Civic Intelligence

The Fortune Group LLC

Plan context: The Fortune Group 401(K) Plan

EIN 05-0502730 • Lincoln, RI • 22 filings • 8 plans

2 Crow Point RoadLincoln, RI 02865
Current Snapshot

Latest Year

2024

2024 Participants

267

2024 Assets

$17,457,747

2024 Contributions

$1,543,745

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$17,457,747$8,728,874$0200220142024YearValue
$17,457,747Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

4142070200220142024YearValue
267Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
20241267$17,457,747$1,543,745$5,782iApproximate average salary by contribution assumption: employee only about $144,545 at 4% or $96,364 at 6%; with 50% employer match about $96,364 at 4% or $64,242 at 6%; with 100% employer match about $72,273 at 4% or $48,182 at 6%.
The Fortune Group 401(K) Plan-267$17,457,747$1,543,745$5,782iApproximate average salary by contribution assumption: employee only about $144,545 at 4% or $96,364 at 6%; with 50% employer match about $96,364 at 4% or $64,242 at 6%; with 100% employer match about $72,273 at 4% or $48,182 at 6%.
20231288$14,386,117$1,292,528$4,488iApproximate average salary by contribution assumption: employee only about $112,199 at 4% or $74,799 at 6%; with 50% employer match about $74,799 at 4% or $49,866 at 6%; with 100% employer match about $56,099 at 4% or $37,400 at 6%.
The Fortune Group 401(K) Plan-288$14,386,117$1,292,528$4,488iApproximate average salary by contribution assumption: employee only about $112,199 at 4% or $74,799 at 6%; with 50% employer match about $74,799 at 4% or $49,866 at 6%; with 100% employer match about $56,099 at 4% or $37,400 at 6%.
20221262$10,906,536$1,065,978$4,069iApproximate average salary by contribution assumption: employee only about $101,715 at 4% or $67,810 at 6%; with 50% employer match about $67,810 at 4% or $45,207 at 6%; with 100% employer match about $50,858 at 4% or $33,905 at 6%.
The Fortune Group 401(K) Plan-262$10,906,536$1,065,978$4,069iApproximate average salary by contribution assumption: employee only about $101,715 at 4% or $67,810 at 6%; with 50% employer match about $67,810 at 4% or $45,207 at 6%; with 100% employer match about $50,858 at 4% or $33,905 at 6%.
20211288$12,668,573$958,044$3,327iApproximate average salary by contribution assumption: employee only about $83,164 at 4% or $55,442 at 6%; with 50% employer match about $55,442 at 4% or $36,962 at 6%; with 100% employer match about $41,582 at 4% or $27,721 at 6%.
The Fortune Group 401(K) Plan-288$12,668,573$958,044$3,327iApproximate average salary by contribution assumption: employee only about $83,164 at 4% or $55,442 at 6%; with 50% employer match about $55,442 at 4% or $36,962 at 6%; with 100% employer match about $41,582 at 4% or $27,721 at 6%.
20201314$10,606,038$885,230$2,819iApproximate average salary by contribution assumption: employee only about $70,480 at 4% or $46,987 at 6%; with 50% employer match about $46,987 at 4% or $31,324 at 6%; with 100% employer match about $35,240 at 4% or $23,493 at 6%.
The Fortune Group 401(K) Plan-314$10,606,038$885,230$2,819iApproximate average salary by contribution assumption: employee only about $70,480 at 4% or $46,987 at 6%; with 50% employer match about $46,987 at 4% or $31,324 at 6%; with 100% employer match about $35,240 at 4% or $23,493 at 6%.
20191320$8,567,023$868,351$2,714iApproximate average salary by contribution assumption: employee only about $67,840 at 4% or $45,227 at 6%; with 50% employer match about $45,227 at 4% or $30,151 at 6%; with 100% employer match about $33,920 at 4% or $22,613 at 6%.
The Fortune Group 401(K) Plan-320$8,567,023$868,351$2,714iApproximate average salary by contribution assumption: employee only about $67,840 at 4% or $45,227 at 6%; with 50% employer match about $45,227 at 4% or $30,151 at 6%; with 100% employer match about $33,920 at 4% or $22,613 at 6%.
