Civic Intelligence

Nalini Ahluwalia MD Sc

Plan context: Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan

EIN 36-3656783 • Burr Ridge, IL • 36 filings • 7 plans

6440 Hillcrest DrBurr Ridge, IL 60527-5761
Current Snapshot

Latest Year

2017

2017 Participants

2

2017 Assets

$4,304,778

2017 Contributions

$15,000

Historical Graphs

Total Assets Over Time

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

$4,304,778$2,152,389$0199920092016YearValue
$4,304,778Latest year 2016

Participants Over Time

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

21110199920072015YearValue
2Latest year 2015

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
201720$0$0-
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-0---
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-0---
201620$4,304,778$0-
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-0$2,310,473--
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-0$1,994,305--
201522$3,992,732$0-
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$2,115,280--
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,877,452--
201422$3,867,995$15,000$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%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$2,060,039$6,000$3,000iApproximate average salary by contribution assumption: employee only about $75,000 at 4% or $50,000 at 6%; with 50% employer match about $50,000 at 4% or $33,333 at 6%; with 100% employer match about $37,500 at 4% or $25,000 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,807,956$9,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201322$3,463,942$36,250$18,125iApproximate average salary by contribution assumption: employee only about $453,125 at 4% or $302,083 at 6%; with 50% employer match about $302,083 at 4% or $201,389 at 6%; with 100% employer match about $226,563 at 4% or $151,042 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$1,839,596$21,750$10,875iApproximate average salary by contribution assumption: employee only about $271,875 at 4% or $181,250 at 6%; with 50% employer match about $181,250 at 4% or $120,833 at 6%; with 100% employer match about $135,938 at 4% or $90,625 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,624,346$14,500$7,250iApproximate average salary by contribution assumption: employee only about $181,250 at 4% or $120,833 at 6%; with 50% employer match about $120,833 at 4% or $80,556 at 6%; with 100% employer match about $90,625 at 4% or $60,417 at 6%.
201222$2,560,759$40,775$20,388iApproximate average salary by contribution assumption: employee only about $509,688 at 4% or $339,792 at 6%; with 50% employer match about $339,792 at 4% or $226,528 at 6%; with 100% employer match about $254,844 at 4% or $169,896 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$1,336,341$16,310$8,155iApproximate average salary by contribution assumption: employee only about $203,875 at 4% or $135,917 at 6%; with 50% employer match about $135,917 at 4% or $90,611 at 6%; with 100% employer match about $101,938 at 4% or $67,958 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,224,418$24,465$12,233iApproximate average salary by contribution assumption: employee only about $305,813 at 4% or $203,875 at 6%; with 50% employer match about $203,875 at 4% or $135,917 at 6%; with 100% employer match about $152,906 at 4% or $101,938 at 6%.
201122$2,167,129$36,905$18,453iApproximate average salary by contribution assumption: employee only about $461,313 at 4% or $307,542 at 6%; with 50% employer match about $307,542 at 4% or $205,028 at 6%; with 100% employer match about $230,656 at 4% or $153,771 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$1,129,751$14,762$7,381iApproximate average salary by contribution assumption: employee only about $184,525 at 4% or $123,017 at 6%; with 50% employer match about $123,017 at 4% or $82,011 at 6%; with 100% employer match about $92,263 at 4% or $61,508 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,037,378$22,143$11,072iApproximate average salary by contribution assumption: employee only about $276,788 at 4% or $184,525 at 6%; with 50% employer match about $184,525 at 4% or $123,017 at 6%; with 100% employer match about $138,394 at 4% or $92,263 at 6%.
201022$2,137,028$51,843$25,922iApproximate average salary by contribution assumption: employee only about $648,038 at 4% or $432,025 at 6%; with 50% employer match about $432,025 at 4% or $288,017 at 6%; with 100% employer match about $324,019 at 4% or $216,013 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$1,118,085$20,737$10,369iApproximate average salary by contribution assumption: employee only about $259,213 at 4% or $172,808 at 6%; with 50% employer match about $172,808 at 4% or $115,206 at 6%; with 100% employer match about $129,606 at 4% or $86,404 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$1,018,943$31,106$15,553iApproximate average salary by contribution assumption: employee only about $388,825 at 4% or $259,217 at 6%; with 50% employer match about $259,217 at 4% or $172,811 at 6%; with 100% employer match about $194,413 at 4% or $129,608 at 6%.
200922$1,772,044$38,864$19,432iApproximate average salary by contribution assumption: employee only about $485,800 at 4% or $323,867 at 6%; with 50% employer match about $323,867 at 4% or $215,911 at 6%; with 100% employer match about $242,900 at 4% or $161,933 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$921,196$15,546$7,773iApproximate average salary by contribution assumption: employee only about $194,325 at 4% or $129,550 at 6%; with 50% employer match about $129,550 at 4% or $86,367 at 6%; with 100% employer match about $97,163 at 4% or $64,775 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$850,848$23,318$11,659iApproximate average salary by contribution assumption: employee only about $291,475 at 4% or $194,317 at 6%; with 50% employer match about $194,317 at 4% or $129,544 at 6%; with 100% employer match about $145,738 at 4% or $97,158 at 6%.
