Civic Intelligence

Fidelity Transfer Company

Plan context: Fidelity Transfer Company 401K Profit Sharing Plan & Trust

EIN 87-0485895 • 5 filings • 2 plans

Current Snapshot

Latest Year

2005

2005 Participants

4

2005 Assets

$228,148

2005 Contributions

$66,133

Historical Graphs

Total Assets Over Time

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

$228,148$114,074$0200220042005YearValue
$228,148Latest year 2005

Participants Over Time

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

630200120042005YearValue
4Latest year 2005

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
200514$228,148$66,133$16,533iApproximate average salary by contribution assumption: employee only about $413,331 at 4% or $275,554 at 6%; with 50% employer match about $275,554 at 4% or $183,703 at 6%; with 100% employer match about $206,666 at 4% or $137,777 at 6%.
Fidelity Transfer Company 401K Profit Sharing Plan & Trust-4$228,148$66,133$16,533iApproximate average salary by contribution assumption: employee only about $413,331 at 4% or $275,554 at 6%; with 50% employer match about $275,554 at 4% or $183,703 at 6%; with 100% employer match about $206,666 at 4% or $137,777 at 6%.
200414$145,156$62,079$15,520iApproximate average salary by contribution assumption: employee only about $387,994 at 4% or $258,663 at 6%; with 50% employer match about $258,663 at 4% or $172,442 at 6%; with 100% employer match about $193,997 at 4% or $129,331 at 6%.
Fidelity Transfer Company 401K Profit Sharing Plan & Trust-4$145,156$62,079$15,520iApproximate average salary by contribution assumption: employee only about $387,994 at 4% or $258,663 at 6%; with 50% employer match about $258,663 at 4% or $172,442 at 6%; with 100% employer match about $193,997 at 4% or $129,331 at 6%.
200314$76,363$31,815$7,954iApproximate average salary by contribution assumption: employee only about $198,844 at 4% or $132,563 at 6%; with 50% employer match about $132,563 at 4% or $88,375 at 6%; with 100% employer match about $99,422 at 4% or $66,281 at 6%.
Fidelity Transfer Company 401K Profit Sharing Plan & Trust-4$76,363$31,815$7,954iApproximate average salary by contribution assumption: employee only about $198,844 at 4% or $132,563 at 6%; with 50% employer match about $132,563 at 4% or $88,375 at 6%; with 100% employer match about $99,422 at 4% or $66,281 at 6%.
200210$29,350$33,081-
Fidelity Transfer Company 401K Profit Sharing Plan & Trust-0$29,350$33,081-
200116$0$0-
Fidelity Transfer Company 401K Profit Sharing Plan & Trust-6---