J. Patrick Fitzgerald & Associ
Plan context: J Patrick Fitzgerald &
EIN 65-0205213 • Coral Gables, FL • 18 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
9
2024 Assets
$3,373,483
2024 Contributions
$141,962
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 | 9 | $3,373,483 | $141,962 | $15,774iApproximate average salary by contribution assumption: employee only about $394,339 at 4% or $262,893 at 6%; with 50% employer match about $262,893 at 4% or $175,262 at 6%; with 100% employer match about $197,169 at 4% or $131,446 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $3,373,483 | $141,962 | $15,774iApproximate average salary by contribution assumption: employee only about $394,339 at 4% or $262,893 at 6%; with 50% employer match about $262,893 at 4% or $175,262 at 6%; with 100% employer match about $197,169 at 4% or $131,446 at 6%. |
| 2023 | 1 | 9 | $2,795,729 | $116,827 | $12,981iApproximate average salary by contribution assumption: employee only about $324,519 at 4% or $216,346 at 6%; with 50% employer match about $216,346 at 4% or $144,231 at 6%; with 100% employer match about $162,260 at 4% or $108,173 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $2,795,729 | $116,827 | $12,981iApproximate average salary by contribution assumption: employee only about $324,519 at 4% or $216,346 at 6%; with 50% employer match about $216,346 at 4% or $144,231 at 6%; with 100% employer match about $162,260 at 4% or $108,173 at 6%. |
| 2022 | 1 | 11 | $2,285,145 | $108,855 | $9,896iApproximate average salary by contribution assumption: employee only about $247,398 at 4% or $164,932 at 6%; with 50% employer match about $164,932 at 4% or $109,955 at 6%; with 100% employer match about $123,699 at 4% or $82,466 at 6%. |
| J Patrick Fitzgerald & | - | 11 | $2,285,145 | $108,855 | $9,896iApproximate average salary by contribution assumption: employee only about $247,398 at 4% or $164,932 at 6%; with 50% employer match about $164,932 at 4% or $109,955 at 6%; with 100% employer match about $123,699 at 4% or $82,466 at 6%. |
| 2021 | 1 | 11 | $2,560,124 | $106,726 | $9,702iApproximate average salary by contribution assumption: employee only about $242,559 at 4% or $161,706 at 6%; with 50% employer match about $161,706 at 4% or $107,804 at 6%; with 100% employer match about $121,280 at 4% or $80,853 at 6%. |
| J Patrick Fitzgerald & | - | 11 | $2,560,124 | $106,726 | $9,702iApproximate average salary by contribution assumption: employee only about $242,559 at 4% or $161,706 at 6%; with 50% employer match about $161,706 at 4% or $107,804 at 6%; with 100% employer match about $121,280 at 4% or $80,853 at 6%. |
| 2020 | 1 | 11 | $2,111,592 | $100,259 | $9,114iApproximate average salary by contribution assumption: employee only about $227,861 at 4% or $151,908 at 6%; with 50% employer match about $151,908 at 4% or $101,272 at 6%; with 100% employer match about $113,931 at 4% or $75,954 at 6%. |
| J Patrick Fitzgerald & | - | 11 | $2,111,592 | $100,259 | $9,114iApproximate average salary by contribution assumption: employee only about $227,861 at 4% or $151,908 at 6%; with 50% employer match about $151,908 at 4% or $101,272 at 6%; with 100% employer match about $113,931 at 4% or $75,954 at 6%. |
| 2019 | 1 | 11 | $1,861,951 | $93,813 | $8,528iApproximate average salary by contribution assumption: employee only about $213,211 at 4% or $142,141 at 6%; with 50% employer match about $142,141 at 4% or $94,761 at 6%; with 100% employer match about $106,606 at 4% or $71,070 at 6%. |
| J Patrick Fitzgerald & | - | 11 | $1,861,951 | $93,813 | $8,528iApproximate average salary by contribution assumption: employee only about $213,211 at 4% or $142,141 at 6%; with 50% employer match about $142,141 at 4% or $94,761 at 6%; with 100% employer match about $106,606 at 4% or $71,070 at 6%. |
| 2018 | 1 | 10 | $1,486,087 | $88,855 | $8,886iApproximate average salary by contribution assumption: employee only about $222,138 at 4% or $148,092 at 6%; with 50% employer match about $148,092 at 4% or $98,728 at 6%; with 100% employer match about $111,069 at 4% or $74,046 at 6%. |
| J Patrick Fitzgerald & | - | 10 | $1,486,087 | $88,855 | $8,886iApproximate average salary by contribution assumption: employee only about $222,138 at 4% or $148,092 at 6%; with 50% employer match about $148,092 at 4% or $98,728 at 6%; with 100% employer match about $111,069 at 4% or $74,046 at 6%. |
| 2017 | 1 | 9 | $1,419,356 | $86,957 | $9,662iApproximate average salary by contribution assumption: employee only about $241,547 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,774 at 4% or $80,516 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $1,419,356 | $86,957 | $9,662iApproximate average salary by contribution assumption: employee only about $241,547 at 4% or $161,031 at 6%; with 50% employer match about $161,031 at 4% or $107,354 at 6%; with 100% employer match about $120,774 at 4% or $80,516 at 6%. |
| 2016 | 1 | 10 | $1,160,862 | $84,523 | $8,452iApproximate average salary by contribution assumption: employee only about $211,307 at 4% or $140,872 at 6%; with 50% employer match about $140,872 at 4% or $93,914 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%. |
