Civic Intelligence

Fortuna & Cartelli PC.

Plan context: The Fortuna & Cartelli PC. 401K Plan

EIN 06-0887135 • Middletown, CT • 27 filings • 5 plans

134 Washington StreetMiddletown, CT 06457
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,588,646

2025 Contributions

$84,849

Historical Graphs

Total Assets Over Time

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

$2,351,194$1,175,597$0199920132025YearValue
$1,588,646Latest year 2025

Participants Over Time

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

840199920122025YearValue
4Latest year 2025

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
202514$1,588,646$84,849$21,212iApproximate average salary by contribution assumption: employee only about $530,306 at 4% or $353,538 at 6%; with 50% employer match about $353,538 at 4% or $235,692 at 6%; with 100% employer match about $265,153 at 4% or $176,769 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$1,588,646$84,849$21,212iApproximate average salary by contribution assumption: employee only about $530,306 at 4% or $353,538 at 6%; with 50% employer match about $353,538 at 4% or $235,692 at 6%; with 100% employer match about $265,153 at 4% or $176,769 at 6%.
202414$2,351,194$47,501$11,875iApproximate average salary by contribution assumption: employee only about $296,881 at 4% or $197,921 at 6%; with 50% employer match about $197,921 at 4% or $131,947 at 6%; with 100% employer match about $148,441 at 4% or $98,960 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$2,351,194$47,501$11,875iApproximate average salary by contribution assumption: employee only about $296,881 at 4% or $197,921 at 6%; with 50% employer match about $197,921 at 4% or $131,947 at 6%; with 100% employer match about $148,441 at 4% or $98,960 at 6%.
202315$2,101,173$41,705$8,341iApproximate average salary by contribution assumption: employee only about $208,525 at 4% or $139,017 at 6%; with 50% employer match about $139,017 at 4% or $92,678 at 6%; with 100% employer match about $104,263 at 4% or $69,508 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$2,101,173$41,705$8,341iApproximate average salary by contribution assumption: employee only about $208,525 at 4% or $139,017 at 6%; with 50% employer match about $139,017 at 4% or $92,678 at 6%; with 100% employer match about $104,263 at 4% or $69,508 at 6%.
202216$1,803,830$39,437$6,573iApproximate average salary by contribution assumption: employee only about $164,321 at 4% or $109,547 at 6%; with 50% employer match about $109,547 at 4% or $73,031 at 6%; with 100% employer match about $82,160 at 4% or $54,774 at 6%.
The Fortuna & Cartelli PC. 401K Plan-6$1,803,830$39,437$6,573iApproximate average salary by contribution assumption: employee only about $164,321 at 4% or $109,547 at 6%; with 50% employer match about $109,547 at 4% or $73,031 at 6%; with 100% employer match about $82,160 at 4% or $54,774 at 6%.
202116$2,163,292$85,201$14,200iApproximate average salary by contribution assumption: employee only about $355,004 at 4% or $236,669 at 6%; with 50% employer match about $236,669 at 4% or $157,780 at 6%; with 100% employer match about $177,502 at 4% or $118,335 at 6%.
The Fortuna & Cartelli PC. 401K Plan-6$2,163,292$85,201$14,200iApproximate average salary by contribution assumption: employee only about $355,004 at 4% or $236,669 at 6%; with 50% employer match about $236,669 at 4% or $157,780 at 6%; with 100% employer match about $177,502 at 4% or $118,335 at 6%.
202015$1,861,056$40,655$8,131iApproximate average salary by contribution assumption: employee only about $203,275 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,344 at 6%; with 100% employer match about $101,638 at 4% or $67,758 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$1,861,056$40,655$8,131iApproximate average salary by contribution assumption: employee only about $203,275 at 4% or $135,517 at 6%; with 50% employer match about $135,517 at 4% or $90,344 at 6%; with 100% employer match about $101,638 at 4% or $67,758 at 6%.
201915$2,090,885$14,380$2,876iApproximate average salary by contribution assumption: employee only about $71,900 at 4% or $47,933 at 6%; with 50% employer match about $47,933 at 4% or $31,956 at 6%; with 100% employer match about $35,950 at 4% or $23,967 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$2,090,885$14,380$2,876iApproximate average salary by contribution assumption: employee only about $71,900 at 4% or $47,933 at 6%; with 50% employer match about $47,933 at 4% or $31,956 at 6%; with 100% employer match about $35,950 at 4% or $23,967 at 6%.
