Civic Intelligence

Mel Fortes

Plan context: Mel Fortes Self-Employed Profit Sharing Plan

EIN 93-0988843 • Pacific Grove, CA • 26 filings • 4 plans

C/O Fortes Business OfficePO Box 51907Pacific Grove, CA 93950
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$2,652,591

2024 Contributions

$83,936

Historical Graphs

Total Assets Over Time

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

$2,652,591$1,326,296$0199920142024YearValue
$2,652,591Latest year 2024

Participants Over Time

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

320199920122024YearValue
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$2,652,591$83,936$41,968iApproximate average salary by contribution assumption: employee only about $1,049,200 at 4% or $699,467 at 6%; with 50% employer match about $699,467 at 4% or $466,311 at 6%; with 100% employer match about $524,600 at 4% or $349,733 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$2,652,591$83,936$41,968iApproximate average salary by contribution assumption: employee only about $1,049,200 at 4% or $699,467 at 6%; with 50% employer match about $699,467 at 4% or $466,311 at 6%; with 100% employer match about $524,600 at 4% or $349,733 at 6%.
202312$2,007,045$81,499$40,750iApproximate average salary by contribution assumption: employee only about $1,018,738 at 4% or $679,158 at 6%; with 50% employer match about $679,158 at 4% or $452,772 at 6%; with 100% employer match about $509,369 at 4% or $339,579 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$2,007,045$81,499$40,750iApproximate average salary by contribution assumption: employee only about $1,018,738 at 4% or $679,158 at 6%; with 50% employer match about $679,158 at 4% or $452,772 at 6%; with 100% employer match about $509,369 at 4% or $339,579 at 6%.
202212$1,560,834$74,567$37,284iApproximate average salary by contribution assumption: employee only about $932,088 at 4% or $621,392 at 6%; with 50% employer match about $621,392 at 4% or $414,261 at 6%; with 100% employer match about $466,044 at 4% or $310,696 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,560,834$74,567$37,284iApproximate average salary by contribution assumption: employee only about $932,088 at 4% or $621,392 at 6%; with 50% employer match about $621,392 at 4% or $414,261 at 6%; with 100% employer match about $466,044 at 4% or $310,696 at 6%.
202112$1,632,820$71,362$35,681iApproximate average salary by contribution assumption: employee only about $892,025 at 4% or $594,683 at 6%; with 50% employer match about $594,683 at 4% or $396,456 at 6%; with 100% employer match about $446,013 at 4% or $297,342 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,632,820$71,362$35,681iApproximate average salary by contribution assumption: employee only about $892,025 at 4% or $594,683 at 6%; with 50% employer match about $594,683 at 4% or $396,456 at 6%; with 100% employer match about $446,013 at 4% or $297,342 at 6%.
202012$1,540,332$73,035$36,518iApproximate average salary by contribution assumption: employee only about $912,938 at 4% or $608,625 at 6%; with 50% employer match about $608,625 at 4% or $405,750 at 6%; with 100% employer match about $456,469 at 4% or $304,313 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,540,332$73,035$36,518iApproximate average salary by contribution assumption: employee only about $912,938 at 4% or $608,625 at 6%; with 50% employer match about $608,625 at 4% or $405,750 at 6%; with 100% employer match about $456,469 at 4% or $304,313 at 6%.
201912$1,324,186$65,534$32,767iApproximate average salary by contribution assumption: employee only about $819,175 at 4% or $546,117 at 6%; with 50% employer match about $546,117 at 4% or $364,078 at 6%; with 100% employer match about $409,588 at 4% or $273,058 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,324,186$65,534$32,767iApproximate average salary by contribution assumption: employee only about $819,175 at 4% or $546,117 at 6%; with 50% employer match about $546,117 at 4% or $364,078 at 6%; with 100% employer match about $409,588 at 4% or $273,058 at 6%.
201812$1,111,356$64,866$32,433iApproximate average salary by contribution assumption: employee only about $810,825 at 4% or $540,550 at 6%; with 50% employer match about $540,550 at 4% or $360,367 at 6%; with 100% employer match about $405,413 at 4% or $270,275 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,111,356$64,866$32,433iApproximate average salary by contribution assumption: employee only about $810,825 at 4% or $540,550 at 6%; with 50% employer match about $540,550 at 4% or $360,367 at 6%; with 100% employer match about $405,413 at 4% or $270,275 at 6%.
201712$1,081,515$63,491$31,746iApproximate average salary by contribution assumption: employee only about $793,638 at 4% or $529,092 at 6%; with 50% employer match about $529,092 at 4% or $352,728 at 6%; with 100% employer match about $396,819 at 4% or $264,546 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$1,081,515$63,491$31,746iApproximate average salary by contribution assumption: employee only about $793,638 at 4% or $529,092 at 6%; with 50% employer match about $529,092 at 4% or $352,728 at 6%; with 100% employer match about $396,819 at 4% or $264,546 at 6%.
201612$943,981$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$943,981$64,000$32,000iApproximate average salary by contribution assumption: employee only about $800,000 at 4% or $533,333 at 6%; with 50% employer match about $533,333 at 4% or $355,556 at 6%; with 100% employer match about $400,000 at 4% or $266,667 at 6%.