| J Patrick Fitzgerald & | - | 10 | $1,160,862 | $84,523 | $8,452iApproximate average salary by contribution assumption: employee only about $211,307 at 4% or $140,872 at 6%; with 50% employer match about $140,872 at 4% or $93,914 at 6%; with 100% employer match about $105,654 at 4% or $70,436 at 6%. |
| 2015 | 1 | 10 | $982,579 | $83,158 | $8,316iApproximate average salary by contribution assumption: employee only about $207,895 at 4% or $138,597 at 6%; with 50% employer match about $138,597 at 4% or $92,398 at 6%; with 100% employer match about $103,947 at 4% or $69,298 at 6%. |
| J Patrick Fitzgerald & | - | 10 | $982,579 | $83,158 | $8,316iApproximate average salary by contribution assumption: employee only about $207,895 at 4% or $138,597 at 6%; with 50% employer match about $138,597 at 4% or $92,398 at 6%; with 100% employer match about $103,947 at 4% or $69,298 at 6%. |
| 2014 | 1 | 10 | $898,390 | $78,931 | $7,893iApproximate average salary by contribution assumption: employee only about $197,328 at 4% or $131,552 at 6%; with 50% employer match about $131,552 at 4% or $87,701 at 6%; with 100% employer match about $98,664 at 4% or $65,776 at 6%. |
| J Patrick Fitzgerald & | - | 10 | $898,390 | $78,931 | $7,893iApproximate average salary by contribution assumption: employee only about $197,328 at 4% or $131,552 at 6%; with 50% employer match about $131,552 at 4% or $87,701 at 6%; with 100% employer match about $98,664 at 4% or $65,776 at 6%. |
| 2013 | 1 | 9 | $758,496 | $74,738 | $8,304iApproximate average salary by contribution assumption: employee only about $207,606 at 4% or $138,404 at 6%; with 50% employer match about $138,404 at 4% or $92,269 at 6%; with 100% employer match about $103,803 at 4% or $69,202 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $758,496 | $74,738 | $8,304iApproximate average salary by contribution assumption: employee only about $207,606 at 4% or $138,404 at 6%; with 50% employer match about $138,404 at 4% or $92,269 at 6%; with 100% employer match about $103,803 at 4% or $69,202 at 6%. |
| 2012 | 1 | 9 | $575,743 | $74,200 | $8,244iApproximate average salary by contribution assumption: employee only about $206,111 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,605 at 6%; with 100% employer match about $103,056 at 4% or $68,704 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $575,743 | $74,200 | $8,244iApproximate average salary by contribution assumption: employee only about $206,111 at 4% or $137,407 at 6%; with 50% employer match about $137,407 at 4% or $91,605 at 6%; with 100% employer match about $103,056 at 4% or $68,704 at 6%. |
| 2011 | 1 | 9 | $437,885 | $72,431 | $8,048iApproximate average salary by contribution assumption: employee only about $201,197 at 4% or $134,131 at 6%; with 50% employer match about $134,131 at 4% or $89,421 at 6%; with 100% employer match about $100,599 at 4% or $67,066 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $437,885 | $72,431 | $8,048iApproximate average salary by contribution assumption: employee only about $201,197 at 4% or $134,131 at 6%; with 50% employer match about $134,131 at 4% or $89,421 at 6%; with 100% employer match about $100,599 at 4% or $67,066 at 6%. |
| 2010 | 1 | 9 | $367,632 | $69,828 | $7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,207 at 6%; with 100% employer match about $96,983 at 4% or $64,656 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $367,632 | $69,828 | $7,759iApproximate average salary by contribution assumption: employee only about $193,967 at 4% or $129,311 at 6%; with 50% employer match about $129,311 at 4% or $86,207 at 6%; with 100% employer match about $96,983 at 4% or $64,656 at 6%. |
| 2009 | 1 | 8 | $269,843 | $58,709 | $7,339iApproximate average salary by contribution assumption: employee only about $183,466 at 4% or $122,310 at 6%; with 50% employer match about $122,310 at 4% or $81,540 at 6%; with 100% employer match about $91,733 at 4% or $61,155 at 6%. |
| J Patrick Fitzgerald & | - | 8 | $269,843 | $58,709 | $7,339iApproximate average salary by contribution assumption: employee only about $183,466 at 4% or $122,310 at 6%; with 50% employer match about $122,310 at 4% or $81,540 at 6%; with 100% employer match about $91,733 at 4% or $61,155 at 6%. |
| 2008 | 1 | 8 | $124,521 | $90,152 | $11,269iApproximate average salary by contribution assumption: employee only about $281,725 at 4% or $187,817 at 6%; with 50% employer match about $187,817 at 4% or $125,211 at 6%; with 100% employer match about $140,863 at 4% or $93,908 at 6%. |
| J Patrick Fitzgerald & | - | 8 | $124,521 | $90,152 | $11,269iApproximate average salary by contribution assumption: employee only about $281,725 at 4% or $187,817 at 6%; with 50% employer match about $187,817 at 4% or $125,211 at 6%; with 100% employer match about $140,863 at 4% or $93,908 at 6%. |
| 2007 | 1 | 9 | $87,545 | $84,700 | $9,411iApproximate average salary by contribution assumption: employee only about $235,278 at 4% or $156,852 at 6%; with 50% employer match about $156,852 at 4% or $104,568 at 6%; with 100% employer match about $117,639 at 4% or $78,426 at 6%. |
| J Patrick Fitzgerald & | - | 9 | $87,545 | $84,700 | $9,411iApproximate average salary by contribution assumption: employee only about $235,278 at 4% or $156,852 at 6%; with 50% employer match about $156,852 at 4% or $104,568 at 6%; with 100% employer match about $117,639 at 4% or $78,426 at 6%. |