Fortunato Sons Inc.
Plan context: FORTUNATO SONS, INC. CASH OR DEFERRED PLAN
EIN 11-2417629 • Bohemia, NY • 29 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$1,026,435
2024 Contributions
$23,634
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $1,026,435 | $23,634 | $4,727iApproximate average salary by contribution assumption: employee only about $118,170 at 4% or $78,780 at 6%; with 50% employer match about $78,780 at 4% or $52,520 at 6%; with 100% employer match about $59,085 at 4% or $39,390 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 5 | $1,026,435 | $23,634 | $4,727iApproximate average salary by contribution assumption: employee only about $118,170 at 4% or $78,780 at 6%; with 50% employer match about $78,780 at 4% or $52,520 at 6%; with 100% employer match about $59,085 at 4% or $39,390 at 6%. |
| 2023 | 1 | 4 | $917,236 | $32,298 | $8,075iApproximate average salary by contribution assumption: employee only about $201,863 at 4% or $134,575 at 6%; with 50% employer match about $134,575 at 4% or $89,717 at 6%; with 100% employer match about $100,931 at 4% or $67,288 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 4 | $917,236 | $32,298 | $8,075iApproximate average salary by contribution assumption: employee only about $201,863 at 4% or $134,575 at 6%; with 50% employer match about $134,575 at 4% or $89,717 at 6%; with 100% employer match about $100,931 at 4% or $67,288 at 6%. |
| 2022 | 1 | 4 | $837,583 | $35,488 | $8,872iApproximate average salary by contribution assumption: employee only about $221,800 at 4% or $147,867 at 6%; with 50% employer match about $147,867 at 4% or $98,578 at 6%; with 100% employer match about $110,900 at 4% or $73,933 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 4 | $837,583 | $35,488 | $8,872iApproximate average salary by contribution assumption: employee only about $221,800 at 4% or $147,867 at 6%; with 50% employer match about $147,867 at 4% or $98,578 at 6%; with 100% employer match about $110,900 at 4% or $73,933 at 6%. |
| 2021 | 1 | 5 | $944,715 | $65,061 | $13,012iApproximate average salary by contribution assumption: employee only about $325,305 at 4% or $216,870 at 6%; with 50% employer match about $216,870 at 4% or $144,580 at 6%; with 100% employer match about $162,653 at 4% or $108,435 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 5 | $944,715 | $65,061 | $13,012iApproximate average salary by contribution assumption: employee only about $325,305 at 4% or $216,870 at 6%; with 50% employer match about $216,870 at 4% or $144,580 at 6%; with 100% employer match about $162,653 at 4% or $108,435 at 6%. |
| 2020 | 1 | 5 | $1,184,165 | $74,361 | $14,872iApproximate average salary by contribution assumption: employee only about $371,805 at 4% or $247,870 at 6%; with 50% employer match about $247,870 at 4% or $165,247 at 6%; with 100% employer match about $185,903 at 4% or $123,935 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 5 | $1,184,165 | $74,361 | $14,872iApproximate average salary by contribution assumption: employee only about $371,805 at 4% or $247,870 at 6%; with 50% employer match about $247,870 at 4% or $165,247 at 6%; with 100% employer match about $185,903 at 4% or $123,935 at 6%. |
| 2019 | 1 | 5 | $1,027,269 | $76,493 | $15,299iApproximate average salary by contribution assumption: employee only about $382,465 at 4% or $254,977 at 6%; with 50% employer match about $254,977 at 4% or $169,984 at 6%; with 100% employer match about $191,233 at 4% or $127,488 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 5 | $1,027,269 | $76,493 | $15,299iApproximate average salary by contribution assumption: employee only about $382,465 at 4% or $254,977 at 6%; with 50% employer match about $254,977 at 4% or $169,984 at 6%; with 100% employer match about $191,233 at 4% or $127,488 at 6%. |
