Civic Intelligence

Fidelity Insurance Service Inc.

Plan context: Fidelity Insurance Service Inc. 401-K Profit Sharing Plan

EIN 94-3026004 • Berkeley, CA • 22 filings • 4 plans

801 Allston WayBerkeley, CA 94710
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$967,111

2024 Contributions

$59,329

Historical Graphs

Total Assets Over Time

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

$1,257,313$628,657$0200220152024YearValue
$967,111Latest year 2024

Participants Over Time

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

1050200220142024YearValue
6Latest 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
202416$967,111$59,329$9,888iApproximate average salary by contribution assumption: employee only about $247,204 at 4% or $164,803 at 6%; with 50% employer match about $164,803 at 4% or $109,869 at 6%; with 100% employer match about $123,602 at 4% or $82,401 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$967,111$59,329$9,888iApproximate average salary by contribution assumption: employee only about $247,204 at 4% or $164,803 at 6%; with 50% employer match about $164,803 at 4% or $109,869 at 6%; with 100% employer match about $123,602 at 4% or $82,401 at 6%.
202316$815,480$57,377$9,563iApproximate average salary by contribution assumption: employee only about $239,071 at 4% or $159,381 at 6%; with 50% employer match about $159,381 at 4% or $106,254 at 6%; with 100% employer match about $119,535 at 4% or $79,690 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$815,480$57,377$9,563iApproximate average salary by contribution assumption: employee only about $239,071 at 4% or $159,381 at 6%; with 50% employer match about $159,381 at 4% or $106,254 at 6%; with 100% employer match about $119,535 at 4% or $79,690 at 6%.
202216$644,190$53,191$8,865iApproximate average salary by contribution assumption: employee only about $221,629 at 4% or $147,753 at 6%; with 50% employer match about $147,753 at 4% or $98,502 at 6%; with 100% employer match about $110,815 at 4% or $73,876 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$644,190$53,191$8,865iApproximate average salary by contribution assumption: employee only about $221,629 at 4% or $147,753 at 6%; with 50% employer match about $147,753 at 4% or $98,502 at 6%; with 100% employer match about $110,815 at 4% or $73,876 at 6%.
202116$738,528$58,870$9,812iApproximate average salary by contribution assumption: employee only about $245,292 at 4% or $163,528 at 6%; with 50% employer match about $163,528 at 4% or $109,019 at 6%; with 100% employer match about $122,646 at 4% or $81,764 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$738,528$58,870$9,812iApproximate average salary by contribution assumption: employee only about $245,292 at 4% or $163,528 at 6%; with 50% employer match about $163,528 at 4% or $109,019 at 6%; with 100% employer match about $122,646 at 4% or $81,764 at 6%.
202016$591,884$44,538$7,423iApproximate average salary by contribution assumption: employee only about $185,575 at 4% or $123,717 at 6%; with 50% employer match about $123,717 at 4% or $82,478 at 6%; with 100% employer match about $92,788 at 4% or $61,858 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$591,884$44,538$7,423iApproximate average salary by contribution assumption: employee only about $185,575 at 4% or $123,717 at 6%; with 50% employer match about $123,717 at 4% or $82,478 at 6%; with 100% employer match about $92,788 at 4% or $61,858 at 6%.
201917$1,257,313$44,234$6,319iApproximate average salary by contribution assumption: employee only about $157,979 at 4% or $105,319 at 6%; with 50% employer match about $105,319 at 4% or $70,213 at 6%; with 100% employer match about $78,989 at 4% or $52,660 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-7$1,257,313$44,234$6,319iApproximate average salary by contribution assumption: employee only about $157,979 at 4% or $105,319 at 6%; with 50% employer match about $105,319 at 4% or $70,213 at 6%; with 100% employer match about $78,989 at 4% or $52,660 at 6%.
201817$988,405$62,081$8,869iApproximate average salary by contribution assumption: employee only about $221,718 at 4% or $147,812 at 6%; with 50% employer match about $147,812 at 4% or $98,541 at 6%; with 100% employer match about $110,859 at 4% or $73,906 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-7$988,405$62,081$8,869iApproximate average salary by contribution assumption: employee only about $221,718 at 4% or $147,812 at 6%; with 50% employer match about $147,812 at 4% or $98,541 at 6%; with 100% employer match about $110,859 at 4% or $73,906 at 6%.
201718$1,037,701$69,431$8,679iApproximate average salary by contribution assumption: employee only about $216,972 at 4% or $144,648 at 6%; with 50% employer match about $144,648 at 4% or $96,432 at 6%; with 100% employer match about $108,486 at 4% or $72,324 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$1,037,701$69,431$8,679iApproximate average salary by contribution assumption: employee only about $216,972 at 4% or $144,648 at 6%; with 50% employer match about $144,648 at 4% or $96,432 at 6%; with 100% employer match about $108,486 at 4% or $72,324 at 6%.
201618$832,691$76,625$9,578iApproximate average salary by contribution assumption: employee only about $239,453 at 4% or $159,635 at 6%; with 50% employer match about $159,635 at 4% or $106,424 at 6%; with 100% employer match about $119,727 at 4% or $79,818 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$832,691$76,625$9,578iApproximate average salary by contribution assumption: employee only about $239,453 at 4% or $159,635 at 6%; with 50% employer match about $159,635 at 4% or $106,424 at 6%; with 100% employer match about $119,727 at 4% or $79,818 at 6%.
