Estate of Bert Fields, Jr.
Plan context: Bert Fields, Jr. 401(K) Profit Sharing Plan
EIN 47-6816956 • Dallas, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2020
2020 Participants
4
2020 Assets
$219,794
2020 Contributions
$1,987
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $1,987 | - |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 0 | $0 | $1,987 | - |
| 2019 | 1 | 4 | $219,794 | $12,513 | $3,128iApproximate average salary by contribution assumption: employee only about $78,206 at 4% or $52,138 at 6%; with 50% employer match about $52,138 at 4% or $34,758 at 6%; with 100% employer match about $39,103 at 4% or $26,069 at 6%. |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 4 | $219,794 | $12,513 | $3,128iApproximate average salary by contribution assumption: employee only about $78,206 at 4% or $52,138 at 6%; with 50% employer match about $52,138 at 4% or $34,758 at 6%; with 100% employer match about $39,103 at 4% or $26,069 at 6%. |
| 2018 | 1 | 4 | $159,891 | $13,124 | $3,281iApproximate average salary by contribution assumption: employee only about $82,025 at 4% or $54,683 at 6%; with 50% employer match about $54,683 at 4% or $36,456 at 6%; with 100% employer match about $41,013 at 4% or $27,342 at 6%. |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 4 | $159,891 | $13,124 | $3,281iApproximate average salary by contribution assumption: employee only about $82,025 at 4% or $54,683 at 6%; with 50% employer match about $54,683 at 4% or $36,456 at 6%; with 100% employer match about $41,013 at 4% or $27,342 at 6%. |
| 2017 | 1 | 3 | $157,492 | $17,150 | $5,717iApproximate average salary by contribution assumption: employee only about $142,917 at 4% or $95,278 at 6%; with 50% employer match about $95,278 at 4% or $63,519 at 6%; with 100% employer match about $71,458 at 4% or $47,639 at 6%. |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 3 | $157,492 | $17,150 | $5,717iApproximate average salary by contribution assumption: employee only about $142,917 at 4% or $95,278 at 6%; with 50% employer match about $95,278 at 4% or $63,519 at 6%; with 100% employer match about $71,458 at 4% or $47,639 at 6%. |
| 2016 | 1 | 5 | $119,715 | $27,773 | $5,555iApproximate average salary by contribution assumption: employee only about $138,865 at 4% or $92,577 at 6%; with 50% employer match about $92,577 at 4% or $61,718 at 6%; with 100% employer match about $69,433 at 4% or $46,288 at 6%. |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 5 | $119,715 | $27,773 | $5,555iApproximate average salary by contribution assumption: employee only about $138,865 at 4% or $92,577 at 6%; with 50% employer match about $92,577 at 4% or $61,718 at 6%; with 100% employer match about $69,433 at 4% or $46,288 at 6%. |
| 2015 | 1 | 5 | $96,661 | $27,806 | $5,561iApproximate average salary by contribution assumption: employee only about $139,030 at 4% or $92,687 at 6%; with 50% employer match about $92,687 at 4% or $61,791 at 6%; with 100% employer match about $69,515 at 4% or $46,343 at 6%. |
| Bert Fields, Jr. 401(K) Profit Sharing Plan | - | 5 | $96,661 | $27,806 | $5,561iApproximate average salary by contribution assumption: employee only about $139,030 at 4% or $92,687 at 6%; with 50% employer match about $92,687 at 4% or $61,791 at 6%; with 100% employer match about $69,515 at 4% or $46,343 at 6%. |