Civic Intelligence

Ronald Hiura

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 33-1088254 • San Francisco, CA • 19 filings • 3 plans

1418 Polk StSan Francisco, CA 94109-4616
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$152,822

2023 Contributions

$38,861

Historical Graphs

Total Assets Over Time

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

$2,214,553$1,107,277$0200520142022YearValue
$152,822Latest year 2022

Participants Over Time

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

840200520142022YearValue
7Latest year 2022

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
202310$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-0$0$0-
202217$152,822$38,861$5,552iApproximate average salary by contribution assumption: employee only about $138,789 at 4% or $92,526 at 6%; with 50% employer match about $92,526 at 4% or $61,684 at 6%; with 100% employer match about $69,395 at 4% or $46,263 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-7$152,822$38,861$5,552iApproximate average salary by contribution assumption: employee only about $138,789 at 4% or $92,526 at 6%; with 50% employer match about $92,526 at 4% or $61,684 at 6%; with 100% employer match about $69,395 at 4% or $46,263 at 6%.
202118$2,214,553$31,115$3,889iApproximate average salary by contribution assumption: employee only about $97,234 at 4% or $64,823 at 6%; with 50% employer match about $64,823 at 4% or $43,215 at 6%; with 100% employer match about $48,617 at 4% or $32,411 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-8$2,214,553$31,115$3,889iApproximate average salary by contribution assumption: employee only about $97,234 at 4% or $64,823 at 6%; with 50% employer match about $64,823 at 4% or $43,215 at 6%; with 100% employer match about $48,617 at 4% or $32,411 at 6%.
202016$1,894,841$38,658$6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$1,894,841$38,658$6,443iApproximate average salary by contribution assumption: employee only about $161,075 at 4% or $107,383 at 6%; with 50% employer match about $107,383 at 4% or $71,589 at 6%; with 100% employer match about $80,538 at 4% or $53,692 at 6%.
201916$1,604,398$30,876$5,146iApproximate average salary by contribution assumption: employee only about $128,650 at 4% or $85,767 at 6%; with 50% employer match about $85,767 at 4% or $57,178 at 6%; with 100% employer match about $64,325 at 4% or $42,883 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$1,604,398$30,876$5,146iApproximate average salary by contribution assumption: employee only about $128,650 at 4% or $85,767 at 6%; with 50% employer match about $85,767 at 4% or $57,178 at 6%; with 100% employer match about $64,325 at 4% or $42,883 at 6%.
201816$1,365,346$16,817$2,803iApproximate average salary by contribution assumption: employee only about $70,071 at 4% or $46,714 at 6%; with 50% employer match about $46,714 at 4% or $31,143 at 6%; with 100% employer match about $35,035 at 4% or $23,357 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$1,365,346$16,817$2,803iApproximate average salary by contribution assumption: employee only about $70,071 at 4% or $46,714 at 6%; with 50% employer match about $46,714 at 4% or $31,143 at 6%; with 100% employer match about $35,035 at 4% or $23,357 at 6%.
201716$1,348,532$44,075$7,346iApproximate average salary by contribution assumption: employee only about $183,646 at 4% or $122,431 at 6%; with 50% employer match about $122,431 at 4% or $81,620 at 6%; with 100% employer match about $91,823 at 4% or $61,215 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$1,348,532$44,075$7,346iApproximate average salary by contribution assumption: employee only about $183,646 at 4% or $122,431 at 6%; with 50% employer match about $122,431 at 4% or $81,620 at 6%; with 100% employer match about $91,823 at 4% or $61,215 at 6%.
201616$1,180,853$29,219$4,870iApproximate average salary by contribution assumption: employee only about $121,746 at 4% or $81,164 at 6%; with 50% employer match about $81,164 at 4% or $54,109 at 6%; with 100% employer match about $60,873 at 4% or $40,582 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$1,180,853$29,219$4,870iApproximate average salary by contribution assumption: employee only about $121,746 at 4% or $81,164 at 6%; with 50% employer match about $81,164 at 4% or $54,109 at 6%; with 100% employer match about $60,873 at 4% or $40,582 at 6%.
201515$1,097,660$26,587$5,317iApproximate average salary by contribution assumption: employee only about $132,935 at 4% or $88,623 at 6%; with 50% employer match about $88,623 at 4% or $59,082 at 6%; with 100% employer match about $66,468 at 4% or $44,312 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-5$1,097,660$26,587$5,317iApproximate average salary by contribution assumption: employee only about $132,935 at 4% or $88,623 at 6%; with 50% employer match about $88,623 at 4% or $59,082 at 6%; with 100% employer match about $66,468 at 4% or $44,312 at 6%.