200722$0$0-
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2---
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2---
200622$1,860,379$31,250$15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$1,011,579$12,500$6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$848,800$18,750$9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%.
200522$1,633,733$41,209$20,605iApproximate average salary by contribution assumption: employee only about $515,113 at 4% or $343,408 at 6%; with 50% employer match about $343,408 at 4% or $228,939 at 6%; with 100% employer match about $257,556 at 4% or $171,704 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$898,953$16,484$8,242iApproximate average salary by contribution assumption: employee only about $206,050 at 4% or $137,367 at 6%; with 50% employer match about $137,367 at 4% or $91,578 at 6%; with 100% employer match about $103,025 at 4% or $68,683 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$734,780$24,725$12,363iApproximate average salary by contribution assumption: employee only about $309,063 at 4% or $206,042 at 6%; with 50% employer match about $206,042 at 4% or $137,361 at 6%; with 100% employer match about $154,531 at 4% or $103,021 at 6%.
200422$1,452,333$42,583$21,292iApproximate average salary by contribution assumption: employee only about $532,288 at 4% or $354,858 at 6%; with 50% employer match about $354,858 at 4% or $236,572 at 6%; with 100% employer match about $266,144 at 4% or $177,429 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$811,129$17,033$8,517iApproximate average salary by contribution assumption: employee only about $212,913 at 4% or $141,942 at 6%; with 50% employer match about $141,942 at 4% or $94,628 at 6%; with 100% employer match about $106,456 at 4% or $70,971 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$641,204$25,550$12,775iApproximate average salary by contribution assumption: employee only about $319,375 at 4% or $212,917 at 6%; with 50% employer match about $212,917 at 4% or $141,944 at 6%; with 100% employer match about $159,688 at 4% or $106,458 at 6%.
200322$0$0-
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2---
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2---
200222$912,051$45,634$22,817iApproximate average salary by contribution assumption: employee only about $570,425 at 4% or $380,283 at 6%; with 50% employer match about $380,283 at 4% or $253,522 at 6%; with 100% employer match about $285,213 at 4% or $190,142 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$529,063$22,817$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-2$382,988$22,817$11,409iApproximate average salary by contribution assumption: employee only about $285,213 at 4% or $190,142 at 6%; with 50% employer match about $190,142 at 4% or $126,761 at 6%; with 100% employer match about $142,606 at 4% or $95,071 at 6%.
200123$1,168,853$37,430$12,477iApproximate average salary by contribution assumption: employee only about $311,917 at 4% or $207,944 at 6%; with 50% employer match about $207,944 at 4% or $138,630 at 6%; with 100% employer match about $155,958 at 4% or $103,972 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-3$712,215$18,715$6,238iApproximate average salary by contribution assumption: employee only about $155,958 at 4% or $103,972 at 6%; with 50% employer match about $103,972 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-3$456,638$18,715$6,238iApproximate average salary by contribution assumption: employee only about $155,958 at 4% or $103,972 at 6%; with 50% employer match about $103,972 at 4% or $69,315 at 6%; with 100% employer match about $77,979 at 4% or $51,986 at 6%.
200023$1,325,023$35,698$11,899iApproximate average salary by contribution assumption: employee only about $297,483 at 4% or $198,322 at 6%; with 50% employer match about $198,322 at 4% or $132,215 at 6%; with 100% employer match about $148,742 at 4% or $99,161 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-3$829,505$17,849$5,950iApproximate average salary by contribution assumption: employee only about $148,742 at 4% or $99,161 at 6%; with 50% employer match about $99,161 at 4% or $66,107 at 6%; with 100% employer match about $74,371 at 4% or $49,581 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-3$495,518$17,849$5,950iApproximate average salary by contribution assumption: employee only about $148,742 at 4% or $99,161 at 6%; with 50% employer match about $99,161 at 4% or $66,107 at 6%; with 100% employer match about $74,371 at 4% or $49,581 at 6%.
1999221$1,347,839$33,862$1,612iApproximate average salary by contribution assumption: employee only about $40,312 at 4% or $26,875 at 6%; with 50% employer match about $26,875 at 4% or $17,916 at 6%; with 100% employer match about $20,156 at 4% or $13,437 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Money Purchase Plan-2$816,088$16,931$8,466iApproximate average salary by contribution assumption: employee only about $211,638 at 4% or $141,092 at 6%; with 50% employer match about $141,092 at 4% or $94,061 at 6%; with 100% employer match about $105,819 at 4% or $70,546 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust Profit Sharing Plan-21$531,751$16,931$806iApproximate average salary by contribution assumption: employee only about $20,156 at 4% or $13,437 at 6%; with 50% employer match about $13,437 at 4% or $8,958 at 6%; with 100% employer match about $10,078 at 4% or $6,719 at 6%.