Nutrition & Health Education Resources
Plan context: Fidelitly 403B Plan
EIN 86-0583430 • Tempe, AZ • 19 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$664,321
2025 Contributions
$16,498
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $664,321 | $16,498 | $8,249iApproximate average salary by contribution assumption: employee only about $206,225 at 4% or $137,483 at 6%; with 50% employer match about $137,483 at 4% or $91,656 at 6%; with 100% employer match about $103,113 at 4% or $68,742 at 6%. |
| Fidelitly 403B Plan | - | 2 | $664,321 | $16,498 | $8,249iApproximate average salary by contribution assumption: employee only about $206,225 at 4% or $137,483 at 6%; with 50% employer match about $137,483 at 4% or $91,656 at 6%; with 100% employer match about $103,113 at 4% or $68,742 at 6%. |
| 2024 | 1 | 3 | $571,626 | $21,986 | $7,329iApproximate average salary by contribution assumption: employee only about $183,217 at 4% or $122,144 at 6%; with 50% employer match about $122,144 at 4% or $81,430 at 6%; with 100% employer match about $91,608 at 4% or $61,072 at 6%. |
| Fidelitly 403B Plan | - | 3 | $571,626 | $21,986 | $7,329iApproximate average salary by contribution assumption: employee only about $183,217 at 4% or $122,144 at 6%; with 50% employer match about $122,144 at 4% or $81,430 at 6%; with 100% employer match about $91,608 at 4% or $61,072 at 6%. |
| 2023 | 1 | 3 | $491,671 | $15,508 | $5,169iApproximate average salary by contribution assumption: employee only about $129,233 at 4% or $86,156 at 6%; with 50% employer match about $86,156 at 4% or $57,437 at 6%; with 100% employer match about $64,617 at 4% or $43,078 at 6%. |
| Fidelitly 403B Plan | - | 3 | $491,671 | $15,508 | $5,169iApproximate average salary by contribution assumption: employee only about $129,233 at 4% or $86,156 at 6%; with 50% employer match about $86,156 at 4% or $57,437 at 6%; with 100% employer match about $64,617 at 4% or $43,078 at 6%. |
| 2022 | 1 | 3 | $420,345 | $14,526 | $4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%. |
| Fidelitly 403B Plan | - | 3 | $420,345 | $14,526 | $4,842iApproximate average salary by contribution assumption: employee only about $121,050 at 4% or $80,700 at 6%; with 50% employer match about $80,700 at 4% or $53,800 at 6%; with 100% employer match about $60,525 at 4% or $40,350 at 6%. |
| 2021 | 1 | 3 | $499,265 | $13,680 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| Fidelitly 403B Plan | - | 3 | $499,265 | $13,680 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| 2020 | 1 | 3 | $435,005 | $13,680 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| Fidelitly 403B Plan | - | 3 | $435,005 | $13,680 | $4,560iApproximate average salary by contribution assumption: employee only about $114,000 at 4% or $76,000 at 6%; with 50% employer match about $76,000 at 4% or $50,667 at 6%; with 100% employer match about $57,000 at 4% or $38,000 at 6%. |
| 2019 | 1 | 3 | $369,466 | $13,380 | $4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%. |
| Fidelitly 403B Plan | - | 3 | $369,466 | $13,380 | $4,460iApproximate average salary by contribution assumption: employee only about $111,500 at 4% or $74,333 at 6%; with 50% employer match about $74,333 at 4% or $49,556 at 6%; with 100% employer match about $55,750 at 4% or $37,167 at 6%. |
| 2018 | 1 | 3 | $296,150 | $12,304 | $4,101iApproximate average salary by contribution assumption: employee only about $102,533 at 4% or $68,356 at 6%; with 50% employer match about $68,356 at 4% or $45,570 at 6%; with 100% employer match about $51,267 at 4% or $34,178 at 6%. |
| Fidelitly 403B Plan | - | 3 | $296,150 | $12,304 | $4,101iApproximate average salary by contribution assumption: employee only about $102,533 at 4% or $68,356 at 6%; with 50% employer match about $68,356 at 4% or $45,570 at 6%; with 100% employer match about $51,267 at 4% or $34,178 at 6%. |