201516$787,489$86,589$14,432iApproximate average salary by contribution assumption: employee only about $360,788 at 4% or $240,525 at 6%; with 50% employer match about $240,525 at 4% or $160,350 at 6%; with 100% employer match about $180,394 at 4% or $120,263 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-6$787,489$86,589$14,432iApproximate average salary by contribution assumption: employee only about $360,788 at 4% or $240,525 at 6%; with 50% employer match about $240,525 at 4% or $160,350 at 6%; with 100% employer match about $180,394 at 4% or $120,263 at 6%.
201418$887,718$86,211$10,776iApproximate average salary by contribution assumption: employee only about $269,409 at 4% or $179,606 at 6%; with 50% employer match about $179,606 at 4% or $119,738 at 6%; with 100% employer match about $134,705 at 4% or $89,803 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$887,718$86,211$10,776iApproximate average salary by contribution assumption: employee only about $269,409 at 4% or $179,606 at 6%; with 50% employer match about $179,606 at 4% or $119,738 at 6%; with 100% employer match about $134,705 at 4% or $89,803 at 6%.
201318$768,343$63,430$7,929iApproximate average salary by contribution assumption: employee only about $198,219 at 4% or $132,146 at 6%; with 50% employer match about $132,146 at 4% or $88,097 at 6%; with 100% employer match about $99,109 at 4% or $66,073 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$768,343$63,430$7,929iApproximate average salary by contribution assumption: employee only about $198,219 at 4% or $132,146 at 6%; with 50% employer match about $132,146 at 4% or $88,097 at 6%; with 100% employer match about $99,109 at 4% or $66,073 at 6%.
201218$637,018$109,878$13,735iApproximate average salary by contribution assumption: employee only about $343,369 at 4% or $228,913 at 6%; with 50% employer match about $228,913 at 4% or $152,608 at 6%; with 100% employer match about $171,684 at 4% or $114,456 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$637,018$109,878$13,735iApproximate average salary by contribution assumption: employee only about $343,369 at 4% or $228,913 at 6%; with 50% employer match about $228,913 at 4% or $152,608 at 6%; with 100% employer match about $171,684 at 4% or $114,456 at 6%.
201118$499,141$107,416$13,427iApproximate average salary by contribution assumption: employee only about $335,675 at 4% or $223,783 at 6%; with 50% employer match about $223,783 at 4% or $149,189 at 6%; with 100% employer match about $167,838 at 4% or $111,892 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$499,141$107,416$13,427iApproximate average salary by contribution assumption: employee only about $335,675 at 4% or $223,783 at 6%; with 50% employer match about $223,783 at 4% or $149,189 at 6%; with 100% employer match about $167,838 at 4% or $111,892 at 6%.
201019$537,125$77,320$8,591iApproximate average salary by contribution assumption: employee only about $214,778 at 4% or $143,185 at 6%; with 50% employer match about $143,185 at 4% or $95,457 at 6%; with 100% employer match about $107,389 at 4% or $71,593 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-9$537,125$77,320$8,591iApproximate average salary by contribution assumption: employee only about $214,778 at 4% or $143,185 at 6%; with 50% employer match about $143,185 at 4% or $95,457 at 6%; with 100% employer match about $107,389 at 4% or $71,593 at 6%.
200919$420,455$69,525$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-9$420,455$69,525$7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%.
200818$297,479$68,830$8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$297,479$68,830$8,604iApproximate average salary by contribution assumption: employee only about $215,094 at 4% or $143,396 at 6%; with 50% employer match about $143,396 at 4% or $95,597 at 6%; with 100% employer match about $107,547 at 4% or $71,698 at 6%.
200718$0$0-
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8---
200618$0$0-
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8---
200418$108,524$57,483$7,185iApproximate average salary by contribution assumption: employee only about $179,634 at 4% or $119,756 at 6%; with 50% employer match about $119,756 at 4% or $79,838 at 6%; with 100% employer match about $89,817 at 4% or $59,878 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-8$108,524$57,483$7,185iApproximate average salary by contribution assumption: employee only about $179,634 at 4% or $119,756 at 6%; with 50% employer match about $119,756 at 4% or $79,838 at 6%; with 100% employer match about $89,817 at 4% or $59,878 at 6%.
200319$52,922$45,426$5,047iApproximate average salary by contribution assumption: employee only about $126,183 at 4% or $84,122 at 6%; with 50% employer match about $84,122 at 4% or $56,081 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-9$52,922$45,426$5,047iApproximate average salary by contribution assumption: employee only about $126,183 at 4% or $84,122 at 6%; with 50% employer match about $84,122 at 4% or $56,081 at 6%; with 100% employer match about $63,092 at 4% or $42,061 at 6%.
2002110$13,006$13,041$1,304iApproximate average salary by contribution assumption: employee only about $32,602 at 4% or $21,735 at 6%; with 50% employer match about $21,735 at 4% or $14,490 at 6%; with 100% employer match about $16,301 at 4% or $10,868 at 6%.
Fidelity Insurance Service Inc. 401-K Profit Sharing Plan-10$13,006$13,041$1,304iApproximate average salary by contribution assumption: employee only about $32,602 at 4% or $21,735 at 6%; with 50% employer match about $21,735 at 4% or $14,490 at 6%; with 100% employer match about $16,301 at 4% or $10,868 at 6%.