The Fortune Society — Form 5500 filings & benefit plans

Company overview (based on loaded 2023 public filings)

EIN

13-2645436

Location

Long Island City, NY

Loaded plans

2

Latest filing year

2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)

$10,543,923

Total reported liabilities (EOY)

$0

Total reported net assets (EOY)

$10,543,923

Contributions & income

Employer contributions

$264,375

Participant contributions

$967,153

Total income / additions

$2,875,813

Expenses & distributions

Benefits paid / distributions

$434,241

Total expenses

$488,579

Net increase / (decrease)

$2,387,234

Coverage

Total reported participants

1,024

Plans with financial statements

1

Plans with provider compensation

1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

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Latest loaded filings

Related Form 5500 pages

• NY Form 5500 filings
• What is Form 5500?
• Methodology
• Data sources