Whitmon Bookkeeping Services Inc.
Plan context: Fidelity Self Employed 401(K)
EIN 85-0377875 • Albuquerque, NM • 4 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$446,408
2018 Contributions
$41,809
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $446,408 | $41,809 | - |
| Fidelity Self Employed 401(K) | - | 0 | $446,408 | $41,809 | - |
| 2017 | 1 | 1 | $404,599 | $32,001 | $32,001iApproximate average salary by contribution assumption: employee only about $800,025 at 4% or $533,350 at 6%; with 50% employer match about $533,350 at 4% or $355,567 at 6%; with 100% employer match about $400,013 at 4% or $266,675 at 6%. |
| Fidelity Self Employed 401(K) | - | 1 | $404,599 | $32,001 | $32,001iApproximate average salary by contribution assumption: employee only about $800,025 at 4% or $533,350 at 6%; with 50% employer match about $533,350 at 4% or $355,567 at 6%; with 100% employer match about $400,013 at 4% or $266,675 at 6%. |
| 2016 | 1 | 0 | $372,598 | $32,000 | - |
| Fidelity Self Employed 401(K) | - | 0 | $372,598 | $32,000 | - |
| 2015 | 1 | 1 | $337,706 | $0 | - |
| Fidelity Self Employed 401(K) | - | 1 | $337,706 | - | - |