| 2018 | 1 | 5 | $858,425 | $83,640 | $16,728iApproximate average salary by contribution assumption: employee only about $418,200 at 4% or $278,800 at 6%; with 50% employer match about $278,800 at 4% or $185,867 at 6%; with 100% employer match about $209,100 at 4% or $139,400 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 5 | $858,425 | $83,640 | $16,728iApproximate average salary by contribution assumption: employee only about $418,200 at 4% or $278,800 at 6%; with 50% employer match about $278,800 at 4% or $185,867 at 6%; with 100% employer match about $209,100 at 4% or $139,400 at 6%. |
| 2017 | 1 | 4 | $1,173,531 | $73,708 | $18,427iApproximate average salary by contribution assumption: employee only about $460,675 at 4% or $307,117 at 6%; with 50% employer match about $307,117 at 4% or $204,744 at 6%; with 100% employer match about $230,338 at 4% or $153,558 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 4 | $1,173,531 | $73,708 | $18,427iApproximate average salary by contribution assumption: employee only about $460,675 at 4% or $307,117 at 6%; with 50% employer match about $307,117 at 4% or $204,744 at 6%; with 100% employer match about $230,338 at 4% or $153,558 at 6%. |
| 2016 | 1 | 4 | $1,066,727 | $62,125 | $15,531iApproximate average salary by contribution assumption: employee only about $388,281 at 4% or $258,854 at 6%; with 50% employer match about $258,854 at 4% or $172,569 at 6%; with 100% employer match about $194,141 at 4% or $129,427 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 4 | $1,066,727 | $62,125 | $15,531iApproximate average salary by contribution assumption: employee only about $388,281 at 4% or $258,854 at 6%; with 50% employer match about $258,854 at 4% or $172,569 at 6%; with 100% employer match about $194,141 at 4% or $129,427 at 6%. |
| 2015 | 1 | 4 | $1,010,381 | $61,303 | $15,326iApproximate average salary by contribution assumption: employee only about $383,144 at 4% or $255,429 at 6%; with 50% employer match about $255,429 at 4% or $170,286 at 6%; with 100% employer match about $191,572 at 4% or $127,715 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN | - | 4 | $1,010,381 | $61,303 | $15,326iApproximate average salary by contribution assumption: employee only about $383,144 at 4% or $255,429 at 6%; with 50% employer match about $255,429 at 4% or $170,286 at 6%; with 100% employer match about $191,572 at 4% or $127,715 at 6%. |
| 2014 | 1 | 4 | $1,337,739 | $56,201 | $14,050iApproximate average salary by contribution assumption: employee only about $351,256 at 4% or $234,171 at 6%; with 50% employer match about $234,171 at 4% or $156,114 at 6%; with 100% employer match about $175,628 at 4% or $117,085 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 4 | $1,337,739 | $56,201 | $14,050iApproximate average salary by contribution assumption: employee only about $351,256 at 4% or $234,171 at 6%; with 50% employer match about $234,171 at 4% or $156,114 at 6%; with 100% employer match about $175,628 at 4% or $117,085 at 6%. |
| 2013 | 1 | 5 | $1,310,309 | $61,294 | $12,259iApproximate average salary by contribution assumption: employee only about $306,470 at 4% or $204,313 at 6%; with 50% employer match about $204,313 at 4% or $136,209 at 6%; with 100% employer match about $153,235 at 4% or $102,157 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 5 | $1,310,309 | $61,294 | $12,259iApproximate average salary by contribution assumption: employee only about $306,470 at 4% or $204,313 at 6%; with 50% employer match about $204,313 at 4% or $136,209 at 6%; with 100% employer match about $153,235 at 4% or $102,157 at 6%. |
