Civic Intelligence

Fortuna Investments Inc.

Plan context: Defined Benefit Profit Sharing Plan

EIN 95-2415921 • Joshua Tree, CA • 26 filings • 5 plans

PO Box 578Joshua Tree, CA 92252-0578
Current Snapshot

Latest Year

2012

2012 Participants

1

2012 Assets

$858,152

2012 Contributions

$8,625

Historical Graphs

Total Assets Over Time

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

$1,079,102$539,551$0200020062012YearValue
$858,152Latest year 2012

Participants Over Time

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

320200020062012YearValue
1Latest year 2012

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
201221$858,152$0-
Defined Benefit Profit Sharing Plan-1$858,152--
Defined Benefit Money Purchase Plan-0---
201122$971,897$0-
Defined Benefit Profit Sharing Plan-2$546,431--
Defined Benefit Money Purchase Plan-2$425,466--
201022$1,026,958$8,625$4,313iApproximate average salary by contribution assumption: employee only about $107,813 at 4% or $71,875 at 6%; with 50% employer match about $71,875 at 4% or $47,917 at 6%; with 100% employer match about $53,906 at 4% or $35,938 at 6%.
Defined Benefit Profit Sharing Plan-2$579,468$5,175$2,588iApproximate average salary by contribution assumption: employee only about $64,688 at 4% or $43,125 at 6%; with 50% employer match about $43,125 at 4% or $28,750 at 6%; with 100% employer match about $32,344 at 4% or $21,563 at 6%.
Defined Benefit Money Purchase Plan-2$447,490$3,450$1,725iApproximate average salary by contribution assumption: employee only about $43,125 at 4% or $28,750 at 6%; with 50% employer match about $28,750 at 4% or $19,167 at 6%; with 100% employer match about $21,563 at 4% or $14,375 at 6%.
200922$595,776$4,860$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
Defined Benefit Profit Sharing Plan-2$595,776$4,860$2,430iApproximate average salary by contribution assumption: employee only about $60,750 at 4% or $40,500 at 6%; with 50% employer match about $40,500 at 4% or $27,000 at 6%; with 100% employer match about $30,375 at 4% or $20,250 at 6%.
Defined Benefit Money Purchase Plan-2---
200822$1,079,102$8,109$4,055iApproximate average salary by contribution assumption: employee only about $101,363 at 4% or $67,575 at 6%; with 50% employer match about $67,575 at 4% or $45,050 at 6%; with 100% employer match about $50,681 at 4% or $33,788 at 6%.
Defined Benefit Profit Sharing Plan-2$610,759$4,865$2,433iApproximate average salary by contribution assumption: employee only about $60,813 at 4% or $40,542 at 6%; with 50% employer match about $40,542 at 4% or $27,028 at 6%; with 100% employer match about $30,406 at 4% or $20,271 at 6%.
Defined Benefit Money Purchase Plan-2$468,343$3,244$1,622iApproximate average salary by contribution assumption: employee only about $40,550 at 4% or $27,033 at 6%; with 50% employer match about $27,033 at 4% or $18,022 at 6%; with 100% employer match about $20,275 at 4% or $13,517 at 6%.
200722$0$0-
Defined Benefit Profit Sharing Plan-2---
Defined Benefit Money Purchase Plan-2---
200622$1,061,210$14,845$7,423iApproximate average salary by contribution assumption: employee only about $185,563 at 4% or $123,708 at 6%; with 50% employer match about $123,708 at 4% or $82,472 at 6%; with 100% employer match about $92,781 at 4% or $61,854 at 6%.
Defined Benefit Profit Sharing Plan-2$611,322$8,907$4,454iApproximate average salary by contribution assumption: employee only about $111,338 at 4% or $74,225 at 6%; with 50% employer match about $74,225 at 4% or $49,483 at 6%; with 100% employer match about $55,669 at 4% or $37,113 at 6%.
Defined Benefit Money Purchase Plan-2$449,888$5,938$2,969iApproximate average salary by contribution assumption: employee only about $74,225 at 4% or $49,483 at 6%; with 50% employer match about $49,483 at 4% or $32,989 at 6%; with 100% employer match about $37,113 at 4% or $24,742 at 6%.