201417$1,057,614$29,853$4,265iApproximate average salary by contribution assumption: employee only about $106,618 at 4% or $71,079 at 6%; with 50% employer match about $71,079 at 4% or $47,386 at 6%; with 100% employer match about $53,309 at 4% or $35,539 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-7$1,057,614$29,853$4,265iApproximate average salary by contribution assumption: employee only about $106,618 at 4% or $71,079 at 6%; with 50% employer match about $71,079 at 4% or $47,386 at 6%; with 100% employer match about $53,309 at 4% or $35,539 at 6%.
201317$946,712$28,979$4,140iApproximate average salary by contribution assumption: employee only about $103,496 at 4% or $68,998 at 6%; with 50% employer match about $68,998 at 4% or $45,998 at 6%; with 100% employer match about $51,748 at 4% or $34,499 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-7$946,712$28,979$4,140iApproximate average salary by contribution assumption: employee only about $103,496 at 4% or $68,998 at 6%; with 50% employer match about $68,998 at 4% or $45,998 at 6%; with 100% employer match about $51,748 at 4% or $34,499 at 6%.
201216$812,745$16,007$2,668iApproximate average salary by contribution assumption: employee only about $66,696 at 4% or $44,464 at 6%; with 50% employer match about $44,464 at 4% or $29,643 at 6%; with 100% employer match about $33,348 at 4% or $22,232 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-6$812,745$16,007$2,668iApproximate average salary by contribution assumption: employee only about $66,696 at 4% or $44,464 at 6%; with 50% employer match about $44,464 at 4% or $29,643 at 6%; with 100% employer match about $33,348 at 4% or $22,232 at 6%.
201114$735,373$33,122$8,281iApproximate average salary by contribution assumption: employee only about $207,013 at 4% or $138,008 at 6%; with 50% employer match about $138,008 at 4% or $92,006 at 6%; with 100% employer match about $103,506 at 4% or $69,004 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$735,373$33,122$8,281iApproximate average salary by contribution assumption: employee only about $207,013 at 4% or $138,008 at 6%; with 50% employer match about $138,008 at 4% or $92,006 at 6%; with 100% employer match about $103,506 at 4% or $69,004 at 6%.
201014$714,940$18,186$4,547iApproximate average salary by contribution assumption: employee only about $113,663 at 4% or $75,775 at 6%; with 50% employer match about $75,775 at 4% or $50,517 at 6%; with 100% employer match about $56,831 at 4% or $37,888 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$714,940$18,186$4,547iApproximate average salary by contribution assumption: employee only about $113,663 at 4% or $75,775 at 6%; with 50% employer match about $75,775 at 4% or $50,517 at 6%; with 100% employer match about $56,831 at 4% or $37,888 at 6%.
200915$633,341$36,428$7,286iApproximate average salary by contribution assumption: employee only about $182,140 at 4% or $121,427 at 6%; with 50% employer match about $121,427 at 4% or $80,951 at 6%; with 100% employer match about $91,070 at 4% or $60,713 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-5$633,341$36,428$7,286iApproximate average salary by contribution assumption: employee only about $182,140 at 4% or $121,427 at 6%; with 50% employer match about $121,427 at 4% or $80,951 at 6%; with 100% employer match about $91,070 at 4% or $60,713 at 6%.
200815$484,977$24,507$4,901iApproximate average salary by contribution assumption: employee only about $122,535 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-5$484,977$24,507$4,901iApproximate average salary by contribution assumption: employee only about $122,535 at 4% or $81,690 at 6%; with 50% employer match about $81,690 at 4% or $54,460 at 6%; with 100% employer match about $61,267 at 4% or $40,845 at 6%.
200715$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-5---
200614$495,080$54,553$13,638iApproximate average salary by contribution assumption: employee only about $340,956 at 4% or $227,304 at 6%; with 50% employer match about $227,304 at 4% or $151,536 at 6%; with 100% employer match about $170,478 at 4% or $113,652 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$495,080$54,553$13,638iApproximate average salary by contribution assumption: employee only about $340,956 at 4% or $227,304 at 6%; with 50% employer match about $227,304 at 4% or $151,536 at 6%; with 100% employer match about $170,478 at 4% or $113,652 at 6%.
200513$377,421$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$377,421$33,900$11,300iApproximate average salary by contribution assumption: employee only about $282,500 at 4% or $188,333 at 6%; with 50% employer match about $188,333 at 4% or $125,556 at 6%; with 100% employer match about $141,250 at 4% or $94,167 at 6%.