Civic Intelligence

Fortress Financial LLC

Plan context: Fortress Financial LLC 401K Plan

EIN 20-2333032 • Ocean City, NJ • 20 filings • 2 plans

800 Asbury AveOcean City, NJ 08226-3612
Current Snapshot

Latest Year

2024

2024 Participants

9

2024 Assets

$2,724,830

2024 Contributions

$123,406

Historical Graphs

Total Assets Over Time

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

$2,724,830$1,362,415$0200520152024YearValue
$2,724,830Latest year 2024

Participants Over Time

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

1050200520152024YearValue
9Latest 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
202419$2,724,830$123,406$13,712iApproximate average salary by contribution assumption: employee only about $342,794 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,353 at 6%; with 100% employer match about $171,397 at 4% or $114,265 at 6%.
Fortress Financial LLC 401K Plan-9$2,724,830$123,406$13,712iApproximate average salary by contribution assumption: employee only about $342,794 at 4% or $228,530 at 6%; with 50% employer match about $228,530 at 4% or $152,353 at 6%; with 100% employer match about $171,397 at 4% or $114,265 at 6%.
2023110$2,214,697$132,853$13,285iApproximate average salary by contribution assumption: employee only about $332,133 at 4% or $221,422 at 6%; with 50% employer match about $221,422 at 4% or $147,614 at 6%; with 100% employer match about $166,066 at 4% or $110,711 at 6%.
Fortress Financial LLC 401K Plan-10$2,214,697$132,853$13,285iApproximate average salary by contribution assumption: employee only about $332,133 at 4% or $221,422 at 6%; with 50% employer match about $221,422 at 4% or $147,614 at 6%; with 100% employer match about $166,066 at 4% or $110,711 at 6%.
2022110$1,776,487$156,567$15,657iApproximate average salary by contribution assumption: employee only about $391,418 at 4% or $260,945 at 6%; with 50% employer match about $260,945 at 4% or $173,963 at 6%; with 100% employer match about $195,709 at 4% or $130,473 at 6%.
Fortress Financial LLC 401K Plan-10$1,776,487$156,567$15,657iApproximate average salary by contribution assumption: employee only about $391,418 at 4% or $260,945 at 6%; with 50% employer match about $260,945 at 4% or $173,963 at 6%; with 100% employer match about $195,709 at 4% or $130,473 at 6%.
202119$2,070,648$90,253$10,028iApproximate average salary by contribution assumption: employee only about $250,703 at 4% or $167,135 at 6%; with 50% employer match about $167,135 at 4% or $111,423 at 6%; with 100% employer match about $125,351 at 4% or $83,568 at 6%.
Fortress Financial LLC 401K Plan-9$2,070,648$90,253$10,028iApproximate average salary by contribution assumption: employee only about $250,703 at 4% or $167,135 at 6%; with 50% employer match about $167,135 at 4% or $111,423 at 6%; with 100% employer match about $125,351 at 4% or $83,568 at 6%.
202017$1,901,005$76,426$10,918iApproximate average salary by contribution assumption: employee only about $272,950 at 4% or $181,967 at 6%; with 50% employer match about $181,967 at 4% or $121,311 at 6%; with 100% employer match about $136,475 at 4% or $90,983 at 6%.
Fortress Financial LLC 401K Plan-7$1,901,005$76,426$10,918iApproximate average salary by contribution assumption: employee only about $272,950 at 4% or $181,967 at 6%; with 50% employer match about $181,967 at 4% or $121,311 at 6%; with 100% employer match about $136,475 at 4% or $90,983 at 6%.
201916$1,521,648$72,643$12,107iApproximate average salary by contribution assumption: employee only about $302,679 at 4% or $201,786 at 6%; with 50% employer match about $201,786 at 4% or $134,524 at 6%; with 100% employer match about $151,340 at 4% or $100,893 at 6%.
Fortress Financial LLC 401K Plan-6$1,521,648$72,643$12,107iApproximate average salary by contribution assumption: employee only about $302,679 at 4% or $201,786 at 6%; with 50% employer match about $201,786 at 4% or $134,524 at 6%; with 100% employer match about $151,340 at 4% or $100,893 at 6%.
