Fidelity Bank & Trust
Plan context: Fidelity Profit Sharing Plan - an Employee Stock Ownership Plan
EIN 42-1289676 • 3 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
146
2016 Assets
$22,328,922
2016 Contributions
$1,381,721
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 |
|---|---|---|---|---|---|
| 2016 | 2 | 146 | $22,328,922 | $1,381,721 | $9,464iApproximate average salary by contribution assumption: employee only about $236,596 at 4% or $157,731 at 6%; with 50% employer match about $157,731 at 4% or $105,154 at 6%; with 100% employer match about $118,298 at 4% or $78,865 at 6%. |
| Fidelity Profit Sharing Plan - an Employee Stock Ownership Plan | - | 146 | $17,056,418 | $890,740 | $6,101iApproximate average salary by contribution assumption: employee only about $152,524 at 4% or $101,683 at 6%; with 50% employer match about $101,683 at 4% or $67,788 at 6%; with 100% employer match about $76,262 at 4% or $50,841 at 6%. |
| Fidelity Money Purchase Plan | - | 146 | $5,272,504 | $490,981 | $3,363iApproximate average salary by contribution assumption: employee only about $84,072 at 4% or $56,048 at 6%; with 50% employer match about $56,048 at 4% or $37,365 at 6%; with 100% employer match about $42,036 at 4% or $28,024 at 6%. |
| 2015 | 1 | 137 | $4,951,125 | $463,537 | $3,383iApproximate average salary by contribution assumption: employee only about $84,587 at 4% or $56,391 at 6%; with 50% employer match about $56,391 at 4% or $37,594 at 6%; with 100% employer match about $42,294 at 4% or $28,196 at 6%. |
| Fidelity Money Purchase Plan | - | 137 | $4,951,125 | $463,537 | $3,383iApproximate average salary by contribution assumption: employee only about $84,587 at 4% or $56,391 at 6%; with 50% employer match about $56,391 at 4% or $37,594 at 6%; with 100% employer match about $42,294 at 4% or $28,196 at 6%. |