Civic Intelligence

Fidelity Partners

Plan context: Fidelity Partners 401K Plan

EIN 94-3183282 • San Francisco, CA • 19 filings • 4 plans

275 Battery Street, Suite 500San Francisco, CA 94111-3028
Current Snapshot

Latest Year

2015

2015 Participants

8

2015 Assets

$901,138

2015 Contributions

$110,250

Historical Graphs

Total Assets Over Time

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

$901,138$450,569$0199920092015YearValue
$901,138Latest year 2015

Participants Over Time

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

1680199920072015YearValue
8Latest year 2015

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
201518$901,138$110,250$13,781iApproximate average salary by contribution assumption: employee only about $344,531 at 4% or $229,688 at 6%; with 50% employer match about $229,688 at 4% or $153,125 at 6%; with 100% employer match about $172,266 at 4% or $114,844 at 6%.
Fidelity Partners 401K Plan-8$901,138$110,250$13,781iApproximate average salary by contribution assumption: employee only about $344,531 at 4% or $229,688 at 6%; with 50% employer match about $229,688 at 4% or $153,125 at 6%; with 100% employer match about $172,266 at 4% or $114,844 at 6%.
2014110$811,182$94,483$9,448iApproximate average salary by contribution assumption: employee only about $236,207 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
Fidelity Partners 401K Plan-10$811,182$94,483$9,448iApproximate average salary by contribution assumption: employee only about $236,207 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
2013110$700,595$68,285$6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
Fidelity Partners 401K Plan-10$700,595$68,285$6,829iApproximate average salary by contribution assumption: employee only about $170,713 at 4% or $113,808 at 6%; with 50% employer match about $113,808 at 4% or $75,872 at 6%; with 100% employer match about $85,356 at 4% or $56,904 at 6%.
2012114$812,613$192,121$13,723iApproximate average salary by contribution assumption: employee only about $343,073 at 4% or $228,715 at 6%; with 50% employer match about $228,715 at 4% or $152,477 at 6%; with 100% employer match about $171,537 at 4% or $114,358 at 6%.
Fidelity Partners 401K Plan-14$812,613$192,121$13,723iApproximate average salary by contribution assumption: employee only about $343,073 at 4% or $228,715 at 6%; with 50% employer match about $228,715 at 4% or $152,477 at 6%; with 100% employer match about $171,537 at 4% or $114,358 at 6%.
2011111$748,306$108,074$9,825iApproximate average salary by contribution assumption: employee only about $245,623 at 4% or $163,748 at 6%; with 50% employer match about $163,748 at 4% or $109,166 at 6%; with 100% employer match about $122,811 at 4% or $81,874 at 6%.
Fidelity Partners 401K Plan-11$748,306$108,074$9,825iApproximate average salary by contribution assumption: employee only about $245,623 at 4% or $163,748 at 6%; with 50% employer match about $163,748 at 4% or $109,166 at 6%; with 100% employer match about $122,811 at 4% or $81,874 at 6%.
201017$686,885$82,825$11,832iApproximate average salary by contribution assumption: employee only about $295,804 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,902 at 4% or $98,601 at 6%.
Fidelity Partners 401K Plan-7$686,885$82,825$11,832iApproximate average salary by contribution assumption: employee only about $295,804 at 4% or $197,202 at 6%; with 50% employer match about $197,202 at 4% or $131,468 at 6%; with 100% employer match about $147,902 at 4% or $98,601 at 6%.
200917$539,126$83,683$11,955iApproximate average salary by contribution assumption: employee only about $298,868 at 4% or $199,245 at 6%; with 50% employer match about $199,245 at 4% or $132,830 at 6%; with 100% employer match about $149,434 at 4% or $99,623 at 6%.
Fidelity Partners 401K Plan-7$539,126$83,683$11,955iApproximate average salary by contribution assumption: employee only about $298,868 at 4% or $199,245 at 6%; with 50% employer match about $199,245 at 4% or $132,830 at 6%; with 100% employer match about $149,434 at 4% or $99,623 at 6%.
2008116$0$0-
Fidelity Partners 401K Plan-16---
2007116$0$0-
Fidelity Partners 401K Plan-16---
2006112$475,644$27,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
Fidelity Partners 401K Plan-12$475,644$27,000$2,250iApproximate average salary by contribution assumption: employee only about $56,250 at 4% or $37,500 at 6%; with 50% employer match about $37,500 at 4% or $25,000 at 6%; with 100% employer match about $28,125 at 4% or $18,750 at 6%.
200514$396,236$52,189$13,047iApproximate average salary by contribution assumption: employee only about $326,181 at 4% or $217,454 at 6%; with 50% employer match about $217,454 at 4% or $144,969 at 6%; with 100% employer match about $163,091 at 4% or $108,727 at 6%.
Fidelity Partners 401K Plan-4$396,236$52,189$13,047iApproximate average salary by contribution assumption: employee only about $326,181 at 4% or $217,454 at 6%; with 50% employer match about $217,454 at 4% or $144,969 at 6%; with 100% employer match about $163,091 at 4% or $108,727 at 6%.
200413$311,593$0-
Fidelity Partners 401K Plan-3$311,593--
200313$273,835$0-
Fidelity Partners 401K Plan-3$273,835--
200213$220,289$450$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
Fidelity Partners 401K Plan-3$220,289$450$150iApproximate average salary by contribution assumption: employee only about $3,750 at 4% or $2,500 at 6%; with 50% employer match about $2,500 at 4% or $1,667 at 6%; with 100% employer match about $1,875 at 4% or $1,250 at 6%.
200113$0$0-
Fidelity Partners 401K Plan-3---
200013$302,041$2,025$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
Fidelity Partners 401K Plan-3$302,041$2,025$675iApproximate average salary by contribution assumption: employee only about $16,875 at 4% or $11,250 at 6%; with 50% employer match about $11,250 at 4% or $7,500 at 6%; with 100% employer match about $8,438 at 4% or $5,625 at 6%.
199932$315,437$310,260$155,130iApproximate average salary by contribution assumption: employee only about $3,878,250 at 4% or $2,585,500 at 6%; with 50% employer match about $2,585,500 at 4% or $1,723,667 at 6%; with 100% employer match about $1,939,125 at 4% or $1,292,750 at 6%.
Fidelity Partners 401K Plan-2$315,437$310,260$155,130iApproximate average salary by contribution assumption: employee only about $3,878,250 at 4% or $2,585,500 at 6%; with 50% employer match about $2,585,500 at 4% or $1,723,667 at 6%; with 100% employer match about $1,939,125 at 4% or $1,292,750 at 6%.
Fidelity Defined Contribution Retirement Plan-0---
Fidelity Defined Contribution Retirement Plan-0---