Civic Intelligence

Fidelitas LLC

Plan context: Fidelitas LLC 401(K) Plan

EIN 74-2957200 • Boerne, TX • 19 filings • 2 plans

47 Toepperwein RoadBoerne, TX 78006
Current Snapshot

Latest Year

2024

2024 Participants

169

2024 Assets

$8,424,021

2024 Contributions

$912,138

Historical Graphs

Total Assets Over Time

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

$8,553,746$4,276,873$0201420192024YearValue
$8,424,021Latest year 2024

Participants Over Time

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

2011010201420192024YearValue
169Latest year 2024

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
20241169$8,424,021$912,138$5,397iApproximate average salary by contribution assumption: employee only about $134,932 at 4% or $89,954 at 6%; with 50% employer match about $89,954 at 4% or $59,970 at 6%; with 100% employer match about $67,466 at 4% or $44,977 at 6%.
Fidelitas LLC 401(K) Plan-169$8,424,021$912,138$5,397iApproximate average salary by contribution assumption: employee only about $134,932 at 4% or $89,954 at 6%; with 50% employer match about $89,954 at 4% or $59,970 at 6%; with 100% employer match about $67,466 at 4% or $44,977 at 6%.
20232147$8,553,746$844,147$5,742iApproximate average salary by contribution assumption: employee only about $143,562 at 4% or $95,708 at 6%; with 50% employer match about $95,708 at 4% or $63,806 at 6%; with 100% employer match about $71,781 at 4% or $47,854 at 6%.
Fidelitas LLC 401(K) Plan-136$8,553,746$844,147$6,207iApproximate average salary by contribution assumption: employee only about $155,174 at 4% or $103,449 at 6%; with 50% employer match about $103,449 at 4% or $68,966 at 6%; with 100% employer match about $77,587 at 4% or $51,725 at 6%.
Fidelitas LLC Erisa Wrap Plan-147---
20222148$7,083,266$860,679$5,815iApproximate average salary by contribution assumption: employee only about $145,385 at 4% or $96,923 at 6%; with 50% employer match about $96,923 at 4% or $64,616 at 6%; with 100% employer match about $72,692 at 4% or $48,462 at 6%.
Fidelitas LLC 401(K) Plan-128$7,083,266$860,679$6,724iApproximate average salary by contribution assumption: employee only about $168,101 at 4% or $112,068 at 6%; with 50% employer match about $112,068 at 4% or $74,712 at 6%; with 100% employer match about $84,051 at 4% or $56,034 at 6%.
Fidelitas LLC Erisa Wrap Plan-148---
20212135$7,696,299$754,768$5,591iApproximate average salary by contribution assumption: employee only about $139,772 at 4% or $93,181 at 6%; with 50% employer match about $93,181 at 4% or $62,121 at 6%; with 100% employer match about $69,886 at 4% or $46,591 at 6%.
Fidelitas LLC 401(K) Plan-125$7,696,299$754,768$6,038iApproximate average salary by contribution assumption: employee only about $150,954 at 4% or $100,636 at 6%; with 50% employer match about $100,636 at 4% or $67,090 at 6%; with 100% employer match about $75,477 at 4% or $50,318 at 6%.
Fidelitas LLC Erisa Wrap Plan-135---
20202145$7,995,168$918,507$6,335iApproximate average salary by contribution assumption: employee only about $158,363 at 4% or $105,576 at 6%; with 50% employer match about $105,576 at 4% or $70,384 at 6%; with 100% employer match about $79,182 at 4% or $52,788 at 6%.
Fidelitas LLC 401(K) Plan-139$7,995,168$918,507$6,608iApproximate average salary by contribution assumption: employee only about $165,199 at 4% or $110,133 at 6%; with 50% employer match about $110,133 at 4% or $73,422 at 6%; with 100% employer match about $82,600 at 4% or $55,066 at 6%.
