Civic Intelligence

Fitzpatrick & Mckenzie PC

Plan context: Fitzpatrick & Mckenzie PC Retirement Plan

EIN 93-1130347 • 21 filings • 6 plans

Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$1,290,197

2019 Contributions

$67,638

Historical Graphs

Total Assets Over Time

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

$3,018,365$1,509,183$0200120102018YearValue
$1,290,197Latest year 2018

Participants Over Time

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

1260200020102018YearValue
8Latest year 2018

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
201910$0$0-
Fitzpatrick & Mckenzie PC Retirement Plan-----
201818$1,290,197$67,638$8,455iApproximate average salary by contribution assumption: employee only about $211,369 at 4% or $140,913 at 6%; with 50% employer match about $140,913 at 4% or $93,942 at 6%; with 100% employer match about $105,684 at 4% or $70,456 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-8$1,290,197$67,638$8,455iApproximate average salary by contribution assumption: employee only about $211,369 at 4% or $140,913 at 6%; with 50% employer match about $140,913 at 4% or $93,942 at 6%; with 100% employer match about $105,684 at 4% or $70,456 at 6%.
2017112$3,018,365$127,175$10,598iApproximate average salary by contribution assumption: employee only about $264,948 at 4% or $176,632 at 6%; with 50% employer match about $176,632 at 4% or $117,755 at 6%; with 100% employer match about $132,474 at 4% or $88,316 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-12$3,018,365$127,175$10,598iApproximate average salary by contribution assumption: employee only about $264,948 at 4% or $176,632 at 6%; with 50% employer match about $176,632 at 4% or $117,755 at 6%; with 100% employer match about $132,474 at 4% or $88,316 at 6%.
2016111$2,964,165$158,650$14,423iApproximate average salary by contribution assumption: employee only about $360,568 at 4% or $240,379 at 6%; with 50% employer match about $240,379 at 4% or $160,253 at 6%; with 100% employer match about $180,284 at 4% or $120,189 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-11$2,964,165$158,650$14,423iApproximate average salary by contribution assumption: employee only about $360,568 at 4% or $240,379 at 6%; with 50% employer match about $240,379 at 4% or $160,253 at 6%; with 100% employer match about $180,284 at 4% or $120,189 at 6%.
2015111$2,702,743$165,918$15,083iApproximate average salary by contribution assumption: employee only about $377,086 at 4% or $251,391 at 6%; with 50% employer match about $251,391 at 4% or $167,594 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-11$2,702,743$165,918$15,083iApproximate average salary by contribution assumption: employee only about $377,086 at 4% or $251,391 at 6%; with 50% employer match about $251,391 at 4% or $167,594 at 6%; with 100% employer match about $188,543 at 4% or $125,695 at 6%.
201419$2,589,738$157,340$17,482iApproximate average salary by contribution assumption: employee only about $437,056 at 4% or $291,370 at 6%; with 50% employer match about $291,370 at 4% or $194,247 at 6%; with 100% employer match about $218,528 at 4% or $145,685 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-9$2,589,738$157,340$17,482iApproximate average salary by contribution assumption: employee only about $437,056 at 4% or $291,370 at 6%; with 50% employer match about $291,370 at 4% or $194,247 at 6%; with 100% employer match about $218,528 at 4% or $145,685 at 6%.
201319$2,344,260$148,519$16,502iApproximate average salary by contribution assumption: employee only about $412,553 at 4% or $275,035 at 6%; with 50% employer match about $275,035 at 4% or $183,357 at 6%; with 100% employer match about $206,276 at 4% or $137,518 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-9$2,344,260$148,519$16,502iApproximate average salary by contribution assumption: employee only about $412,553 at 4% or $275,035 at 6%; with 50% employer match about $275,035 at 4% or $183,357 at 6%; with 100% employer match about $206,276 at 4% or $137,518 at 6%.
2012110$1,898,257$166,746$16,675iApproximate average salary by contribution assumption: employee only about $416,865 at 4% or $277,910 at 6%; with 50% employer match about $277,910 at 4% or $185,273 at 6%; with 100% employer match about $208,432 at 4% or $138,955 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-10$1,898,257$166,746$16,675iApproximate average salary by contribution assumption: employee only about $416,865 at 4% or $277,910 at 6%; with 50% employer match about $277,910 at 4% or $185,273 at 6%; with 100% employer match about $208,432 at 4% or $138,955 at 6%.
2011110$1,604,847$162,592$16,259iApproximate average salary by contribution assumption: employee only about $406,480 at 4% or $270,987 at 6%; with 50% employer match about $270,987 at 4% or $180,658 at 6%; with 100% employer match about $203,240 at 4% or $135,493 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-10$1,604,847$162,592$16,259iApproximate average salary by contribution assumption: employee only about $406,480 at 4% or $270,987 at 6%; with 50% employer match about $270,987 at 4% or $180,658 at 6%; with 100% employer match about $203,240 at 4% or $135,493 at 6%.
