Plan5500

Richard C. Fortuna — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Richard C. Fortuna (EIN 52-1930412) is a plan sponsor located in Potomac, MD with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
52-1930412
Location
Potomac, MD
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Richard C. Fortuna

  • 2 loaded plans hold $686.5K in reported assets.
  • The largest, Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan, holds 75% of this company's reported plan assets.
  • Plans cover 4 reported participants.
  • 2 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$686.5KSummed across loaded plans$686,499
Total reported assets$686.5K$686,499
Total reported participants4
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$686.5K total assets
Net assets$686.5KLiabilities—
Contributions & income
Total income / additions$36.3K
Expenses & distributions
Benefits paid / distributionsNot reported
Total expenses$0
Net increase / (decrease)$36.3K

Data coverage

Plans with financial statements2 / 2 (100%)
Plans with provider compensation0 / 2 ()

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.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets75%Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan
Participants per plan2Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan$515.8K
    Plan #001 · 2 participants · 2023
  2. 2
    Richard C. Fortuna Dba Sea L.C. Money Purchase Plan$170.7K
    Plan #002 · 2 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Richard C. Fortuna. Open one for its full reported snapshot.

  1. 2023
    Richard C. Fortuna Dba Sea L.C. Money Purchase Plan2 participants · 2Sch I
    View filing →
  2. 2023
    Richard C. Fortuna Dba Sea L.C. Profit Sharing Plan2 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Richard C. Fortuna report on Form 5500?
Richard C. Fortuna (EIN 52-1930412) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Richard C. Fortuna?
The Employer Identification Number (EIN) reported for Richard C. Fortuna is 52-1930412.
What is the latest Form 5500 filing year for Richard C. Fortuna?
The latest loaded Form 5500 filing year for Richard C. Fortuna is 2023.

Related Form 5500 pages