Civic Intelligence

Nestor a. Ojeda, M.D.

Plan context: Fidelity Defined Contribution Retirement Plan and Trust

EIN 62-1479630 • Waverly, TN • 24 filings • 3 plans

PO Box 368Waverly, TN 37185-0368
Current Snapshot

Latest Year

2023

2023 Participants

4

2023 Assets

$61,268

2023 Contributions

$20,796

Historical Graphs

Total Assets Over Time

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

$1,579,763$789,882$0200220132023YearValue
$61,268Latest year 2023

Participants Over Time

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

420200020122023YearValue
4Latest year 2023

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
202314$61,268$0-
Fidelity Defined Contribution Retirement Plan and Trust-4$61,268--
202214$58,469$20,796$5,199iApproximate average salary by contribution assumption: employee only about $129,975 at 4% or $86,650 at 6%; with 50% employer match about $86,650 at 4% or $57,767 at 6%; with 100% employer match about $64,988 at 4% or $43,325 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$58,469$20,796$5,199iApproximate average salary by contribution assumption: employee only about $129,975 at 4% or $86,650 at 6%; with 50% employer match about $86,650 at 4% or $57,767 at 6%; with 100% employer match about $64,988 at 4% or $43,325 at 6%.
202114$81,754$23,718$5,930iApproximate average salary by contribution assumption: employee only about $148,238 at 4% or $98,825 at 6%; with 50% employer match about $98,825 at 4% or $65,883 at 6%; with 100% employer match about $74,119 at 4% or $49,413 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$81,754$23,718$5,930iApproximate average salary by contribution assumption: employee only about $148,238 at 4% or $98,825 at 6%; with 50% employer match about $98,825 at 4% or $65,883 at 6%; with 100% employer match about $74,119 at 4% or $49,413 at 6%.
202014$58,029$28,863$7,216iApproximate average salary by contribution assumption: employee only about $180,394 at 4% or $120,263 at 6%; with 50% employer match about $120,263 at 4% or $80,175 at 6%; with 100% employer match about $90,197 at 4% or $60,131 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$58,029$28,863$7,216iApproximate average salary by contribution assumption: employee only about $180,394 at 4% or $120,263 at 6%; with 50% employer match about $120,263 at 4% or $80,175 at 6%; with 100% employer match about $90,197 at 4% or $60,131 at 6%.
201914$1,579,763$30,680$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$1,579,763$30,680$7,670iApproximate average salary by contribution assumption: employee only about $191,750 at 4% or $127,833 at 6%; with 50% employer match about $127,833 at 4% or $85,222 at 6%; with 100% employer match about $95,875 at 4% or $63,917 at 6%.
201814$1,272,610$29,414$7,354iApproximate average salary by contribution assumption: employee only about $183,838 at 4% or $122,558 at 6%; with 50% employer match about $122,558 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,279 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$1,272,610$29,414$7,354iApproximate average salary by contribution assumption: employee only about $183,838 at 4% or $122,558 at 6%; with 50% employer match about $122,558 at 4% or $81,706 at 6%; with 100% employer match about $91,919 at 4% or $61,279 at 6%.
201714$1,334,374$34,030$8,508iApproximate average salary by contribution assumption: employee only about $212,688 at 4% or $141,792 at 6%; with 50% employer match about $141,792 at 4% or $94,528 at 6%; with 100% employer match about $106,344 at 4% or $70,896 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$1,334,374$34,030$8,508iApproximate average salary by contribution assumption: employee only about $212,688 at 4% or $141,792 at 6%; with 50% employer match about $141,792 at 4% or $94,528 at 6%; with 100% employer match about $106,344 at 4% or $70,896 at 6%.
201614$1,153,430$33,651$8,413iApproximate average salary by contribution assumption: employee only about $210,319 at 4% or $140,213 at 6%; with 50% employer match about $140,213 at 4% or $93,475 at 6%; with 100% employer match about $105,159 at 4% or $70,106 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$1,153,430$33,651$8,413iApproximate average salary by contribution assumption: employee only about $210,319 at 4% or $140,213 at 6%; with 50% employer match about $140,213 at 4% or $93,475 at 6%; with 100% employer match about $105,159 at 4% or $70,106 at 6%.
201513$1,012,227$30,112$10,037iApproximate average salary by contribution assumption: employee only about $250,933 at 4% or $167,289 at 6%; with 50% employer match about $167,289 at 4% or $111,526 at 6%; with 100% employer match about $125,467 at 4% or $83,644 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$1,012,227$30,112$10,037iApproximate average salary by contribution assumption: employee only about $250,933 at 4% or $167,289 at 6%; with 50% employer match about $167,289 at 4% or $111,526 at 6%; with 100% employer match about $125,467 at 4% or $83,644 at 6%.
201413$994,647$34,351$11,450iApproximate average salary by contribution assumption: employee only about $286,258 at 4% or $190,839 at 6%; with 50% employer match about $190,839 at 4% or $127,226 at 6%; with 100% employer match about $143,129 at 4% or $95,419 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$994,647$34,351$11,450iApproximate average salary by contribution assumption: employee only about $286,258 at 4% or $190,839 at 6%; with 50% employer match about $190,839 at 4% or $127,226 at 6%; with 100% employer match about $143,129 at 4% or $95,419 at 6%.
