Civic Intelligence

Bert Brown

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 33-0536994 • 8 filings • 2 plans

Current Snapshot

Latest Year

2002

2002 Participants

1

2002 Assets

$63,041

2002 Contributions

$7,864

Historical Graphs

Total Assets Over Time

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

$215,522$107,761$0199920002002YearValue
$63,041Latest year 2002

Participants Over Time

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

210199920012002YearValue
1Latest year 2002

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
200221$63,041$0-
Fidelity Defined Contribution Retirement Plan and Trust-1$63,041--
Fidelity Defined Contribution Retirement Plan and Trust-1---
200121$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-1---
Fidelity Defined Contribution Retirement Plan and Trust-1---
200022$66,932$7,864$3,932iApproximate average salary by contribution assumption: employee only about $98,300 at 4% or $65,533 at 6%; with 50% employer match about $65,533 at 4% or $43,689 at 6%; with 100% employer match about $49,150 at 4% or $32,767 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$66,932$7,864$3,932iApproximate average salary by contribution assumption: employee only about $98,300 at 4% or $65,533 at 6%; with 50% employer match about $65,533 at 4% or $43,689 at 6%; with 100% employer match about $49,150 at 4% or $32,767 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2---
199922$215,522$30,000$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%.
Fidelity Defined Contribution Retirement Plan and Trust-2$127,832$18,492$9,246iApproximate average salary by contribution assumption: employee only about $231,150 at 4% or $154,100 at 6%; with 50% employer match about $154,100 at 4% or $102,733 at 6%; with 100% employer match about $115,575 at 4% or $77,050 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$87,690$11,508$5,754iApproximate average salary by contribution assumption: employee only about $143,850 at 4% or $95,900 at 6%; with 50% employer match about $95,900 at 4% or $63,933 at 6%; with 100% employer match about $71,925 at 4% or $47,950 at 6%.