The Fortune Society
Plan context: The Fortune Society Tax Sheltered Annuity
EIN 13-2645436 • Long Island City, NY • 49 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
420
2024 Assets
$11,288,735
2024 Contributions
$1,572,195
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 | 420 | $11,288,735 | $1,572,195 | $3,743iApproximate average salary by contribution assumption: employee only about $93,583 at 4% or $62,389 at 6%; with 50% employer match about $62,389 at 4% or $41,592 at 6%; with 100% employer match about $46,792 at 4% or $31,194 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 420 | $11,288,735 | $1,572,195 | $3,743iApproximate average salary by contribution assumption: employee only about $93,583 at 4% or $62,389 at 6%; with 50% employer match about $62,389 at 4% or $41,592 at 6%; with 100% employer match about $46,792 at 4% or $31,194 at 6%. |
| 2023 | 2 | 514 | $10,543,923 | $1,348,122 | $2,623iApproximate average salary by contribution assumption: employee only about $65,570 at 4% or $43,713 at 6%; with 50% employer match about $43,713 at 4% or $29,142 at 6%; with 100% employer match about $32,785 at 4% or $21,857 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 514 | $10,543,923 | $1,348,122 | $2,623iApproximate average salary by contribution assumption: employee only about $65,570 at 4% or $43,713 at 6%; with 50% employer match about $43,713 at 4% or $29,142 at 6%; with 100% employer match about $32,785 at 4% or $21,857 at 6%. |
| THE FORTUNE SOCIETY WRAP BENEFIT PLAN | - | 379 | - | - | - |
| 2022 | 2 | 448 | $8,156,689 | $1,192,851 | $2,663iApproximate average salary by contribution assumption: employee only about $66,565 at 4% or $44,377 at 6%; with 50% employer match about $44,377 at 4% or $29,585 at 6%; with 100% employer match about $33,283 at 4% or $22,188 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 448 | $8,156,689 | $1,192,851 | $2,663iApproximate average salary by contribution assumption: employee only about $66,565 at 4% or $44,377 at 6%; with 50% employer match about $44,377 at 4% or $29,585 at 6%; with 100% employer match about $33,283 at 4% or $22,188 at 6%. |
| THE FORTUNE SOCIETY WRAP BENEFIT PLAN | - | 379 | - | - | - |
| 2021 | 2 | 361 | $9,314,506 | $1,007,289 | $2,790iApproximate average salary by contribution assumption: employee only about $69,757 at 4% or $46,505 at 6%; with 50% employer match about $46,505 at 4% or $31,003 at 6%; with 100% employer match about $34,878 at 4% or $23,252 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 307 | $9,314,506 | $1,007,289 | $3,281iApproximate average salary by contribution assumption: employee only about $82,027 at 4% or $54,685 at 6%; with 50% employer match about $54,685 at 4% or $36,456 at 6%; with 100% employer match about $41,013 at 4% or $27,342 at 6%. |
| THE FORTUNE SOCIETY WRAP BENEFIT PLAN | - | 361 | - | - | - |
| 2020 | 2 | 311 | $8,017,207 | $1,024,749 | $3,295iApproximate average salary by contribution assumption: employee only about $82,375 at 4% or $54,917 at 6%; with 50% employer match about $54,917 at 4% or $36,611 at 6%; with 100% employer match about $41,188 at 4% or $27,458 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 311 | $8,017,207 | $1,024,749 | $3,295iApproximate average salary by contribution assumption: employee only about $82,375 at 4% or $54,917 at 6%; with 50% employer match about $54,917 at 4% or $36,611 at 6%; with 100% employer match about $41,188 at 4% or $27,458 at 6%. |
| THE FORTUNE SOCIETY WRAP BENEFIT PLAN | - | 247 | - | - | - |
