Fitzpatrick, Mcgoldrick & Associates Inc.
Plan context: Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan
EIN 52-1545919 • 9 filings • 4 plans
Current Snapshot
Latest Year
2003
2003 Participants
2
2003 Assets
$335,897
2003 Contributions
$10,000
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 |
|---|---|---|---|---|---|
| 2003 | 1 | 0 | $0 | $0 | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan | - | 0 | - | - | - |
| 2002 | 2 | 2 | $335,897 | $0 | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan | - | 2 | $335,897 | - | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Defined Benefit Pension Plan | - | 0 | - | - | - |
| 2001 | 2 | 3 | $492,875 | $0 | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Defined Benefit Pension Plan | - | 2 | $492,875 | - | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan | - | 3 | - | - | - |
| 2000 | 2 | 3 | $890,661 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan | - | 3 | $453,443 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Fitzpatrick, Mcgoldrick & Associates Inc. Defined Benefit Pension Plan | - | 3 | $437,218 | - | - |
| 1999 | 2 | 3 | $793,733 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |
| Fitzpatrick, Mcgoldrick & Associates Inc. Defined Benefit Pension Plan | - | 3 | $397,454 | - | - |
| Fitzpatrick, Mcgoldrick & Associates Inc. Profit Sharing Plan | - | 3 | $396,279 | $10,000 | $3,333iApproximate average salary by contribution assumption: employee only about $83,333 at 4% or $55,556 at 6%; with 50% employer match about $55,556 at 4% or $37,037 at 6%; with 100% employer match about $41,667 at 4% or $27,778 at 6%. |