Civic Intelligence

VALLEY BMW

Plan context: Fitzpatrick Dealership Group 401K Plan and Trust

EIN 91-1950122 • Modesto, CA • 22 filings • 2 plans

4725 Mchenry AvenueModesto, CA 95356
Current Snapshot

Latest Year

2024

2024 Participants

189

2024 Assets

$8,676,740

2024 Contributions

$854,482

Historical Graphs

Total Assets Over Time

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

$8,676,740$4,338,370$0200220152024YearValue
$8,676,740Latest year 2024

Participants Over Time

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

189950200220142024YearValue
189Latest 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
20241189$8,676,740$854,482$4,521iApproximate average salary by contribution assumption: employee only about $113,027 at 4% or $75,351 at 6%; with 50% employer match about $75,351 at 4% or $50,234 at 6%; with 100% employer match about $56,513 at 4% or $37,676 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-189$8,676,740$854,482$4,521iApproximate average salary by contribution assumption: employee only about $113,027 at 4% or $75,351 at 6%; with 50% employer match about $75,351 at 4% or $50,234 at 6%; with 100% employer match about $56,513 at 4% or $37,676 at 6%.
20231188$7,561,456$976,045$5,192iApproximate average salary by contribution assumption: employee only about $129,793 at 4% or $86,529 at 6%; with 50% employer match about $86,529 at 4% or $57,686 at 6%; with 100% employer match about $64,897 at 4% or $43,264 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-188$7,561,456$976,045$5,192iApproximate average salary by contribution assumption: employee only about $129,793 at 4% or $86,529 at 6%; with 50% employer match about $86,529 at 4% or $57,686 at 6%; with 100% employer match about $64,897 at 4% or $43,264 at 6%.
20221186$6,481,830$794,160$4,270iApproximate average salary by contribution assumption: employee only about $106,742 at 4% or $71,161 at 6%; with 50% employer match about $71,161 at 4% or $47,441 at 6%; with 100% employer match about $53,371 at 4% or $35,581 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-186$6,481,830$794,160$4,270iApproximate average salary by contribution assumption: employee only about $106,742 at 4% or $71,161 at 6%; with 50% employer match about $71,161 at 4% or $47,441 at 6%; with 100% employer match about $53,371 at 4% or $35,581 at 6%.
20211156$6,835,582$689,524$4,420iApproximate average salary by contribution assumption: employee only about $110,501 at 4% or $73,667 at 6%; with 50% employer match about $73,667 at 4% or $49,111 at 6%; with 100% employer match about $55,250 at 4% or $36,834 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-156$6,835,582$689,524$4,420iApproximate average salary by contribution assumption: employee only about $110,501 at 4% or $73,667 at 6%; with 50% employer match about $73,667 at 4% or $49,111 at 6%; with 100% employer match about $55,250 at 4% or $36,834 at 6%.
20201133$6,143,001$593,937$4,466iApproximate average salary by contribution assumption: employee only about $111,642 at 4% or $74,428 at 6%; with 50% employer match about $74,428 at 4% or $49,619 at 6%; with 100% employer match about $55,821 at 4% or $37,214 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-133$6,143,001$593,937$4,466iApproximate average salary by contribution assumption: employee only about $111,642 at 4% or $74,428 at 6%; with 50% employer match about $74,428 at 4% or $49,619 at 6%; with 100% employer match about $55,821 at 4% or $37,214 at 6%.
20191133$5,250,074$519,436$3,906iApproximate average salary by contribution assumption: employee only about $97,638 at 4% or $65,092 at 6%; with 50% employer match about $65,092 at 4% or $43,395 at 6%; with 100% employer match about $48,819 at 4% or $32,546 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-133$5,250,074$519,436$3,906iApproximate average salary by contribution assumption: employee only about $97,638 at 4% or $65,092 at 6%; with 50% employer match about $65,092 at 4% or $43,395 at 6%; with 100% employer match about $48,819 at 4% or $32,546 at 6%.
