Civic Intelligence

R.L. FORTNEY MANAGEMENT, INC.

Plan context: R.L. FORTNEY MANAGEMENT, INC. HEALTH BENEFITS TRUST

EIN 20-7198006 • 3 filings • 2 plans

Current Snapshot

Latest Year

2009

2009 Participants

93

2009 Assets

$25,052

2009 Contributions

$1,025,266

Historical Graphs

Total Assets Over Time

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

$25,052$12,526$02009YearValue
$25,052Latest year 2009

Participants Over Time

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

14874020072009YearValue
93Latest year 2009

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
2009293$25,052$1,025,266$11,024iApproximate average salary by contribution assumption: employee only about $275,609 at 4% or $183,739 at 6%; with 50% employer match about $183,739 at 4% or $122,493 at 6%; with 100% employer match about $137,805 at 4% or $91,870 at 6%.
R.L. FORTNEY MANAGEMENT, INC. HEALTH BENEFITS TRUST-93$25,052$1,025,266$11,024iApproximate average salary by contribution assumption: employee only about $275,609 at 4% or $183,739 at 6%; with 50% employer match about $183,739 at 4% or $122,493 at 6%; with 100% employer match about $137,805 at 4% or $91,870 at 6%.
R.L. FORTNEY MANAGEMENT, INC. BENEFITS PLAN AND TRUST-----
20071148$0$0-
R.L. FORTNEY MANAGEMENT, INC. BENEFITS PLAN AND TRUST-148---