Civic Intelligence

EPIC Strategies, LLC

Plan context: Fidelity Keogh Money Purchase Plan

EIN 52-2121495 • Oakland, MD • 22 filings • 3 plans

124 Thornberry RdOakland, MD 21550-7025
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$1,861,351

2024 Contributions

$700

Historical Graphs

Total Assets Over Time

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

$1,861,351$930,676$0200220122024YearValue
$1,861,351Latest year 2024

Participants Over Time

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

320200220122024YearValue
3Latest 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
202413$1,861,351$0-
Fidelity Keogh Money Purchase Plan-3$1,861,351$0-
202313$1,588,563$0-
Fidelity Keogh Money Purchase Plan-3$1,588,563--
202213$1,336,353$0-
Fidelity Keogh Money Purchase Plan-3$1,336,353--
202113$1,626,572$0-
Fidelity Keogh Money Purchase Plan-3$1,626,572--
202013$1,387,600$0-
Fidelity Keogh Money Purchase Plan-3$1,387,600$0-
201913$1,201,451$0-
Fidelity Keogh Money Purchase Plan-3$1,201,451$0-
201813$958,311$0-
Fidelity Keogh Money Purchase Plan-3$958,311$0-
201713$1,000,456$0-
Fidelity Keogh Money Purchase Plan-3$1,000,456$0-
201413$772,069$0-
Fidelity Keogh Money Purchase Plan-3$772,069$0-
201323$1,315,288$0-
Fidelity Keogh Money Purchase Plan-3$722,740$0-
Fidelity Keogh Money Purchase Plan-3$592,548$0-
201213$592,548$0-
Fidelity Keogh Money Purchase Plan-3$592,548$0-
201113$518,469$700$233iApproximate average salary by contribution assumption: employee only about $5,833 at 4% or $3,889 at 6%; with 50% employer match about $3,889 at 4% or $2,593 at 6%; with 100% employer match about $2,917 at 4% or $1,944 at 6%.
Fidelity Keogh Money Purchase Plan-3$518,469$700$233iApproximate average salary by contribution assumption: employee only about $5,833 at 4% or $3,889 at 6%; with 50% employer match about $3,889 at 4% or $2,593 at 6%; with 100% employer match about $2,917 at 4% or $1,944 at 6%.
201013$516,400$7,861$2,620iApproximate average salary by contribution assumption: employee only about $65,508 at 4% or $43,672 at 6%; with 50% employer match about $43,672 at 4% or $29,115 at 6%; with 100% employer match about $32,754 at 4% or $21,836 at 6%.
Fidelity Keogh Money Purchase Plan-3$516,400$7,861$2,620iApproximate average salary by contribution assumption: employee only about $65,508 at 4% or $43,672 at 6%; with 50% employer match about $43,672 at 4% or $29,115 at 6%; with 100% employer match about $32,754 at 4% or $21,836 at 6%.
200911$443,604$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
Fidelity Keogh Money Purchase Plan-1$443,604$6,000$6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%.
200811$346,794$0-
Fidelity Keogh Money Purchase Plan-1$346,794--
200711$421,339$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
Fidelity Keogh Money Purchase Plan-1$421,339$34,000$34,000iApproximate average salary by contribution assumption: employee only about $850,000 at 4% or $566,667 at 6%; with 50% employer match about $566,667 at 4% or $377,778 at 6%; with 100% employer match about $425,000 at 4% or $283,333 at 6%.
200611$360,419$41,855$41,855iApproximate average salary by contribution assumption: employee only about $1,046,375 at 4% or $697,583 at 6%; with 50% employer match about $697,583 at 4% or $465,056 at 6%; with 100% employer match about $523,188 at 4% or $348,792 at 6%.
Fidelity Keogh Money Purchase Plan-1$360,419$41,855$41,855iApproximate average salary by contribution assumption: employee only about $1,046,375 at 4% or $697,583 at 6%; with 50% employer match about $697,583 at 4% or $465,056 at 6%; with 100% employer match about $523,188 at 4% or $348,792 at 6%.
200511$277,684$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
Fidelity Keogh Money Purchase Plan-1$277,684$41,000$41,000iApproximate average salary by contribution assumption: employee only about $1,025,000 at 4% or $683,333 at 6%; with 50% employer match about $683,333 at 4% or $455,556 at 6%; with 100% employer match about $512,500 at 4% or $341,667 at 6%.
200412$221,470$41,696$20,848iApproximate average salary by contribution assumption: employee only about $521,200 at 4% or $347,467 at 6%; with 50% employer match about $347,467 at 4% or $231,644 at 6%; with 100% employer match about $260,600 at 4% or $173,733 at 6%.
Fidelity Keogh Money Purchase Plan-2$221,470$41,696$20,848iApproximate average salary by contribution assumption: employee only about $521,200 at 4% or $347,467 at 6%; with 50% employer match about $347,467 at 4% or $231,644 at 6%; with 100% employer match about $260,600 at 4% or $173,733 at 6%.
200312$163,598$34,955$17,478iApproximate average salary by contribution assumption: employee only about $436,938 at 4% or $291,292 at 6%; with 50% employer match about $291,292 at 4% or $194,194 at 6%; with 100% employer match about $218,469 at 4% or $145,646 at 6%.
Fidelity Keogh Money Purchase Plan-2$163,598$34,955$17,478iApproximate average salary by contribution assumption: employee only about $436,938 at 4% or $291,292 at 6%; with 50% employer match about $291,292 at 4% or $194,194 at 6%; with 100% employer match about $218,469 at 4% or $145,646 at 6%.
200212$104,451$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.
Fidelity Keogh Money Purchase Plan-2$104,451$38,250$19,125iApproximate average salary by contribution assumption: employee only about $478,125 at 4% or $318,750 at 6%; with 50% employer match about $318,750 at 4% or $212,500 at 6%; with 100% employer match about $239,063 at 4% or $159,375 at 6%.