Civic Intelligence

Frazier T. Fortenberry, M.D. PLC

Plan context: Fortenberry 401(K) Plan

EIN 45-0496855 • Charlottesville, VA • 22 filings • 2 plans

630 Peter Jefferson ParkwaySuite 135Charlottesville, VA 22911
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$2,087,362

2025 Contributions

$5,847

Historical Graphs

Total Assets Over Time

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

$3,563,521$1,781,761$0200320142024YearValue
$2,087,362Latest year 2024

Participants Over Time

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

1160200320142024YearValue
6Latest year 2024

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
202510$0$5,847-
Fortenberry 401(K) Plan-0$0$5,847-
202416$2,087,362$15,376$2,563iApproximate average salary by contribution assumption: employee only about $64,067 at 4% or $42,711 at 6%; with 50% employer match about $42,711 at 4% or $28,474 at 6%; with 100% employer match about $32,033 at 4% or $21,356 at 6%.
Fortenberry 401(K) Plan-6$2,087,362$15,376$2,563iApproximate average salary by contribution assumption: employee only about $64,067 at 4% or $42,711 at 6%; with 50% employer match about $42,711 at 4% or $28,474 at 6%; with 100% employer match about $32,033 at 4% or $21,356 at 6%.
202316$3,511,455$13,697$2,283iApproximate average salary by contribution assumption: employee only about $57,071 at 4% or $38,047 at 6%; with 50% employer match about $38,047 at 4% or $25,365 at 6%; with 100% employer match about $28,535 at 4% or $19,024 at 6%.
Fortenberry 401(K) Plan-6$3,511,455$13,697$2,283iApproximate average salary by contribution assumption: employee only about $57,071 at 4% or $38,047 at 6%; with 50% employer match about $38,047 at 4% or $25,365 at 6%; with 100% employer match about $28,535 at 4% or $19,024 at 6%.
202215$3,158,888$15,178$3,036iApproximate average salary by contribution assumption: employee only about $75,890 at 4% or $50,593 at 6%; with 50% employer match about $50,593 at 4% or $33,729 at 6%; with 100% employer match about $37,945 at 4% or $25,297 at 6%.
Fortenberry 401(K) Plan-5$3,158,888$15,178$3,036iApproximate average salary by contribution assumption: employee only about $75,890 at 4% or $50,593 at 6%; with 50% employer match about $50,593 at 4% or $33,729 at 6%; with 100% employer match about $37,945 at 4% or $25,297 at 6%.
202116$3,563,521$80,179$13,363iApproximate average salary by contribution assumption: employee only about $334,079 at 4% or $222,719 at 6%; with 50% employer match about $222,719 at 4% or $148,480 at 6%; with 100% employer match about $167,040 at 4% or $111,360 at 6%.
Fortenberry 401(K) Plan-6$3,563,521$80,179$13,363iApproximate average salary by contribution assumption: employee only about $334,079 at 4% or $222,719 at 6%; with 50% employer match about $222,719 at 4% or $148,480 at 6%; with 100% employer match about $167,040 at 4% or $111,360 at 6%.
202016$3,151,906$13,349$2,225iApproximate average salary by contribution assumption: employee only about $55,621 at 4% or $37,081 at 6%; with 50% employer match about $37,081 at 4% or $24,720 at 6%; with 100% employer match about $27,810 at 4% or $18,540 at 6%.
Fortenberry 401(K) Plan-6$3,151,906$13,349$2,225iApproximate average salary by contribution assumption: employee only about $55,621 at 4% or $37,081 at 6%; with 50% employer match about $37,081 at 4% or $24,720 at 6%; with 100% employer match about $27,810 at 4% or $18,540 at 6%.
201917$2,953,190$62,355$8,908iApproximate average salary by contribution assumption: employee only about $222,696 at 4% or $148,464 at 6%; with 50% employer match about $148,464 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.
Fortenberry 401(K) Plan-7$2,953,190$62,355$8,908iApproximate average salary by contribution assumption: employee only about $222,696 at 4% or $148,464 at 6%; with 50% employer match about $148,464 at 4% or $98,976 at 6%; with 100% employer match about $111,348 at 4% or $74,232 at 6%.
