Fitzgerald & Mule LLP
Plan context: Fitzgerald & Mule 401(K) Profit Sharing Plan
EIN 37-1455531 • Indian Wells, CA • 23 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
7
2024 Assets
$3,281,308
2024 Contributions
$125,258
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 7 | $3,281,308 | $125,258 | $17,894iApproximate average salary by contribution assumption: employee only about $447,350 at 4% or $298,233 at 6%; with 50% employer match about $298,233 at 4% or $198,822 at 6%; with 100% employer match about $223,675 at 4% or $149,117 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | $3,281,308 | $125,258 | $17,894iApproximate average salary by contribution assumption: employee only about $447,350 at 4% or $298,233 at 6%; with 50% employer match about $298,233 at 4% or $198,822 at 6%; with 100% employer match about $223,675 at 4% or $149,117 at 6%. |
| 2023 | 1 | 8 | $2,858,470 | $126,024 | $15,753iApproximate average salary by contribution assumption: employee only about $393,825 at 4% or $262,550 at 6%; with 50% employer match about $262,550 at 4% or $175,033 at 6%; with 100% employer match about $196,913 at 4% or $131,275 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 8 | $2,858,470 | $126,024 | $15,753iApproximate average salary by contribution assumption: employee only about $393,825 at 4% or $262,550 at 6%; with 50% employer match about $262,550 at 4% or $175,033 at 6%; with 100% employer match about $196,913 at 4% or $131,275 at 6%. |
| 2022 | 1 | 8 | $2,350,542 | $121,355 | $15,169iApproximate average salary by contribution assumption: employee only about $379,234 at 4% or $252,823 at 6%; with 50% employer match about $252,823 at 4% or $168,549 at 6%; with 100% employer match about $189,617 at 4% or $126,411 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 8 | $2,350,542 | $121,355 | $15,169iApproximate average salary by contribution assumption: employee only about $379,234 at 4% or $252,823 at 6%; with 50% employer match about $252,823 at 4% or $168,549 at 6%; with 100% employer match about $189,617 at 4% or $126,411 at 6%. |
| 2021 | 1 | 11 | $2,724,869 | $114,852 | $10,441iApproximate average salary by contribution assumption: employee only about $261,027 at 4% or $174,018 at 6%; with 50% employer match about $174,018 at 4% or $116,012 at 6%; with 100% employer match about $130,514 at 4% or $87,009 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 11 | $2,724,869 | $114,852 | $10,441iApproximate average salary by contribution assumption: employee only about $261,027 at 4% or $174,018 at 6%; with 50% employer match about $174,018 at 4% or $116,012 at 6%; with 100% employer match about $130,514 at 4% or $87,009 at 6%. |
| 2020 | 1 | 10 | $2,429,134 | $116,779 | $11,678iApproximate average salary by contribution assumption: employee only about $291,948 at 4% or $194,632 at 6%; with 50% employer match about $194,632 at 4% or $129,754 at 6%; with 100% employer match about $145,974 at 4% or $97,316 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 10 | $2,429,134 | $116,779 | $11,678iApproximate average salary by contribution assumption: employee only about $291,948 at 4% or $194,632 at 6%; with 50% employer match about $194,632 at 4% or $129,754 at 6%; with 100% employer match about $145,974 at 4% or $97,316 at 6%. |
| 2019 | 1 | 8 | $2,295,427 | $125,420 | $15,678iApproximate average salary by contribution assumption: employee only about $391,938 at 4% or $261,292 at 6%; with 50% employer match about $261,292 at 4% or $174,194 at 6%; with 100% employer match about $195,969 at 4% or $130,646 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 8 | $2,295,427 | $125,420 | $15,678iApproximate average salary by contribution assumption: employee only about $391,938 at 4% or $261,292 at 6%; with 50% employer match about $261,292 at 4% or $174,194 at 6%; with 100% employer match about $195,969 at 4% or $130,646 at 6%. |
