Fidelity Assurance Inc.
Plan context: Fidelity Assurance Inc. 401(K) Plan
EIN 59-3023069 • Largo, FL • 27 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
4
2024 Assets
$1,973,143
2024 Contributions
$63,379
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 4 | $1,973,143 | $63,379 | $15,845iApproximate average salary by contribution assumption: employee only about $396,119 at 4% or $264,079 at 6%; with 50% employer match about $264,079 at 4% or $176,053 at 6%; with 100% employer match about $198,059 at 4% or $132,040 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 4 | $1,973,143 | $63,379 | $15,845iApproximate average salary by contribution assumption: employee only about $396,119 at 4% or $264,079 at 6%; with 50% employer match about $264,079 at 4% or $176,053 at 6%; with 100% employer match about $198,059 at 4% or $132,040 at 6%. |
| 2023 | 1 | 4 | $1,637,738 | $62,348 | $15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 4 | $1,637,738 | $62,348 | $15,587iApproximate average salary by contribution assumption: employee only about $389,675 at 4% or $259,783 at 6%; with 50% employer match about $259,783 at 4% or $173,189 at 6%; with 100% employer match about $194,838 at 4% or $129,892 at 6%. |
| 2022 | 1 | 4 | $1,337,426 | $56,139 | $14,035iApproximate average salary by contribution assumption: employee only about $350,869 at 4% or $233,913 at 6%; with 50% employer match about $233,913 at 4% or $155,942 at 6%; with 100% employer match about $175,434 at 4% or $116,956 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 4 | $1,337,426 | $56,139 | $14,035iApproximate average salary by contribution assumption: employee only about $350,869 at 4% or $233,913 at 6%; with 50% employer match about $233,913 at 4% or $155,942 at 6%; with 100% employer match about $175,434 at 4% or $116,956 at 6%. |
| 2021 | 1 | 5 | $1,658,163 | $54,083 | $10,817iApproximate average salary by contribution assumption: employee only about $270,415 at 4% or $180,277 at 6%; with 50% employer match about $180,277 at 4% or $120,184 at 6%; with 100% employer match about $135,208 at 4% or $90,138 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 5 | $1,658,163 | $54,083 | $10,817iApproximate average salary by contribution assumption: employee only about $270,415 at 4% or $180,277 at 6%; with 50% employer match about $180,277 at 4% or $120,184 at 6%; with 100% employer match about $135,208 at 4% or $90,138 at 6%. |
| 2020 | 1 | 5 | $1,337,085 | $54,448 | $10,890iApproximate average salary by contribution assumption: employee only about $272,240 at 4% or $181,493 at 6%; with 50% employer match about $181,493 at 4% or $120,996 at 6%; with 100% employer match about $136,120 at 4% or $90,747 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 5 | $1,337,085 | $54,448 | $10,890iApproximate average salary by contribution assumption: employee only about $272,240 at 4% or $181,493 at 6%; with 50% employer match about $181,493 at 4% or $120,996 at 6%; with 100% employer match about $136,120 at 4% or $90,747 at 6%. |
| 2019 | 1 | 6 | $1,223,245 | $57,296 | $9,549iApproximate average salary by contribution assumption: employee only about $238,733 at 4% or $159,156 at 6%; with 50% employer match about $159,156 at 4% or $106,104 at 6%; with 100% employer match about $119,367 at 4% or $79,578 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 6 | $1,223,245 | $57,296 | $9,549iApproximate average salary by contribution assumption: employee only about $238,733 at 4% or $159,156 at 6%; with 50% employer match about $159,156 at 4% or $106,104 at 6%; with 100% employer match about $119,367 at 4% or $79,578 at 6%. |
| 2018 | 1 | 7 | $967,174 | $57,946 | $8,278iApproximate average salary by contribution assumption: employee only about $206,950 at 4% or $137,967 at 6%; with 50% employer match about $137,967 at 4% or $91,978 at 6%; with 100% employer match about $103,475 at 4% or $68,983 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 7 | $967,174 | $57,946 | $8,278iApproximate average salary by contribution assumption: employee only about $206,950 at 4% or $137,967 at 6%; with 50% employer match about $137,967 at 4% or $91,978 at 6%; with 100% employer match about $103,475 at 4% or $68,983 at 6%. |
| 2017 | 1 | 8 | $1,034,175 | $57,077 | $7,135iApproximate average salary by contribution assumption: employee only about $178,366 at 4% or $118,910 at 6%; with 50% employer match about $118,910 at 4% or $79,274 at 6%; with 100% employer match about $89,183 at 4% or $59,455 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 8 | $1,034,175 | $57,077 | $7,135iApproximate average salary by contribution assumption: employee only about $178,366 at 4% or $118,910 at 6%; with 50% employer match about $118,910 at 4% or $79,274 at 6%; with 100% employer match about $89,183 at 4% or $59,455 at 6%. |
