Civic Intelligence

Robert J. Fortuna, M.D.

Plan context: Robert J. Fortuna, M.D. Ltd. 401(K) Plan

EIN 05-0457651 • 12 filings • 4 plans

Current Snapshot

Latest Year

2009

2009 Participants

2

2009 Assets

$981,938

2009 Contributions

$77,504

Historical Graphs

Total Assets Over Time

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

$1,278,655$639,328$0199920042008YearValue
$981,938Latest year 2008

Participants Over Time

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

530199920042008YearValue
2Latest year 2008

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
200910$0$77,504-
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-0-$77,504-
200812$981,938$77,765$38,883iApproximate average salary by contribution assumption: employee only about $972,063 at 4% or $648,042 at 6%; with 50% employer match about $648,042 at 4% or $432,028 at 6%; with 100% employer match about $486,031 at 4% or $324,021 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-2$981,938$77,765$38,883iApproximate average salary by contribution assumption: employee only about $972,063 at 4% or $648,042 at 6%; with 50% employer match about $648,042 at 4% or $432,028 at 6%; with 100% employer match about $486,031 at 4% or $324,021 at 6%.
200713$1,278,655$111,387$37,129iApproximate average salary by contribution assumption: employee only about $928,225 at 4% or $618,817 at 6%; with 50% employer match about $618,817 at 4% or $412,544 at 6%; with 100% employer match about $464,113 at 4% or $309,408 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-3$1,278,655$111,387$37,129iApproximate average salary by contribution assumption: employee only about $928,225 at 4% or $618,817 at 6%; with 50% employer match about $618,817 at 4% or $412,544 at 6%; with 100% employer match about $464,113 at 4% or $309,408 at 6%.
200612$1,089,886$71,410$35,705iApproximate average salary by contribution assumption: employee only about $892,625 at 4% or $595,083 at 6%; with 50% employer match about $595,083 at 4% or $396,722 at 6%; with 100% employer match about $446,313 at 4% or $297,542 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-2$1,089,886$71,410$35,705iApproximate average salary by contribution assumption: employee only about $892,625 at 4% or $595,083 at 6%; with 50% employer match about $595,083 at 4% or $396,722 at 6%; with 100% employer match about $446,313 at 4% or $297,542 at 6%.
200513$882,492$36,795$12,265iApproximate average salary by contribution assumption: employee only about $306,625 at 4% or $204,417 at 6%; with 50% employer match about $204,417 at 4% or $136,278 at 6%; with 100% employer match about $153,313 at 4% or $102,208 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-3$882,492$36,795$12,265iApproximate average salary by contribution assumption: employee only about $306,625 at 4% or $204,417 at 6%; with 50% employer match about $204,417 at 4% or $136,278 at 6%; with 100% employer match about $153,313 at 4% or $102,208 at 6%.
200413$835,789$66,708$22,236iApproximate average salary by contribution assumption: employee only about $555,900 at 4% or $370,600 at 6%; with 50% employer match about $370,600 at 4% or $247,067 at 6%; with 100% employer match about $277,950 at 4% or $185,300 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-3$835,789$66,708$22,236iApproximate average salary by contribution assumption: employee only about $555,900 at 4% or $370,600 at 6%; with 50% employer match about $370,600 at 4% or $247,067 at 6%; with 100% employer match about $277,950 at 4% or $185,300 at 6%.
200315$736,609$65,945$13,189iApproximate average salary by contribution assumption: employee only about $329,725 at 4% or $219,817 at 6%; with 50% employer match about $219,817 at 4% or $146,544 at 6%; with 100% employer match about $164,863 at 4% or $109,908 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-5$736,609$65,945$13,189iApproximate average salary by contribution assumption: employee only about $329,725 at 4% or $219,817 at 6%; with 50% employer match about $219,817 at 4% or $146,544 at 6%; with 100% employer match about $164,863 at 4% or $109,908 at 6%.
200224$596,328$56,961$14,240iApproximate average salary by contribution assumption: employee only about $356,006 at 4% or $237,338 at 6%; with 50% employer match about $237,338 at 4% or $158,225 at 6%; with 100% employer match about $178,003 at 4% or $118,669 at 6%.
Robert J. Fortuna, M.D. Ltd. 401(K) Plan-4$596,328$56,961$14,240iApproximate average salary by contribution assumption: employee only about $356,006 at 4% or $237,338 at 6%; with 50% employer match about $237,338 at 4% or $158,225 at 6%; with 100% employer match about $178,003 at 4% or $118,669 at 6%.
Robert J. Fortuna, M.D. Retirement Plan-0---
200112$0$0-
Robert J. Fortuna, M.D. Retirement Plan-2---
200013$601,880$37,820$12,607iApproximate average salary by contribution assumption: employee only about $315,167 at 4% or $210,111 at 6%; with 50% employer match about $210,111 at 4% or $140,074 at 6%; with 100% employer match about $157,583 at 4% or $105,056 at 6%.
Robert J. Fortuna, M.D. Retirement Plan-3$601,880$37,820$12,607iApproximate average salary by contribution assumption: employee only about $315,167 at 4% or $210,111 at 6%; with 50% employer match about $210,111 at 4% or $140,074 at 6%; with 100% employer match about $157,583 at 4% or $105,056 at 6%.
199912$591,182$32,072$16,036iApproximate average salary by contribution assumption: employee only about $400,900 at 4% or $267,267 at 6%; with 50% employer match about $267,267 at 4% or $178,178 at 6%; with 100% employer match about $200,450 at 4% or $133,633 at 6%.
Robert J. Fortuna, M.D. Retirement Plan-2$591,182$32,072$16,036iApproximate average salary by contribution assumption: employee only about $400,900 at 4% or $267,267 at 6%; with 50% employer match about $267,267 at 4% or $178,178 at 6%; with 100% employer match about $200,450 at 4% or $133,633 at 6%.