Civic Intelligence

Fortune Capital Management Ser

Plan context: Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust

EIN 26-3836520 • Miami, FL • 13 filings • 2 plans

PO Box 227850Miami, FL 33222-7850
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$184,074

2024 Contributions

$15,578

Historical Graphs

Total Assets Over Time

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

$184,074$92,037$0201220182024YearValue
$184,074Latest year 2024

Participants Over Time

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

420201220182024YearValue
3Latest year 2024

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
202413$184,074$15,578$5,193iApproximate average salary by contribution assumption: employee only about $129,817 at 4% or $86,544 at 6%; with 50% employer match about $86,544 at 4% or $57,696 at 6%; with 100% employer match about $64,908 at 4% or $43,272 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$184,074$15,578$5,193iApproximate average salary by contribution assumption: employee only about $129,817 at 4% or $86,544 at 6%; with 50% employer match about $86,544 at 4% or $57,696 at 6%; with 100% employer match about $64,908 at 4% or $43,272 at 6%.
202313$137,522$14,196$4,732iApproximate average salary by contribution assumption: employee only about $118,300 at 4% or $78,867 at 6%; with 50% employer match about $78,867 at 4% or $52,578 at 6%; with 100% employer match about $59,150 at 4% or $39,433 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$137,522$14,196$4,732iApproximate average salary by contribution assumption: employee only about $118,300 at 4% or $78,867 at 6%; with 50% employer match about $78,867 at 4% or $52,578 at 6%; with 100% employer match about $59,150 at 4% or $39,433 at 6%.
202213$99,638$13,655$4,552iApproximate average salary by contribution assumption: employee only about $113,792 at 4% or $75,861 at 6%; with 50% employer match about $75,861 at 4% or $50,574 at 6%; with 100% employer match about $56,896 at 4% or $37,931 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$99,638$13,655$4,552iApproximate average salary by contribution assumption: employee only about $113,792 at 4% or $75,861 at 6%; with 50% employer match about $75,861 at 4% or $50,574 at 6%; with 100% employer match about $56,896 at 4% or $37,931 at 6%.
202113$108,812$15,537$5,179iApproximate average salary by contribution assumption: employee only about $129,475 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,544 at 6%; with 100% employer match about $64,738 at 4% or $43,158 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$108,812$15,537$5,179iApproximate average salary by contribution assumption: employee only about $129,475 at 4% or $86,317 at 6%; with 50% employer match about $86,317 at 4% or $57,544 at 6%; with 100% employer match about $64,738 at 4% or $43,158 at 6%.
202013$78,201$13,936$4,645iApproximate average salary by contribution assumption: employee only about $116,133 at 4% or $77,422 at 6%; with 50% employer match about $77,422 at 4% or $51,615 at 6%; with 100% employer match about $58,067 at 4% or $38,711 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$78,201$13,936$4,645iApproximate average salary by contribution assumption: employee only about $116,133 at 4% or $77,422 at 6%; with 50% employer match about $77,422 at 4% or $51,615 at 6%; with 100% employer match about $58,067 at 4% or $38,711 at 6%.
201913$50,089$12,361$4,120iApproximate average salary by contribution assumption: employee only about $103,008 at 4% or $68,672 at 6%; with 50% employer match about $68,672 at 4% or $45,781 at 6%; with 100% employer match about $51,504 at 4% or $34,336 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$50,089$12,361$4,120iApproximate average salary by contribution assumption: employee only about $103,008 at 4% or $68,672 at 6%; with 50% employer match about $68,672 at 4% or $45,781 at 6%; with 100% employer match about $51,504 at 4% or $34,336 at 6%.
201813$31,500$11,072$3,691iApproximate average salary by contribution assumption: employee only about $92,267 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,756 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$31,500$11,072$3,691iApproximate average salary by contribution assumption: employee only about $92,267 at 4% or $61,511 at 6%; with 50% employer match about $61,511 at 4% or $41,007 at 6%; with 100% employer match about $46,133 at 4% or $30,756 at 6%.
201713$29,871$10,895$3,632iApproximate average salary by contribution assumption: employee only about $90,792 at 4% or $60,528 at 6%; with 50% employer match about $60,528 at 4% or $40,352 at 6%; with 100% employer match about $45,396 at 4% or $30,264 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$29,871$10,895$3,632iApproximate average salary by contribution assumption: employee only about $90,792 at 4% or $60,528 at 6%; with 50% employer match about $60,528 at 4% or $40,352 at 6%; with 100% employer match about $45,396 at 4% or $30,264 at 6%.
201613$39,974$11,031$3,677iApproximate average salary by contribution assumption: employee only about $91,925 at 4% or $61,283 at 6%; with 50% employer match about $61,283 at 4% or $40,856 at 6%; with 100% employer match about $45,963 at 4% or $30,642 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$39,974$11,031$3,677iApproximate average salary by contribution assumption: employee only about $91,925 at 4% or $61,283 at 6%; with 50% employer match about $61,283 at 4% or $40,856 at 6%; with 100% employer match about $45,963 at 4% or $30,642 at 6%.
201514$147,070$9,331$2,333iApproximate average salary by contribution assumption: employee only about $58,319 at 4% or $38,879 at 6%; with 50% employer match about $38,879 at 4% or $25,919 at 6%; with 100% employer match about $29,159 at 4% or $19,440 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-4$147,070$9,331$2,333iApproximate average salary by contribution assumption: employee only about $58,319 at 4% or $38,879 at 6%; with 50% employer match about $38,879 at 4% or $25,919 at 6%; with 100% employer match about $29,159 at 4% or $19,440 at 6%.
201413$146,825$15,870$5,290iApproximate average salary by contribution assumption: employee only about $132,250 at 4% or $88,167 at 6%; with 50% employer match about $88,167 at 4% or $58,778 at 6%; with 100% employer match about $66,125 at 4% or $44,083 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$146,825$15,870$5,290iApproximate average salary by contribution assumption: employee only about $132,250 at 4% or $88,167 at 6%; with 50% employer match about $88,167 at 4% or $58,778 at 6%; with 100% employer match about $66,125 at 4% or $44,083 at 6%.
201313$135,770$21,930$7,310iApproximate average salary by contribution assumption: employee only about $182,750 at 4% or $121,833 at 6%; with 50% employer match about $121,833 at 4% or $81,222 at 6%; with 100% employer match about $91,375 at 4% or $60,917 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$135,770$21,930$7,310iApproximate average salary by contribution assumption: employee only about $182,750 at 4% or $121,833 at 6%; with 50% employer match about $121,833 at 4% or $81,222 at 6%; with 100% employer match about $91,375 at 4% or $60,917 at 6%.
201213$89,695$59,036$19,679iApproximate average salary by contribution assumption: employee only about $491,967 at 4% or $327,978 at 6%; with 50% employer match about $327,978 at 4% or $218,652 at 6%; with 100% employer match about $245,983 at 4% or $163,989 at 6%.
Fortune Capital Management Ser 401(K) Profit Sharing Plan & Trust-3$89,695$59,036$19,679iApproximate average salary by contribution assumption: employee only about $491,967 at 4% or $327,978 at 6%; with 50% employer match about $327,978 at 4% or $218,652 at 6%; with 100% employer match about $245,983 at 4% or $163,989 at 6%.