20181123$6,866,652$815,529$6,630iApproximate average salary by contribution assumption: employee only about $165,758 at 4% or $110,505 at 6%; with 50% employer match about $110,505 at 4% or $73,670 at 6%; with 100% employer match about $82,879 at 4% or $55,253 at 6%.
The Fortune Group 401(K) Plan-123$6,866,652$815,529$6,630iApproximate average salary by contribution assumption: employee only about $165,758 at 4% or $110,505 at 6%; with 50% employer match about $110,505 at 4% or $73,670 at 6%; with 100% employer match about $82,879 at 4% or $55,253 at 6%.
20171334$7,025,707$817,883$2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,208 at 6%; with 100% employer match about $30,609 at 4% or $20,406 at 6%.
The Fortune Group 401(K) Plan-334$7,025,707$817,883$2,449iApproximate average salary by contribution assumption: employee only about $61,219 at 4% or $40,813 at 6%; with 50% employer match about $40,813 at 4% or $27,208 at 6%; with 100% employer match about $30,609 at 4% or $20,406 at 6%.
20161414$5,843,495$660,959$1,597iApproximate average salary by contribution assumption: employee only about $39,913 at 4% or $26,609 at 6%; with 50% employer match about $26,609 at 4% or $17,739 at 6%; with 100% employer match about $19,956 at 4% or $13,304 at 6%.
The Fortune Group 401(K) Plan-414$5,843,495$660,959$1,597iApproximate average salary by contribution assumption: employee only about $39,913 at 4% or $26,609 at 6%; with 50% employer match about $26,609 at 4% or $17,739 at 6%; with 100% employer match about $19,956 at 4% or $13,304 at 6%.
20151412$5,572,047$698,549$1,696iApproximate average salary by contribution assumption: employee only about $42,388 at 4% or $28,258 at 6%; with 50% employer match about $28,258 at 4% or $18,839 at 6%; with 100% employer match about $21,194 at 4% or $14,129 at 6%.
The Fortune Group 401(K) Plan-412$5,572,047$698,549$1,696iApproximate average salary by contribution assumption: employee only about $42,388 at 4% or $28,258 at 6%; with 50% employer match about $28,258 at 4% or $18,839 at 6%; with 100% employer match about $21,194 at 4% or $14,129 at 6%.
20141401$5,270,090$671,366$1,674iApproximate average salary by contribution assumption: employee only about $41,856 at 4% or $27,904 at 6%; with 50% employer match about $27,904 at 4% or $18,603 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%.
The Fortune Group 401(K) Plan-401$5,270,090$671,366$1,674iApproximate average salary by contribution assumption: employee only about $41,856 at 4% or $27,904 at 6%; with 50% employer match about $27,904 at 4% or $18,603 at 6%; with 100% employer match about $20,928 at 4% or $13,952 at 6%.
20131188$4,508,754$653,858$3,478iApproximate average salary by contribution assumption: employee only about $86,949 at 4% or $57,966 at 6%; with 50% employer match about $57,966 at 4% or $38,644 at 6%; with 100% employer match about $43,475 at 4% or $28,983 at 6%.
The Fortune Group 401(K) Plan-188$4,508,754$653,858$3,478iApproximate average salary by contribution assumption: employee only about $86,949 at 4% or $57,966 at 6%; with 50% employer match about $57,966 at 4% or $38,644 at 6%; with 100% employer match about $43,475 at 4% or $28,983 at 6%.
2012190$3,499,195$595,019$6,611iApproximate average salary by contribution assumption: employee only about $165,283 at 4% or $110,189 at 6%; with 50% employer match about $110,189 at 4% or $73,459 at 6%; with 100% employer match about $82,642 at 4% or $55,094 at 6%.
The Fortune Group 401(K) Plan-90$3,499,195$595,019$6,611iApproximate average salary by contribution assumption: employee only about $165,283 at 4% or $110,189 at 6%; with 50% employer match about $110,189 at 4% or $73,459 at 6%; with 100% employer match about $82,642 at 4% or $55,094 at 6%.
2011192$2,673,960$612,251$6,655iApproximate average salary by contribution assumption: employee only about $166,373 at 4% or $110,915 at 6%; with 50% employer match about $110,915 at 4% or $73,943 at 6%; with 100% employer match about $83,186 at 4% or $55,458 at 6%.
