Civic Intelligence

Fortunas LLC

Plan context: Fortunas LLC Money Purchase Pension Plan

EIN 94-3300908 • Walnut Creek, CA • 19 filings • 4 plans

1350 Treat Blvd, Suite 430Walnut Creek, CA 94597
Current Snapshot

Latest Year

2017

2017 Participants

3

2017 Assets

$1,480,320

2017 Contributions

$33,624

Historical Graphs

Total Assets Over Time

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

$1,480,320$740,160$0199920092016YearValue
$1,480,320Latest year 2016

Participants Over Time

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

320199920082016YearValue
3Latest year 2016

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
201710$0$33,624-
Fortunas LLC Money Purchase Pension Plan-0$0$33,624-
201613$1,480,320$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$1,480,320$156,000$52,000iApproximate average salary by contribution assumption: employee only about $1,300,000 at 4% or $866,667 at 6%; with 50% employer match about $866,667 at 4% or $577,778 at 6%; with 100% employer match about $650,000 at 4% or $433,333 at 6%.
201513$1,327,794$155,438$51,813iApproximate average salary by contribution assumption: employee only about $1,295,317 at 4% or $863,544 at 6%; with 50% employer match about $863,544 at 4% or $575,696 at 6%; with 100% employer match about $647,658 at 4% or $431,772 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$1,327,794$155,438$51,813iApproximate average salary by contribution assumption: employee only about $1,295,317 at 4% or $863,544 at 6%; with 50% employer match about $863,544 at 4% or $575,696 at 6%; with 100% employer match about $647,658 at 4% or $431,772 at 6%.
201413$1,280,236$152,062$50,687iApproximate average salary by contribution assumption: employee only about $1,267,183 at 4% or $844,789 at 6%; with 50% employer match about $844,789 at 4% or $563,193 at 6%; with 100% employer match about $633,592 at 4% or $422,394 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$1,280,236$152,062$50,687iApproximate average salary by contribution assumption: employee only about $1,267,183 at 4% or $844,789 at 6%; with 50% employer match about $844,789 at 4% or $563,193 at 6%; with 100% employer match about $633,592 at 4% or $422,394 at 6%.
201313$1,183,600$154,626$51,542iApproximate average salary by contribution assumption: employee only about $1,288,550 at 4% or $859,033 at 6%; with 50% employer match about $859,033 at 4% or $572,689 at 6%; with 100% employer match about $644,275 at 4% or $429,517 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$1,183,600$154,626$51,542iApproximate average salary by contribution assumption: employee only about $1,288,550 at 4% or $859,033 at 6%; with 50% employer match about $859,033 at 4% or $572,689 at 6%; with 100% employer match about $644,275 at 4% or $429,517 at 6%.
201213$1,023,399$152,822$50,941iApproximate average salary by contribution assumption: employee only about $1,273,517 at 4% or $849,011 at 6%; with 50% employer match about $849,011 at 4% or $566,007 at 6%; with 100% employer match about $636,758 at 4% or $424,506 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$1,023,399$152,822$50,941iApproximate average salary by contribution assumption: employee only about $1,273,517 at 4% or $849,011 at 6%; with 50% employer match about $849,011 at 4% or $566,007 at 6%; with 100% employer match about $636,758 at 4% or $424,506 at 6%.
201113$888,840$152,576$50,859iApproximate average salary by contribution assumption: employee only about $1,271,467 at 4% or $847,644 at 6%; with 50% employer match about $847,644 at 4% or $565,096 at 6%; with 100% employer match about $635,733 at 4% or $423,822 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$888,840$152,576$50,859iApproximate average salary by contribution assumption: employee only about $1,271,467 at 4% or $847,644 at 6%; with 50% employer match about $847,644 at 4% or $565,096 at 6%; with 100% employer match about $635,733 at 4% or $423,822 at 6%.
201013$833,784$152,104$50,701iApproximate average salary by contribution assumption: employee only about $1,267,533 at 4% or $845,022 at 6%; with 50% employer match about $845,022 at 4% or $563,348 at 6%; with 100% employer match about $633,767 at 4% or $422,511 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$833,784$152,104$50,701iApproximate average salary by contribution assumption: employee only about $1,267,533 at 4% or $845,022 at 6%; with 50% employer match about $845,022 at 4% or $563,348 at 6%; with 100% employer match about $633,767 at 4% or $422,511 at 6%.
