Current Snapshot
Latest Year
2023
2023 Participants
495
2023 Assets
$46,045,621
2023 Contributions
$6,532
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $0 | $6,532 | - |
| Fortna Flexible Benefit Plan | - | 0 | - | $6,532 | - |
| 2022 | 4 | 495 | $46,045,621 | $12,931,369 | $26,124iApproximate average salary by contribution assumption: employee only about $653,099 at 4% or $435,400 at 6%; with 50% employer match about $435,400 at 4% or $290,266 at 6%; with 100% employer match about $326,550 at 4% or $217,700 at 6%. |
| Fortna Inc 401(K) Plan | - | 475 | $44,038,743 | $7,673,418 | $16,155iApproximate average salary by contribution assumption: employee only about $403,864 at 4% or $269,243 at 6%; with 50% employer match about $269,243 at 4% or $179,495 at 6%; with 100% employer match about $201,932 at 4% or $134,621 at 6%. |
| Fortna Flexible Benefit Plan | - | 402 | $2,006,878 | $5,257,951 | $13,079iApproximate average salary by contribution assumption: employee only about $326,987 at 4% or $217,991 at 6%; with 50% employer match about $217,991 at 4% or $145,328 at 6%; with 100% employer match about $163,494 at 4% or $108,996 at 6%. |
| FORTNA INC. GROUP INSURANCE PLAN | - | 495 | - | - | - |
| Fortna Inc 401(K) Plan | - | 0 | - | - | - |
| 2021 | 2 | 379 | $52,383,770 | $8,858,232 | $23,373iApproximate average salary by contribution assumption: employee only about $584,316 at 4% or $389,544 at 6%; with 50% employer match about $389,544 at 4% or $259,696 at 6%; with 100% employer match about $292,158 at 4% or $194,772 at 6%. |
| Fortna Inc 401(K) Plan | - | 370 | $51,566,316 | $4,821,870 | $13,032iApproximate average salary by contribution assumption: employee only about $325,802 at 4% or $217,201 at 6%; with 50% employer match about $217,201 at 4% or $144,801 at 6%; with 100% employer match about $162,901 at 4% or $108,601 at 6%. |
| Fortna Flexible Benefit Plan | - | 379 | $817,454 | $4,036,362 | $10,650iApproximate average salary by contribution assumption: employee only about $266,251 at 4% or $177,501 at 6%; with 50% employer match about $177,501 at 4% or $118,334 at 6%; with 100% employer match about $133,125 at 4% or $88,750 at 6%. |
| 2020 | 2 | 318 | $46,908,989 | $3,406,463 | $10,712iApproximate average salary by contribution assumption: employee only about $267,804 at 4% or $178,536 at 6%; with 50% employer match about $178,536 at 4% or $119,024 at 6%; with 100% employer match about $133,902 at 4% or $89,268 at 6%. |
| Fortna Inc 401(K) Plan | - | 285 | $46,908,989 | $3,406,463 | $11,953iApproximate average salary by contribution assumption: employee only about $298,813 at 4% or $199,208 at 6%; with 50% employer match about $199,208 at 4% or $132,806 at 6%; with 100% employer match about $149,406 at 4% or $99,604 at 6%. |
| Fortna Flexible Benefit Plan | - | 318 | - | - | - |
| 2019 | 2 | 267 | $40,711,414 | $3,122,005 | $11,693iApproximate average salary by contribution assumption: employee only about $292,323 at 4% or $194,882 at 6%; with 50% employer match about $194,882 at 4% or $129,921 at 6%; with 100% employer match about $146,161 at 4% or $97,441 at 6%. |
| Fortna Inc 401(K) Plan | - | 257 | $40,711,414 | $3,122,005 | $12,148iApproximate average salary by contribution assumption: employee only about $303,697 at 4% or $202,465 at 6%; with 50% employer match about $202,465 at 4% or $134,976 at 6%; with 100% employer match about $151,848 at 4% or $101,232 at 6%. |
| Fortna Flexible Benefit Plan | - | 267 | - | - | - |
