Civic Intelligence

Fortis Financial Services LLC

Plan context: Fortis Clearing Chicago LLC 401K Plan

EIN 13-3015333 • 9 filings • 2 plans

Current Snapshot

Latest Year

2006

2006 Participants

40

2006 Assets

$1,386,860

2006 Contributions

$193,133

Historical Graphs

Total Assets Over Time

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

$5,590,212$2,795,106$0199920022005YearValue
$1,386,860Latest year 2005

Participants Over Time

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

94470199920022005YearValue
40Latest year 2005

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
200610$0$0-
Fortis Clearing Chicago LLC 401K Plan-0---
2005140$1,386,860$193,133$4,828iApproximate average salary by contribution assumption: employee only about $120,708 at 4% or $80,472 at 6%; with 50% employer match about $80,472 at 4% or $53,648 at 6%; with 100% employer match about $60,354 at 4% or $40,236 at 6%.
Fortis Clearing Chicago LLC 401K Plan-40$1,386,860$193,133$4,828iApproximate average salary by contribution assumption: employee only about $120,708 at 4% or $80,472 at 6%; with 50% employer match about $80,472 at 4% or $53,648 at 6%; with 100% employer match about $60,354 at 4% or $40,236 at 6%.
2004141$1,095,106$170,765$4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%.
Fortis Clearing Chicago LLC 401K Plan-41$1,095,106$170,765$4,165iApproximate average salary by contribution assumption: employee only about $104,125 at 4% or $69,417 at 6%; with 50% employer match about $69,417 at 4% or $46,278 at 6%; with 100% employer match about $52,063 at 4% or $34,708 at 6%.
2003138$610,989$149,299$3,929iApproximate average salary by contribution assumption: employee only about $98,223 at 4% or $65,482 at 6%; with 50% employer match about $65,482 at 4% or $43,655 at 6%; with 100% employer match about $49,112 at 4% or $32,741 at 6%.
Fortis Clearing Chicago LLC 401K Plan-38$610,989$149,299$3,929iApproximate average salary by contribution assumption: employee only about $98,223 at 4% or $65,482 at 6%; with 50% employer match about $65,482 at 4% or $43,655 at 6%; with 100% employer match about $49,112 at 4% or $32,741 at 6%.
2002145$392,545$172,356$3,830iApproximate average salary by contribution assumption: employee only about $95,753 at 4% or $63,836 at 6%; with 50% employer match about $63,836 at 4% or $42,557 at 6%; with 100% employer match about $47,877 at 4% or $31,918 at 6%.
Fortis Clearing Chicago LLC 401K Plan-45$392,545$172,356$3,830iApproximate average salary by contribution assumption: employee only about $95,753 at 4% or $63,836 at 6%; with 50% employer match about $63,836 at 4% or $42,557 at 6%; with 100% employer match about $47,877 at 4% or $31,918 at 6%.
2001239$275,692$316,090$8,105iApproximate average salary by contribution assumption: employee only about $202,622 at 4% or $135,081 at 6%; with 50% employer match about $135,081 at 4% or $90,054 at 6%; with 100% employer match about $101,311 at 4% or $67,541 at 6%.
Fortis Clearing Chicago LLC 401K Plan-39$275,692$316,090$8,105iApproximate average salary by contribution assumption: employee only about $202,622 at 4% or $135,081 at 6%; with 50% employer match about $135,081 at 4% or $90,054 at 6%; with 100% employer match about $101,311 at 4% or $67,541 at 6%.
Fortis Financial Services LLC Retirement Savings Plan-0---
2000194$5,156,560$664,960$7,074iApproximate average salary by contribution assumption: employee only about $176,851 at 4% or $117,901 at 6%; with 50% employer match about $117,901 at 4% or $78,600 at 6%; with 100% employer match about $88,426 at 4% or $58,950 at 6%.
Fortis Financial Services LLC Retirement Savings Plan-94$5,156,560$664,960$7,074iApproximate average salary by contribution assumption: employee only about $176,851 at 4% or $117,901 at 6%; with 50% employer match about $117,901 at 4% or $78,600 at 6%; with 100% employer match about $88,426 at 4% or $58,950 at 6%.
1999168$5,590,212$607,265$8,930iApproximate average salary by contribution assumption: employee only about $223,259 at 4% or $148,839 at 6%; with 50% employer match about $148,839 at 4% or $99,226 at 6%; with 100% employer match about $111,630 at 4% or $74,420 at 6%.
Fortis Financial Services LLC Retirement Savings Plan-68$5,590,212$607,265$8,930iApproximate average salary by contribution assumption: employee only about $223,259 at 4% or $148,839 at 6%; with 50% employer match about $148,839 at 4% or $99,226 at 6%; with 100% employer match about $111,630 at 4% or $74,420 at 6%.