Fortune Financial Planning
Plan context: Fortune Financial 401(K) Plan
EIN 86-1224130 • Voorhees, NJ • 2 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$214,136
2025 Contributions
$13,601
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $214,136 | $13,601 | $4,534iApproximate average salary by contribution assumption: employee only about $113,342 at 4% or $75,561 at 6%; with 50% employer match about $75,561 at 4% or $50,374 at 6%; with 100% employer match about $56,671 at 4% or $37,781 at 6%. |
| Fortune Financial 401(K) Plan | - | 3 | $214,136 | $13,601 | $4,534iApproximate average salary by contribution assumption: employee only about $113,342 at 4% or $75,561 at 6%; with 50% employer match about $75,561 at 4% or $50,374 at 6%; with 100% employer match about $56,671 at 4% or $37,781 at 6%. |
| 2024 | 1 | 3 | $169,725 | $155,997 | $51,999iApproximate average salary by contribution assumption: employee only about $1,299,975 at 4% or $866,650 at 6%; with 50% employer match about $866,650 at 4% or $577,767 at 6%; with 100% employer match about $649,988 at 4% or $433,325 at 6%. |
| Fortune Financial 401(K) Plan | - | 3 | $169,725 | $155,997 | $51,999iApproximate average salary by contribution assumption: employee only about $1,299,975 at 4% or $866,650 at 6%; with 50% employer match about $866,650 at 4% or $577,767 at 6%; with 100% employer match about $649,988 at 4% or $433,325 at 6%. |