| 2018 | 1 | 10 | $1,845,026 | $115,856 | $11,586iApproximate average salary by contribution assumption: employee only about $289,640 at 4% or $193,093 at 6%; with 50% employer match about $193,093 at 4% or $128,729 at 6%; with 100% employer match about $144,820 at 4% or $96,547 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 10 | $1,845,026 | $115,856 | $11,586iApproximate average salary by contribution assumption: employee only about $289,640 at 4% or $193,093 at 6%; with 50% employer match about $193,093 at 4% or $128,729 at 6%; with 100% employer match about $144,820 at 4% or $96,547 at 6%. |
| 2017 | 1 | 8 | $1,941,941 | $139,002 | $17,375iApproximate average salary by contribution assumption: employee only about $434,381 at 4% or $289,588 at 6%; with 50% employer match about $289,588 at 4% or $193,058 at 6%; with 100% employer match about $217,191 at 4% or $144,794 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 8 | $1,941,941 | $139,002 | $17,375iApproximate average salary by contribution assumption: employee only about $434,381 at 4% or $289,588 at 6%; with 50% employer match about $289,588 at 4% or $193,058 at 6%; with 100% employer match about $217,191 at 4% or $144,794 at 6%. |
| 2016 | 1 | 6 | $1,676,302 | $22,016 | $3,669iApproximate average salary by contribution assumption: employee only about $91,733 at 4% or $61,156 at 6%; with 50% employer match about $61,156 at 4% or $40,770 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,676,302 | $22,016 | $3,669iApproximate average salary by contribution assumption: employee only about $91,733 at 4% or $61,156 at 6%; with 50% employer match about $61,156 at 4% or $40,770 at 6%; with 100% employer match about $45,867 at 4% or $30,578 at 6%. |
| 2015 | 1 | 5 | $1,679,641 | $85,018 | $17,004iApproximate average salary by contribution assumption: employee only about $425,090 at 4% or $283,393 at 6%; with 50% employer match about $283,393 at 4% or $188,929 at 6%; with 100% employer match about $212,545 at 4% or $141,697 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 5 | $1,679,641 | $85,018 | $17,004iApproximate average salary by contribution assumption: employee only about $425,090 at 4% or $283,393 at 6%; with 50% employer match about $283,393 at 4% or $188,929 at 6%; with 100% employer match about $212,545 at 4% or $141,697 at 6%. |
| 2014 | 1 | 6 | $1,804,398 | $73,558 | $12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,804,398 | $73,558 | $12,260iApproximate average salary by contribution assumption: employee only about $306,492 at 4% or $204,328 at 6%; with 50% employer match about $204,328 at 4% or $136,219 at 6%; with 100% employer match about $153,246 at 4% or $102,164 at 6%. |
| 2013 | 1 | 6 | $1,793,310 | $0 | - |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,793,310 | $0 | - |
| 2012 | 1 | 6 | $1,713,363 | $89,924 | $14,987iApproximate average salary by contribution assumption: employee only about $374,683 at 4% or $249,789 at 6%; with 50% employer match about $249,789 at 4% or $166,526 at 6%; with 100% employer match about $187,342 at 4% or $124,894 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,713,363 | $89,924 | $14,987iApproximate average salary by contribution assumption: employee only about $374,683 at 4% or $249,789 at 6%; with 50% employer match about $249,789 at 4% or $166,526 at 6%; with 100% employer match about $187,342 at 4% or $124,894 at 6%. |
| 2011 | 1 | 6 | $1,462,481 | $87,225 | $14,538iApproximate average salary by contribution assumption: employee only about $363,438 at 4% or $242,292 at 6%; with 50% employer match about $242,292 at 4% or $161,528 at 6%; with 100% employer match about $181,719 at 4% or $121,146 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,462,481 | $87,225 | $14,538iApproximate average salary by contribution assumption: employee only about $363,438 at 4% or $242,292 at 6%; with 50% employer match about $242,292 at 4% or $161,528 at 6%; with 100% employer match about $181,719 at 4% or $121,146 at 6%. |
