Civic Intelligence

Gene J Fortman

Plan context: EUGENE FORTMAN RETIREMENT PLAN AND TRUST

EIN 42-1300493 • 12 filings • 2 plans

Current Snapshot

Latest Year

2008

2008 Participants

4

2008 Assets

$1,190,035

2008 Contributions

$135,500

Historical Graphs

Total Assets Over Time

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

$1,725,754$862,877$0199920042008YearValue
$1,190,035Latest year 2008

Participants Over Time

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

630199920042008YearValue
4Latest year 2008

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
200814$1,190,035$135,500$33,875iApproximate average salary by contribution assumption: employee only about $846,875 at 4% or $564,583 at 6%; with 50% employer match about $564,583 at 4% or $376,389 at 6%; with 100% employer match about $423,438 at 4% or $282,292 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-4$1,190,035$135,500$33,875iApproximate average salary by contribution assumption: employee only about $846,875 at 4% or $564,583 at 6%; with 50% employer match about $564,583 at 4% or $376,389 at 6%; with 100% employer match about $423,438 at 4% or $282,292 at 6%.
200715$1,725,754$205,217$41,043iApproximate average salary by contribution assumption: employee only about $1,026,085 at 4% or $684,057 at 6%; with 50% employer match about $684,057 at 4% or $456,038 at 6%; with 100% employer match about $513,043 at 4% or $342,028 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-5$1,725,754$205,217$41,043iApproximate average salary by contribution assumption: employee only about $1,026,085 at 4% or $684,057 at 6%; with 50% employer match about $684,057 at 4% or $456,038 at 6%; with 100% employer match about $513,043 at 4% or $342,028 at 6%.
200615$1,534,256$108,225$21,645iApproximate average salary by contribution assumption: employee only about $541,125 at 4% or $360,750 at 6%; with 50% employer match about $360,750 at 4% or $240,500 at 6%; with 100% employer match about $270,563 at 4% or $180,375 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-5$1,534,256$108,225$21,645iApproximate average salary by contribution assumption: employee only about $541,125 at 4% or $360,750 at 6%; with 50% employer match about $360,750 at 4% or $240,500 at 6%; with 100% employer match about $270,563 at 4% or $180,375 at 6%.
200515$1,196,865$187,060$37,412iApproximate average salary by contribution assumption: employee only about $935,300 at 4% or $623,533 at 6%; with 50% employer match about $623,533 at 4% or $415,689 at 6%; with 100% employer match about $467,650 at 4% or $311,767 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-5$1,196,865$187,060$37,412iApproximate average salary by contribution assumption: employee only about $935,300 at 4% or $623,533 at 6%; with 50% employer match about $623,533 at 4% or $415,689 at 6%; with 100% employer match about $467,650 at 4% or $311,767 at 6%.
200415$910,977$128,088$25,618iApproximate average salary by contribution assumption: employee only about $640,440 at 4% or $426,960 at 6%; with 50% employer match about $426,960 at 4% or $284,640 at 6%; with 100% employer match about $320,220 at 4% or $213,480 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-5$910,977$128,088$25,618iApproximate average salary by contribution assumption: employee only about $640,440 at 4% or $426,960 at 6%; with 50% employer match about $426,960 at 4% or $284,640 at 6%; with 100% employer match about $320,220 at 4% or $213,480 at 6%.
200316$686,187$149,735$24,956iApproximate average salary by contribution assumption: employee only about $623,896 at 4% or $415,931 at 6%; with 50% employer match about $415,931 at 4% or $277,287 at 6%; with 100% employer match about $311,948 at 4% or $207,965 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-6$686,187$149,735$24,956iApproximate average salary by contribution assumption: employee only about $623,896 at 4% or $415,931 at 6%; with 50% employer match about $415,931 at 4% or $277,287 at 6%; with 100% employer match about $311,948 at 4% or $207,965 at 6%.
200216$353,109$136,154$22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-6$353,109$136,154$22,692iApproximate average salary by contribution assumption: employee only about $567,308 at 4% or $378,206 at 6%; with 50% employer match about $378,206 at 4% or $252,137 at 6%; with 100% employer match about $283,654 at 4% or $189,103 at 6%.
200126$0$0-
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-6---
Gene J Fortman Dds Profit Sharing Plan-0---
200025$1,100,482$144,868$28,974iApproximate average salary by contribution assumption: employee only about $724,340 at 4% or $482,893 at 6%; with 50% employer match about $482,893 at 4% or $321,929 at 6%; with 100% employer match about $362,170 at 4% or $241,447 at 6%.
Gene J Fortman Dds Profit Sharing Plan-5$985,452$29,838$5,968iApproximate average salary by contribution assumption: employee only about $149,190 at 4% or $99,460 at 6%; with 50% employer match about $99,460 at 4% or $66,307 at 6%; with 100% employer match about $74,595 at 4% or $49,730 at 6%.
EUGENE FORTMAN RETIREMENT PLAN AND TRUST-5$115,030$115,030$23,006iApproximate average salary by contribution assumption: employee only about $575,150 at 4% or $383,433 at 6%; with 50% employer match about $383,433 at 4% or $255,622 at 6%; with 100% employer match about $287,575 at 4% or $191,717 at 6%.
199915$1,431,557$39,943$7,989iApproximate average salary by contribution assumption: employee only about $199,715 at 4% or $133,143 at 6%; with 50% employer match about $133,143 at 4% or $88,762 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.
Gene J Fortman Dds Profit Sharing Plan-5$1,431,557$39,943$7,989iApproximate average salary by contribution assumption: employee only about $199,715 at 4% or $133,143 at 6%; with 50% employer match about $133,143 at 4% or $88,762 at 6%; with 100% employer match about $99,858 at 4% or $66,572 at 6%.