James E. Oakley
Plan context: Fidelity Trust Company Retirement Plan
EIN 77-0261895 • Madera, CA • 24 filings • 4 plans
Current Snapshot
Latest Year
2010
2010 Participants
2
2010 Assets
$119,463
2010 Contributions
$3,230
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 |
|---|---|---|---|---|---|
| 2010 | 2 | 0 | $0 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 0 | - | - | - |
| Fidelity Trust Company Retirement Plan | - | 0 | - | - | - |
| 2009 | 2 | 2 | $119,463 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $107,929 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $11,534 | - | - |
| 2008 | 2 | 2 | $108,514 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $99,981 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $8,533 | - | - |
| 2007 | 2 | 2 | $205,095 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $189,704 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $15,391 | - | - |
| 2006 | 2 | 2 | $197,142 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $184,326 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $12,816 | - | - |
| 2005 | 2 | 2 | $172,764 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $162,084 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $10,680 | - | - |
| 2004 | 2 | 2 | $158,786 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $149,688 | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | $9,098 | - | - |
| 2003 | 2 | 2 | $136,040 | $3,230 | $1,615iApproximate average salary by contribution assumption: employee only about $40,375 at 4% or $26,917 at 6%; with 50% employer match about $26,917 at 4% or $17,944 at 6%; with 100% employer match about $20,188 at 4% or $13,458 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $127,954 | $3,230 | $1,615iApproximate average salary by contribution assumption: employee only about $40,375 at 4% or $26,917 at 6%; with 50% employer match about $26,917 at 4% or $17,944 at 6%; with 100% employer match about $20,188 at 4% or $13,458 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $8,086 | - | - |
| 2002 | 2 | 2 | $96,492 | $3,840 | $1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $90,822 | $3,840 | $1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $5,670 | - | - |
| 2001 | 2 | 2 | $0 | $0 | - |
| Fidelity Trust Company Retirement Plan | - | 2 | - | - | - |
| Fidelity Trust Company Retirement Plan | - | 2 | - | - | - |
| 2000 | 2 | 2 | $102,208 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $93,202 | $3,600 | $1,800iApproximate average salary by contribution assumption: employee only about $45,000 at 4% or $30,000 at 6%; with 50% employer match about $30,000 at 4% or $20,000 at 6%; with 100% employer match about $22,500 at 4% or $15,000 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $9,006 | - | - |
| 1999 | 2 | 2 | $105,066 | $3,651 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $93,763 | $3,651 | $1,826iApproximate average salary by contribution assumption: employee only about $45,638 at 4% or $30,425 at 6%; with 50% employer match about $30,425 at 4% or $20,283 at 6%; with 100% employer match about $22,819 at 4% or $15,213 at 6%. |
| Fidelity Trust Company Retirement Plan | - | 2 | $11,303 | - | - |