Civic Intelligence

Fitzpatrick & Nelson

Plan context: FITZPATRICK AND NELSON 401K PROFIT SHARING PLAN

EIN 41-0258665 • 14 filings • 7 plans

Current Snapshot

Latest Year

2005

2005 Participants

3

2005 Assets

$730,584

2005 Contributions

$87,717

Historical Graphs

Total Assets Over Time

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

$730,584$365,292$0199920022004YearValue
$730,584Latest year 2004

Participants Over Time

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

320199920022004YearValue
3Latest year 2004

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
200510$0$0-
FITZPATRICK AND NELSON 401K PROFIT SHARING PLAN-0---
200433$730,584$87,717$29,239iApproximate average salary by contribution assumption: employee only about $730,975 at 4% or $487,317 at 6%; with 50% employer match about $487,317 at 4% or $324,878 at 6%; with 100% employer match about $365,488 at 4% or $243,658 at 6%.
FITZPATRICK AND NELSON 401K PROFIT SHARING PLAN-3$730,584$87,717$29,239iApproximate average salary by contribution assumption: employee only about $730,975 at 4% or $487,317 at 6%; with 50% employer match about $487,317 at 4% or $324,878 at 6%; with 100% employer match about $365,488 at 4% or $243,658 at 6%.
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-0---
Fitzpatrick & Nelson Employee Money Purchase Plan-0---
200323$643,003$14,320$4,773iApproximate average salary by contribution assumption: employee only about $119,333 at 4% or $79,556 at 6%; with 50% employer match about $79,556 at 4% or $53,037 at 6%; with 100% employer match about $59,667 at 4% or $39,778 at 6%.
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-3$620,799$12,000$4,000iApproximate average salary by contribution assumption: employee only about $100,000 at 4% or $66,667 at 6%; with 50% employer match about $66,667 at 4% or $44,444 at 6%; with 100% employer match about $50,000 at 4% or $33,333 at 6%.
Fitzpatrick & Nelson Employee Money Purchase Plan-1$22,204$2,320$2,320iApproximate average salary by contribution assumption: employee only about $58,000 at 4% or $38,667 at 6%; with 50% employer match about $38,667 at 4% or $25,778 at 6%; with 100% employer match about $29,000 at 4% or $19,333 at 6%.
200223$469,846$12,326$4,109iApproximate average salary by contribution assumption: employee only about $102,717 at 4% or $68,478 at 6%; with 50% employer match about $68,478 at 4% or $45,652 at 6%; with 100% employer match about $51,358 at 4% or $34,239 at 6%.
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-3$454,930$10,176$3,392iApproximate average salary by contribution assumption: employee only about $84,800 at 4% or $56,533 at 6%; with 50% employer match about $56,533 at 4% or $37,689 at 6%; with 100% employer match about $42,400 at 4% or $28,267 at 6%.
Fitzpatrick & Nelson Employee Money Purchase Plan-1$14,916$2,150$2,150iApproximate average salary by contribution assumption: employee only about $53,750 at 4% or $35,833 at 6%; with 50% employer match about $35,833 at 4% or $23,889 at 6%; with 100% employer match about $26,875 at 4% or $17,917 at 6%.
200120$600,383$11,749-
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-0$583,125$8,000-
Fitzpatrick & Nelson Employee Money Purchase Plan-0$17,258$3,749-
200023$518,329$3,228$1,076iApproximate average salary by contribution assumption: employee only about $26,900 at 4% or $17,933 at 6%; with 50% employer match about $17,933 at 4% or $11,956 at 6%; with 100% employer match about $13,450 at 4% or $8,967 at 6%.
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-3$502,581$543$181iApproximate average salary by contribution assumption: employee only about $4,525 at 4% or $3,017 at 6%; with 50% employer match about $3,017 at 4% or $2,011 at 6%; with 100% employer match about $2,263 at 4% or $1,508 at 6%.
Fitzpatrick & Nelson Employee Money Purchase Plan-3$15,748$2,685$895iApproximate average salary by contribution assumption: employee only about $22,375 at 4% or $14,917 at 6%; with 50% employer match about $14,917 at 4% or $9,944 at 6%; with 100% employer match about $11,188 at 4% or $7,458 at 6%.
199923$573,600$11,352$3,784iApproximate average salary by contribution assumption: employee only about $94,600 at 4% or $63,067 at 6%; with 50% employer match about $63,067 at 4% or $42,044 at 6%; with 100% employer match about $47,300 at 4% or $31,533 at 6%.
Fitzpatrick & Nelson, Ptr Ret Plan Abra Ret Plan-3$559,737$6,375$2,125iApproximate average salary by contribution assumption: employee only about $53,125 at 4% or $35,417 at 6%; with 50% employer match about $35,417 at 4% or $23,611 at 6%; with 100% employer match about $26,563 at 4% or $17,708 at 6%.
Fitzpatrick & Nelson Employee Money Purchase Plan-2$13,863$4,977$2,489iApproximate average salary by contribution assumption: employee only about $62,213 at 4% or $41,475 at 6%; with 50% employer match about $41,475 at 4% or $27,650 at 6%; with 100% employer match about $31,106 at 4% or $20,738 at 6%.