200522$980,987$27,570$13,785iApproximate average salary by contribution assumption: employee only about $344,625 at 4% or $229,750 at 6%; with 50% employer match about $229,750 at 4% or $153,167 at 6%; with 100% employer match about $172,313 at 4% or $114,875 at 6%.
Defined Benefit Profit Sharing Plan-2$563,188$16,542$8,271iApproximate average salary by contribution assumption: employee only about $206,775 at 4% or $137,850 at 6%; with 50% employer match about $137,850 at 4% or $91,900 at 6%; with 100% employer match about $103,388 at 4% or $68,925 at 6%.
Defined Benefit Money Purchase Plan-0$417,799$11,028-
200422$803,496$27,707$13,854iApproximate average salary by contribution assumption: employee only about $346,338 at 4% or $230,892 at 6%; with 50% employer match about $230,892 at 4% or $153,928 at 6%; with 100% employer match about $173,169 at 4% or $115,446 at 6%.
Defined Benefit Profit Sharing Plan-2$456,694$16,624$8,312iApproximate average salary by contribution assumption: employee only about $207,800 at 4% or $138,533 at 6%; with 50% employer match about $138,533 at 4% or $92,356 at 6%; with 100% employer match about $103,900 at 4% or $69,267 at 6%.
Defined Benefit Money Purchase Plan-2$346,802$11,083$5,542iApproximate average salary by contribution assumption: employee only about $138,538 at 4% or $92,358 at 6%; with 50% employer match about $92,358 at 4% or $61,572 at 6%; with 100% employer match about $69,269 at 4% or $46,179 at 6%.
200322$768,707$6,320$3,160iApproximate average salary by contribution assumption: employee only about $79,000 at 4% or $52,667 at 6%; with 50% employer match about $52,667 at 4% or $35,111 at 6%; with 100% employer match about $39,500 at 4% or $26,333 at 6%.
Defined Benefit Profit Sharing Plan-2$435,820$3,792$1,896iApproximate average salary by contribution assumption: employee only about $47,400 at 4% or $31,600 at 6%; with 50% employer match about $31,600 at 4% or $21,067 at 6%; with 100% employer match about $23,700 at 4% or $15,800 at 6%.
Defined Benefit Money Purchase Plan-2$332,887$2,528$1,264iApproximate average salary by contribution assumption: employee only about $31,600 at 4% or $21,067 at 6%; with 50% employer match about $21,067 at 4% or $14,044 at 6%; with 100% employer match about $15,800 at 4% or $10,533 at 6%.
200222$752,633$29,193$14,597iApproximate average salary by contribution assumption: employee only about $364,913 at 4% or $243,275 at 6%; with 50% employer match about $243,275 at 4% or $162,183 at 6%; with 100% employer match about $182,456 at 4% or $121,638 at 6%.
Defined Benefit Profit Sharing Plan-2$426,176$17,516$8,758iApproximate average salary by contribution assumption: employee only about $218,950 at 4% or $145,967 at 6%; with 50% employer match about $145,967 at 4% or $97,311 at 6%; with 100% employer match about $109,475 at 4% or $72,983 at 6%.
Defined Benefit Money Purchase Plan-2$326,457$11,677$5,839iApproximate average salary by contribution assumption: employee only about $145,963 at 4% or $97,308 at 6%; with 50% employer match about $97,308 at 4% or $64,872 at 6%; with 100% employer match about $72,981 at 4% or $48,654 at 6%.
200123$0$0-
Defined Benefit Profit Sharing Plan-3---
Defined Benefit Money Purchase Plan-0---
200023$683,648$27,806$9,269iApproximate average salary by contribution assumption: employee only about $231,717 at 4% or $154,478 at 6%; with 50% employer match about $154,478 at 4% or $102,985 at 6%; with 100% employer match about $115,858 at 4% or $77,239 at 6%.
Defined Benefit Profit Sharing Plan-3$385,972$16,684$5,561iApproximate average salary by contribution assumption: employee only about $139,033 at 4% or $92,689 at 6%; with 50% employer match about $92,689 at 4% or $61,793 at 6%; with 100% employer match about $69,517 at 4% or $46,344 at 6%.
Defined Benefit Money Purchase Plan-3$297,676$11,122$3,707iApproximate average salary by contribution assumption: employee only about $92,683 at 4% or $61,789 at 6%; with 50% employer match about $61,789 at 4% or $41,193 at 6%; with 100% employer match about $46,342 at 4% or $30,894 at 6%.