Civic Intelligence

David W Miller & Associates Inc

Plan context: Fidelity Management Trust Company

EIN 58-2088493 • 5 filings • 2 plans

Current Snapshot

Latest Year

2003

2003 Participants

5

2003 Assets

$1,254,394

2003 Contributions

$40,158

Historical Graphs

Total Assets Over Time

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

$1,679,796$839,898$0199920012002YearValue
$1,254,394Latest year 2002

Participants Over Time

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

630199920012002YearValue
5Latest year 2002

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
200310$0$40,158-
Fidelity Management Trust Company-0-$40,158-
200215$1,254,394$0-
Fidelity Management Trust Company-5$1,254,394--
200115$1,400,004$128,684$25,737iApproximate average salary by contribution assumption: employee only about $643,420 at 4% or $428,947 at 6%; with 50% employer match about $428,947 at 4% or $285,964 at 6%; with 100% employer match about $321,710 at 4% or $214,473 at 6%.
Fidelity Management Trust Company-5$1,400,004$128,684$25,737iApproximate average salary by contribution assumption: employee only about $643,420 at 4% or $428,947 at 6%; with 50% employer match about $428,947 at 4% or $285,964 at 6%; with 100% employer match about $321,710 at 4% or $214,473 at 6%.
200016$1,679,796$168,515$28,086iApproximate average salary by contribution assumption: employee only about $702,146 at 4% or $468,097 at 6%; with 50% employer match about $468,097 at 4% or $312,065 at 6%; with 100% employer match about $351,073 at 4% or $234,049 at 6%.
Fidelity Management Trust Company-6$1,679,796$168,515$28,086iApproximate average salary by contribution assumption: employee only about $702,146 at 4% or $468,097 at 6%; with 50% employer match about $468,097 at 4% or $312,065 at 6%; with 100% employer match about $351,073 at 4% or $234,049 at 6%.
199916$1,520,830$184,034$30,672iApproximate average salary by contribution assumption: employee only about $766,808 at 4% or $511,206 at 6%; with 50% employer match about $511,206 at 4% or $340,804 at 6%; with 100% employer match about $383,404 at 4% or $255,603 at 6%.
Fidelity Management Trust Company-6$1,520,830$184,034$30,672iApproximate average salary by contribution assumption: employee only about $766,808 at 4% or $511,206 at 6%; with 50% employer match about $511,206 at 4% or $340,804 at 6%; with 100% employer match about $383,404 at 4% or $255,603 at 6%.