Civic Intelligence

Fortune Mortgage Company

Plan context: FORTUNE MORTGAGE COMPANY 401(K) PLAN

EIN 36-3796843 • Naperville, IL • 22 filings • 6 plans

1119 Compass CourtNaperville, IL 60540
Current Snapshot

Latest Year

2023

2023 Participants

12

2023 Assets

$1,854,425

2023 Contributions

$141,645

Historical Graphs

Total Assets Over Time

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

$2,138,828$1,069,414$0200320132022YearValue
$1,854,425Latest year 2022

Participants Over Time

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

1260200320132022YearValue
12Latest year 2022

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
202310$0$0-
FORTUNE MORTGAGE COMPANY 401(K) PLAN-0$0$0-
2022112$1,854,425$141,645$11,804iApproximate average salary by contribution assumption: employee only about $295,094 at 4% or $196,729 at 6%; with 50% employer match about $196,729 at 4% or $131,153 at 6%; with 100% employer match about $147,547 at 4% or $98,365 at 6%.
FORTUNE MORTGAGE COMPANY 401(K) PLAN-12$1,854,425$141,645$11,804iApproximate average salary by contribution assumption: employee only about $295,094 at 4% or $196,729 at 6%; with 50% employer match about $196,729 at 4% or $131,153 at 6%; with 100% employer match about $147,547 at 4% or $98,365 at 6%.
2021112$2,138,828$220,977$18,415iApproximate average salary by contribution assumption: employee only about $460,369 at 4% or $306,913 at 6%; with 50% employer match about $306,913 at 4% or $204,608 at 6%; with 100% employer match about $230,184 at 4% or $153,456 at 6%.
FORTUNE MORTGAGE COMPANY 401(K) PLAN-12$2,138,828$220,977$18,415iApproximate average salary by contribution assumption: employee only about $460,369 at 4% or $306,913 at 6%; with 50% employer match about $306,913 at 4% or $204,608 at 6%; with 100% employer match about $230,184 at 4% or $153,456 at 6%.
2020112$1,623,638$245,582$20,465iApproximate average salary by contribution assumption: employee only about $511,629 at 4% or $341,086 at 6%; with 50% employer match about $341,086 at 4% or $227,391 at 6%; with 100% employer match about $255,815 at 4% or $170,543 at 6%.
FORTUNE MORTGAGE COMPANY-12$1,623,638$245,582$20,465iApproximate average salary by contribution assumption: employee only about $511,629 at 4% or $341,086 at 6%; with 50% employer match about $341,086 at 4% or $227,391 at 6%; with 100% employer match about $255,815 at 4% or $170,543 at 6%.
201919$1,136,010$83,145$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
FORTUNE MORTGAGE COMPANY-9$1,136,010$83,145$9,238iApproximate average salary by contribution assumption: employee only about $230,958 at 4% or $153,972 at 6%; with 50% employer match about $153,972 at 4% or $102,648 at 6%; with 100% employer match about $115,479 at 4% or $76,986 at 6%.
201819$861,976$45,432$5,048iApproximate average salary by contribution assumption: employee only about $126,200 at 4% or $84,133 at 6%; with 50% employer match about $84,133 at 4% or $56,089 at 6%; with 100% employer match about $63,100 at 4% or $42,067 at 6%.
FORTUNE MORTGAGE COMPANY-9$861,976$45,432$5,048iApproximate average salary by contribution assumption: employee only about $126,200 at 4% or $84,133 at 6%; with 50% employer match about $84,133 at 4% or $56,089 at 6%; with 100% employer match about $63,100 at 4% or $42,067 at 6%.
201719$880,660$56,095$6,233iApproximate average salary by contribution assumption: employee only about $155,819 at 4% or $103,880 at 6%; with 50% employer match about $103,880 at 4% or $69,253 at 6%; with 100% employer match about $77,910 at 4% or $51,940 at 6%.
FORTUNE MORTGAGE COMPANY-9$880,660$56,095$6,233iApproximate average salary by contribution assumption: employee only about $155,819 at 4% or $103,880 at 6%; with 50% employer match about $103,880 at 4% or $69,253 at 6%; with 100% employer match about $77,910 at 4% or $51,940 at 6%.
201619$703,373$79,459$8,829iApproximate average salary by contribution assumption: employee only about $220,719 at 4% or $147,146 at 6%; with 50% employer match about $147,146 at 4% or $98,098 at 6%; with 100% employer match about $110,360 at 4% or $73,573 at 6%.
FORTUNE MORTGAGE COMPANY-9$703,373$79,459$8,829iApproximate average salary by contribution assumption: employee only about $220,719 at 4% or $147,146 at 6%; with 50% employer match about $147,146 at 4% or $98,098 at 6%; with 100% employer match about $110,360 at 4% or $73,573 at 6%.
2015110$563,850$47,047$4,705iApproximate average salary by contribution assumption: employee only about $117,618 at 4% or $78,412 at 6%; with 50% employer match about $78,412 at 4% or $52,274 at 6%; with 100% employer match about $58,809 at 4% or $39,206 at 6%.