| 2016 | 1 | 8 | $838,561 | $66,852 | $8,357iApproximate average salary by contribution assumption: employee only about $208,913 at 4% or $139,275 at 6%; with 50% employer match about $139,275 at 4% or $92,850 at 6%; with 100% employer match about $104,456 at 4% or $69,638 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 8 | $838,561 | $66,852 | $8,357iApproximate average salary by contribution assumption: employee only about $208,913 at 4% or $139,275 at 6%; with 50% employer match about $139,275 at 4% or $92,850 at 6%; with 100% employer match about $104,456 at 4% or $69,638 at 6%. |
| 2015 | 1 | 8 | $704,928 | $66,772 | $8,347iApproximate average salary by contribution assumption: employee only about $208,663 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 8 | $704,928 | $66,772 | $8,347iApproximate average salary by contribution assumption: employee only about $208,663 at 4% or $139,108 at 6%; with 50% employer match about $139,108 at 4% or $92,739 at 6%; with 100% employer match about $104,331 at 4% or $69,554 at 6%. |
| 2014 | 1 | 8 | $661,540 | $42,904 | $5,363iApproximate average salary by contribution assumption: employee only about $134,075 at 4% or $89,383 at 6%; with 50% employer match about $89,383 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 8 | $661,540 | $42,904 | $5,363iApproximate average salary by contribution assumption: employee only about $134,075 at 4% or $89,383 at 6%; with 50% employer match about $89,383 at 4% or $59,589 at 6%; with 100% employer match about $67,038 at 4% or $44,692 at 6%. |
| 2013 | 1 | 8 | $617,167 | $49,718 | $6,215iApproximate average salary by contribution assumption: employee only about $155,369 at 4% or $103,579 at 6%; with 50% employer match about $103,579 at 4% or $69,053 at 6%; with 100% employer match about $77,684 at 4% or $51,790 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 8 | $617,167 | $49,718 | $6,215iApproximate average salary by contribution assumption: employee only about $155,369 at 4% or $103,579 at 6%; with 50% employer match about $103,579 at 4% or $69,053 at 6%; with 100% employer match about $77,684 at 4% or $51,790 at 6%. |
| 2012 | 1 | 10 | $670,115 | $57,910 | $5,791iApproximate average salary by contribution assumption: employee only about $144,775 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,344 at 6%; with 100% employer match about $72,388 at 4% or $48,258 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 10 | $670,115 | $57,910 | $5,791iApproximate average salary by contribution assumption: employee only about $144,775 at 4% or $96,517 at 6%; with 50% employer match about $96,517 at 4% or $64,344 at 6%; with 100% employer match about $72,388 at 4% or $48,258 at 6%. |
| 2011 | 1 | 12 | $698,546 | $64,263 | $5,355iApproximate average salary by contribution assumption: employee only about $133,881 at 4% or $89,254 at 6%; with 50% employer match about $89,254 at 4% or $59,503 at 6%; with 100% employer match about $66,941 at 4% or $44,627 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 12 | $698,546 | $64,263 | $5,355iApproximate average salary by contribution assumption: employee only about $133,881 at 4% or $89,254 at 6%; with 50% employer match about $89,254 at 4% or $59,503 at 6%; with 100% employer match about $66,941 at 4% or $44,627 at 6%. |
| 2010 | 1 | 13 | $692,669 | $86,207 | $6,631iApproximate average salary by contribution assumption: employee only about $165,783 at 4% or $110,522 at 6%; with 50% employer match about $110,522 at 4% or $73,681 at 6%; with 100% employer match about $82,891 at 4% or $55,261 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 13 | $692,669 | $86,207 | $6,631iApproximate average salary by contribution assumption: employee only about $165,783 at 4% or $110,522 at 6%; with 50% employer match about $110,522 at 4% or $73,681 at 6%; with 100% employer match about $82,891 at 4% or $55,261 at 6%. |
| 2009 | 1 | 13 | $554,102 | $103,414 | $7,955iApproximate average salary by contribution assumption: employee only about $198,873 at 4% or $132,582 at 6%; with 50% employer match about $132,582 at 4% or $88,388 at 6%; with 100% employer match about $99,437 at 4% or $66,291 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 13 | $554,102 | $103,414 | $7,955iApproximate average salary by contribution assumption: employee only about $198,873 at 4% or $132,582 at 6%; with 50% employer match about $132,582 at 4% or $88,388 at 6%; with 100% employer match about $99,437 at 4% or $66,291 at 6%. |
