Civic Intelligence

Fell Capital Management

Plan context: Fell Capital Management Profit Sharing Plan

EIN 33-0338050 • Newport Beach, CA • 16 filings • 1 plans

1001 Dove Street Suite 230Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$6,316,399

2024 Contributions

$143,418

Historical Graphs

Total Assets Over Time

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

$6,316,399$3,158,200$0200920172024YearValue
$6,316,399Latest year 2024

Participants Over Time

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

210200920172024YearValue
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$6,316,399$143,418$71,709iApproximate average salary by contribution assumption: employee only about $1,792,725 at 4% or $1,195,150 at 6%; with 50% employer match about $1,195,150 at 4% or $796,767 at 6%; with 100% employer match about $896,363 at 4% or $597,575 at 6%.
Fell Capital Management Profit Sharing Plan-2$6,316,399$143,418$71,709iApproximate average salary by contribution assumption: employee only about $1,792,725 at 4% or $1,195,150 at 6%; with 50% employer match about $1,195,150 at 4% or $796,767 at 6%; with 100% employer match about $896,363 at 4% or $597,575 at 6%.
202312$5,248,872$69,786$34,893iApproximate average salary by contribution assumption: employee only about $872,325 at 4% or $581,550 at 6%; with 50% employer match about $581,550 at 4% or $387,700 at 6%; with 100% employer match about $436,163 at 4% or $290,775 at 6%.
Fell Capital Management Profit Sharing Plan-2$5,248,872$69,786$34,893iApproximate average salary by contribution assumption: employee only about $872,325 at 4% or $581,550 at 6%; with 50% employer match about $581,550 at 4% or $387,700 at 6%; with 100% employer match about $436,163 at 4% or $290,775 at 6%.
202212$4,173,255$119,250$59,625iApproximate average salary by contribution assumption: employee only about $1,490,625 at 4% or $993,750 at 6%; with 50% employer match about $993,750 at 4% or $662,500 at 6%; with 100% employer match about $745,313 at 4% or $496,875 at 6%.
Fell Capital Management Profit Sharing Plan-2$4,173,255$119,250$59,625iApproximate average salary by contribution assumption: employee only about $1,490,625 at 4% or $993,750 at 6%; with 50% employer match about $993,750 at 4% or $662,500 at 6%; with 100% employer match about $745,313 at 4% or $496,875 at 6%.
202112$4,975,208$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
Fell Capital Management Profit Sharing Plan-2$4,975,208$116,000$58,000iApproximate average salary by contribution assumption: employee only about $1,450,000 at 4% or $966,667 at 6%; with 50% employer match about $966,667 at 4% or $644,444 at 6%; with 100% employer match about $725,000 at 4% or $483,333 at 6%.
202012$4,169,505$111,500$55,750iApproximate average salary by contribution assumption: employee only about $1,393,750 at 4% or $929,167 at 6%; with 50% employer match about $929,167 at 4% or $619,444 at 6%; with 100% employer match about $696,875 at 4% or $464,583 at 6%.
Fell Capital Management Profit Sharing Plan-2$4,169,505$111,500$55,750iApproximate average salary by contribution assumption: employee only about $1,393,750 at 4% or $929,167 at 6%; with 50% employer match about $929,167 at 4% or $619,444 at 6%; with 100% employer match about $696,875 at 4% or $464,583 at 6%.
201912$3,615,203$110,500$55,250iApproximate average salary by contribution assumption: employee only about $1,381,250 at 4% or $920,833 at 6%; with 50% employer match about $920,833 at 4% or $613,889 at 6%; with 100% employer match about $690,625 at 4% or $460,417 at 6%.
Fell Capital Management Profit Sharing Plan-2$3,615,203$110,500$55,250iApproximate average salary by contribution assumption: employee only about $1,381,250 at 4% or $920,833 at 6%; with 50% employer match about $920,833 at 4% or $613,889 at 6%; with 100% employer match about $690,625 at 4% or $460,417 at 6%.
201812$2,839,051$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
Fell Capital Management Profit Sharing Plan-2$2,839,051$108,000$54,000iApproximate average salary by contribution assumption: employee only about $1,350,000 at 4% or $900,000 at 6%; with 50% employer match about $900,000 at 4% or $600,000 at 6%; with 100% employer match about $675,000 at 4% or $450,000 at 6%.
201712$2,941,437$107,000$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
Fell Capital Management Profit Sharing Plan-2$2,941,437$107,000$53,500iApproximate average salary by contribution assumption: employee only about $1,337,500 at 4% or $891,667 at 6%; with 50% employer match about $891,667 at 4% or $594,444 at 6%; with 100% employer match about $668,750 at 4% or $445,833 at 6%.