201512$853,121$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$853,121$60,000$30,000iApproximate average salary by contribution assumption: employee only about $750,000 at 4% or $500,000 at 6%; with 50% employer match about $500,000 at 4% or $333,333 at 6%; with 100% employer match about $375,000 at 4% or $250,000 at 6%.
201412$794,233$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$794,233$45,000$22,500iApproximate average salary by contribution assumption: employee only about $562,500 at 4% or $375,000 at 6%; with 50% employer match about $375,000 at 4% or $250,000 at 6%; with 100% employer match about $281,250 at 4% or $187,500 at 6%.
201312$728,160$29,567$14,784iApproximate average salary by contribution assumption: employee only about $369,588 at 4% or $246,392 at 6%; with 50% employer match about $246,392 at 4% or $164,261 at 6%; with 100% employer match about $184,794 at 4% or $123,196 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$728,160$29,567$14,784iApproximate average salary by contribution assumption: employee only about $369,588 at 4% or $246,392 at 6%; with 50% employer match about $246,392 at 4% or $164,261 at 6%; with 100% employer match about $184,794 at 4% or $123,196 at 6%.
201212$619,116$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%.
Mel Fortes Self-Employed Profit Sharing Plan-2$619,116$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%.
201112$538,144$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$538,144$27,000$13,500iApproximate average salary by contribution assumption: employee only about $337,500 at 4% or $225,000 at 6%; with 50% employer match about $225,000 at 4% or $150,000 at 6%; with 100% employer match about $168,750 at 4% or $112,500 at 6%.
201012$514,039$25,228$12,614iApproximate average salary by contribution assumption: employee only about $315,350 at 4% or $210,233 at 6%; with 50% employer match about $210,233 at 4% or $140,156 at 6%; with 100% employer match about $157,675 at 4% or $105,117 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$514,039$25,228$12,614iApproximate average salary by contribution assumption: employee only about $315,350 at 4% or $210,233 at 6%; with 50% employer match about $210,233 at 4% or $140,156 at 6%; with 100% employer match about $157,675 at 4% or $105,117 at 6%.
200913$461,847$0-
Mel Fortes Self-Employed Profit Sharing Plan-3$461,847--
200813$0$0-
Mel Fortes Self-Employed Profit Sharing Plan-3---
200713$0$0-
Mel Fortes Self-Employed Profit Sharing Plan-3---
200612$405,657$37,624$18,812iApproximate average salary by contribution assumption: employee only about $470,300 at 4% or $313,533 at 6%; with 50% employer match about $313,533 at 4% or $209,022 at 6%; with 100% employer match about $235,150 at 4% or $156,767 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$405,657$37,624$18,812iApproximate average salary by contribution assumption: employee only about $470,300 at 4% or $313,533 at 6%; with 50% employer match about $313,533 at 4% or $209,022 at 6%; with 100% employer match about $235,150 at 4% or $156,767 at 6%.
200512$335,104$37,328$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$335,104$37,328$18,664iApproximate average salary by contribution assumption: employee only about $466,600 at 4% or $311,067 at 6%; with 50% employer match about $311,067 at 4% or $207,378 at 6%; with 100% employer match about $233,300 at 4% or $155,533 at 6%.
200412$284,631$40,316$20,158iApproximate average salary by contribution assumption: employee only about $503,950 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,975 at 4% or $167,983 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$284,631$40,316$20,158iApproximate average salary by contribution assumption: employee only about $503,950 at 4% or $335,967 at 6%; with 50% employer match about $335,967 at 4% or $223,978 at 6%; with 100% employer match about $251,975 at 4% or $167,983 at 6%.
200312$237,245$35,652$17,826iApproximate average salary by contribution assumption: employee only about $445,650 at 4% or $297,100 at 6%; with 50% employer match about $297,100 at 4% or $198,067 at 6%; with 100% employer match about $222,825 at 4% or $148,550 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$237,245$35,652$17,826iApproximate average salary by contribution assumption: employee only about $445,650 at 4% or $297,100 at 6%; with 50% employer match about $297,100 at 4% or $198,067 at 6%; with 100% employer match about $222,825 at 4% or $148,550 at 6%.
200212$180,506$33,146$16,573iApproximate average salary by contribution assumption: employee only about $414,325 at 4% or $276,217 at 6%; with 50% employer match about $276,217 at 4% or $184,144 at 6%; with 100% employer match about $207,163 at 4% or $138,108 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$180,506$33,146$16,573iApproximate average salary by contribution assumption: employee only about $414,325 at 4% or $276,217 at 6%; with 50% employer match about $276,217 at 4% or $184,144 at 6%; with 100% employer match about $207,163 at 4% or $138,108 at 6%.
200111$0$0-
Mel Fortes Self-Employed Profit Sharing Plan-1---
200011$0$0-
Mel Fortes Self-Employed Profit Sharing Plan-1---
199912$126,262$19,060$9,530iApproximate average salary by contribution assumption: employee only about $238,250 at 4% or $158,833 at 6%; with 50% employer match about $158,833 at 4% or $105,889 at 6%; with 100% employer match about $119,125 at 4% or $79,417 at 6%.
Mel Fortes Self-Employed Profit Sharing Plan-2$126,262$19,060$9,530iApproximate average salary by contribution assumption: employee only about $238,250 at 4% or $158,833 at 6%; with 50% employer match about $158,833 at 4% or $105,889 at 6%; with 100% employer match about $119,125 at 4% or $79,417 at 6%.