201815$1,774,995$17,054$3,411iApproximate average salary by contribution assumption: employee only about $85,270 at 4% or $56,847 at 6%; with 50% employer match about $56,847 at 4% or $37,898 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$1,774,995$17,054$3,411iApproximate average salary by contribution assumption: employee only about $85,270 at 4% or $56,847 at 6%; with 50% employer match about $56,847 at 4% or $37,898 at 6%; with 100% employer match about $42,635 at 4% or $28,423 at 6%.
201714$1,817,518$26,077$6,519iApproximate average salary by contribution assumption: employee only about $162,981 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,491 at 4% or $54,327 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$1,817,518$26,077$6,519iApproximate average salary by contribution assumption: employee only about $162,981 at 4% or $108,654 at 6%; with 50% employer match about $108,654 at 4% or $72,436 at 6%; with 100% employer match about $81,491 at 4% or $54,327 at 6%.
201614$1,517,750$38,296$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$1,517,750$38,296$9,574iApproximate average salary by contribution assumption: employee only about $239,350 at 4% or $159,567 at 6%; with 50% employer match about $159,567 at 4% or $106,378 at 6%; with 100% employer match about $119,675 at 4% or $79,783 at 6%.
201514$1,358,924$25,632$6,408iApproximate average salary by contribution assumption: employee only about $160,200 at 4% or $106,800 at 6%; with 50% employer match about $106,800 at 4% or $71,200 at 6%; with 100% employer match about $80,100 at 4% or $53,400 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$1,358,924$25,632$6,408iApproximate average salary by contribution assumption: employee only about $160,200 at 4% or $106,800 at 6%; with 50% employer match about $106,800 at 4% or $71,200 at 6%; with 100% employer match about $80,100 at 4% or $53,400 at 6%.
201414$1,339,177$38,898$9,725iApproximate average salary by contribution assumption: employee only about $243,113 at 4% or $162,075 at 6%; with 50% employer match about $162,075 at 4% or $108,050 at 6%; with 100% employer match about $121,556 at 4% or $81,038 at 6%.
The Fortuna & Cartelli PC. 401K Plan-4$1,339,177$38,898$9,725iApproximate average salary by contribution assumption: employee only about $243,113 at 4% or $162,075 at 6%; with 50% employer match about $162,075 at 4% or $108,050 at 6%; with 100% employer match about $121,556 at 4% or $81,038 at 6%.
201315$1,253,553$35,831$7,166iApproximate average salary by contribution assumption: employee only about $179,155 at 4% or $119,437 at 6%; with 50% employer match about $119,437 at 4% or $79,624 at 6%; with 100% employer match about $89,578 at 4% or $59,718 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$1,253,553$35,831$7,166iApproximate average salary by contribution assumption: employee only about $179,155 at 4% or $119,437 at 6%; with 50% employer match about $119,437 at 4% or $79,624 at 6%; with 100% employer match about $89,578 at 4% or $59,718 at 6%.
201215$1,075,402$58,571$11,714iApproximate average salary by contribution assumption: employee only about $292,855 at 4% or $195,237 at 6%; with 50% employer match about $195,237 at 4% or $130,158 at 6%; with 100% employer match about $146,428 at 4% or $97,618 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$1,075,402$58,571$11,714iApproximate average salary by contribution assumption: employee only about $292,855 at 4% or $195,237 at 6%; with 50% employer match about $195,237 at 4% or $130,158 at 6%; with 100% employer match about $146,428 at 4% or $97,618 at 6%.
201115$889,429$55,376$11,075iApproximate average salary by contribution assumption: employee only about $276,880 at 4% or $184,587 at 6%; with 50% employer match about $184,587 at 4% or $123,058 at 6%; with 100% employer match about $138,440 at 4% or $92,293 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$889,429$55,376$11,075iApproximate average salary by contribution assumption: employee only about $276,880 at 4% or $184,587 at 6%; with 50% employer match about $184,587 at 4% or $123,058 at 6%; with 100% employer match about $138,440 at 4% or $92,293 at 6%.
201015$878,507$47,484$9,497iApproximate average salary by contribution assumption: employee only about $237,420 at 4% or $158,280 at 6%; with 50% employer match about $158,280 at 4% or $105,520 at 6%; with 100% employer match about $118,710 at 4% or $79,140 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$878,507$47,484$9,497iApproximate average salary by contribution assumption: employee only about $237,420 at 4% or $158,280 at 6%; with 50% employer match about $158,280 at 4% or $105,520 at 6%; with 100% employer match about $118,710 at 4% or $79,140 at 6%.