The Fortune Group 401(K) Plan-92$2,673,960$612,251$6,655iApproximate average salary by contribution assumption: employee only about $166,373 at 4% or $110,915 at 6%; with 50% employer match about $110,915 at 4% or $73,943 at 6%; with 100% employer match about $83,186 at 4% or $55,458 at 6%.
2010195$2,237,133$535,442$5,636iApproximate average salary by contribution assumption: employee only about $140,906 at 4% or $93,937 at 6%; with 50% employer match about $93,937 at 4% or $62,625 at 6%; with 100% employer match about $70,453 at 4% or $46,969 at 6%.
The Fortune Group 401(K) Plan-95$2,237,133$535,442$5,636iApproximate average salary by contribution assumption: employee only about $140,906 at 4% or $93,937 at 6%; with 50% employer match about $93,937 at 4% or $62,625 at 6%; with 100% employer match about $70,453 at 4% or $46,969 at 6%.
2009199$1,531,942$580,006$5,859iApproximate average salary by contribution assumption: employee only about $146,466 at 4% or $97,644 at 6%; with 50% employer match about $97,644 at 4% or $65,096 at 6%; with 100% employer match about $73,233 at 4% or $48,822 at 6%.
The Fortune Group 401(K) Plan-99$1,531,942$580,006$5,859iApproximate average salary by contribution assumption: employee only about $146,466 at 4% or $97,644 at 6%; with 50% employer match about $97,644 at 4% or $65,096 at 6%; with 100% employer match about $73,233 at 4% or $48,822 at 6%.
20081110$735,422$458,016$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,396 at 6%; with 50% employer match about $69,396 at 4% or $46,264 at 6%; with 100% employer match about $52,047 at 4% or $34,698 at 6%.
The Fortune Group 401(K) Plan-110$735,422$458,016$4,164iApproximate average salary by contribution assumption: employee only about $104,095 at 4% or $69,396 at 6%; with 50% employer match about $69,396 at 4% or $46,264 at 6%; with 100% employer match about $52,047 at 4% or $34,698 at 6%.
20071112$0$0-
The Fortune Group 401(K) Plan-112---
2006192$419,263$86,579$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,456 at 6%; with 100% employer match about $11,763 at 4% or $7,842 at 6%.
The Fortune Group 401(K) Plan-92$419,263$86,579$941iApproximate average salary by contribution assumption: employee only about $23,527 at 4% or $15,685 at 6%; with 50% employer match about $15,685 at 4% or $10,456 at 6%; with 100% employer match about $11,763 at 4% or $7,842 at 6%.
2005188$302,149$69,930$795iApproximate average salary by contribution assumption: employee only about $19,866 at 4% or $13,244 at 6%; with 50% employer match about $13,244 at 4% or $8,830 at 6%; with 100% employer match about $9,933 at 4% or $6,622 at 6%.
The Fortune Group 401(K) Plan-88$302,149$69,930$795iApproximate average salary by contribution assumption: employee only about $19,866 at 4% or $13,244 at 6%; with 50% employer match about $13,244 at 4% or $8,830 at 6%; with 100% employer match about $9,933 at 4% or $6,622 at 6%.
20041106$216,296$66,977$632iApproximate average salary by contribution assumption: employee only about $15,796 at 4% or $10,531 at 6%; with 50% employer match about $10,531 at 4% or $7,021 at 6%; with 100% employer match about $7,898 at 4% or $5,265 at 6%.
The Fortune Group 401(K) Plan-106$216,296$66,977$632iApproximate average salary by contribution assumption: employee only about $15,796 at 4% or $10,531 at 6%; with 50% employer match about $10,531 at 4% or $7,021 at 6%; with 100% employer match about $7,898 at 4% or $5,265 at 6%.
2002196$57,660$57,442$598iApproximate average salary by contribution assumption: employee only about $14,959 at 4% or $9,973 at 6%; with 50% employer match about $9,973 at 4% or $6,648 at 6%; with 100% employer match about $7,479 at 4% or $4,986 at 6%.
The Fortune Group 401(K) Plan-96$57,660$57,442$598iApproximate average salary by contribution assumption: employee only about $14,959 at 4% or $9,973 at 6%; with 50% employer match about $9,973 at 4% or $6,648 at 6%; with 100% employer match about $7,479 at 4% or $4,986 at 6%.
The Fortune Group LLC | EIN 05-0502730 | 2024 Form 5500 Company Profile