Civic Intelligence

Robert a. Fortuno PC.

Plan context: Robert a. Fortuno PC. Profit Sharing Plan

EIN 86-0595556 • Tucson, AZ • 24 filings • 4 plans

2200 E River Rd Ste 110Tucson, AZ 85718
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$9,199,613

2024 Contributions

$30,000

Historical Graphs

Total Assets Over Time

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

$9,199,613$4,599,807$0200020142024YearValue
$9,199,613Latest year 2024

Participants Over Time

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

210200020132024YearValue
2Latest 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
202412$9,199,613$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$9,199,613$0-
202312$7,071,383$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$7,071,383$0-
202212$4,971,217$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$4,971,217$0-
202112$6,481,086$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$6,481,086$0-
202012$4,811,145$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$4,811,145$30,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
201911$2,904,949$0-
Robert a. Fortuno PC. Profit Sharing Plan-1$2,904,949$0-
201811$1,735,952$0-
Robert a. Fortuno PC. Profit Sharing Plan-1$1,735,952$0-
201712$2,037,921$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$2,037,921$0-
201612$1,680,793$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$1,680,793$0-
201512$1,532,705$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$1,532,705$0-
201412$1,577,074$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$1,577,074$0-
201312$1,383,736$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$1,383,736$0-
201212$1,185,518$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$1,185,518$0-
201112$961,467$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$961,467$0-
201012$962,565$0-
Robert a. Fortuno PC. Profit Sharing Plan-2$962,565--
200912$845,387$22,098$11,049iApproximate average salary by contribution assumption: employee only about $276,225 at 4% or $184,150 at 6%; with 50% employer match about $184,150 at 4% or $122,767 at 6%; with 100% employer match about $138,113 at 4% or $92,075 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$845,387$22,098$11,049iApproximate average salary by contribution assumption: employee only about $276,225 at 4% or $184,150 at 6%; with 50% employer match about $184,150 at 4% or $122,767 at 6%; with 100% employer match about $138,113 at 4% or $92,075 at 6%.
200812$0$0-
Robert a. Fortuno PC. Profit Sharing Plan-2---
200712$0$0-
Robert a. Fortuno PC. Profit Sharing Plan-2---
200612$928,295$27,100$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$928,295$27,100$13,550iApproximate average salary by contribution assumption: employee only about $338,750 at 4% or $225,833 at 6%; with 50% employer match about $225,833 at 4% or $150,556 at 6%; with 100% employer match about $169,375 at 4% or $112,917 at 6%.
200512$762,520$16,300$8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$762,520$16,300$8,150iApproximate average salary by contribution assumption: employee only about $203,750 at 4% or $135,833 at 6%; with 50% employer match about $135,833 at 4% or $90,556 at 6%; with 100% employer match about $101,875 at 4% or $67,917 at 6%.
200412$712,144$33,660$16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$712,144$33,660$16,830iApproximate average salary by contribution assumption: employee only about $420,750 at 4% or $280,500 at 6%; with 50% employer match about $280,500 at 4% or $187,000 at 6%; with 100% employer match about $210,375 at 4% or $140,250 at 6%.
200212$450,722$21,800$10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$450,722$21,800$10,900iApproximate average salary by contribution assumption: employee only about $272,500 at 4% or $181,667 at 6%; with 50% employer match about $181,667 at 4% or $121,111 at 6%; with 100% employer match about $136,250 at 4% or $90,833 at 6%.
200112$505,801$17,250$8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$505,801$17,250$8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%.
200012$629,451$23,225$11,613iApproximate average salary by contribution assumption: employee only about $290,313 at 4% or $193,542 at 6%; with 50% employer match about $193,542 at 4% or $129,028 at 6%; with 100% employer match about $145,156 at 4% or $96,771 at 6%.
Robert a. Fortuno PC. Profit Sharing Plan-2$629,451$23,225$11,613iApproximate average salary by contribution assumption: employee only about $290,313 at 4% or $193,542 at 6%; with 50% employer match about $193,542 at 4% or $129,028 at 6%; with 100% employer match about $145,156 at 4% or $96,771 at 6%.