Civic Intelligence

Fortress Financial Group Inc.

Plan context: FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN

EIN 20-8968003 • Hudson, OH • 30 filings • 3 plans

1879 Middleton RoadHudson, OH 44236
Current Snapshot

Latest Year

2023

2023 Participants

2

2023 Assets

$1,129,346

2023 Contributions

$218,267

Historical Graphs

Total Assets Over Time

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

$2,918,381$1,459,191$0200820152022YearValue
$1,129,346Latest year 2022

Participants Over Time

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

320200820152022YearValue
2Latest year 2022

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
202310$0$0-
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-0$0--
202212$1,129,346$0-
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-2$1,129,346--
202122$1,284,581$218,267$109,134iApproximate average salary by contribution assumption: employee only about $2,728,338 at 4% or $1,818,892 at 6%; with 50% employer match about $1,818,892 at 4% or $1,212,594 at 6%; with 100% employer match about $1,364,169 at 4% or $909,446 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-2$1,284,581$218,267$109,134iApproximate average salary by contribution assumption: employee only about $2,728,338 at 4% or $1,818,892 at 6%; with 50% employer match about $1,818,892 at 4% or $1,212,594 at 6%; with 100% employer match about $1,364,169 at 4% or $909,446 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-0$0$0-
202022$2,736,086$32,083$16,042iApproximate average salary by contribution assumption: employee only about $401,038 at 4% or $267,358 at 6%; with 50% employer match about $267,358 at 4% or $178,239 at 6%; with 100% employer match about $200,519 at 4% or $133,679 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,844,236--
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-2$891,850$32,083$16,042iApproximate average salary by contribution assumption: employee only about $401,038 at 4% or $267,358 at 6%; with 50% employer match about $267,358 at 4% or $178,239 at 6%; with 100% employer match about $200,519 at 4% or $133,679 at 6%.
201923$2,918,381$31,375$10,458iApproximate average salary by contribution assumption: employee only about $261,458 at 4% or $174,306 at 6%; with 50% employer match about $174,306 at 4% or $116,204 at 6%; with 100% employer match about $130,729 at 4% or $87,153 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,806,157--
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$1,112,224$31,375$10,458iApproximate average salary by contribution assumption: employee only about $261,458 at 4% or $174,306 at 6%; with 50% employer match about $174,306 at 4% or $116,204 at 6%; with 100% employer match about $130,729 at 4% or $87,153 at 6%.
201823$2,475,641$61,132$20,377iApproximate average salary by contribution assumption: employee only about $509,433 at 4% or $339,622 at 6%; with 50% employer match about $339,622 at 4% or $226,415 at 6%; with 100% employer match about $254,717 at 4% or $169,811 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,547,384--
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$928,257$61,132$20,377iApproximate average salary by contribution assumption: employee only about $509,433 at 4% or $339,622 at 6%; with 50% employer match about $339,622 at 4% or $226,415 at 6%; with 100% employer match about $254,717 at 4% or $169,811 at 6%.
201722$2,562,690$150,797$75,399iApproximate average salary by contribution assumption: employee only about $1,884,963 at 4% or $1,256,642 at 6%; with 50% employer match about $1,256,642 at 4% or $837,761 at 6%; with 100% employer match about $942,481 at 4% or $628,321 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,588,378$96,665$48,333iApproximate average salary by contribution assumption: employee only about $1,208,313 at 4% or $805,542 at 6%; with 50% employer match about $805,542 at 4% or $537,028 at 6%; with 100% employer match about $604,156 at 4% or $402,771 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-2$974,312$54,132$27,066iApproximate average salary by contribution assumption: employee only about $676,650 at 4% or $451,100 at 6%; with 50% employer match about $451,100 at 4% or $300,733 at 6%; with 100% employer match about $338,325 at 4% or $225,550 at 6%.
201623$2,065,849$53,127$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,282,042--
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$783,807$53,127$17,709iApproximate average salary by contribution assumption: employee only about $442,725 at 4% or $295,150 at 6%; with 50% employer match about $295,150 at 4% or $196,767 at 6%; with 100% employer match about $221,363 at 4% or $147,575 at 6%.
201523$1,883,017$130,694$43,565iApproximate average salary by contribution assumption: employee only about $1,089,117 at 4% or $726,078 at 6%; with 50% employer match about $726,078 at 4% or $484,052 at 6%; with 100% employer match about $544,558 at 4% or $363,039 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,225,182$79,864$39,932iApproximate average salary by contribution assumption: employee only about $998,300 at 4% or $665,533 at 6%; with 50% employer match about $665,533 at 4% or $443,689 at 6%; with 100% employer match about $499,150 at 4% or $332,767 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$657,835$50,830$16,943iApproximate average salary by contribution assumption: employee only about $423,583 at 4% or $282,389 at 6%; with 50% employer match about $282,389 at 4% or $188,259 at 6%; with 100% employer match about $211,792 at 4% or $141,194 at 6%.
