401k Plan data: FORTUNA REALTY 401(K) PLAN plan

FORTUNA REALTY 401(K) PLAN 401k Plan overview

Plan Name	FORTUNA REALTY 401(K) PLAN
Plan identification number	001

FORTUNA REALTY 401(K) 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.

401k Sponsoring company profile

FORTUNA REALTY HOTEL SOHO, LLC has sponsored the creation of one or more 401k plans.

Company Name: FORTUNA REALTY HOTEL SOHO, LLC

Employer identification number (EIN): 451681383

NAIC Classification: 531210
NAIC Description: Offices of Real Estate Agents and Brokers

Additional information about FORTUNA REALTY HOTEL SOHO, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4967463

More information about FORTUNA REALTY HOTEL SOHO, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORTUNA REALTY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT BARR 2023-10-25
001 2021-01-01 ROBERT BARR 2022-06-14
001 2020-01-01 ROBERT BARR 2021-10-04
001 2019-01-01 ROBERT BARR 2020-10-09
001 2018-01-01 ROBERT BARR 2019-07-23 ROBERT BARR 2019-07-23
001 2017-01-01 ROBERT BARR 2018-07-10 ROBERT BARR 2018-07-10
001 2016-01-01 ROBERT BARR 2017-06-13
001 2015-01-01 ROBERT BARR 2016-06-28 ROBERT BARR 2016-06-28
001 2014-01-01 ROBERT BARR ROBERT BARR 2015-07-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT BARR	2023-10-25
001	2021-01-01	ROBERT BARR	2022-06-14
001	2020-01-01	ROBERT BARR	2021-10-04
001	2019-01-01	ROBERT BARR	2020-10-09
001	2018-01-01	ROBERT BARR	2019-07-23	ROBERT BARR	2019-07-23
001	2017-01-01	ROBERT BARR	2018-07-10	ROBERT BARR	2018-07-10
001	2016-01-01	ROBERT BARR	2017-06-13
001	2015-01-01	ROBERT BARR	2016-06-28	ROBERT BARR	2016-06-28
001	2014-01-01	ROBERT BARR		ROBERT BARR	2015-07-23

Plan Statistics for FORTUNA REALTY 401(K) PLAN

401k plan membership statisitcs for FORTUNA REALTY 401(K) PLAN

Measure Date Value
2014: FORTUNA REALTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 7
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 3
Total of all active and inactive participants 2014-01-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 10
Number of participants with account balances 2014-01-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2014: FORTUNA REALTY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	7
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	3
Total of all active and inactive participants	2014-01-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	10
Number of participants with account balances	2014-01-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on FORTUNA REALTY 401(K) PLAN

Measure	Date	Value
2014 : FORTUNA REALTY 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$22,844
Expenses. Total of all expenses incurred	2014-12-31	$668
Benefits paid (including direct rollovers)	2014-12-31	$0
Total plan assets at end of year	2014-12-31	$22,176
Total plan assets at beginning of year	2014-12-31	$0
Value of fidelity bond covering the plan	2014-12-31	$10,000
Total contributions received or receivable from participants	2014-12-31	$22,412
Expenses. Other expenses not covered elsewhere	2014-12-31	$668
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$432
Net income (gross income less expenses)	2014-12-31	$22,176
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$22,176
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$0
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0

Form 5500 Responses for FORTUNA REALTY 401(K) PLAN

2014: FORTUNA REALTY 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-834553

Policy instance

Insurance contract or identification number	GA-834553
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8
Insurance broker organization code?	3
Insurance broker name	M & T SECURITIES INC

Potentially related plans

FORTUNA REALTY GROUP, LLC 401(K) PLAN [EIN = 208727316]

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 REALTY HOTEL SOHO, LLC
Employer identification number (EIN):	451681383
NAIC Classification:	531210
NAIC Description:	Offices of Real Estate Agents and Brokers

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4967463