401k Plan data: THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN plan

THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN
Plan identification number	003

THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

FORTUNA AND CARTELLI, P.C. has sponsored the creation of one or more 401k plans.

Company Name: FORTUNA AND CARTELLI, P.C.

Employer identification number (EIN): 060887135

NAIC Classification: 541110
NAIC Description: Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01 THOMAS CARTELLI 2024-05-28
003 2022-01-01 THOMAS CARTELLI 2023-07-24
003 2021-01-01 THOMAS CARTELLI 2022-07-12
003 2020-01-01 THOMAS CARTELLI 2021-03-30 THOMAS CARTELLI 2021-03-30
003 2019-01-01 THOMAS CARTELLI 2020-07-14 THOMAS CARTELLI 2020-07-14
003 2018-01-01 THOMAS CARTELLI 2019-06-26 THOMAS CARTELLI 2019-06-26
003 2017-01-01 THOMAS CARTELLI 2018-07-23 THOMAS CARTELLI 2018-07-23
003 2016-01-01 THOMAS CARTELLI 2017-07-18 THOMAS CARTELLI 2017-07-18
003 2015-01-01 THOMAS CARTELLI 2016-07-06 THOMAS CARTELLI 2016-07-06
003 2014-01-01 THOMAS CARTELLI 2015-10-01 THOMAS CARTELLI 2015-10-01
003 2013-01-01 THOMAS CARTELLI 2014-10-11 THOMAS CARTELLI 2014-10-11
003 2012-01-01 THOMAS CARTELLI 2013-07-30 THOMAS CARTELLI 2013-07-30
003 2011-01-01 CARL FORTUNA JR. 2012-07-24 CARL FORTUNA JR. 2012-07-24
003 2010-01-01 CARL P. FORTUNA 2011-04-05 CARL P. FORTUNA 2011-04-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01	THOMAS CARTELLI	2024-05-28
003	2022-01-01	THOMAS CARTELLI	2023-07-24
003	2021-01-01	THOMAS CARTELLI	2022-07-12
003	2020-01-01	THOMAS CARTELLI	2021-03-30	THOMAS CARTELLI	2021-03-30
003	2019-01-01	THOMAS CARTELLI	2020-07-14	THOMAS CARTELLI	2020-07-14
003	2018-01-01	THOMAS CARTELLI	2019-06-26	THOMAS CARTELLI	2019-06-26
003	2017-01-01	THOMAS CARTELLI	2018-07-23	THOMAS CARTELLI	2018-07-23
003	2016-01-01	THOMAS CARTELLI	2017-07-18	THOMAS CARTELLI	2017-07-18
003	2015-01-01	THOMAS CARTELLI	2016-07-06	THOMAS CARTELLI	2016-07-06
003	2014-01-01	THOMAS CARTELLI	2015-10-01	THOMAS CARTELLI	2015-10-01
003	2013-01-01	THOMAS CARTELLI	2014-10-11	THOMAS CARTELLI	2014-10-11
003	2012-01-01	THOMAS CARTELLI	2013-07-30	THOMAS CARTELLI	2013-07-30
003	2011-01-01	CARL FORTUNA JR.	2012-07-24	CARL FORTUNA JR.	2012-07-24
003	2010-01-01	CARL P. FORTUNA	2011-04-05	CARL P. FORTUNA	2011-04-05

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	FORTUNA AND CARTELLI, P.C.
Employer identification number (EIN):	060887135
NAIC Classification:	541110
NAIC Description:	Offices of Lawyers