201818$2,517,827$70,042$8,755iApproximate average salary by contribution assumption: employee only about $218,881 at 4% or $145,921 at 6%; with 50% employer match about $145,921 at 4% or $97,281 at 6%; with 100% employer match about $109,441 at 4% or $72,960 at 6%.
Fortenberry 401(K) Plan-8$2,517,827$70,042$8,755iApproximate average salary by contribution assumption: employee only about $218,881 at 4% or $145,921 at 6%; with 50% employer match about $145,921 at 4% or $97,281 at 6%; with 100% employer match about $109,441 at 4% or $72,960 at 6%.
201718$2,782,115$60,063$7,508iApproximate average salary by contribution assumption: employee only about $187,697 at 4% or $125,131 at 6%; with 50% employer match about $125,131 at 4% or $83,421 at 6%; with 100% employer match about $93,848 at 4% or $62,566 at 6%.
Fortenberry 401(K) Plan-8$2,782,115$60,063$7,508iApproximate average salary by contribution assumption: employee only about $187,697 at 4% or $125,131 at 6%; with 50% employer match about $125,131 at 4% or $83,421 at 6%; with 100% employer match about $93,848 at 4% or $62,566 at 6%.
201618$2,455,851$36,867$4,608iApproximate average salary by contribution assumption: employee only about $115,209 at 4% or $76,806 at 6%; with 50% employer match about $76,806 at 4% or $51,204 at 6%; with 100% employer match about $57,605 at 4% or $38,403 at 6%.
Fortenberry 401(K) Plan-8$2,455,851$36,867$4,608iApproximate average salary by contribution assumption: employee only about $115,209 at 4% or $76,806 at 6%; with 50% employer match about $76,806 at 4% or $51,204 at 6%; with 100% employer match about $57,605 at 4% or $38,403 at 6%.
201519$2,296,744$64,321$7,147iApproximate average salary by contribution assumption: employee only about $178,669 at 4% or $119,113 at 6%; with 50% employer match about $119,113 at 4% or $79,409 at 6%; with 100% employer match about $89,335 at 4% or $59,556 at 6%.
Fortenberry 401(K) Plan-9$2,296,744$64,321$7,147iApproximate average salary by contribution assumption: employee only about $178,669 at 4% or $119,113 at 6%; with 50% employer match about $119,113 at 4% or $79,409 at 6%; with 100% employer match about $89,335 at 4% or $59,556 at 6%.
201418$2,254,792$105,614$13,202iApproximate average salary by contribution assumption: employee only about $330,044 at 4% or $220,029 at 6%; with 50% employer match about $220,029 at 4% or $146,686 at 6%; with 100% employer match about $165,022 at 4% or $110,015 at 6%.
Fortenberry 401(K) Plan-8$2,254,792$105,614$13,202iApproximate average salary by contribution assumption: employee only about $330,044 at 4% or $220,029 at 6%; with 50% employer match about $220,029 at 4% or $146,686 at 6%; with 100% employer match about $165,022 at 4% or $110,015 at 6%.
201319$2,101,302$135,633$15,070iApproximate average salary by contribution assumption: employee only about $376,758 at 4% or $251,172 at 6%; with 50% employer match about $251,172 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%.
Fortenberry 401(K) Plan-9$2,101,302$135,633$15,070iApproximate average salary by contribution assumption: employee only about $376,758 at 4% or $251,172 at 6%; with 50% employer match about $251,172 at 4% or $167,448 at 6%; with 100% employer match about $188,379 at 4% or $125,586 at 6%.
201219$1,844,811$128,924$14,325iApproximate average salary by contribution assumption: employee only about $358,122 at 4% or $238,748 at 6%; with 50% employer match about $238,748 at 4% or $159,165 at 6%; with 100% employer match about $179,061 at 4% or $119,374 at 6%.
Fortenberry 401(K) Plan-9$1,844,811$128,924$14,325iApproximate average salary by contribution assumption: employee only about $358,122 at 4% or $238,748 at 6%; with 50% employer match about $238,748 at 4% or $159,165 at 6%; with 100% employer match about $179,061 at 4% or $119,374 at 6%.
2011110$1,556,967$118,416$11,842iApproximate average salary by contribution assumption: employee only about $296,040 at 4% or $197,360 at 6%; with 50% employer match about $197,360 at 4% or $131,573 at 6%; with 100% employer match about $148,020 at 4% or $98,680 at 6%.