201612$2,453,175$86,650$43,325iApproximate average salary by contribution assumption: employee only about $1,083,125 at 4% or $722,083 at 6%; with 50% employer match about $722,083 at 4% or $481,389 at 6%; with 100% employer match about $541,563 at 4% or $361,042 at 6%.
Fell Capital Management Profit Sharing Plan-2$2,453,175$86,650$43,325iApproximate average salary by contribution assumption: employee only about $1,083,125 at 4% or $722,083 at 6%; with 50% employer match about $722,083 at 4% or $481,389 at 6%; with 100% employer match about $541,563 at 4% or $361,042 at 6%.
201512$2,125,581$72,650$36,325iApproximate average salary by contribution assumption: employee only about $908,125 at 4% or $605,417 at 6%; with 50% employer match about $605,417 at 4% or $403,611 at 6%; with 100% employer match about $454,063 at 4% or $302,708 at 6%.
Fell Capital Management Profit Sharing Plan-2$2,125,581$72,650$36,325iApproximate average salary by contribution assumption: employee only about $908,125 at 4% or $605,417 at 6%; with 50% employer match about $605,417 at 4% or $403,611 at 6%; with 100% employer match about $454,063 at 4% or $302,708 at 6%.
201412$1,923,527$101,150$50,575iApproximate average salary by contribution assumption: employee only about $1,264,375 at 4% or $842,917 at 6%; with 50% employer match about $842,917 at 4% or $561,944 at 6%; with 100% employer match about $632,188 at 4% or $421,458 at 6%.
Fell Capital Management Profit Sharing Plan-2$1,923,527$101,150$50,575iApproximate average salary by contribution assumption: employee only about $1,264,375 at 4% or $842,917 at 6%; with 50% employer match about $842,917 at 4% or $561,944 at 6%; with 100% employer match about $632,188 at 4% or $421,458 at 6%.
201312$1,542,965$99,150$49,575iApproximate average salary by contribution assumption: employee only about $1,239,375 at 4% or $826,250 at 6%; with 50% employer match about $826,250 at 4% or $550,833 at 6%; with 100% employer match about $619,688 at 4% or $413,125 at 6%.
Fell Capital Management Profit Sharing Plan-2$1,542,965$99,150$49,575iApproximate average salary by contribution assumption: employee only about $1,239,375 at 4% or $826,250 at 6%; with 50% employer match about $826,250 at 4% or $550,833 at 6%; with 100% employer match about $619,688 at 4% or $413,125 at 6%.
201212$1,278,545$85,400$42,700iApproximate average salary by contribution assumption: employee only about $1,067,500 at 4% or $711,667 at 6%; with 50% employer match about $711,667 at 4% or $474,444 at 6%; with 100% employer match about $533,750 at 4% or $355,833 at 6%.
Fell Capital Management Profit Sharing Plan-2$1,278,545$85,400$42,700iApproximate average salary by contribution assumption: employee only about $1,067,500 at 4% or $711,667 at 6%; with 50% employer match about $711,667 at 4% or $474,444 at 6%; with 100% employer match about $533,750 at 4% or $355,833 at 6%.
201112$1,066,754$66,800$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
Fell Capital Management Profit Sharing Plan-2$1,066,754$66,800$33,400iApproximate average salary by contribution assumption: employee only about $835,000 at 4% or $556,667 at 6%; with 50% employer match about $556,667 at 4% or $371,111 at 6%; with 100% employer match about $417,500 at 4% or $278,333 at 6%.
201012$999,193$62,550$31,275iApproximate average salary by contribution assumption: employee only about $781,875 at 4% or $521,250 at 6%; with 50% employer match about $521,250 at 4% or $347,500 at 6%; with 100% employer match about $390,938 at 4% or $260,625 at 6%.
Fell Capital Management Profit Sharing Plan-2$999,193$62,550$31,275iApproximate average salary by contribution assumption: employee only about $781,875 at 4% or $521,250 at 6%; with 50% employer match about $521,250 at 4% or $347,500 at 6%; with 100% employer match about $390,938 at 4% or $260,625 at 6%.
200912$830,141$48,525$24,263iApproximate average salary by contribution assumption: employee only about $606,563 at 4% or $404,375 at 6%; with 50% employer match about $404,375 at 4% or $269,583 at 6%; with 100% employer match about $303,281 at 4% or $202,188 at 6%.
Fell Capital Management Profit Sharing Plan-2$830,141$48,525$24,263iApproximate average salary by contribution assumption: employee only about $606,563 at 4% or $404,375 at 6%; with 50% employer match about $404,375 at 4% or $269,583 at 6%; with 100% employer match about $303,281 at 4% or $202,188 at 6%.