Fazio & Associates Inc.
Plan context: Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan
EIN 38-2221758 • 10 filings • 3 plans
Current Snapshot
Latest Year
2008
2008 Participants
2
2008 Assets
$1,604,520
2008 Contributions
$111,000
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 |
|---|---|---|---|---|---|
| 2008 | 1 | 2 | $1,604,520 | $111,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $1,604,520 | $111,000 | $55,500iApproximate average salary by contribution assumption: employee only about $1,387,500 at 4% or $925,000 at 6%; with 50% employer match about $925,000 at 4% or $616,667 at 6%; with 100% employer match about $693,750 at 4% or $462,500 at 6%. |
| 2007 | 1 | 2 | $0 | $0 | - |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $2,498,350 | $144,925 | $72,463iApproximate average salary by contribution assumption: employee only about $1,811,563 at 4% or $1,207,708 at 6%; with 50% employer match about $1,207,708 at 4% or $805,139 at 6%; with 100% employer match about $905,781 at 4% or $603,854 at 6%. |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $2,498,350 | $144,925 | $72,463iApproximate average salary by contribution assumption: employee only about $1,811,563 at 4% or $1,207,708 at 6%; with 50% employer match about $1,207,708 at 4% or $805,139 at 6%; with 100% employer match about $905,781 at 4% or $603,854 at 6%. |
| 2005 | 1 | 2 | $2,328,818 | $67,490 | $33,745iApproximate average salary by contribution assumption: employee only about $843,625 at 4% or $562,417 at 6%; with 50% employer match about $562,417 at 4% or $374,944 at 6%; with 100% employer match about $421,813 at 4% or $281,208 at 6%. |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $2,328,818 | $67,490 | $33,745iApproximate average salary by contribution assumption: employee only about $843,625 at 4% or $562,417 at 6%; with 50% employer match about $562,417 at 4% or $374,944 at 6%; with 100% employer match about $421,813 at 4% or $281,208 at 6%. |
| 2004 | 1 | 2 | $2,560,299 | $82,885 | $41,443iApproximate average salary by contribution assumption: employee only about $1,036,063 at 4% or $690,708 at 6%; with 50% employer match about $690,708 at 4% or $460,472 at 6%; with 100% employer match about $518,031 at 4% or $345,354 at 6%. |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $2,560,299 | $82,885 | $41,443iApproximate average salary by contribution assumption: employee only about $1,036,063 at 4% or $690,708 at 6%; with 50% employer match about $690,708 at 4% or $460,472 at 6%; with 100% employer match about $518,031 at 4% or $345,354 at 6%. |
| 2003 | 1 | 2 | $2,563,621 | $146,783 | $73,392iApproximate average salary by contribution assumption: employee only about $1,834,788 at 4% or $1,223,192 at 6%; with 50% employer match about $1,223,192 at 4% or $815,461 at 6%; with 100% employer match about $917,394 at 4% or $611,596 at 6%. |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $2,563,621 | $146,783 | $73,392iApproximate average salary by contribution assumption: employee only about $1,834,788 at 4% or $1,223,192 at 6%; with 50% employer match about $1,223,192 at 4% or $815,461 at 6%; with 100% employer match about $917,394 at 4% or $611,596 at 6%. |
| 2002 | 1 | 1 | $0 | $0 | - |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 1 | - | - | - |
| 2001 | 1 | 1 | $0 | $0 | - |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 1 | - | - | - |
| 2000 | 1 | 2 | $5,188,336 | $0 | - |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $5,188,336 | - | - |
| 1999 | 1 | 2 | $6,223,469 | $0 | - |
| Second Amend. & Restate. of Fazio & Assoc. Ees Pension Plan | - | 2 | $6,223,469 | - | - |