20181117$4,531,786$529,919$4,529iApproximate average salary by contribution assumption: employee only about $113,231 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,325 at 6%; with 100% employer match about $56,615 at 4% or $37,744 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-117$4,531,786$529,919$4,529iApproximate average salary by contribution assumption: employee only about $113,231 at 4% or $75,487 at 6%; with 50% employer match about $75,487 at 4% or $50,325 at 6%; with 100% employer match about $56,615 at 4% or $37,744 at 6%.
20171107$4,249,365$385,382$3,602iApproximate average salary by contribution assumption: employee only about $90,043 at 4% or $60,028 at 6%; with 50% employer match about $60,028 at 4% or $40,019 at 6%; with 100% employer match about $45,021 at 4% or $30,014 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-107$4,249,365$385,382$3,602iApproximate average salary by contribution assumption: employee only about $90,043 at 4% or $60,028 at 6%; with 50% employer match about $60,028 at 4% or $40,019 at 6%; with 100% employer match about $45,021 at 4% or $30,014 at 6%.
20161120$3,836,595$404,779$3,373iApproximate average salary by contribution assumption: employee only about $84,329 at 4% or $56,219 at 6%; with 50% employer match about $56,219 at 4% or $37,480 at 6%; with 100% employer match about $42,164 at 4% or $28,110 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-120$3,836,595$404,779$3,373iApproximate average salary by contribution assumption: employee only about $84,329 at 4% or $56,219 at 6%; with 50% employer match about $56,219 at 4% or $37,480 at 6%; with 100% employer match about $42,164 at 4% or $28,110 at 6%.
20151114$3,423,491$402,153$3,528iApproximate average salary by contribution assumption: employee only about $88,191 at 4% or $58,794 at 6%; with 50% employer match about $58,794 at 4% or $39,196 at 6%; with 100% employer match about $44,096 at 4% or $29,397 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-114$3,423,491$402,153$3,528iApproximate average salary by contribution assumption: employee only about $88,191 at 4% or $58,794 at 6%; with 50% employer match about $58,794 at 4% or $39,196 at 6%; with 100% employer match about $44,096 at 4% or $29,397 at 6%.
20141113$3,192,373$321,966$2,849iApproximate average salary by contribution assumption: employee only about $71,231 at 4% or $47,488 at 6%; with 50% employer match about $47,488 at 4% or $31,658 at 6%; with 100% employer match about $35,616 at 4% or $23,744 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-113$3,192,373$321,966$2,849iApproximate average salary by contribution assumption: employee only about $71,231 at 4% or $47,488 at 6%; with 50% employer match about $47,488 at 4% or $31,658 at 6%; with 100% employer match about $35,616 at 4% or $23,744 at 6%.
2013196$2,989,997$228,483$2,380iApproximate average salary by contribution assumption: employee only about $59,501 at 4% or $39,667 at 6%; with 50% employer match about $39,667 at 4% or $26,445 at 6%; with 100% employer match about $29,750 at 4% or $19,834 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-96$2,989,997$228,483$2,380iApproximate average salary by contribution assumption: employee only about $59,501 at 4% or $39,667 at 6%; with 50% employer match about $39,667 at 4% or $26,445 at 6%; with 100% employer match about $29,750 at 4% or $19,834 at 6%.
2012193$2,653,116$248,967$2,677iApproximate average salary by contribution assumption: employee only about $66,927 at 4% or $44,618 at 6%; with 50% employer match about $44,618 at 4% or $29,745 at 6%; with 100% employer match about $33,463 at 4% or $22,309 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-93$2,653,116$248,967$2,677iApproximate average salary by contribution assumption: employee only about $66,927 at 4% or $44,618 at 6%; with 50% employer match about $44,618 at 4% or $29,745 at 6%; with 100% employer match about $33,463 at 4% or $22,309 at 6%.