201313$880,715$31,151$10,384iApproximate average salary by contribution assumption: employee only about $259,592 at 4% or $173,061 at 6%; with 50% employer match about $173,061 at 4% or $115,374 at 6%; with 100% employer match about $129,796 at 4% or $86,531 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$880,715$31,151$10,384iApproximate average salary by contribution assumption: employee only about $259,592 at 4% or $173,061 at 6%; with 50% employer match about $173,061 at 4% or $115,374 at 6%; with 100% employer match about $129,796 at 4% or $86,531 at 6%.
201213$699,771$28,789$9,596iApproximate average salary by contribution assumption: employee only about $239,908 at 4% or $159,939 at 6%; with 50% employer match about $159,939 at 4% or $106,626 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$699,771$28,789$9,596iApproximate average salary by contribution assumption: employee only about $239,908 at 4% or $159,939 at 6%; with 50% employer match about $159,939 at 4% or $106,626 at 6%; with 100% employer match about $119,954 at 4% or $79,969 at 6%.
201114$614,804$25,115$6,279iApproximate average salary by contribution assumption: employee only about $156,969 at 4% or $104,646 at 6%; with 50% employer match about $104,646 at 4% or $69,764 at 6%; with 100% employer match about $78,484 at 4% or $52,323 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$614,804$25,115$6,279iApproximate average salary by contribution assumption: employee only about $156,969 at 4% or $104,646 at 6%; with 50% employer match about $104,646 at 4% or $69,764 at 6%; with 100% employer match about $78,484 at 4% or $52,323 at 6%.
201013$607,145$25,465$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$607,145$25,465$8,488iApproximate average salary by contribution assumption: employee only about $212,208 at 4% or $141,472 at 6%; with 50% employer match about $141,472 at 4% or $94,315 at 6%; with 100% employer match about $106,104 at 4% or $70,736 at 6%.
200913$532,069$25,941$8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$532,069$25,941$8,647iApproximate average salary by contribution assumption: employee only about $216,175 at 4% or $144,117 at 6%; with 50% employer match about $144,117 at 4% or $96,078 at 6%; with 100% employer match about $108,088 at 4% or $72,058 at 6%.
200812$425,168$24,706$12,353iApproximate average salary by contribution assumption: employee only about $308,825 at 4% or $205,883 at 6%; with 50% employer match about $205,883 at 4% or $137,256 at 6%; with 100% employer match about $154,413 at 4% or $102,942 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-2$425,168$24,706$12,353iApproximate average salary by contribution assumption: employee only about $308,825 at 4% or $205,883 at 6%; with 50% employer match about $205,883 at 4% or $137,256 at 6%; with 100% employer match about $154,413 at 4% or $102,942 at 6%.
200714$659,299$26,121$6,530iApproximate average salary by contribution assumption: employee only about $163,256 at 4% or $108,838 at 6%; with 50% employer match about $108,838 at 4% or $72,558 at 6%; with 100% employer match about $81,628 at 4% or $54,419 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$659,299$26,121$6,530iApproximate average salary by contribution assumption: employee only about $163,256 at 4% or $108,838 at 6%; with 50% employer match about $108,838 at 4% or $72,558 at 6%; with 100% employer match about $81,628 at 4% or $54,419 at 6%.
200614$594,706$26,420$6,605iApproximate average salary by contribution assumption: employee only about $165,125 at 4% or $110,083 at 6%; with 50% employer match about $110,083 at 4% or $73,389 at 6%; with 100% employer match about $82,563 at 4% or $55,042 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$594,706$26,420$6,605iApproximate average salary by contribution assumption: employee only about $165,125 at 4% or $110,083 at 6%; with 50% employer match about $110,083 at 4% or $73,389 at 6%; with 100% employer match about $82,563 at 4% or $55,042 at 6%.
200513$507,252$24,924$8,308iApproximate average salary by contribution assumption: employee only about $207,700 at 4% or $138,467 at 6%; with 50% employer match about $138,467 at 4% or $92,311 at 6%; with 100% employer match about $103,850 at 4% or $69,233 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-3$507,252$24,924$8,308iApproximate average salary by contribution assumption: employee only about $207,700 at 4% or $138,467 at 6%; with 50% employer match about $138,467 at 4% or $92,311 at 6%; with 100% employer match about $103,850 at 4% or $69,233 at 6%.
200414$484,098$25,475$6,369iApproximate average salary by contribution assumption: employee only about $159,219 at 4% or $106,146 at 6%; with 50% employer match about $106,146 at 4% or $70,764 at 6%; with 100% employer match about $79,609 at 4% or $53,073 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$484,098$25,475$6,369iApproximate average salary by contribution assumption: employee only about $159,219 at 4% or $106,146 at 6%; with 50% employer match about $106,146 at 4% or $70,764 at 6%; with 100% employer match about $79,609 at 4% or $53,073 at 6%.
200314$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-4---
200214$301,023$23,078$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,158 at 6%; with 50% employer match about $96,158 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
Fidelity Defined Contribution Retirement Plan and Trust-4$301,023$23,078$5,770iApproximate average salary by contribution assumption: employee only about $144,238 at 4% or $96,158 at 6%; with 50% employer match about $96,158 at 4% or $64,106 at 6%; with 100% employer match about $72,119 at 4% or $48,079 at 6%.
200114$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-4---
200014$0$0-
Fidelity Defined Contribution Retirement Plan and Trust-4---