Civic Intelligence

Lee R Brock PC

Plan context: Fidelity Defined Contribution Retirement Plan

EIN 54-1823504 • Fredericksburg, VA • 22 filings • 10 plans

4304 Lafayette BlvdFredericksburg, VA 22408
Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$481,577

2009 Contributions

$71,393

Historical Graphs

Total Assets Over Time

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

$716,057$358,029$0199920042008YearValue
$481,577Latest year 2008

Participants Over Time

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

320199920042008YearValue
2Latest year 2008

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
200920$0$0-
Fidelity Defined Contrirution Retirement Plan-0---
Fidelity Defined Contribution Retirement Plan-0---
200822$481,577$0-
Fidelity Defined Contribution Retirement Plan-2$289,134--
Fidelity Defined Contrirution Retirement Plan-2$192,443--
200723$716,057$71,393$23,798iApproximate average salary by contribution assumption: employee only about $594,942 at 4% or $396,628 at 6%; with 50% employer match about $396,628 at 4% or $264,419 at 6%; with 100% employer match about $297,471 at 4% or $198,314 at 6%.
Fidelity Defined Contribution Retirement Plan-3$407,242$53,360$17,787iApproximate average salary by contribution assumption: employee only about $444,667 at 4% or $296,444 at 6%; with 50% employer match about $296,444 at 4% or $197,630 at 6%; with 100% employer match about $222,333 at 4% or $148,222 at 6%.
Fidelity Defined Contrirution Retirement Plan-3$308,815$18,033$6,011iApproximate average salary by contribution assumption: employee only about $150,275 at 4% or $100,183 at 6%; with 50% employer match about $100,183 at 4% or $66,789 at 6%; with 100% employer match about $75,138 at 4% or $50,092 at 6%.
200623$612,659$56,818$18,939iApproximate average salary by contribution assumption: employee only about $473,483 at 4% or $315,656 at 6%; with 50% employer match about $315,656 at 4% or $210,437 at 6%; with 100% employer match about $236,742 at 4% or $157,828 at 6%.
Fidelity Defined Contribution Retirement Plan-3$336,202$34,091$11,364iApproximate average salary by contribution assumption: employee only about $284,092 at 4% or $189,394 at 6%; with 50% employer match about $189,394 at 4% or $126,263 at 6%; with 100% employer match about $142,046 at 4% or $94,697 at 6%.
Fidelity Defined Contrirution Retirement Plan-3$276,457$22,727$7,576iApproximate average salary by contribution assumption: employee only about $189,392 at 4% or $126,261 at 6%; with 50% employer match about $126,261 at 4% or $84,174 at 6%; with 100% employer match about $94,696 at 4% or $63,131 at 6%.
200523$540,866$55,447$18,482iApproximate average salary by contribution assumption: employee only about $462,058 at 4% or $308,039 at 6%; with 50% employer match about $308,039 at 4% or $205,359 at 6%; with 100% employer match about $231,029 at 4% or $154,019 at 6%.
Fidelity Defined Contribution Retirement Plan-3$294,337$33,269$11,090iApproximate average salary by contribution assumption: employee only about $277,242 at 4% or $184,828 at 6%; with 50% employer match about $184,828 at 4% or $123,219 at 6%; with 100% employer match about $138,621 at 4% or $92,414 at 6%.
Fidelity Defined Contrirution Retirement Plan-3$246,529$22,178$7,393iApproximate average salary by contribution assumption: employee only about $184,817 at 4% or $123,211 at 6%; with 50% employer match about $123,211 at 4% or $82,141 at 6%; with 100% employer match about $92,408 at 4% or $61,606 at 6%.
200423$455,464$48,184$16,061iApproximate average salary by contribution assumption: employee only about $401,533 at 4% or $267,689 at 6%; with 50% employer match about $267,689 at 4% or $178,459 at 6%; with 100% employer match about $200,767 at 4% or $133,844 at 6%.
Fidelity Defined Contribution Retirement Plan-3$247,257$28,910$9,637iApproximate average salary by contribution assumption: employee only about $240,917 at 4% or $160,611 at 6%; with 50% employer match about $160,611 at 4% or $107,074 at 6%; with 100% employer match about $120,458 at 4% or $80,306 at 6%.
