Fidelity Transfer Company
Plan context: Fidelity Transfer Company 401K Profit Sharing Plan & Trust
EIN 87-0465895 • Sandy, UT • 7 filings • 3 plans
Current Snapshot
Latest Year
2012
2012 Participants
4
2012 Assets
$543,636
2012 Contributions
$30,772
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 |
|---|---|---|---|---|---|
| 2012 | 1 | 0 | $0 | $0 | - |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 0 | $0 | $0 | - |
| 2011 | 1 | 4 | $543,636 | $30,772 | $7,693iApproximate average salary by contribution assumption: employee only about $192,325 at 4% or $128,217 at 6%; with 50% employer match about $128,217 at 4% or $85,478 at 6%; with 100% employer match about $96,163 at 4% or $64,108 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 4 | $543,636 | $30,772 | $7,693iApproximate average salary by contribution assumption: employee only about $192,325 at 4% or $128,217 at 6%; with 50% employer match about $128,217 at 4% or $85,478 at 6%; with 100% employer match about $96,163 at 4% or $64,108 at 6%. |
| 2010 | 1 | 4 | $541,788 | $43,406 | $10,852iApproximate average salary by contribution assumption: employee only about $271,288 at 4% or $180,858 at 6%; with 50% employer match about $180,858 at 4% or $120,572 at 6%; with 100% employer match about $135,644 at 4% or $90,429 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 4 | $541,788 | $43,406 | $10,852iApproximate average salary by contribution assumption: employee only about $271,288 at 4% or $180,858 at 6%; with 50% employer match about $180,858 at 4% or $120,572 at 6%; with 100% employer match about $135,644 at 4% or $90,429 at 6%. |
| 2009 | 1 | 5 | $462,497 | $49,260 | $9,852iApproximate average salary by contribution assumption: employee only about $246,300 at 4% or $164,200 at 6%; with 50% employer match about $164,200 at 4% or $109,467 at 6%; with 100% employer match about $123,150 at 4% or $82,100 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 5 | $462,497 | $49,260 | $9,852iApproximate average salary by contribution assumption: employee only about $246,300 at 4% or $164,200 at 6%; with 50% employer match about $164,200 at 4% or $109,467 at 6%; with 100% employer match about $123,150 at 4% or $82,100 at 6%. |
| 2008 | 1 | 5 | $340,742 | $60,601 | $12,120iApproximate average salary by contribution assumption: employee only about $303,005 at 4% or $202,003 at 6%; with 50% employer match about $202,003 at 4% or $134,669 at 6%; with 100% employer match about $151,503 at 4% or $101,002 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 5 | $340,742 | $60,601 | $12,120iApproximate average salary by contribution assumption: employee only about $303,005 at 4% or $202,003 at 6%; with 50% employer match about $202,003 at 4% or $134,669 at 6%; with 100% employer match about $151,503 at 4% or $101,002 at 6%. |
| 2007 | 1 | 5 | $497,134 | $86,886 | $17,377iApproximate average salary by contribution assumption: employee only about $434,430 at 4% or $289,620 at 6%; with 50% employer match about $289,620 at 4% or $193,080 at 6%; with 100% employer match about $217,215 at 4% or $144,810 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 5 | $497,134 | $86,886 | $17,377iApproximate average salary by contribution assumption: employee only about $434,430 at 4% or $289,620 at 6%; with 50% employer match about $289,620 at 4% or $193,080 at 6%; with 100% employer match about $217,215 at 4% or $144,810 at 6%. |
| 2006 | 1 | 5 | $382,245 | $128,697 | $25,739iApproximate average salary by contribution assumption: employee only about $643,485 at 4% or $428,990 at 6%; with 50% employer match about $428,990 at 4% or $285,993 at 6%; with 100% employer match about $321,743 at 4% or $214,495 at 6%. |
| Fidelity Transfer Company 401K Profit Sharing Plan & Trust | - | 5 | $382,245 | $128,697 | $25,739iApproximate average salary by contribution assumption: employee only about $643,485 at 4% or $428,990 at 6%; with 50% employer match about $428,990 at 4% or $285,993 at 6%; with 100% employer match about $321,743 at 4% or $214,495 at 6%. |