FORTUNE MORTGAGE COMPANY-10$563,850$47,047$4,705iApproximate average salary by contribution assumption: employee only about $117,618 at 4% or $78,412 at 6%; with 50% employer match about $78,412 at 4% or $52,274 at 6%; with 100% employer match about $58,809 at 4% or $39,206 at 6%.
2014110$523,734$59,305$5,931iApproximate average salary by contribution assumption: employee only about $148,263 at 4% or $98,842 at 6%; with 50% employer match about $98,842 at 4% or $65,894 at 6%; with 100% employer match about $74,131 at 4% or $49,421 at 6%.
FORTUNE MORTGAGE COMPANY 401(K) PLAN-10$523,734$59,305$5,931iApproximate average salary by contribution assumption: employee only about $148,263 at 4% or $98,842 at 6%; with 50% employer match about $98,842 at 4% or $65,894 at 6%; with 100% employer match about $74,131 at 4% or $49,421 at 6%.
201319$439,037$101,480$11,276iApproximate average salary by contribution assumption: employee only about $281,889 at 4% or $187,926 at 6%; with 50% employer match about $187,926 at 4% or $125,284 at 6%; with 100% employer match about $140,944 at 4% or $93,963 at 6%.
FORTUNE MORTGAGE COMPANY 401(K) PLAN-9$439,037$101,480$11,276iApproximate average salary by contribution assumption: employee only about $281,889 at 4% or $187,926 at 6%; with 50% employer match about $187,926 at 4% or $125,284 at 6%; with 100% employer match about $140,944 at 4% or $93,963 at 6%.
201219$289,670$101,630$11,292iApproximate average salary by contribution assumption: employee only about $282,306 at 4% or $188,204 at 6%; with 50% employer match about $188,204 at 4% or $125,469 at 6%; with 100% employer match about $141,153 at 4% or $94,102 at 6%.
FORTUNE MORTGAGE COMPANY 401(K) PLAN-9$289,670$101,630$11,292iApproximate average salary by contribution assumption: employee only about $282,306 at 4% or $188,204 at 6%; with 50% employer match about $188,204 at 4% or $125,469 at 6%; with 100% employer match about $141,153 at 4% or $94,102 at 6%.
201118$162,787$76,089$9,511iApproximate average salary by contribution assumption: employee only about $237,778 at 4% or $158,519 at 6%; with 50% employer match about $158,519 at 4% or $105,679 at 6%; with 100% employer match about $118,889 at 4% or $79,259 at 6%.
FORTUNE MORTGAGE COMPANY NADART SALARY DEFERRAL 401(K) PLAN-8$162,787$76,089$9,511iApproximate average salary by contribution assumption: employee only about $237,778 at 4% or $158,519 at 6%; with 50% employer match about $158,519 at 4% or $105,679 at 6%; with 100% employer match about $118,889 at 4% or $79,259 at 6%.
2010212$91,086$90,374$7,531iApproximate average salary by contribution assumption: employee only about $188,279 at 4% or $125,519 at 6%; with 50% employer match about $125,519 at 4% or $83,680 at 6%; with 100% employer match about $94,140 at 4% or $62,760 at 6%.
FORTUNE MORTGAGE COMPANY NADART SALARY DEF 401K PLAN-12$91,086$90,374$7,531iApproximate average salary by contribution assumption: employee only about $188,279 at 4% or $125,519 at 6%; with 50% employer match about $125,519 at 4% or $83,680 at 6%; with 100% employer match about $94,140 at 4% or $62,760 at 6%.
Fortune Mortgage Company Profit Sharing Plan-0$0--
200915$55,255$0-
Fortune Mortgage Company Profit Sharing Plan-5$55,255--
200816$0$0-
Fortune Mortgage Company Profit Sharing Plan-6---
200716$241,667$0-
Fortune Mortgage Company Profit Sharing Plan-6$241,667--
200617$232,649$0-
Fortune Mortgage Company Profit Sharing Plan-7$232,649--
200517$204,054$0-
Fortune Mortgage Company Profit Sharing Plan-7$204,054--
200416$195,626$97,525$16,254iApproximate average salary by contribution assumption: employee only about $406,354 at 4% or $270,903 at 6%; with 50% employer match about $270,903 at 4% or $180,602 at 6%; with 100% employer match about $203,177 at 4% or $135,451 at 6%.
Fortune Mortgage Company Profit Sharing Plan-6$195,626$97,525$16,254iApproximate average salary by contribution assumption: employee only about $406,354 at 4% or $270,903 at 6%; with 50% employer match about $270,903 at 4% or $180,602 at 6%; with 100% employer match about $203,177 at 4% or $135,451 at 6%.
200314$92,880$92,880$23,220iApproximate average salary by contribution assumption: employee only about $580,500 at 4% or $387,000 at 6%; with 50% employer match about $387,000 at 4% or $258,000 at 6%; with 100% employer match about $290,250 at 4% or $193,500 at 6%.
Fortune Mortgage Company Profit Sharing Plan-4$92,880$92,880$23,220iApproximate average salary by contribution assumption: employee only about $580,500 at 4% or $387,000 at 6%; with 50% employer match about $387,000 at 4% or $258,000 at 6%; with 100% employer match about $290,250 at 4% or $193,500 at 6%.