201815$1,196,071$63,023$12,605iApproximate average salary by contribution assumption: employee only about $315,115 at 4% or $210,077 at 6%; with 50% employer match about $210,077 at 4% or $140,051 at 6%; with 100% employer match about $157,558 at 4% or $105,038 at 6%.
Fortress Financial LLC 401K Plan-5$1,196,071$63,023$12,605iApproximate average salary by contribution assumption: employee only about $315,115 at 4% or $210,077 at 6%; with 50% employer match about $210,077 at 4% or $140,051 at 6%; with 100% employer match about $157,558 at 4% or $105,038 at 6%.
201715$1,232,812$77,535$15,507iApproximate average salary by contribution assumption: employee only about $387,675 at 4% or $258,450 at 6%; with 50% employer match about $258,450 at 4% or $172,300 at 6%; with 100% employer match about $193,838 at 4% or $129,225 at 6%.
Fortress Financial LLC 401K Plan-5$1,232,812$77,535$15,507iApproximate average salary by contribution assumption: employee only about $387,675 at 4% or $258,450 at 6%; with 50% employer match about $258,450 at 4% or $172,300 at 6%; with 100% employer match about $193,838 at 4% or $129,225 at 6%.
201616$979,852$96,911$16,152iApproximate average salary by contribution assumption: employee only about $403,796 at 4% or $269,197 at 6%; with 50% employer match about $269,197 at 4% or $179,465 at 6%; with 100% employer match about $201,898 at 4% or $134,599 at 6%.
Fortress Financial LLC 401K Plan-6$979,852$96,911$16,152iApproximate average salary by contribution assumption: employee only about $403,796 at 4% or $269,197 at 6%; with 50% employer match about $269,197 at 4% or $179,465 at 6%; with 100% employer match about $201,898 at 4% or $134,599 at 6%.
201516$797,309$91,267$15,211iApproximate average salary by contribution assumption: employee only about $380,279 at 4% or $253,519 at 6%; with 50% employer match about $253,519 at 4% or $169,013 at 6%; with 100% employer match about $190,140 at 4% or $126,760 at 6%.
Fortress Financial LLC 401K Plan-6$797,309$91,267$15,211iApproximate average salary by contribution assumption: employee only about $380,279 at 4% or $253,519 at 6%; with 50% employer match about $253,519 at 4% or $169,013 at 6%; with 100% employer match about $190,140 at 4% or $126,760 at 6%.
201416$749,508$74,241$12,374iApproximate average salary by contribution assumption: employee only about $309,338 at 4% or $206,225 at 6%; with 50% employer match about $206,225 at 4% or $137,483 at 6%; with 100% employer match about $154,669 at 4% or $103,113 at 6%.
Fortress Financial LLC 401K Plan-6$749,508$74,241$12,374iApproximate average salary by contribution assumption: employee only about $309,338 at 4% or $206,225 at 6%; with 50% employer match about $206,225 at 4% or $137,483 at 6%; with 100% employer match about $154,669 at 4% or $103,113 at 6%.
201316$639,427$73,722$12,287iApproximate average salary by contribution assumption: employee only about $307,175 at 4% or $204,783 at 6%; with 50% employer match about $204,783 at 4% or $136,522 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
Fortress Financial LLC 401K Plan-6$639,427$73,722$12,287iApproximate average salary by contribution assumption: employee only about $307,175 at 4% or $204,783 at 6%; with 50% employer match about $204,783 at 4% or $136,522 at 6%; with 100% employer match about $153,588 at 4% or $102,392 at 6%.
201216$476,026$71,728$11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%.
Fortress Financial LLC 401K Plan-6$476,026$71,728$11,955iApproximate average salary by contribution assumption: employee only about $298,867 at 4% or $199,244 at 6%; with 50% employer match about $199,244 at 4% or $132,830 at 6%; with 100% employer match about $149,433 at 4% or $99,622 at 6%.