Fidelity Defined Contrirution Retirement Plan-3$208,207$19,274$6,425iApproximate average salary by contribution assumption: employee only about $160,617 at 4% or $107,078 at 6%; with 50% employer match about $107,078 at 4% or $71,385 at 6%; with 100% employer match about $80,308 at 4% or $53,539 at 6%.
200322$379,283$46,329$23,165iApproximate average salary by contribution assumption: employee only about $579,113 at 4% or $386,075 at 6%; with 50% employer match about $386,075 at 4% or $257,383 at 6%; with 100% employer match about $289,556 at 4% or $193,038 at 6%.
Fidelity Defined Contribution Retirement Plan-2$211,285$27,821$13,911iApproximate average salary by contribution assumption: employee only about $347,763 at 4% or $231,842 at 6%; with 50% employer match about $231,842 at 4% or $154,561 at 6%; with 100% employer match about $173,881 at 4% or $115,921 at 6%.
Fidelity Defined Contrirution Retirement Plan-2$167,998$18,508$9,254iApproximate average salary by contribution assumption: employee only about $231,350 at 4% or $154,233 at 6%; with 50% employer match about $154,233 at 4% or $102,822 at 6%; with 100% employer match about $115,675 at 4% or $77,117 at 6%.
200222$278,456$47,743$23,872iApproximate average salary by contribution assumption: employee only about $596,788 at 4% or $397,858 at 6%; with 50% employer match about $397,858 at 4% or $265,239 at 6%; with 100% employer match about $298,394 at 4% or $198,929 at 6%.
Fidelity Defined Contribution Retirement Plan-2$153,557$28,646$14,323iApproximate average salary by contribution assumption: employee only about $358,075 at 4% or $238,717 at 6%; with 50% employer match about $238,717 at 4% or $159,144 at 6%; with 100% employer match about $179,038 at 4% or $119,358 at 6%.
Fidelity Defined Contrirution Retirement Plan-2$124,899$19,097$9,549iApproximate average salary by contribution assumption: employee only about $238,713 at 4% or $159,142 at 6%; with 50% employer match about $159,142 at 4% or $106,094 at 6%; with 100% employer match about $119,356 at 4% or $79,571 at 6%.
200122$0$0-
Fidelity Defined Contribution Retirement Plan-2---
Fidelity Defined Contrirution Retirement Plan-2---
200023$270,313$42,465$14,155iApproximate average salary by contribution assumption: employee only about $353,875 at 4% or $235,917 at 6%; with 50% employer match about $235,917 at 4% or $157,278 at 6%; with 100% employer match about $176,938 at 4% or $117,958 at 6%.
Fidelity Defined Contribution Retirement Plan-3$160,737$28,153$9,384iApproximate average salary by contribution assumption: employee only about $234,608 at 4% or $156,406 at 6%; with 50% employer match about $156,406 at 4% or $104,270 at 6%; with 100% employer match about $117,304 at 4% or $78,203 at 6%.
Fidelity Defined Contrirution Retirement Plan-3$109,576$14,312$4,771iApproximate average salary by contribution assumption: employee only about $119,267 at 4% or $79,511 at 6%; with 50% employer match about $79,511 at 4% or $53,007 at 6%; with 100% employer match about $59,633 at 4% or $39,756 at 6%.
199922$228,204$35,200$17,600iApproximate average salary by contribution assumption: employee only about $440,000 at 4% or $293,333 at 6%; with 50% employer match about $293,333 at 4% or $195,556 at 6%; with 100% employer match about $220,000 at 4% or $146,667 at 6%.
Fidelity Defined Contribution Retirement Plan-2$142,872$21,120$10,560iApproximate average salary by contribution assumption: employee only about $264,000 at 4% or $176,000 at 6%; with 50% employer match about $176,000 at 4% or $117,333 at 6%; with 100% employer match about $132,000 at 4% or $88,000 at 6%.
Fidelity Defined Contrirution Retirement Plan-2$85,332$14,080$7,040iApproximate average salary by contribution assumption: employee only about $176,000 at 4% or $117,333 at 6%; with 50% employer match about $117,333 at 4% or $78,222 at 6%; with 100% employer match about $88,000 at 4% or $58,667 at 6%.