| 2019 | 9 | 278 | $6,843,350 | $985,221 | $3,544iApproximate average salary by contribution assumption: employee only about $88,599 at 4% or $59,066 at 6%; with 50% employer match about $59,066 at 4% or $39,377 at 6%; with 100% employer match about $44,300 at 4% or $29,533 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 278 | $6,843,350 | $985,221 | $3,544iApproximate average salary by contribution assumption: employee only about $88,599 at 4% or $59,066 at 6%; with 50% employer match about $59,066 at 4% or $39,377 at 6%; with 100% employer match about $44,300 at 4% or $29,533 at 6%. |
| THE FORTUNE SOCIETY MEDICAL PLAN | - | 216 | - | - | - |
| THE FORTUNE SOCIETY DENTAL PLAN | - | 0 | - | - | - |
| THE FORTUNE SOCIETY VISION PLAN | - | 0 | - | - | - |
| FORTUNE SOCIETY LIFE PLAN | - | 0 | - | - | - |
| THE FORTUNE SOCIETY AD&D PLAN | - | 0 | - | - | - |
| THE FORTUNE SOCIETY LTD PLAN | - | 0 | - | - | - |
| THE FORTUNE SOCIETY STD PLAN | - | 0 | - | - | - |
| THE FORTUNE SOCIETY HRA PLAN | - | 0 | - | - | - |
| 2018 | 9 | 292 | $5,358,542 | $883,119 | $3,024iApproximate average salary by contribution assumption: employee only about $75,610 at 4% or $50,406 at 6%; with 50% employer match about $50,406 at 4% or $33,604 at 6%; with 100% employer match about $37,805 at 4% or $25,203 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 292 | $5,358,542 | $883,119 | $3,024iApproximate average salary by contribution assumption: employee only about $75,610 at 4% or $50,406 at 6%; with 50% employer match about $50,406 at 4% or $33,604 at 6%; with 100% employer match about $37,805 at 4% or $25,203 at 6%. |
| THE FORTUNE SOCIETY MEDICAL PLAN | - | 196 | - | - | - |
| THE FORTUNE SOCIETY DENTAL PLAN | - | 200 | - | - | - |
| THE FORTUNE SOCIETY VISION PLAN | - | 198 | - | - | - |
| FORTUNE SOCIETY LIFE PLAN | - | 236 | - | - | - |
| THE FORTUNE SOCIETY AD&D PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY LTD PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY STD PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY HRA PLAN | - | 100 | - | - | - |
| 2017 | 9 | 313 | $5,483,096 | $1,137,281 | $3,633iApproximate average salary by contribution assumption: employee only about $90,837 at 4% or $60,558 at 6%; with 50% employer match about $60,558 at 4% or $40,372 at 6%; with 100% employer match about $45,419 at 4% or $30,279 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 313 | $5,483,096 | $1,137,281 | $3,633iApproximate average salary by contribution assumption: employee only about $90,837 at 4% or $60,558 at 6%; with 50% employer match about $60,558 at 4% or $40,372 at 6%; with 100% employer match about $45,419 at 4% or $30,279 at 6%. |
| THE FORTUNE SOCIETY MEDICAL PLAN | - | 225 | - | - | - |
| THE FORTUNE SOCIETY DENTAL PLAN | - | 235 | - | - | - |
| THE FORTUNE SOCIETY VISION PLAN | - | 225 | - | - | - |
| FORTUNE SOCIETY LIFE PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY AD&D PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY LTD PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY STD PLAN | - | 286 | - | - | - |
| THE FORTUNE SOCIETY HRA PLAN | - | 100 | - | - | - |
| 2016 | 1 | 280 | $4,100,664 | $773,293 | $2,762iApproximate average salary by contribution assumption: employee only about $69,044 at 4% or $46,029 at 6%; with 50% employer match about $46,029 at 4% or $30,686 at 6%; with 100% employer match about $34,522 at 4% or $23,015 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 280 | $4,100,664 | $773,293 | $2,762iApproximate average salary by contribution assumption: employee only about $69,044 at 4% or $46,029 at 6%; with 50% employer match about $46,029 at 4% or $30,686 at 6%; with 100% employer match about $34,522 at 4% or $23,015 at 6%. |