| 2018 | 2 | 247 | $32,400,542 | $3,062,002 | $12,397iApproximate average salary by contribution assumption: employee only about $309,919 at 4% or $206,613 at 6%; with 50% employer match about $206,613 at 4% or $137,742 at 6%; with 100% employer match about $154,960 at 4% or $103,306 at 6%. |
| Fortna Inc 401(K) Plan | - | 247 | $32,400,542 | $3,062,002 | $12,397iApproximate average salary by contribution assumption: employee only about $309,919 at 4% or $206,613 at 6%; with 50% employer match about $206,613 at 4% or $137,742 at 6%; with 100% employer match about $154,960 at 4% or $103,306 at 6%. |
| Fortna Flexible Benefit Plan | - | 244 | - | - | - |
| 2017 | 2 | 267 | $36,015,765 | $4,721,895 | $17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%. |
| Fortna Inc 401(K) Plan | - | 267 | $36,015,765 | $4,721,895 | $17,685iApproximate average salary by contribution assumption: employee only about $442,125 at 4% or $294,750 at 6%; with 50% employer match about $294,750 at 4% or $196,500 at 6%; with 100% employer match about $221,063 at 4% or $147,375 at 6%. |
| Fortna Flexible Benefit Plan | - | 257 | - | - | - |
| 2016 | 2 | 382 | $29,046,162 | $4,180,040 | $10,943iApproximate average salary by contribution assumption: employee only about $273,563 at 4% or $182,375 at 6%; with 50% employer match about $182,375 at 4% or $121,583 at 6%; with 100% employer match about $136,781 at 4% or $91,188 at 6%. |
| Fortna Inc 401(K) Plan | - | 378 | $29,046,162 | $4,180,040 | $11,058iApproximate average salary by contribution assumption: employee only about $276,458 at 4% or $184,305 at 6%; with 50% employer match about $184,305 at 4% or $122,870 at 6%; with 100% employer match about $138,229 at 4% or $92,153 at 6%. |
| Fortna Flexible Benefit Plan | - | 382 | - | - | - |
| 2015 | 2 | 346 | $23,569,685 | $4,170,205 | $12,053iApproximate average salary by contribution assumption: employee only about $301,315 at 4% or $200,877 at 6%; with 50% employer match about $200,877 at 4% or $133,918 at 6%; with 100% employer match about $150,658 at 4% or $100,438 at 6%. |
| Fortna Inc 401(K) Plan | - | 328 | $23,569,685 | $4,170,205 | $12,714iApproximate average salary by contribution assumption: employee only about $317,851 at 4% or $211,901 at 6%; with 50% employer match about $211,901 at 4% or $141,267 at 6%; with 100% employer match about $158,925 at 4% or $105,950 at 6%. |
| Fortna Flexible Benefit Plan | - | 346 | - | - | - |
| 2014 | 2 | 314 | $20,492,097 | $2,891,762 | $9,209iApproximate average salary by contribution assumption: employee only about $230,236 at 4% or $153,491 at 6%; with 50% employer match about $153,491 at 4% or $102,327 at 6%; with 100% employer match about $115,118 at 4% or $76,745 at 6%. |
| Fortna Inc 401(K) Plan | - | 299 | $20,492,097 | $2,891,762 | $9,671iApproximate average salary by contribution assumption: employee only about $241,786 at 4% or $161,191 at 6%; with 50% employer match about $161,191 at 4% or $107,460 at 6%; with 100% employer match about $120,893 at 4% or $80,595 at 6%. |
| Fortna Flexible Benefit Plan | - | 314 | - | - | - |
| 2013 | 2 | 272 | $17,904,428 | $2,403,678 | $8,837iApproximate average salary by contribution assumption: employee only about $220,926 at 4% or $147,284 at 6%; with 50% employer match about $147,284 at 4% or $98,189 at 6%; with 100% employer match about $110,463 at 4% or $73,642 at 6%. |
| Fortna Inc 401(K) Plan | - | 272 | $17,904,428 | $2,403,678 | $8,837iApproximate average salary by contribution assumption: employee only about $220,926 at 4% or $147,284 at 6%; with 50% employer match about $147,284 at 4% or $98,189 at 6%; with 100% employer match about $110,463 at 4% or $73,642 at 6%. |
