How big is Fortune Financial Planning's plan?

Fortune Financial Planning's plan reported $214K in assets and 3 participants for 2025.

Original filing (PDF)20260414152738NAL0019741520001

Fortune Financial Planning

Name: Fortune Financial Planning — Fortune Financial, Form 5500 (2025)
Creator: Fortune Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fortune Financial 401(k) Plan

401(k) retirement plan · Fortune Financial Planning's Fortune Financial 401(k) Plan held $214K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Kevin Gianfortune signed Fortune Financial Planning's 2025 Form 5500 as plan administrator.

Kevin Gianfortune — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fortune Financial Planning's EIN is 86-1224130.

EIN 86-1224130

Plan number 001

Plan year 2025

ACK ID 20260414152738NAL0019741520001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fortune Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fortune Financial Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTUNE FINANCIAL PLANNING.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score