| 2015 | 1 | 277 | $3,593,737 | $560,447 | $2,023iApproximate average salary by contribution assumption: employee only about $50,582 at 4% or $33,721 at 6%; with 50% employer match about $33,721 at 4% or $22,481 at 6%; with 100% employer match about $25,291 at 4% or $16,861 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 277 | $3,593,737 | $560,447 | $2,023iApproximate average salary by contribution assumption: employee only about $50,582 at 4% or $33,721 at 6%; with 50% employer match about $33,721 at 4% or $22,481 at 6%; with 100% employer match about $25,291 at 4% or $16,861 at 6%. |
| 2014 | 1 | 191 | $3,406,279 | $444,492 | $2,327iApproximate average salary by contribution assumption: employee only about $58,180 at 4% or $38,786 at 6%; with 50% employer match about $38,786 at 4% or $25,858 at 6%; with 100% employer match about $29,090 at 4% or $19,393 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 191 | $3,406,279 | $444,492 | $2,327iApproximate average salary by contribution assumption: employee only about $58,180 at 4% or $38,786 at 6%; with 50% employer match about $38,786 at 4% or $25,858 at 6%; with 100% employer match about $29,090 at 4% or $19,393 at 6%. |
| 2013 | 1 | 242 | $3,052,543 | $576,138 | $2,381iApproximate average salary by contribution assumption: employee only about $59,518 at 4% or $39,679 at 6%; with 50% employer match about $39,679 at 4% or $26,453 at 6%; with 100% employer match about $29,759 at 4% or $19,839 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 242 | $3,052,543 | $576,138 | $2,381iApproximate average salary by contribution assumption: employee only about $59,518 at 4% or $39,679 at 6%; with 50% employer match about $39,679 at 4% or $26,453 at 6%; with 100% employer match about $29,759 at 4% or $19,839 at 6%. |
| 2012 | 1 | 202 | $2,199,745 | $352,969 | $1,747iApproximate average salary by contribution assumption: employee only about $43,684 at 4% or $29,123 at 6%; with 50% employer match about $29,123 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 202 | $2,199,745 | $352,969 | $1,747iApproximate average salary by contribution assumption: employee only about $43,684 at 4% or $29,123 at 6%; with 50% employer match about $29,123 at 4% or $19,415 at 6%; with 100% employer match about $21,842 at 4% or $14,561 at 6%. |
| 2011 | 1 | 156 | $1,951,301 | $315,991 | $2,026iApproximate average salary by contribution assumption: employee only about $50,640 at 4% or $33,760 at 6%; with 50% employer match about $33,760 at 4% or $22,506 at 6%; with 100% employer match about $25,320 at 4% or $16,880 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 156 | $1,951,301 | $315,991 | $2,026iApproximate average salary by contribution assumption: employee only about $50,640 at 4% or $33,760 at 6%; with 50% employer match about $33,760 at 4% or $22,506 at 6%; with 100% employer match about $25,320 at 4% or $16,880 at 6%. |
| 2010 | 1 | 86 | $1,792,928 | $323,939 | $3,767iApproximate average salary by contribution assumption: employee only about $94,168 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,389 at 6%. |
| The Fortune Society Tax Sheltered Annuity | - | 86 | $1,792,928 | $323,939 | $3,767iApproximate average salary by contribution assumption: employee only about $94,168 at 4% or $62,779 at 6%; with 50% employer match about $62,779 at 4% or $41,853 at 6%; with 100% employer match about $47,084 at 4% or $31,389 at 6%. |
| 2008 | 1 | 7 | $0 | $0 | - |
| THE FORTUNE SOCIETY TAX SHELTERED A NNUITY | - | 7 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | - | 0 | - | - | - |
| The Fortune Society Tax Sheltered Annuity | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| The Fortune Society Tax Sheltered Annuity | - | 0 | - | - | - |
| THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | - | 0 | - | - | - |
| 2000 | 1 | 0 | $0 | $0 | - |
| THE FORTUNE SOCIETY TAX SHELTERED ANNUITY | - | 0 | - | - | - |