Fortuna Enterprise Inc. Retirement Plan — Form 5500 plan (Fortuna Enterprise Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fortuna Enterprise Inc. Retirement Plan is a benefit plan reported by Fortuna Enterprise Inc. under EIN 83-0978234 and plan number 001. The latest loaded filing year is 2023. The filing reports 1 participants and $83,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fortuna Enterprise Inc.
- EIN
- 83-0978234
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomfield, CT
- Latest filing year
- 2023
- Participants
- 1
- End-of-year plan assets
- $83,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1 | I | 20240508143136NAL0026090435001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $83,039
- Net assets (EOY)
- $83,039
- Net assets (BOY)
- $122,235
Income & contributions
- Total income / additions
- $804
Expenses & distributions
- Benefits paid
- $40,000
- Total expenses
- $40,000
- Net increase / (decrease)
- -$39,196
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.