Civic Intelligence

Jack Fidelman, CPA

Plan context: Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA

EIN 88-0254321 • 6 filings • 2 plans

Current Snapshot

Latest Year

2004

2004 Participants

1

2004 Assets

$929,477

2004 Contributions

$100,000

Historical Graphs

Total Assets Over Time

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

$929,477$464,739$0199920012004YearValue
$929,477Latest year 2004

Participants Over Time

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

210199920022004YearValue
1Latest year 2004

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
200411$929,477$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-1$929,477$100,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
200311$0$0-
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-1---
200212$571,370$109,625$54,813iApproximate average salary by contribution assumption: employee only about $1,370,313 at 4% or $913,542 at 6%; with 50% employer match about $913,542 at 4% or $609,028 at 6%; with 100% employer match about $685,156 at 4% or $456,771 at 6%.
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-2$571,370$109,625$54,813iApproximate average salary by contribution assumption: employee only about $1,370,313 at 4% or $913,542 at 6%; with 50% employer match about $913,542 at 4% or $609,028 at 6%; with 100% employer match about $685,156 at 4% or $456,771 at 6%.
200112$565,834$115,364$57,682iApproximate average salary by contribution assumption: employee only about $1,442,050 at 4% or $961,367 at 6%; with 50% employer match about $961,367 at 4% or $640,911 at 6%; with 100% employer match about $721,025 at 4% or $480,683 at 6%.
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-2$565,834$115,364$57,682iApproximate average salary by contribution assumption: employee only about $1,442,050 at 4% or $961,367 at 6%; with 50% employer match about $961,367 at 4% or $640,911 at 6%; with 100% employer match about $721,025 at 4% or $480,683 at 6%.
200012$537,155$117,988$58,994iApproximate average salary by contribution assumption: employee only about $1,474,850 at 4% or $983,233 at 6%; with 50% employer match about $983,233 at 4% or $655,489 at 6%; with 100% employer match about $737,425 at 4% or $491,617 at 6%.
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-2$537,155$117,988$58,994iApproximate average salary by contribution assumption: employee only about $1,474,850 at 4% or $983,233 at 6%; with 50% employer match about $983,233 at 4% or $655,489 at 6%; with 100% employer match about $737,425 at 4% or $491,617 at 6%.
199912$495,980$93,554$46,777iApproximate average salary by contribution assumption: employee only about $1,169,425 at 4% or $779,617 at 6%; with 50% employer match about $779,617 at 4% or $519,744 at 6%; with 100% employer match about $584,713 at 4% or $389,808 at 6%.
Defined Benefit Pension Plan and Trust of Jack Fidelman, CPA-2$495,980$93,554$46,777iApproximate average salary by contribution assumption: employee only about $1,169,425 at 4% or $779,617 at 6%; with 50% employer match about $779,617 at 4% or $519,744 at 6%; with 100% employer match about $584,713 at 4% or $389,808 at 6%.