201116$351,930$70,110$11,685iApproximate average salary by contribution assumption: employee only about $292,125 at 4% or $194,750 at 6%; with 50% employer match about $194,750 at 4% or $129,833 at 6%; with 100% employer match about $146,063 at 4% or $97,375 at 6%.
Fortress Financial LLC 401K Plan-6$351,930$70,110$11,685iApproximate average salary by contribution assumption: employee only about $292,125 at 4% or $194,750 at 6%; with 50% employer match about $194,750 at 4% or $129,833 at 6%; with 100% employer match about $146,063 at 4% or $97,375 at 6%.
201015$291,705$64,463$12,893iApproximate average salary by contribution assumption: employee only about $322,315 at 4% or $214,877 at 6%; with 50% employer match about $214,877 at 4% or $143,251 at 6%; with 100% employer match about $161,158 at 4% or $107,438 at 6%.
Fortress Financial LLC 401K Plan-5$291,705$64,463$12,893iApproximate average salary by contribution assumption: employee only about $322,315 at 4% or $214,877 at 6%; with 50% employer match about $214,877 at 4% or $143,251 at 6%; with 100% employer match about $161,158 at 4% or $107,438 at 6%.
200916$205,082$63,203$10,534iApproximate average salary by contribution assumption: employee only about $263,346 at 4% or $175,564 at 6%; with 50% employer match about $175,564 at 4% or $117,043 at 6%; with 100% employer match about $131,673 at 4% or $87,782 at 6%.
Fortress Financial LLC 401K Plan-6$205,082$63,203$10,534iApproximate average salary by contribution assumption: employee only about $263,346 at 4% or $175,564 at 6%; with 50% employer match about $175,564 at 4% or $117,043 at 6%; with 100% employer match about $131,673 at 4% or $87,782 at 6%.
200815$100,162$61,293$12,259iApproximate average salary by contribution assumption: employee only about $306,465 at 4% or $204,310 at 6%; with 50% employer match about $204,310 at 4% or $136,207 at 6%; with 100% employer match about $153,233 at 4% or $102,155 at 6%.
Fortress Financial LLC 401K Plan-5$100,162$61,293$12,259iApproximate average salary by contribution assumption: employee only about $306,465 at 4% or $204,310 at 6%; with 50% employer match about $204,310 at 4% or $136,207 at 6%; with 100% employer match about $153,233 at 4% or $102,155 at 6%.
200715$73,598$43,474$8,695iApproximate average salary by contribution assumption: employee only about $217,370 at 4% or $144,913 at 6%; with 50% employer match about $144,913 at 4% or $96,609 at 6%; with 100% employer match about $108,685 at 4% or $72,457 at 6%.
Fortress Financial LLC 401K Plan-5$73,598$43,474$8,695iApproximate average salary by contribution assumption: employee only about $217,370 at 4% or $144,913 at 6%; with 50% employer match about $144,913 at 4% or $96,609 at 6%; with 100% employer match about $108,685 at 4% or $72,457 at 6%.
200615$27,698$32,568$6,514iApproximate average salary by contribution assumption: employee only about $162,840 at 4% or $108,560 at 6%; with 50% employer match about $108,560 at 4% or $72,373 at 6%; with 100% employer match about $81,420 at 4% or $54,280 at 6%.
Fortress Financial LLC 401K Plan-5$27,698$32,568$6,514iApproximate average salary by contribution assumption: employee only about $162,840 at 4% or $108,560 at 6%; with 50% employer match about $108,560 at 4% or $72,373 at 6%; with 100% employer match about $81,420 at 4% or $54,280 at 6%.
200515$1,244$1,223$245iApproximate average salary by contribution assumption: employee only about $6,115 at 4% or $4,077 at 6%; with 50% employer match about $4,077 at 4% or $2,718 at 6%; with 100% employer match about $3,058 at 4% or $2,038 at 6%.
Fortress Financial LLC 401K Plan-5$1,244$1,223$245iApproximate average salary by contribution assumption: employee only about $6,115 at 4% or $4,077 at 6%; with 50% employer match about $4,077 at 4% or $2,718 at 6%; with 100% employer match about $3,058 at 4% or $2,038 at 6%.