| Fortna Flexible Benefit Plan | - | 225 | - | - | - |
| 2012 | 2 | 207 | $13,079,372 | $2,408,191 | $11,634iApproximate average salary by contribution assumption: employee only about $290,844 at 4% or $193,896 at 6%; with 50% employer match about $193,896 at 4% or $129,264 at 6%; with 100% employer match about $145,422 at 4% or $96,948 at 6%. |
| Fortna Inc 401(K) Plan | - | 202 | $13,079,372 | $2,408,191 | $11,922iApproximate average salary by contribution assumption: employee only about $298,043 at 4% or $198,696 at 6%; with 50% employer match about $198,696 at 4% or $132,464 at 6%; with 100% employer match about $149,022 at 4% or $99,348 at 6%. |
| Fortna Flexible Benefit Plan | - | 207 | - | - | - |
| 2011 | 2 | 199 | $10,514,702 | $1,915,396 | $9,625iApproximate average salary by contribution assumption: employee only about $240,628 at 4% or $160,418 at 6%; with 50% employer match about $160,418 at 4% or $106,946 at 6%; with 100% employer match about $120,314 at 4% or $80,209 at 6%. |
| Fortna Inc 401(K) Plan | - | 156 | $10,514,702 | $1,915,396 | $12,278iApproximate average salary by contribution assumption: employee only about $306,954 at 4% or $204,636 at 6%; with 50% employer match about $204,636 at 4% or $136,424 at 6%; with 100% employer match about $153,477 at 4% or $102,318 at 6%. |
| Fortna Flexible Benefit Plan | - | 199 | - | - | - |
| 2010 | 2 | 156 | $9,440,172 | $1,342,745 | $8,607iApproximate average salary by contribution assumption: employee only about $215,183 at 4% or $143,456 at 6%; with 50% employer match about $143,456 at 4% or $95,637 at 6%; with 100% employer match about $107,592 at 4% or $71,728 at 6%. |
| Fortna Inc 401(K) Plan | - | 156 | $9,440,172 | $1,342,745 | $8,607iApproximate average salary by contribution assumption: employee only about $215,183 at 4% or $143,456 at 6%; with 50% employer match about $143,456 at 4% or $95,637 at 6%; with 100% employer match about $107,592 at 4% or $71,728 at 6%. |
| Fortna Flexible Benefit Plan | - | 140 | - | - | - |
| 2009 | 1 | 140 | $7,354,240 | $1,350,891 | $9,649iApproximate average salary by contribution assumption: employee only about $241,231 at 4% or $160,820 at 6%; with 50% employer match about $160,820 at 4% or $107,214 at 6%; with 100% employer match about $120,615 at 4% or $80,410 at 6%. |
| Fortna Inc 401(K) Plan | - | 140 | $7,354,240 | $1,350,891 | $9,649iApproximate average salary by contribution assumption: employee only about $241,231 at 4% or $160,820 at 6%; with 50% employer match about $160,820 at 4% or $107,214 at 6%; with 100% employer match about $120,615 at 4% or $80,410 at 6%. |
| 2008 | 1 | 150 | $4,924,169 | $1,431,027 | $9,540iApproximate average salary by contribution assumption: employee only about $238,505 at 4% or $159,003 at 6%; with 50% employer match about $159,003 at 4% or $106,002 at 6%; with 100% employer match about $119,252 at 4% or $79,502 at 6%. |
| Fortna Inc 401(K) Plan | - | 150 | $4,924,169 | $1,431,027 | $9,540iApproximate average salary by contribution assumption: employee only about $238,505 at 4% or $159,003 at 6%; with 50% employer match about $159,003 at 4% or $106,002 at 6%; with 100% employer match about $119,252 at 4% or $79,502 at 6%. |
| 2007 | 1 | 140 | $5,799,373 | $1,377,284 | $9,838iApproximate average salary by contribution assumption: employee only about $245,944 at 4% or $163,962 at 6%; with 50% employer match about $163,962 at 4% or $109,308 at 6%; with 100% employer match about $122,972 at 4% or $81,981 at 6%. |