| 2012 | 1 | 5 | $1,169,123 | $63,900 | $12,780iApproximate average salary by contribution assumption: employee only about $319,500 at 4% or $213,000 at 6%; with 50% employer match about $213,000 at 4% or $142,000 at 6%; with 100% employer match about $159,750 at 4% or $106,500 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 5 | $1,169,123 | $63,900 | $12,780iApproximate average salary by contribution assumption: employee only about $319,500 at 4% or $213,000 at 6%; with 50% employer match about $213,000 at 4% or $142,000 at 6%; with 100% employer match about $159,750 at 4% or $106,500 at 6%. |
| 2011 | 1 | 6 | $997,035 | $63,206 | $10,534iApproximate average salary by contribution assumption: employee only about $263,358 at 4% or $175,572 at 6%; with 50% employer match about $175,572 at 4% or $117,048 at 6%; with 100% employer match about $131,679 at 4% or $87,786 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 6 | $997,035 | $63,206 | $10,534iApproximate average salary by contribution assumption: employee only about $263,358 at 4% or $175,572 at 6%; with 50% employer match about $175,572 at 4% or $117,048 at 6%; with 100% employer match about $131,679 at 4% or $87,786 at 6%. |
| 2010 | 1 | 6 | $976,806 | $63,084 | $10,514iApproximate average salary by contribution assumption: employee only about $262,850 at 4% or $175,233 at 6%; with 50% employer match about $175,233 at 4% or $116,822 at 6%; with 100% employer match about $131,425 at 4% or $87,617 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 6 | $976,806 | $63,084 | $10,514iApproximate average salary by contribution assumption: employee only about $262,850 at 4% or $175,233 at 6%; with 50% employer match about $175,233 at 4% or $116,822 at 6%; with 100% employer match about $131,425 at 4% or $87,617 at 6%. |
| 2009 | 1 | 7 | $830,045 | $65,473 | $9,353iApproximate average salary by contribution assumption: employee only about $233,832 at 4% or $155,888 at 6%; with 50% employer match about $155,888 at 4% or $103,925 at 6%; with 100% employer match about $116,916 at 4% or $77,944 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUS | - | 7 | $830,045 | $65,473 | $9,353iApproximate average salary by contribution assumption: employee only about $233,832 at 4% or $155,888 at 6%; with 50% employer match about $155,888 at 4% or $103,925 at 6%; with 100% employer match about $116,916 at 4% or $77,944 at 6%. |
| 2008 | 1 | 5 | $986,202 | $104,346 | $20,869iApproximate average salary by contribution assumption: employee only about $521,730 at 4% or $347,820 at 6%; with 50% employer match about $347,820 at 4% or $231,880 at 6%; with 100% employer match about $260,865 at 4% or $173,910 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 5 | $986,202 | $104,346 | $20,869iApproximate average salary by contribution assumption: employee only about $521,730 at 4% or $347,820 at 6%; with 50% employer match about $347,820 at 4% or $231,880 at 6%; with 100% employer match about $260,865 at 4% or $173,910 at 6%. |
| 2007 | 1 | 7 | $1,180,653 | $56,681 | $8,097iApproximate average salary by contribution assumption: employee only about $202,432 at 4% or $134,955 at 6%; with 50% employer match about $134,955 at 4% or $89,970 at 6%; with 100% employer match about $101,216 at 4% or $67,477 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 7 | $1,180,653 | $56,681 | $8,097iApproximate average salary by contribution assumption: employee only about $202,432 at 4% or $134,955 at 6%; with 50% employer match about $134,955 at 4% or $89,970 at 6%; with 100% employer match about $101,216 at 4% or $67,477 at 6%. |