Fortenberry 401(K) Plan-10$1,556,967$118,416$11,842iApproximate average salary by contribution assumption: employee only about $296,040 at 4% or $197,360 at 6%; with 50% employer match about $197,360 at 4% or $131,573 at 6%; with 100% employer match about $148,020 at 4% or $98,680 at 6%.
2010111$1,694,880$158,041$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,637 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
Fortenberry 401(K) Plan-11$1,694,880$158,041$14,367iApproximate average salary by contribution assumption: employee only about $359,184 at 4% or $239,456 at 6%; with 50% employer match about $239,456 at 4% or $159,637 at 6%; with 100% employer match about $179,592 at 4% or $119,728 at 6%.
2009111$1,383,653$278,939$25,358iApproximate average salary by contribution assumption: employee only about $633,952 at 4% or $422,635 at 6%; with 50% employer match about $422,635 at 4% or $281,757 at 6%; with 100% employer match about $316,976 at 4% or $211,317 at 6%.
Fortenberry 401(K) Plan-11$1,383,653$278,939$25,358iApproximate average salary by contribution assumption: employee only about $633,952 at 4% or $422,635 at 6%; with 50% employer match about $422,635 at 4% or $281,757 at 6%; with 100% employer match about $316,976 at 4% or $211,317 at 6%.
2008110$840,138$209,659$20,966iApproximate average salary by contribution assumption: employee only about $524,148 at 4% or $349,432 at 6%; with 50% employer match about $349,432 at 4% or $232,954 at 6%; with 100% employer match about $262,074 at 4% or $174,716 at 6%.
Fortenberry 401(K) Plan-10$840,138$209,659$20,966iApproximate average salary by contribution assumption: employee only about $524,148 at 4% or $349,432 at 6%; with 50% employer match about $349,432 at 4% or $232,954 at 6%; with 100% employer match about $262,074 at 4% or $174,716 at 6%.
2007110$1,061,616$140,446$14,045iApproximate average salary by contribution assumption: employee only about $351,115 at 4% or $234,077 at 6%; with 50% employer match about $234,077 at 4% or $156,051 at 6%; with 100% employer match about $175,558 at 4% or $117,038 at 6%.
Fortenberry 401(K) Plan-10$1,061,616$140,446$14,045iApproximate average salary by contribution assumption: employee only about $351,115 at 4% or $234,077 at 6%; with 50% employer match about $234,077 at 4% or $156,051 at 6%; with 100% employer match about $175,558 at 4% or $117,038 at 6%.
200617$825,699$154,295$22,042iApproximate average salary by contribution assumption: employee only about $551,054 at 4% or $367,369 at 6%; with 50% employer match about $367,369 at 4% or $244,913 at 6%; with 100% employer match about $275,527 at 4% or $183,685 at 6%.
Fortenberry 401(K) Plan-7$825,699$154,295$22,042iApproximate average salary by contribution assumption: employee only about $551,054 at 4% or $367,369 at 6%; with 50% employer match about $367,369 at 4% or $244,913 at 6%; with 100% employer match about $275,527 at 4% or $183,685 at 6%.
200417$390,731$121,532$17,362iApproximate average salary by contribution assumption: employee only about $434,043 at 4% or $289,362 at 6%; with 50% employer match about $289,362 at 4% or $192,908 at 6%; with 100% employer match about $217,021 at 4% or $144,681 at 6%.
Fortenberry 401(K) Plan-7$390,731$121,532$17,362iApproximate average salary by contribution assumption: employee only about $434,043 at 4% or $289,362 at 6%; with 50% employer match about $289,362 at 4% or $192,908 at 6%; with 100% employer match about $217,021 at 4% or $144,681 at 6%.
200317$245,696$217,165$31,024iApproximate average salary by contribution assumption: employee only about $775,589 at 4% or $517,060 at 6%; with 50% employer match about $517,060 at 4% or $344,706 at 6%; with 100% employer match about $387,795 at 4% or $258,530 at 6%.
Fortenberry 401(K) Plan-7$245,696$217,165$31,024iApproximate average salary by contribution assumption: employee only about $775,589 at 4% or $517,060 at 6%; with 50% employer match about $517,060 at 4% or $344,706 at 6%; with 100% employer match about $387,795 at 4% or $258,530 at 6%.