Civic Intelligence

Avalon Enterprises Inc 401(K) Plan

Plan context: AVALON ENTERPRISES 401K FBO KATHLEEN FITZPATRICK

EIN 77-0437640 • Los Altos, CA • 10 filings • 6 plans

151 Mountain View AveLos Altos, CA 94024-3136
Current Snapshot

Latest Year

2019

2019 Participants

1

2019 Assets

$609,253

2019 Contributions

$62,000

Historical Graphs

Total Assets Over Time

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

$743,982$371,991$0201420172019YearValue
$609,253Latest year 2019

Participants Over Time

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

110201420172019YearValue
1Latest year 2019

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
201921$609,253$62,000$62,000iApproximate average salary by contribution assumption: employee only about $1,550,000 at 4% or $1,033,333 at 6%; with 50% employer match about $1,033,333 at 4% or $688,889 at 6%; with 100% employer match about $775,000 at 4% or $516,667 at 6%.
AVALON ENTERPRISES 401K FBO KATHLEEN FITZPATRICK-1$366,990$13,425$13,425iApproximate average salary by contribution assumption: employee only about $335,625 at 4% or $223,750 at 6%; with 50% employer match about $223,750 at 4% or $149,167 at 6%; with 100% employer match about $167,813 at 4% or $111,875 at 6%.
AVALON ENTERPRISES 401K FBO KATHLEEN FITZPATRICK-1$242,263$48,575$48,575iApproximate average salary by contribution assumption: employee only about $1,214,375 at 4% or $809,583 at 6%; with 50% employer match about $809,583 at 4% or $539,722 at 6%; with 100% employer match about $607,188 at 4% or $404,792 at 6%.
201811$505,755$46,100$46,100iApproximate average salary by contribution assumption: employee only about $1,152,500 at 4% or $768,333 at 6%; with 50% employer match about $768,333 at 4% or $512,222 at 6%; with 100% employer match about $576,250 at 4% or $384,167 at 6%.
AVALON ENTERPRISES 401K FBO KATHLEEN FITZPATRICK-1$505,755$46,100$46,100iApproximate average salary by contribution assumption: employee only about $1,152,500 at 4% or $768,333 at 6%; with 50% employer match about $768,333 at 4% or $512,222 at 6%; with 100% employer match about $576,250 at 4% or $384,167 at 6%.
201721$486,697$30,202$30,202iApproximate average salary by contribution assumption: employee only about $755,050 at 4% or $503,367 at 6%; with 50% employer match about $503,367 at 4% or $335,578 at 6%; with 100% employer match about $377,525 at 4% or $251,683 at 6%.
Kathleen Fitzpatrick-1$486,697$15,101$15,101iApproximate average salary by contribution assumption: employee only about $377,525 at 4% or $251,683 at 6%; with 50% employer match about $251,683 at 4% or $167,789 at 6%; with 100% employer match about $188,763 at 4% or $125,842 at 6%.
Kathleen Fitzpatrick-0$0$15,101-
201611$413,997$6,900$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
Kathleen Fitzpatrick-1$413,997$6,900$6,900iApproximate average salary by contribution assumption: employee only about $172,500 at 4% or $115,000 at 6%; with 50% employer match about $115,000 at 4% or $76,667 at 6%; with 100% employer match about $86,250 at 4% or $57,500 at 6%.
201521$743,982$87,500$87,500iApproximate average salary by contribution assumption: employee only about $2,187,500 at 4% or $1,458,333 at 6%; with 50% employer match about $1,458,333 at 4% or $972,222 at 6%; with 100% employer match about $1,093,750 at 4% or $729,167 at 6%.
Kathleen Fitzpatrick-1$372,720$43,750$43,750iApproximate average salary by contribution assumption: employee only about $1,093,750 at 4% or $729,167 at 6%; with 50% employer match about $729,167 at 4% or $486,111 at 6%; with 100% employer match about $546,875 at 4% or $364,583 at 6%.
Kathleen Fitzpatrick-0$371,262$43,750-
201421$694,338$89,000$89,000iApproximate average salary by contribution assumption: employee only about $2,225,000 at 4% or $1,483,333 at 6%; with 50% employer match about $1,483,333 at 4% or $988,889 at 6%; with 100% employer match about $1,112,500 at 4% or $741,667 at 6%.
Kathleen Fitzpatrick-0$347,169$44,500-
Kathleen Fitzpatrick-1$347,169$44,500$44,500iApproximate average salary by contribution assumption: employee only about $1,112,500 at 4% or $741,667 at 6%; with 50% employer match about $741,667 at 4% or $494,444 at 6%; with 100% employer match about $556,250 at 4% or $370,833 at 6%.