Civic Intelligence

Kathryn Ivins

Plan context: Solo Fidelity

EIN 26-3011385 • Germantown, MD • 6 filings • 1 plans

20016 Westend CTGermantown, MD 20874-1058
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$66,341

2019 Contributions

$1,650

Historical Graphs

Total Assets Over Time

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

$66,341$33,171$0201420172019YearValue
$66,341Latest year 2019

Participants Over Time

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

110201420172019YearValue
1Latest year 2019

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
201911$66,341$0-
Solo Fidelity-1$66,341$0-
201811$64,089$1,650$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
Solo Fidelity-1$64,089$1,650$1,650iApproximate average salary by contribution assumption: employee only about $41,250 at 4% or $27,500 at 6%; with 50% employer match about $27,500 at 4% or $18,333 at 6%; with 100% employer match about $20,625 at 4% or $13,750 at 6%.
201711$60,633$488$488iApproximate average salary by contribution assumption: employee only about $12,200 at 4% or $8,133 at 6%; with 50% employer match about $8,133 at 4% or $5,422 at 6%; with 100% employer match about $6,100 at 4% or $4,067 at 6%.
Solo Fidelity-1$60,633$488$488iApproximate average salary by contribution assumption: employee only about $12,200 at 4% or $8,133 at 6%; with 50% employer match about $8,133 at 4% or $5,422 at 6%; with 100% employer match about $6,100 at 4% or $4,067 at 6%.
201611$51,800$1,024$1,024iApproximate average salary by contribution assumption: employee only about $25,600 at 4% or $17,067 at 6%; with 50% employer match about $17,067 at 4% or $11,378 at 6%; with 100% employer match about $12,800 at 4% or $8,533 at 6%.
Solo Fidelity-1$51,800$1,024$1,024iApproximate average salary by contribution assumption: employee only about $25,600 at 4% or $17,067 at 6%; with 50% employer match about $17,067 at 4% or $11,378 at 6%; with 100% employer match about $12,800 at 4% or $8,533 at 6%.
201511$44,145$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Solo Fidelity-1$44,145$15,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201411$31,663$12,048$12,048iApproximate average salary by contribution assumption: employee only about $301,200 at 4% or $200,800 at 6%; with 50% employer match about $200,800 at 4% or $133,867 at 6%; with 100% employer match about $150,600 at 4% or $100,400 at 6%.
Solo Fidelity-1$31,663$12,048$12,048iApproximate average salary by contribution assumption: employee only about $301,200 at 4% or $200,800 at 6%; with 50% employer match about $200,800 at 4% or $133,867 at 6%; with 100% employer match about $150,600 at 4% or $100,400 at 6%.