| 2017 | 1 | 3 | $313,142 | $13,782 | $4,594iApproximate average salary by contribution assumption: employee only about $114,850 at 4% or $76,567 at 6%; with 50% employer match about $76,567 at 4% or $51,044 at 6%; with 100% employer match about $57,425 at 4% or $38,283 at 6%. |
| Fidelitly 403B Plan | - | 3 | $313,142 | $13,782 | $4,594iApproximate average salary by contribution assumption: employee only about $114,850 at 4% or $76,567 at 6%; with 50% employer match about $76,567 at 4% or $51,044 at 6%; with 100% employer match about $57,425 at 4% or $38,283 at 6%. |
| 2016 | 1 | 3 | $258,436 | $14,302 | $4,767iApproximate average salary by contribution assumption: employee only about $119,183 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,970 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%. |
| Fidelitly 403B Plan | - | 3 | $258,436 | $14,302 | $4,767iApproximate average salary by contribution assumption: employee only about $119,183 at 4% or $79,456 at 6%; with 50% employer match about $79,456 at 4% or $52,970 at 6%; with 100% employer match about $59,592 at 4% or $39,728 at 6%. |
| 2015 | 1 | 3 | $266,052 | $20,345 | $6,782iApproximate average salary by contribution assumption: employee only about $169,542 at 4% or $113,028 at 6%; with 50% employer match about $113,028 at 4% or $75,352 at 6%; with 100% employer match about $84,771 at 4% or $56,514 at 6%. |
| Fidelitly 403B Plan | - | 3 | $266,052 | $20,345 | $6,782iApproximate average salary by contribution assumption: employee only about $169,542 at 4% or $113,028 at 6%; with 50% employer match about $113,028 at 4% or $75,352 at 6%; with 100% employer match about $84,771 at 4% or $56,514 at 6%. |
| 2014 | 1 | 3 | $254,802 | $15,246 | $5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%. |
| Fidelitly 403B Plan | - | 3 | $254,802 | $15,246 | $5,082iApproximate average salary by contribution assumption: employee only about $127,050 at 4% or $84,700 at 6%; with 50% employer match about $84,700 at 4% or $56,467 at 6%; with 100% employer match about $63,525 at 4% or $42,350 at 6%. |
| 2013 | 1 | 3 | $231,578 | $15,340 | $5,113iApproximate average salary by contribution assumption: employee only about $127,833 at 4% or $85,222 at 6%; with 50% employer match about $85,222 at 4% or $56,815 at 6%; with 100% employer match about $63,917 at 4% or $42,611 at 6%. |
| Fidelitly 403B Plan | - | 3 | $231,578 | $15,340 | $5,113iApproximate average salary by contribution assumption: employee only about $127,833 at 4% or $85,222 at 6%; with 50% employer match about $85,222 at 4% or $56,815 at 6%; with 100% employer match about $63,917 at 4% or $42,611 at 6%. |
| 2012 | 1 | 3 | $178,531 | $15,018 | $5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%. |
| Fidelitly 403B Plan | - | 3 | $178,531 | $15,018 | $5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%. |
| 2011 | 1 | 3 | $144,526 | $15,018 | $5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%. |
| Fidelitly 403B Plan | - | 3 | $144,526 | $15,018 | $5,006iApproximate average salary by contribution assumption: employee only about $125,150 at 4% or $83,433 at 6%; with 50% employer match about $83,433 at 4% or $55,622 at 6%; with 100% employer match about $62,575 at 4% or $41,717 at 6%. |
| 2010 | 1 | 3 | $136,577 | $124,293 | $41,431iApproximate average salary by contribution assumption: employee only about $1,035,775 at 4% or $690,517 at 6%; with 50% employer match about $690,517 at 4% or $460,344 at 6%; with 100% employer match about $517,888 at 4% or $345,258 at 6%. |
| Fidelitly 403B Plan | - | 3 | $136,577 | $124,293 | $41,431iApproximate average salary by contribution assumption: employee only about $1,035,775 at 4% or $690,517 at 6%; with 50% employer match about $690,517 at 4% or $460,344 at 6%; with 100% employer match about $517,888 at 4% or $345,258 at 6%. |
| 2000 | 2 | 0 | $0 | $0 | - |
| Fidelitly 403B Plan | - | 0 | - | - | - |
| SECTION 125 PLAN | - | 0 | - | - | - |
| 1999 | 1 | 0 | $0 | $0 | - |
| Fidelitly 403B Plan | - | 0 | - | - | - |