$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-1$119,840--
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-1$34,902--
200422$213,043$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-2$159,246--
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-2$53,797--
200325$407,919$59,900$11,980iApproximate average salary by contribution assumption: employee only about $299,500 at 4% or $199,667 at 6%; with 50% employer match about $199,667 at 4% or $133,111 at 6%; with 100% employer match about $149,750 at 4% or $99,833 at 6%.
M.G. FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-5$232,592$20,300$4,060iApproximate average salary by contribution assumption: employee only about $101,500 at 4% or $67,667 at 6%; with 50% employer match about $67,667 at 4% or $45,111 at 6%; with 100% employer match about $50,750 at 4% or $33,833 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-5$175,327$39,600$7,920iApproximate average salary by contribution assumption: employee only about $198,000 at 4% or $132,000 at 6%; with 50% employer match about $132,000 at 4% or $88,000 at 6%; with 100% employer match about $99,000 at 4% or $66,000 at 6%.
200224$217,678$39,600$9,900iApproximate average salary by contribution assumption: employee only about $247,500 at 4% or $165,000 at 6%; with 50% employer match about $165,000 at 4% or $110,000 at 6%; with 100% employer match about $123,750 at 4% or $82,500 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-4$134,736$19,800$4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
MG FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-4$82,942$19,800$4,950iApproximate average salary by contribution assumption: employee only about $123,750 at 4% or $82,500 at 6%; with 50% employer match about $82,500 at 4% or $55,000 at 6%; with 100% employer match about $61,875 at 4% or $41,250 at 6%.
200124$0$0-
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-4---
MG FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-4---
200024$159,540$44,045$11,011iApproximate average salary by contribution assumption: employee only about $275,281 at 4% or $183,521 at 6%; with 50% employer match about $183,521 at 4% or $122,347 at 6%; with 100% employer match about $137,641 at 4% or $91,760 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-4$95,896$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
MG FANELLI T/A STATE FARM INSURANCE PROFIT SHARING PLAN-4$63,644$14,045$3,511iApproximate average salary by contribution assumption: employee only about $87,781 at 4% or $58,521 at 6%; with 50% employer match about $58,521 at 4% or $39,014 at 6%; with 100% employer match about $43,891 at 4% or $29,260 at 6%.
199914$138,081$31,557$7,889iApproximate average salary by contribution assumption: employee only about $197,231 at 4% or $131,488 at 6%; with 50% employer match about $131,488 at 4% or $87,658 at 6%; with 100% employer match about $98,616 at 4% or $65,744 at 6%.
Mg Fanelli T/A State Farm Insurance Money Purchase Plan-4$138,081$31,557$7,889iApproximate average salary by contribution assumption: employee only about $197,231 at 4% or $131,488 at 6%; with 50% employer match about $131,488 at 4% or $87,658 at 6%; with 100% employer match about $98,616 at 4% or $65,744 at 6%.