Civic Intelligence

Fortner & Co. Inc.

Plan context: Fortner & Co. Inc., Profit Sharing Plan

EIN 73-1181133 • Tulsa, OK • 14 filings • 2 plans

9410 E. 51st, Ste RTulsa, OK 74145
Current Snapshot

Latest Year

2011

2011 Participants

5

2011 Assets

$2,417,956

2011 Contributions

$78,213

Historical Graphs

Total Assets Over Time

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

$2,417,956$1,208,978$0199920062011YearValue
$2,417,956Latest year 2011

Participants Over Time

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

740199920052011YearValue
5Latest year 2011

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
201125$2,417,956$78,213$15,643iApproximate average salary by contribution assumption: employee only about $391,065 at 4% or $260,710 at 6%; with 50% employer match about $260,710 at 4% or $173,807 at 6%; with 100% employer match about $195,533 at 4% or $130,355 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$2,417,956$77,826$15,565iApproximate average salary by contribution assumption: employee only about $389,130 at 4% or $259,420 at 6%; with 50% employer match about $259,420 at 4% or $172,947 at 6%; with 100% employer match about $194,565 at 4% or $129,710 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-0$0$387-
201015$2,255,182$77,482$15,496iApproximate average salary by contribution assumption: employee only about $387,410 at 4% or $258,273 at 6%; with 50% employer match about $258,273 at 4% or $172,182 at 6%; with 100% employer match about $193,705 at 4% or $129,137 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$2,255,182$77,482$15,496iApproximate average salary by contribution assumption: employee only about $387,410 at 4% or $258,273 at 6%; with 50% employer match about $258,273 at 4% or $172,182 at 6%; with 100% employer match about $193,705 at 4% or $129,137 at 6%.
200915$2,094,384$78,349$15,670iApproximate average salary by contribution assumption: employee only about $391,745 at 4% or $261,163 at 6%; with 50% employer match about $261,163 at 4% or $174,109 at 6%; with 100% employer match about $195,873 at 4% or $130,582 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$2,094,384$78,349$15,670iApproximate average salary by contribution assumption: employee only about $391,745 at 4% or $261,163 at 6%; with 50% employer match about $261,163 at 4% or $174,109 at 6%; with 100% employer match about $195,873 at 4% or $130,582 at 6%.
200815$1,923,518$89,861$17,972iApproximate average salary by contribution assumption: employee only about $449,305 at 4% or $299,537 at 6%; with 50% employer match about $299,537 at 4% or $199,691 at 6%; with 100% employer match about $224,653 at 4% or $149,768 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$1,923,518$89,861$17,972iApproximate average salary by contribution assumption: employee only about $449,305 at 4% or $299,537 at 6%; with 50% employer match about $299,537 at 4% or $199,691 at 6%; with 100% employer match about $224,653 at 4% or $149,768 at 6%.
200715$1,734,358$80,951$16,190iApproximate average salary by contribution assumption: employee only about $404,755 at 4% or $269,837 at 6%; with 50% employer match about $269,837 at 4% or $179,891 at 6%; with 100% employer match about $202,378 at 4% or $134,918 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$1,734,358$80,951$16,190iApproximate average salary by contribution assumption: employee only about $404,755 at 4% or $269,837 at 6%; with 50% employer match about $269,837 at 4% or $179,891 at 6%; with 100% employer match about $202,378 at 4% or $134,918 at 6%.
200615$1,570,555$76,981$15,396iApproximate average salary by contribution assumption: employee only about $384,905 at 4% or $256,603 at 6%; with 50% employer match about $256,603 at 4% or $171,069 at 6%; with 100% employer match about $192,453 at 4% or $128,302 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$1,570,555$76,981$15,396iApproximate average salary by contribution assumption: employee only about $384,905 at 4% or $256,603 at 6%; with 50% employer match about $256,603 at 4% or $171,069 at 6%; with 100% employer match about $192,453 at 4% or $128,302 at 6%.
200515$1,376,281$72,125$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$1,376,281$72,125$14,425iApproximate average salary by contribution assumption: employee only about $360,625 at 4% or $240,417 at 6%; with 50% employer match about $240,417 at 4% or $160,278 at 6%; with 100% employer match about $180,313 at 4% or $120,208 at 6%.
200415$1,243,725$64,326$12,865iApproximate average salary by contribution assumption: employee only about $321,630 at 4% or $214,420 at 6%; with 50% employer match about $214,420 at 4% or $142,947 at 6%; with 100% employer match about $160,815 at 4% or $107,210 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-5$1,243,725$64,326$12,865iApproximate average salary by contribution assumption: employee only about $321,630 at 4% or $214,420 at 6%; with 50% employer match about $214,420 at 4% or $142,947 at 6%; with 100% employer match about $160,815 at 4% or $107,210 at 6%.
200316$1,304,761$72,684$12,114iApproximate average salary by contribution assumption: employee only about $302,850 at 4% or $201,900 at 6%; with 50% employer match about $201,900 at 4% or $134,600 at 6%; with 100% employer match about $151,425 at 4% or $100,950 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-6$1,304,761$72,684$12,114iApproximate average salary by contribution assumption: employee only about $302,850 at 4% or $201,900 at 6%; with 50% employer match about $201,900 at 4% or $134,600 at 6%; with 100% employer match about $151,425 at 4% or $100,950 at 6%.
200216$1,164,593$77,935$12,989iApproximate average salary by contribution assumption: employee only about $324,729 at 4% or $216,486 at 6%; with 50% employer match about $216,486 at 4% or $144,324 at 6%; with 100% employer match about $162,365 at 4% or $108,243 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-6$1,164,593$77,935$12,989iApproximate average salary by contribution assumption: employee only about $324,729 at 4% or $216,486 at 6%; with 50% employer match about $216,486 at 4% or $144,324 at 6%; with 100% employer match about $162,365 at 4% or $108,243 at 6%.
200116$0$0-
Fortner & Co. Inc., Profit Sharing Plan-6---
200017$1,122,285$63,616$9,088iApproximate average salary by contribution assumption: employee only about $227,200 at 4% or $151,467 at 6%; with 50% employer match about $151,467 at 4% or $100,978 at 6%; with 100% employer match about $113,600 at 4% or $75,733 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-7$1,122,285$63,616$9,088iApproximate average salary by contribution assumption: employee only about $227,200 at 4% or $151,467 at 6%; with 50% employer match about $151,467 at 4% or $100,978 at 6%; with 100% employer match about $113,600 at 4% or $75,733 at 6%.
199917$1,028,878$54,326$7,761iApproximate average salary by contribution assumption: employee only about $194,021 at 4% or $129,348 at 6%; with 50% employer match about $129,348 at 4% or $86,232 at 6%; with 100% employer match about $97,011 at 4% or $64,674 at 6%.
Fortner & Co. Inc., Profit Sharing Plan-7$1,028,878$54,326$7,761iApproximate average salary by contribution assumption: employee only about $194,021 at 4% or $129,348 at 6%; with 50% employer match about $129,348 at 4% or $86,232 at 6%; with 100% employer match about $97,011 at 4% or $64,674 at 6%.