2011189$2,390,397$138,882$1,560iApproximate average salary by contribution assumption: employee only about $39,012 at 4% or $26,008 at 6%; with 50% employer match about $26,008 at 4% or $17,339 at 6%; with 100% employer match about $19,506 at 4% or $13,004 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-89$2,390,397$138,882$1,560iApproximate average salary by contribution assumption: employee only about $39,012 at 4% or $26,008 at 6%; with 50% employer match about $26,008 at 4% or $17,339 at 6%; with 100% employer match about $19,506 at 4% or $13,004 at 6%.
2010191$2,326,811$175,883$1,933iApproximate average salary by contribution assumption: employee only about $48,320 at 4% or $32,213 at 6%; with 50% employer match about $32,213 at 4% or $21,475 at 6%; with 100% employer match about $24,160 at 4% or $16,107 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-91$2,326,811$175,883$1,933iApproximate average salary by contribution assumption: employee only about $48,320 at 4% or $32,213 at 6%; with 50% employer match about $32,213 at 4% or $21,475 at 6%; with 100% employer match about $24,160 at 4% or $16,107 at 6%.
20092118$3,704,959$625,103$5,297iApproximate average salary by contribution assumption: employee only about $132,437 at 4% or $88,291 at 6%; with 50% employer match about $88,291 at 4% or $58,861 at 6%; with 100% employer match about $66,219 at 4% or $44,146 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-118$2,016,360$202,198$1,714iApproximate average salary by contribution assumption: employee only about $42,839 at 4% or $28,559 at 6%; with 50% employer match about $28,559 at 4% or $19,039 at 6%; with 100% employer match about $21,419 at 4% or $14,280 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-101$1,688,599$422,905$4,187iApproximate average salary by contribution assumption: employee only about $104,679 at 4% or $69,786 at 6%; with 50% employer match about $69,786 at 4% or $46,524 at 6%; with 100% employer match about $52,340 at 4% or $34,893 at 6%.
20061110$1,425,968$333,183$3,029iApproximate average salary by contribution assumption: employee only about $75,723 at 4% or $50,482 at 6%; with 50% employer match about $50,482 at 4% or $33,655 at 6%; with 100% employer match about $37,862 at 4% or $25,241 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-110$1,425,968$333,183$3,029iApproximate average salary by contribution assumption: employee only about $75,723 at 4% or $50,482 at 6%; with 50% employer match about $50,482 at 4% or $33,655 at 6%; with 100% employer match about $37,862 at 4% or $25,241 at 6%.
20051112$1,074,979$256,303$2,288iApproximate average salary by contribution assumption: employee only about $57,210 at 4% or $38,140 at 6%; with 50% employer match about $38,140 at 4% or $25,427 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-112$1,074,979$256,303$2,288iApproximate average salary by contribution assumption: employee only about $57,210 at 4% or $38,140 at 6%; with 50% employer match about $38,140 at 4% or $25,427 at 6%; with 100% employer match about $28,605 at 4% or $19,070 at 6%.
20041100$820,406$154,362$1,544iApproximate average salary by contribution assumption: employee only about $38,591 at 4% or $25,727 at 6%; with 50% employer match about $25,727 at 4% or $17,151 at 6%; with 100% employer match about $19,295 at 4% or $12,864 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-100$820,406$154,362$1,544iApproximate average salary by contribution assumption: employee only about $38,591 at 4% or $25,727 at 6%; with 50% employer match about $25,727 at 4% or $17,151 at 6%; with 100% employer match about $19,295 at 4% or $12,864 at 6%.
2003174$0$0-
Fitzpatrick Dealership Group 401K Plan and Trust-74---
2002142$461,427$100,767$2,399iApproximate average salary by contribution assumption: employee only about $59,980 at 4% or $39,987 at 6%; with 50% employer match about $39,987 at 4% or $26,658 at 6%; with 100% employer match about $29,990 at 4% or $19,993 at 6%.
Fitzpatrick Dealership Group 401K Plan and Trust-42$461,427$100,767$2,399iApproximate average salary by contribution assumption: employee only about $59,980 at 4% or $39,987 at 6%; with 50% employer match about $39,987 at 4% or $26,658 at 6%; with 100% employer match about $29,990 at 4% or $19,993 at 6%.