Civic Intelligence

Utah Foundation

Plan context: Fidelity Group Taxsheltered Custodial Account

EIN 87-0199245 • 25 filings • 2 plans

View Related Profile

Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$654,406

2024 Contributions

$35,376

Historical Graphs

Total Assets Over Time

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

$661,705$330,853$0200920172024YearValue
$654,406Latest year 2024

Participants Over Time

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

840200920172024YearValue
4Latest 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
202414$654,406$35,376$8,844iApproximate average salary by contribution assumption: employee only about $221,100 at 4% or $147,400 at 6%; with 50% employer match about $147,400 at 4% or $98,267 at 6%; with 100% employer match about $110,550 at 4% or $73,700 at 6%.
Fidelity Group Taxsheltered Custodial Account-4$654,406$35,376$8,844iApproximate average salary by contribution assumption: employee only about $221,100 at 4% or $147,400 at 6%; with 50% employer match about $147,400 at 4% or $98,267 at 6%; with 100% employer match about $110,550 at 4% or $73,700 at 6%.
202314$534,097$30,895$7,724iApproximate average salary by contribution assumption: employee only about $193,094 at 4% or $128,729 at 6%; with 50% employer match about $128,729 at 4% or $85,819 at 6%; with 100% employer match about $96,547 at 4% or $64,365 at 6%.
Fidelity Group Taxsheltered Custodial Account-4$534,097$30,895$7,724iApproximate average salary by contribution assumption: employee only about $193,094 at 4% or $128,729 at 6%; with 50% employer match about $128,729 at 4% or $85,819 at 6%; with 100% employer match about $96,547 at 4% or $64,365 at 6%.
202212$421,682$32,719$16,360iApproximate average salary by contribution assumption: employee only about $408,988 at 4% or $272,658 at 6%; with 50% employer match about $272,658 at 4% or $181,772 at 6%; with 100% employer match about $204,494 at 4% or $136,329 at 6%.
Fidelity Group Taxsheltered Custodial Account-2$421,682$32,719$16,360iApproximate average salary by contribution assumption: employee only about $408,988 at 4% or $272,658 at 6%; with 50% employer match about $272,658 at 4% or $181,772 at 6%; with 100% employer match about $204,494 at 4% or $136,329 at 6%.
202117$487,692$30,450$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
Fidelity Group Taxsheltered Custodial Account-7$487,692$30,450$4,350iApproximate average salary by contribution assumption: employee only about $108,750 at 4% or $72,500 at 6%; with 50% employer match about $72,500 at 4% or $48,333 at 6%; with 100% employer match about $54,375 at 4% or $36,250 at 6%.
202017$390,693$30,113$4,302iApproximate average salary by contribution assumption: employee only about $107,546 at 4% or $71,698 at 6%; with 50% employer match about $71,698 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,849 at 6%.
Fidelity Group Taxsheltered Custodial Account-7$390,693$30,113$4,302iApproximate average salary by contribution assumption: employee only about $107,546 at 4% or $71,698 at 6%; with 50% employer match about $71,698 at 4% or $47,798 at 6%; with 100% employer match about $53,773 at 4% or $35,849 at 6%.
201914$313,070$23,888$5,972iApproximate average salary by contribution assumption: employee only about $149,300 at 4% or $99,533 at 6%; with 50% employer match about $99,533 at 4% or $66,356 at 6%; with 100% employer match about $74,650 at 4% or $49,767 at 6%.
Fidelity Group Taxsheltered Custodial Account-4$313,070$23,888$5,972iApproximate average salary by contribution assumption: employee only about $149,300 at 4% or $99,533 at 6%; with 50% employer match about $99,533 at 4% or $66,356 at 6%; with 100% employer match about $74,650 at 4% or $49,767 at 6%.
201818$241,761$40,589$5,074iApproximate average salary by contribution assumption: employee only about $126,841 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,374 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
Fidelity Group Taxsheltered Custodial Account-8$241,761$40,589$5,074iApproximate average salary by contribution assumption: employee only about $126,841 at 4% or $84,560 at 6%; with 50% employer match about $84,560 at 4% or $56,374 at 6%; with 100% employer match about $63,420 at 4% or $42,280 at 6%.
201715$215,479$29,798$5,960iApproximate average salary by contribution assumption: employee only about $148,990 at 4% or $99,327 at 6%; with 50% employer match about $99,327 at 4% or $66,218 at 6%; with 100% employer match about $74,495 at 4% or $49,663 at 6%.
Fidelity Group Taxsheltered Custodial Account-5$215,479$29,798$5,960iApproximate average salary by contribution assumption: employee only about $148,990 at 4% or $99,327 at 6%; with 50% employer match about $99,327 at 4% or $66,218 at 6%; with 100% employer match about $74,495 at 4% or $49,663 at 6%.
201616$626,636$44,592$7,432iApproximate average salary by contribution assumption: employee only about $185,800 at 4% or $123,867 at 6%; with 50% employer match about $123,867 at 4% or $82,578 at 6%; with 100% employer match about $92,900 at 4% or $61,933 at 6%.
Fidelity Group Taxsheltered Custodial Account-6$626,636$44,592$7,432iApproximate average salary by contribution assumption: employee only about $185,800 at 4% or $123,867 at 6%; with 50% employer match about $123,867 at 4% or $82,578 at 6%; with 100% employer match about $92,900 at 4% or $61,933 at 6%.
201516$620,899$42,724$7,121iApproximate average salary by contribution assumption: employee only about $178,017 at 4% or $118,678 at 6%; with 50% employer match about $118,678 at 4% or $79,119 at 6%; with 100% employer match about $89,008 at 4% or $59,339 at 6%.
Fidelity Group Taxsheltered Custodial Account-6$620,899$42,724$7,121iApproximate average salary by contribution assumption: employee only about $178,017 at 4% or $118,678 at 6%; with 50% employer match about $118,678 at 4% or $79,119 at 6%; with 100% employer match about $89,008 at 4% or $59,339 at 6%.
201413$599,997$25,215$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,083 at 6%; with 50% employer match about $140,083 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
Fidelity Group Taxsheltered Custodial Account-3$599,997$25,215$8,405iApproximate average salary by contribution assumption: employee only about $210,125 at 4% or $140,083 at 6%; with 50% employer match about $140,083 at 4% or $93,389 at 6%; with 100% employer match about $105,063 at 4% or $70,042 at 6%.
201311$639,619$0-
Fidelity Group Taxsheltered Custodial Account-1$639,619--
201211$590,412$0-
Fidelity Group Taxsheltered Custodial Account-1$590,412--
201111$544,019$0-
Fidelity Group Taxsheltered Custodial Account-1$544,019--
201011$661,705$0-
Fidelity Group Taxsheltered Custodial Account-1$661,705--
200911$634,457$0-
Fidelity Group Taxsheltered Custodial Account-1$634,457--
200810$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200710$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200610$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200510$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200410$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200310$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200210$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200110$0$0-
Fidelity Group Taxsheltered Custodial Account-0---
200010$0$0-
Fidelity Group Taxsheltered Custodial Account-0---