| Fortna Inc 401(K) Plan | - | 140 | $5,799,373 | $1,377,284 | $9,838iApproximate average salary by contribution assumption: employee only about $245,944 at 4% or $163,962 at 6%; with 50% employer match about $163,962 at 4% or $109,308 at 6%; with 100% employer match about $122,972 at 4% or $81,981 at 6%. |
| 2006 | 1 | 120 | $3,413,339 | $768,028 | $6,400iApproximate average salary by contribution assumption: employee only about $160,006 at 4% or $106,671 at 6%; with 50% employer match about $106,671 at 4% or $71,114 at 6%; with 100% employer match about $80,003 at 4% or $53,335 at 6%. |
| Fortna Inc 401(K) Plan | - | 120 | $3,413,339 | $768,028 | $6,400iApproximate average salary by contribution assumption: employee only about $160,006 at 4% or $106,671 at 6%; with 50% employer match about $106,671 at 4% or $71,114 at 6%; with 100% employer match about $80,003 at 4% or $53,335 at 6%. |
| 2005 | 1 | 90 | $2,515,984 | $612,813 | $6,809iApproximate average salary by contribution assumption: employee only about $170,226 at 4% or $113,484 at 6%; with 50% employer match about $113,484 at 4% or $75,656 at 6%; with 100% employer match about $85,113 at 4% or $56,742 at 6%. |
| Fortna Inc 401(K) Plan | - | 90 | $2,515,984 | $612,813 | $6,809iApproximate average salary by contribution assumption: employee only about $170,226 at 4% or $113,484 at 6%; with 50% employer match about $113,484 at 4% or $75,656 at 6%; with 100% employer match about $85,113 at 4% or $56,742 at 6%. |
| 2004 | 1 | 65 | $1,882,527 | $406,839 | $6,259iApproximate average salary by contribution assumption: employee only about $156,477 at 4% or $104,318 at 6%; with 50% employer match about $104,318 at 4% or $69,545 at 6%; with 100% employer match about $78,238 at 4% or $52,159 at 6%. |
| Fortna Inc 401(K) Plan | - | 65 | $1,882,527 | $406,839 | $6,259iApproximate average salary by contribution assumption: employee only about $156,477 at 4% or $104,318 at 6%; with 50% employer match about $104,318 at 4% or $69,545 at 6%; with 100% employer match about $78,238 at 4% or $52,159 at 6%. |
| 2003 | 1 | 76 | $1,321,833 | $291,005 | $3,829iApproximate average salary by contribution assumption: employee only about $95,725 at 4% or $63,817 at 6%; with 50% employer match about $63,817 at 4% or $42,545 at 6%; with 100% employer match about $47,863 at 4% or $31,908 at 6%. |
| Fortna Inc 401(K) Plan | - | 76 | $1,321,833 | $291,005 | $3,829iApproximate average salary by contribution assumption: employee only about $95,725 at 4% or $63,817 at 6%; with 50% employer match about $63,817 at 4% or $42,545 at 6%; with 100% employer match about $47,863 at 4% or $31,908 at 6%. |
| 2002 | 1 | 58 | $875,483 | $262,818 | $4,531iApproximate average salary by contribution assumption: employee only about $113,284 at 4% or $75,522 at 6%; with 50% employer match about $75,522 at 4% or $50,348 at 6%; with 100% employer match about $56,642 at 4% or $37,761 at 6%. |
| Fortna Inc 401(K) Plan | - | 58 | $875,483 | $262,818 | $4,531iApproximate average salary by contribution assumption: employee only about $113,284 at 4% or $75,522 at 6%; with 50% employer match about $75,522 at 4% or $50,348 at 6%; with 100% employer match about $56,642 at 4% or $37,761 at 6%. |
| 2001 | 1 | 0 | $0 | $0 | - |
| Fortna Inc 401(K) Plan | - | 0 | - | - | - |
| 2000 | 1 | 50 | $0 | $0 | - |
| Fortna Inc 401(K) Plan | - | 50 | - | - | - |