201423$1,806,327$200,764$66,921iApproximate average salary by contribution assumption: employee only about $1,673,033 at 4% or $1,115,356 at 6%; with 50% employer match about $1,115,356 at 4% or $743,570 at 6%; with 100% employer match about $836,517 at 4% or $557,678 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$1,153,131$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$653,196$50,764$16,921iApproximate average salary by contribution assumption: employee only about $423,033 at 4% or $282,022 at 6%; with 50% employer match about $282,022 at 4% or $188,015 at 6%; with 100% employer match about $211,517 at 4% or $141,011 at 6%.
201323$1,843,496$272,374$90,791iApproximate average salary by contribution assumption: employee only about $2,269,783 at 4% or $1,513,189 at 6%; with 50% employer match about $1,513,189 at 4% or $1,008,793 at 6%; with 100% employer match about $1,134,892 at 4% or $756,594 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-3$1,269,697$221,374$73,791iApproximate average salary by contribution assumption: employee only about $1,844,783 at 4% or $1,229,856 at 6%; with 50% employer match about $1,229,856 at 4% or $819,904 at 6%; with 100% employer match about $922,392 at 4% or $614,928 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$573,799$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201223$1,433,790$374,579$124,860iApproximate average salary by contribution assumption: employee only about $3,121,492 at 4% or $2,080,994 at 6%; with 50% employer match about $2,080,994 at 4% or $1,387,330 at 6%; with 100% employer match about $1,560,746 at 4% or $1,040,497 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-2$937,138$300,000$150,000iApproximate average salary by contribution assumption: employee only about $3,750,000 at 4% or $2,500,000 at 6%; with 50% employer match about $2,500,000 at 4% or $1,666,667 at 6%; with 100% employer match about $1,875,000 at 4% or $1,250,000 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$496,652$74,579$24,860iApproximate average salary by contribution assumption: employee only about $621,492 at 4% or $414,328 at 6%; with 50% employer match about $414,328 at 4% or $276,219 at 6%; with 100% employer match about $310,746 at 4% or $207,164 at 6%.
201123$1,030,171$267,035$89,012iApproximate average salary by contribution assumption: employee only about $2,225,292 at 4% or $1,483,528 at 6%; with 50% employer match about $1,483,528 at 4% or $989,019 at 6%; with 100% employer match about $1,112,646 at 4% or $741,764 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-3$642,898$172,000$57,333iApproximate average salary by contribution assumption: employee only about $1,433,333 at 4% or $955,556 at 6%; with 50% employer match about $955,556 at 4% or $637,037 at 6%; with 100% employer match about $716,667 at 4% or $477,778 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$387,273$95,035$31,678iApproximate average salary by contribution assumption: employee only about $791,958 at 4% or $527,972 at 6%; with 50% employer match about $527,972 at 4% or $351,981 at 6%; with 100% employer match about $395,979 at 4% or $263,986 at 6%.
201023$855,495$257,005$85,668iApproximate average salary by contribution assumption: employee only about $2,141,708 at 4% or $1,427,806 at 6%; with 50% employer match about $1,427,806 at 4% or $951,870 at 6%; with 100% employer match about $1,070,854 at 4% or $713,903 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-3$530,642$175,000$58,333iApproximate average salary by contribution assumption: employee only about $1,458,333 at 4% or $972,222 at 6%; with 50% employer match about $972,222 at 4% or $648,148 at 6%; with 100% employer match about $729,167 at 4% or $486,111 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$324,853$82,005$27,335iApproximate average salary by contribution assumption: employee only about $683,375 at 4% or $455,583 at 6%; with 50% employer match about $455,583 at 4% or $303,722 at 6%; with 100% employer match about $341,688 at 4% or $227,792 at 6%.
200923$496,693$176,149$58,716iApproximate average salary by contribution assumption: employee only about $1,467,908 at 4% or $978,606 at 6%; with 50% employer match about $978,606 at 4% or $652,404 at 6%; with 100% employer match about $733,954 at 4% or $489,303 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-3$298,718$77,897$25,966iApproximate average salary by contribution assumption: employee only about $649,142 at 4% or $432,761 at 6%; with 50% employer match about $432,761 at 4% or $288,507 at 6%; with 100% employer match about $324,571 at 4% or $216,381 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401(K) PLAN-3$197,975$98,252$32,751iApproximate average salary by contribution assumption: employee only about $818,767 at 4% or $545,844 at 6%; with 50% employer match about $545,844 at 4% or $363,896 at 6%; with 100% employer match about $409,383 at 4% or $272,922 at 6%.
200823$273,753$277,527$92,509iApproximate average salary by contribution assumption: employee only about $2,312,725 at 4% or $1,541,817 at 6%; with 50% employer match about $1,541,817 at 4% or $1,027,878 at 6%; with 100% employer match about $1,156,363 at 4% or $770,908 at 6%.
Fortress Financial Group Inc. Defined Benefit Plan-3$187,550$187,550$62,517iApproximate average salary by contribution assumption: employee only about $1,562,917 at 4% or $1,041,944 at 6%; with 50% employer match about $1,041,944 at 4% or $694,630 at 6%; with 100% employer match about $781,458 at 4% or $520,972 at 6%.
FORTRESS FINANCIAL GROUP, INC. 401K PLAN-3$86,203$89,977$29,992iApproximate average salary by contribution assumption: employee only about $749,808 at 4% or $499,872 at 6%; with 50% employer match about $499,872 at 4% or $333,248 at 6%; with 100% employer match about $374,904 at 4% or $249,936 at 6%.