| 2010 | 1 | 7 | $1,431,984 | $84,158 | $12,023iApproximate average salary by contribution assumption: employee only about $300,564 at 4% or $200,376 at 6%; with 50% employer match about $200,376 at 4% or $133,584 at 6%; with 100% employer match about $150,282 at 4% or $100,188 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | $1,431,984 | $84,158 | $12,023iApproximate average salary by contribution assumption: employee only about $300,564 at 4% or $200,376 at 6%; with 50% employer match about $200,376 at 4% or $133,584 at 6%; with 100% employer match about $150,282 at 4% or $100,188 at 6%. |
| 2009 | 1 | 7 | $1,225,299 | $87,480 | $12,497iApproximate average salary by contribution assumption: employee only about $312,429 at 4% or $208,286 at 6%; with 50% employer match about $208,286 at 4% or $138,857 at 6%; with 100% employer match about $156,214 at 4% or $104,143 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | $1,225,299 | $87,480 | $12,497iApproximate average salary by contribution assumption: employee only about $312,429 at 4% or $208,286 at 6%; with 50% employer match about $208,286 at 4% or $138,857 at 6%; with 100% employer match about $156,214 at 4% or $104,143 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2007 | 1 | 7 | $0 | $0 | - |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | - | - | - |
| 2006 | 1 | 6 | $1,055,907 | $78,248 | $13,041iApproximate average salary by contribution assumption: employee only about $326,033 at 4% or $217,356 at 6%; with 50% employer match about $217,356 at 4% or $144,904 at 6%; with 100% employer match about $163,017 at 4% or $108,678 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 6 | $1,055,907 | $78,248 | $13,041iApproximate average salary by contribution assumption: employee only about $326,033 at 4% or $217,356 at 6%; with 50% employer match about $217,356 at 4% or $144,904 at 6%; with 100% employer match about $163,017 at 4% or $108,678 at 6%. |
| 2005 | 1 | 7 | $917,811 | $73,424 | $10,489iApproximate average salary by contribution assumption: employee only about $262,229 at 4% or $174,819 at 6%; with 50% employer match about $174,819 at 4% or $116,546 at 6%; with 100% employer match about $131,114 at 4% or $87,410 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 7 | $917,811 | $73,424 | $10,489iApproximate average salary by contribution assumption: employee only about $262,229 at 4% or $174,819 at 6%; with 50% employer match about $174,819 at 4% or $116,546 at 6%; with 100% employer match about $131,114 at 4% or $87,410 at 6%. |
| 2004 | 2 | 5 | $835,416 | $837,463 | $167,493iApproximate average salary by contribution assumption: employee only about $4,187,315 at 4% or $2,791,543 at 6%; with 50% employer match about $2,791,543 at 4% or $1,861,029 at 6%; with 100% employer match about $2,093,658 at 4% or $1,395,772 at 6%. |
| Fitzgerald & Mule 401(K) Profit Sharing Plan | - | 5 | $835,416 | $837,463 | $167,493iApproximate average salary by contribution assumption: employee only about $4,187,315 at 4% or $2,791,543 at 6%; with 50% employer match about $2,791,543 at 4% or $1,861,029 at 6%; with 100% employer match about $2,093,658 at 4% or $1,395,772 at 6%. |
| FITZGERALD & MULE LLP DEFINED BENEFIT PENSION PLAN | - | 0 | - | - | - |
| 2003 | 1 | 1 | $1,496,926 | $47,130 | $47,130iApproximate average salary by contribution assumption: employee only about $1,178,250 at 4% or $785,500 at 6%; with 50% employer match about $785,500 at 4% or $523,667 at 6%; with 100% employer match about $589,125 at 4% or $392,750 at 6%. |
| FITZGERALD & MULE LLP DEFINED BENEFIT PENSION PLAN | - | 1 | $1,496,926 | $47,130 | $47,130iApproximate average salary by contribution assumption: employee only about $1,178,250 at 4% or $785,500 at 6%; with 50% employer match about $785,500 at 4% or $523,667 at 6%; with 100% employer match about $589,125 at 4% or $392,750 at 6%. |