200913$623,160$149,990$49,997iApproximate average salary by contribution assumption: employee only about $1,249,917 at 4% or $833,278 at 6%; with 50% employer match about $833,278 at 4% or $555,519 at 6%; with 100% employer match about $624,958 at 4% or $416,639 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$623,160$149,990$49,997iApproximate average salary by contribution assumption: employee only about $1,249,917 at 4% or $833,278 at 6%; with 50% employer match about $833,278 at 4% or $555,519 at 6%; with 100% employer match about $624,958 at 4% or $416,639 at 6%.
200813$555$73,291$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$555$73,291$24,430iApproximate average salary by contribution assumption: employee only about $610,758 at 4% or $407,172 at 6%; with 50% employer match about $407,172 at 4% or $271,448 at 6%; with 100% employer match about $305,379 at 4% or $203,586 at 6%.
200713$0$0-
Fortunas LLC Money Purchase Pension Plan-3---
200613$458,596$72,754$24,251iApproximate average salary by contribution assumption: employee only about $606,283 at 4% or $404,189 at 6%; with 50% employer match about $404,189 at 4% or $269,459 at 6%; with 100% employer match about $303,142 at 4% or $202,094 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$458,596$72,754$24,251iApproximate average salary by contribution assumption: employee only about $606,283 at 4% or $404,189 at 6%; with 50% employer match about $404,189 at 4% or $269,459 at 6%; with 100% employer match about $303,142 at 4% or $202,094 at 6%.
200513$354,360$55,485$18,495iApproximate average salary by contribution assumption: employee only about $462,375 at 4% or $308,250 at 6%; with 50% employer match about $308,250 at 4% or $205,500 at 6%; with 100% employer match about $231,188 at 4% or $154,125 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$354,360$55,485$18,495iApproximate average salary by contribution assumption: employee only about $462,375 at 4% or $308,250 at 6%; with 50% employer match about $308,250 at 4% or $205,500 at 6%; with 100% employer match about $231,188 at 4% or $154,125 at 6%.
200413$287,849$50,884$16,961iApproximate average salary by contribution assumption: employee only about $424,033 at 4% or $282,689 at 6%; with 50% employer match about $282,689 at 4% or $188,459 at 6%; with 100% employer match about $212,017 at 4% or $141,344 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$287,849$50,884$16,961iApproximate average salary by contribution assumption: employee only about $424,033 at 4% or $282,689 at 6%; with 50% employer match about $282,689 at 4% or $188,459 at 6%; with 100% employer match about $212,017 at 4% or $141,344 at 6%.
200313$223,533$50,546$16,849iApproximate average salary by contribution assumption: employee only about $421,217 at 4% or $280,811 at 6%; with 50% employer match about $280,811 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,406 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$223,533$50,546$16,849iApproximate average salary by contribution assumption: employee only about $421,217 at 4% or $280,811 at 6%; with 50% employer match about $280,811 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,406 at 6%.
200213$141,137$50,120$16,707iApproximate average salary by contribution assumption: employee only about $417,667 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,630 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$141,137$50,120$16,707iApproximate average salary by contribution assumption: employee only about $417,667 at 4% or $278,444 at 6%; with 50% employer match about $278,444 at 4% or $185,630 at 6%; with 100% employer match about $208,833 at 4% or $139,222 at 6%.
200113$0$0-
Fortunas LLC Money Purchase Pension Plan-3---
200013$0$0-
Fortunas LLC Money Purchase Pension Plan-3---
199913$50,401$50,401$16,800iApproximate average salary by contribution assumption: employee only about $420,008 at 4% or $280,006 at 6%; with 50% employer match about $280,006 at 4% or $186,670 at 6%; with 100% employer match about $210,004 at 4% or $140,003 at 6%.
Fortunas LLC Money Purchase Pension Plan-3$50,401$50,401$16,800iApproximate average salary by contribution assumption: employee only about $420,008 at 4% or $280,006 at 6%; with 50% employer match about $280,006 at 4% or $186,670 at 6%; with 100% employer match about $210,004 at 4% or $140,003 at 6%.