2010110$1,524,342$141,095$14,110iApproximate average salary by contribution assumption: employee only about $352,738 at 4% or $235,158 at 6%; with 50% employer match about $235,158 at 4% or $156,772 at 6%; with 100% employer match about $176,369 at 4% or $117,579 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-10$1,524,342$141,095$14,110iApproximate average salary by contribution assumption: employee only about $352,738 at 4% or $235,158 at 6%; with 50% employer match about $235,158 at 4% or $156,772 at 6%; with 100% employer match about $176,369 at 4% or $117,579 at 6%.
200919$1,312,983$141,021$15,669iApproximate average salary by contribution assumption: employee only about $391,725 at 4% or $261,150 at 6%; with 50% employer match about $261,150 at 4% or $174,100 at 6%; with 100% employer match about $195,863 at 4% or $130,575 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-9$1,312,983$141,021$15,669iApproximate average salary by contribution assumption: employee only about $391,725 at 4% or $261,150 at 6%; with 50% employer match about $261,150 at 4% or $174,100 at 6%; with 100% employer match about $195,863 at 4% or $130,575 at 6%.
200819$1,017,620$129,610$14,401iApproximate average salary by contribution assumption: employee only about $360,028 at 4% or $240,019 at 6%; with 50% employer match about $240,019 at 4% or $160,012 at 6%; with 100% employer match about $180,014 at 4% or $120,009 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-9$1,017,620$129,610$14,401iApproximate average salary by contribution assumption: employee only about $360,028 at 4% or $240,019 at 6%; with 50% employer match about $240,019 at 4% or $160,012 at 6%; with 100% employer match about $180,014 at 4% or $120,009 at 6%.
200718$1,102,110$113,766$14,221iApproximate average salary by contribution assumption: employee only about $355,519 at 4% or $237,013 at 6%; with 50% employer match about $237,013 at 4% or $158,008 at 6%; with 100% employer match about $177,759 at 4% or $118,506 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-8$1,102,110$113,766$14,221iApproximate average salary by contribution assumption: employee only about $355,519 at 4% or $237,013 at 6%; with 50% employer match about $237,013 at 4% or $158,008 at 6%; with 100% employer match about $177,759 at 4% or $118,506 at 6%.
200616$909,839$97,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-6$909,839$97,500$16,250iApproximate average salary by contribution assumption: employee only about $406,250 at 4% or $270,833 at 6%; with 50% employer match about $270,833 at 4% or $180,556 at 6%; with 100% employer match about $203,125 at 4% or $135,417 at 6%.
200518$734,032$97,250$12,156iApproximate average salary by contribution assumption: employee only about $303,906 at 4% or $202,604 at 6%; with 50% employer match about $202,604 at 4% or $135,069 at 6%; with 100% employer match about $151,953 at 4% or $101,302 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-8$734,032$97,250$12,156iApproximate average salary by contribution assumption: employee only about $303,906 at 4% or $202,604 at 6%; with 50% employer match about $202,604 at 4% or $135,069 at 6%; with 100% employer match about $151,953 at 4% or $101,302 at 6%.
200418$0$90,090$11,261iApproximate average salary by contribution assumption: employee only about $281,531 at 4% or $187,688 at 6%; with 50% employer match about $187,688 at 4% or $125,125 at 6%; with 100% employer match about $140,766 at 4% or $93,844 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-8-$90,090$11,261iApproximate average salary by contribution assumption: employee only about $281,531 at 4% or $187,688 at 6%; with 50% employer match about $187,688 at 4% or $125,125 at 6%; with 100% employer match about $140,766 at 4% or $93,844 at 6%.
200318$681,616$84,468$10,559iApproximate average salary by contribution assumption: employee only about $263,963 at 4% or $175,975 at 6%; with 50% employer match about $175,975 at 4% or $117,317 at 6%; with 100% employer match about $131,981 at 4% or $87,988 at 6%.
Fitzpatrick & Mckenzie PC Retirement Plan-8$681,616$84,468$10,559iApproximate average salary by contribution assumption: employee only about $263,963 at 4% or $175,975 at 6%; with 50% employer match about $175,975 at 4% or $117,317 at 6%; with 100% employer match about $131,981 at 4% or $87,988 at 6%.
200210$556,742$111,893-
Fitzpatrick & Mckenzie PC Retirement Plan-0$556,742$111,893-
200120$709,850$101,289-
Fitzpatrick & Mckenzie PC Retirement Plan-0$709,850$101,289-
FITZPATRICK,COUNTRYMAN & MCLENZIE PERSONAL CHOICE ACCOUNT-0---
2000111$0$0-
Fitzpatrick & Mckenzie PC Retirement Plan-11---