Civic Intelligence

Fortune Financial

Plan context: Fortune Financial 401K Profit Sharing Plan & Trust

EIN 02-0436054 • 2 filings • 2 plans

Current Snapshot

Latest Year

2000

2000 Participants

9

2000 Assets

$151,532

2000 Contributions

$3,355

Historical Graphs

Total Assets Over Time

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

$151,860$75,930$019992000YearValue
$151,532Latest year 2000

Participants Over Time

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

95019992000YearValue
9Latest year 2000

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
200019$151,532$3,355$373iApproximate average salary by contribution assumption: employee only about $9,319 at 4% or $6,213 at 6%; with 50% employer match about $6,213 at 4% or $4,142 at 6%; with 100% employer match about $4,660 at 4% or $3,106 at 6%.
Fortune Financial 401K Profit Sharing Plan & Trust-9$151,532$3,355$373iApproximate average salary by contribution assumption: employee only about $9,319 at 4% or $6,213 at 6%; with 50% employer match about $6,213 at 4% or $4,142 at 6%; with 100% employer match about $4,660 at 4% or $3,106 at 6%.
199918$151,860$7,328$916iApproximate average salary by contribution assumption: employee only about $22,900 at 4% or $15,267 at 6%; with 50% employer match about $15,267 at 4% or $10,178 at 6%; with 100% employer match about $11,450 at 4% or $7,633 at 6%.
Fortune Financial 401K Profit Sharing Plan & Trust-8$151,860$7,328$916iApproximate average salary by contribution assumption: employee only about $22,900 at 4% or $15,267 at 6%; with 50% employer match about $15,267 at 4% or $10,178 at 6%; with 100% employer match about $11,450 at 4% or $7,633 at 6%.
Fortune Financial | EIN 02-0436054 | 2000 Form 5500 Company Profile