| 2006 | 1 | 7 | $1,064,157 | $72,944 | $10,421iApproximate average salary by contribution assumption: employee only about $260,514 at 4% or $173,676 at 6%; with 50% employer match about $173,676 at 4% or $115,784 at 6%; with 100% employer match about $130,257 at 4% or $86,838 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 7 | $1,064,157 | $72,944 | $10,421iApproximate average salary by contribution assumption: employee only about $260,514 at 4% or $173,676 at 6%; with 50% employer match about $173,676 at 4% or $115,784 at 6%; with 100% employer match about $130,257 at 4% or $86,838 at 6%. |
| 2005 | 1 | 18 | $2,114,871 | $239,860 | $13,326iApproximate average salary by contribution assumption: employee only about $333,139 at 4% or $222,093 at 6%; with 50% employer match about $222,093 at 4% or $148,062 at 6%; with 100% employer match about $166,569 at 4% or $111,046 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 18 | $2,114,871 | $239,860 | $13,326iApproximate average salary by contribution assumption: employee only about $333,139 at 4% or $222,093 at 6%; with 50% employer match about $222,093 at 4% or $148,062 at 6%; with 100% employer match about $166,569 at 4% or $111,046 at 6%. |
| 2004 | 2 | 19 | $1,799,527 | $279,937 | $14,734iApproximate average salary by contribution assumption: employee only about $368,338 at 4% or $245,559 at 6%; with 50% employer match about $245,559 at 4% or $163,706 at 6%; with 100% employer match about $184,169 at 4% or $122,779 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 19 | $1,799,527 | $243,598 | $12,821iApproximate average salary by contribution assumption: employee only about $320,524 at 4% or $213,682 at 6%; with 50% employer match about $213,682 at 4% or $142,455 at 6%; with 100% employer match about $160,262 at 4% or $106,841 at 6%. |
| Fortunato Sons Inc. Pension Plan | - | 0 | - | $36,339 | - |
| 2003 | 2 | 18 | $2,505,773 | $239,815 | $13,323iApproximate average salary by contribution assumption: employee only about $333,076 at 4% or $222,051 at 6%; with 50% employer match about $222,051 at 4% or $148,034 at 6%; with 100% employer match about $166,538 at 4% or $111,025 at 6%. |
| Fortunato Sons Inc. Pension Plan | - | 16 | $2,204,291 | - | - |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 18 | $301,482 | $239,815 | $13,323iApproximate average salary by contribution assumption: employee only about $333,076 at 4% or $222,051 at 6%; with 50% employer match about $222,051 at 4% or $148,034 at 6%; with 100% employer match about $166,538 at 4% or $111,025 at 6%. |
| 2002 | 2 | 18 | $41,845 | $41,820 | $2,323iApproximate average salary by contribution assumption: employee only about $58,083 at 4% or $38,722 at 6%; with 50% employer match about $38,722 at 4% or $25,815 at 6%; with 100% employer match about $29,042 at 4% or $19,361 at 6%. |
| FORTUNATO SONS, INC. CASH OR DEFERRED PLAN & TRUST | - | 18 | $41,845 | $41,820 | $2,323iApproximate average salary by contribution assumption: employee only about $58,083 at 4% or $38,722 at 6%; with 50% employer match about $38,722 at 4% or $25,815 at 6%; with 100% employer match about $29,042 at 4% or $19,361 at 6%. |
| Fortunato Sons Inc. Pension Plan | - | 17 | - | - | - |
| 2001 | 1 | 18 | $0 | $0 | - |
| Fortunato Sons Inc. Pension Plan | - | 18 | - | - | - |
| 2000 | 1 | 17 | $0 | $0 | - |
| Fortunato Sons Inc. Pension Plan | - | 17 | - | - | - |
| 1999 | 1 | 16 | $1,974,704 | $96,881 | $6,055iApproximate average salary by contribution assumption: employee only about $151,377 at 4% or $100,918 at 6%; with 50% employer match about $100,918 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,459 at 6%. |
| Fortunato Sons Inc. Pension Plan | - | 16 | $1,974,704 | $96,881 | $6,055iApproximate average salary by contribution assumption: employee only about $151,377 at 4% or $100,918 at 6%; with 50% employer match about $100,918 at 4% or $67,278 at 6%; with 100% employer match about $75,688 at 4% or $50,459 at 6%. |