200915$737,418$49,726$9,945iApproximate average salary by contribution assumption: employee only about $248,630 at 4% or $165,753 at 6%; with 50% employer match about $165,753 at 4% or $110,502 at 6%; with 100% employer match about $124,315 at 4% or $82,877 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$737,418$49,726$9,945iApproximate average salary by contribution assumption: employee only about $248,630 at 4% or $165,753 at 6%; with 50% employer match about $165,753 at 4% or $110,502 at 6%; with 100% employer match about $124,315 at 4% or $82,877 at 6%.
200815$537,609$45,598$9,120iApproximate average salary by contribution assumption: employee only about $227,990 at 4% or $151,993 at 6%; with 50% employer match about $151,993 at 4% or $101,329 at 6%; with 100% employer match about $113,995 at 4% or $75,997 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$537,609$45,598$9,120iApproximate average salary by contribution assumption: employee only about $227,990 at 4% or $151,993 at 6%; with 50% employer match about $151,993 at 4% or $101,329 at 6%; with 100% employer match about $113,995 at 4% or $75,997 at 6%.
200716$0$0-
The Fortuna & Cartelli PC. 401K Plan-6---
200615$761,245$56,307$11,261iApproximate average salary by contribution assumption: employee only about $281,535 at 4% or $187,690 at 6%; with 50% employer match about $187,690 at 4% or $125,127 at 6%; with 100% employer match about $140,768 at 4% or $93,845 at 6%.
The Fortuna & Cartelli PC. 401K Plan-5$761,245$56,307$11,261iApproximate average salary by contribution assumption: employee only about $281,535 at 4% or $187,690 at 6%; with 50% employer match about $187,690 at 4% or $125,127 at 6%; with 100% employer match about $140,768 at 4% or $93,845 at 6%.
200516$619,933$53,211$8,869iApproximate average salary by contribution assumption: employee only about $221,713 at 4% or $147,808 at 6%; with 50% employer match about $147,808 at 4% or $98,539 at 6%; with 100% employer match about $110,856 at 4% or $73,904 at 6%.
The Fortuna & Cartelli PC. 401K Plan-6$619,933$53,211$8,869iApproximate average salary by contribution assumption: employee only about $221,713 at 4% or $147,808 at 6%; with 50% employer match about $147,808 at 4% or $98,539 at 6%; with 100% employer match about $110,856 at 4% or $73,904 at 6%.
200417$518,117$53,172$7,596iApproximate average salary by contribution assumption: employee only about $189,900 at 4% or $126,600 at 6%; with 50% employer match about $126,600 at 4% or $84,400 at 6%; with 100% employer match about $94,950 at 4% or $63,300 at 6%.
The Fortuna & Cartelli PC. 401K Plan-7$518,117$53,172$7,596iApproximate average salary by contribution assumption: employee only about $189,900 at 4% or $126,600 at 6%; with 50% employer match about $126,600 at 4% or $84,400 at 6%; with 100% employer match about $94,950 at 4% or $63,300 at 6%.
200317$558,183$50,749$7,250iApproximate average salary by contribution assumption: employee only about $181,246 at 4% or $120,831 at 6%; with 50% employer match about $120,831 at 4% or $80,554 at 6%; with 100% employer match about $90,623 at 4% or $60,415 at 6%.
The Fortuna & Cartelli PC. 401K Plan-7$558,183$50,749$7,250iApproximate average salary by contribution assumption: employee only about $181,246 at 4% or $120,831 at 6%; with 50% employer match about $120,831 at 4% or $80,554 at 6%; with 100% employer match about $90,623 at 4% or $60,415 at 6%.
200217$377,745$54,200$7,743iApproximate average salary by contribution assumption: employee only about $193,571 at 4% or $129,048 at 6%; with 50% employer match about $129,048 at 4% or $86,032 at 6%; with 100% employer match about $96,786 at 4% or $64,524 at 6%.
The Fortuna & Cartelli PC. 401K Plan-7$377,745$54,200$7,743iApproximate average salary by contribution assumption: employee only about $193,571 at 4% or $129,048 at 6%; with 50% employer match about $129,048 at 4% or $86,032 at 6%; with 100% employer match about $96,786 at 4% or $64,524 at 6%.
200117$0$0-
The Fortuna & Cartelli PC. 401K Plan-7---
200018$351,286$52,557$6,570iApproximate average salary by contribution assumption: employee only about $164,241 at 4% or $109,494 at 6%; with 50% employer match about $109,494 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
The Fortuna & Cartelli PC. 401K Plan-8$351,286$52,557$6,570iApproximate average salary by contribution assumption: employee only about $164,241 at 4% or $109,494 at 6%; with 50% employer match about $109,494 at 4% or $72,996 at 6%; with 100% employer match about $82,120 at 4% or $54,747 at 6%.
199918$327,783$49,584$6,198iApproximate average salary by contribution assumption: employee only about $154,950 at 4% or $103,300 at 6%; with 50% employer match about $103,300 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%.
The Fortuna & Cartelli PC. 401K Plan-8$327,783$49,584$6,198iApproximate average salary by contribution assumption: employee only about $154,950 at 4% or $103,300 at 6%; with 50% employer match about $103,300 at 4% or $68,867 at 6%; with 100% employer match about $77,475 at 4% or $51,650 at 6%.