Fidelitas LLC Erisa Wrap Plan-145---
20192146$6,669,746$906,461$6,209iApproximate average salary by contribution assumption: employee only about $155,216 at 4% or $103,477 at 6%; with 50% employer match about $103,477 at 4% or $68,985 at 6%; with 100% employer match about $77,608 at 4% or $51,739 at 6%.
Fidelitas LLC 401(K) Plan-136$6,669,746$906,461$6,665iApproximate average salary by contribution assumption: employee only about $166,629 at 4% or $111,086 at 6%; with 50% employer match about $111,086 at 4% or $74,057 at 6%; with 100% employer match about $83,314 at 4% or $55,543 at 6%.
Fidelitas LLC Erisa Wrap Plan-146---
20182164$5,671,720$1,034,753$6,309iApproximate average salary by contribution assumption: employee only about $157,737 at 4% or $105,158 at 6%; with 50% employer match about $105,158 at 4% or $70,105 at 6%; with 100% employer match about $78,868 at 4% or $52,579 at 6%.
Fidelitas LLC 401(K) Plan-152$5,671,720$1,034,753$6,808iApproximate average salary by contribution assumption: employee only about $170,190 at 4% or $113,460 at 6%; with 50% employer match about $113,460 at 4% or $75,640 at 6%; with 100% employer match about $85,095 at 4% or $56,730 at 6%.
Fidelitas LLC Erisa Wrap Plan-164---
20172176$5,311,759$987,189$5,609iApproximate average salary by contribution assumption: employee only about $140,226 at 4% or $93,484 at 6%; with 50% employer match about $93,484 at 4% or $62,323 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
Fidelitas LLC 401(K) Plan-176$5,311,759$987,189$5,609iApproximate average salary by contribution assumption: employee only about $140,226 at 4% or $93,484 at 6%; with 50% employer match about $93,484 at 4% or $62,323 at 6%; with 100% employer match about $70,113 at 4% or $46,742 at 6%.
Fidelitas LLC Erisa Wrap Plan-176---
20162201$3,716,278$978,704$4,869iApproximate average salary by contribution assumption: employee only about $121,729 at 4% or $81,153 at 6%; with 50% employer match about $81,153 at 4% or $54,102 at 6%; with 100% employer match about $60,865 at 4% or $40,576 at 6%.
Fidelitas LLC 401(K) Plan-174$3,716,278$978,704$5,625iApproximate average salary by contribution assumption: employee only about $140,618 at 4% or $93,746 at 6%; with 50% employer match about $93,746 at 4% or $62,497 at 6%; with 100% employer match about $70,309 at 4% or $46,873 at 6%.
Fidelitas LLC Erisa Wrap Plan-201---
20151180$2,602,571$973,909$5,411iApproximate average salary by contribution assumption: employee only about $135,265 at 4% or $90,177 at 6%; with 50% employer match about $90,177 at 4% or $60,118 at 6%; with 100% employer match about $67,633 at 4% or $45,088 at 6%.
Fidelitas LLC 401(K) Plan-180$2,602,571$973,909$5,411iApproximate average salary by contribution assumption: employee only about $135,265 at 4% or $90,177 at 6%; with 50% employer match about $90,177 at 4% or $60,118 at 6%; with 100% employer match about $67,633 at 4% or $45,088 at 6%.
20141165$1,705,307$1,652,772$10,017iApproximate average salary by contribution assumption: employee only about $250,420 at 4% or $166,947 at 6%; with 50% employer match about $166,947 at 4% or $111,298 at 6%; with 100% employer match about $125,210 at 4% or $83,473 at 6%.
Fidelitas LLC 401(K) Plan-165$1,705,307$1,652,772$10,017iApproximate average salary by contribution assumption: employee only about $250,420 at 4% or $166,947 at 6%; with 50% employer match about $166,947 at 4% or $111,298 at 6%; with 100% employer match about $125,210 at 4% or $83,473 at 6%.