| 2008 | 2 | 13 | $480,387 | $513,119 | $39,471iApproximate average salary by contribution assumption: employee only about $986,767 at 4% or $657,845 at 6%; with 50% employer match about $657,845 at 4% or $438,563 at 6%; with 100% employer match about $493,384 at 4% or $328,922 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 13 | $479,402 | $167,493 | $12,884iApproximate average salary by contribution assumption: employee only about $322,102 at 4% or $214,735 at 6%; with 50% employer match about $214,735 at 4% or $143,156 at 6%; with 100% employer match about $161,051 at 4% or $107,367 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 1 | $985 | $345,626 | $345,626iApproximate average salary by contribution assumption: employee only about $8,640,650 at 4% or $5,760,433 at 6%; with 50% employer match about $5,760,433 at 4% or $3,840,289 at 6%; with 100% employer match about $4,320,325 at 4% or $2,880,217 at 6%. |
| 2007 | 2 | 17 | $2,280,672 | $190,836 | $11,226iApproximate average salary by contribution assumption: employee only about $280,641 at 4% or $187,094 at 6%; with 50% employer match about $187,094 at 4% or $124,729 at 6%; with 100% employer match about $140,321 at 4% or $93,547 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 14 | $1,827,695 | $58,936 | $4,210iApproximate average salary by contribution assumption: employee only about $105,243 at 4% or $70,162 at 6%; with 50% employer match about $70,162 at 4% or $46,775 at 6%; with 100% employer match about $52,621 at 4% or $35,081 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 17 | $452,977 | $131,900 | $7,759iApproximate average salary by contribution assumption: employee only about $193,971 at 4% or $129,314 at 6%; with 50% employer match about $129,314 at 4% or $86,209 at 6%; with 100% employer match about $96,985 at 4% or $64,657 at 6%. |
| 2006 | 2 | 16 | $2,164,431 | $222,768 | $13,923iApproximate average salary by contribution assumption: employee only about $348,075 at 4% or $232,050 at 6%; with 50% employer match about $232,050 at 4% or $154,700 at 6%; with 100% employer match about $174,038 at 4% or $116,025 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 15 | $1,860,636 | $100,000 | $6,667iApproximate average salary by contribution assumption: employee only about $166,667 at 4% or $111,111 at 6%; with 50% employer match about $111,111 at 4% or $74,074 at 6%; with 100% employer match about $83,333 at 4% or $55,556 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 16 | $303,795 | $122,768 | $7,673iApproximate average salary by contribution assumption: employee only about $191,825 at 4% or $127,883 at 6%; with 50% employer match about $127,883 at 4% or $85,256 at 6%; with 100% employer match about $95,913 at 4% or $63,942 at 6%. |
| 2005 | 2 | 17 | $1,871,341 | $197,255 | $11,603iApproximate average salary by contribution assumption: employee only about $290,081 at 4% or $193,387 at 6%; with 50% employer match about $193,387 at 4% or $128,925 at 6%; with 100% employer match about $145,040 at 4% or $96,694 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 15 | $1,701,319 | $84,875 | $5,658iApproximate average salary by contribution assumption: employee only about $141,458 at 4% or $94,306 at 6%; with 50% employer match about $94,306 at 4% or $62,870 at 6%; with 100% employer match about $70,729 at 4% or $47,153 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 17 | $170,022 | $112,380 | $6,611iApproximate average salary by contribution assumption: employee only about $165,265 at 4% or $110,176 at 6%; with 50% employer match about $110,176 at 4% or $73,451 at 6%; with 100% employer match about $82,632 at 4% or $55,088 at 6%. |
| 2004 | 2 | 18 | $1,756,314 | $143,019 | $7,946iApproximate average salary by contribution assumption: employee only about $198,638 at 4% or $132,425 at 6%; with 50% employer match about $132,425 at 4% or $88,283 at 6%; with 100% employer match about $99,319 at 4% or $66,213 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 17 | $1,705,693 | $92,752 | $5,456iApproximate average salary by contribution assumption: employee only about $136,400 at 4% or $90,933 at 6%; with 50% employer match about $90,933 at 4% or $60,622 at 6%; with 100% employer match about $68,200 at 4% or $45,467 at 6%. |
| Fidelity Assurance Inc. 401(K) Plan | - | 18 | $50,621 | $50,267 | $2,793iApproximate average salary by contribution assumption: employee only about $69,815 at 4% or $46,544 at 6%; with 50% employer match about $46,544 at 4% or $31,029 at 6%; with 100% employer match about $34,908 at 4% or $23,272 at 6%. |
| 2003 | 1 | 18 | $1,767,086 | $29,634 | $1,646iApproximate average salary by contribution assumption: employee only about $41,158 at 4% or $27,439 at 6%; with 50% employer match about $27,439 at 4% or $18,293 at 6%; with 100% employer match about $20,579 at 4% or $13,719 at 6%. |
| Diversified Health Services Defined Benefit Pension Plan | - | 18 | $1,767,086 | $29,634 | $1,646iApproximate average salary by contribution assumption: employee only about $41,158 at 4% or $27,439 at 6%; with 50% employer match about $27,439 at 4% or $18,293 at 6%; with 100% employer match about $20,579 at 4% or $13,719 at 6%. |