Civic Intelligence

Fortune Financial Services Inc.

Plan context: Fortune Financial Services Inc. 401(K) Plan

EIN 25-1799740 • Monaca, PA • 17 filings • 2 plans

3582 Brodhead Road, Suite 202Monaca, PA 15061
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,263,682

2024 Contributions

$132,355

Historical Graphs

Total Assets Over Time

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

$1,263,682$631,841$0200820162024YearValue
$1,263,682Latest year 2024

Participants Over Time

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

1260200820162024YearValue
11Latest 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
2024111$1,263,682$132,355$12,032iApproximate average salary by contribution assumption: employee only about $300,807 at 4% or $200,538 at 6%; with 50% employer match about $200,538 at 4% or $133,692 at 6%; with 100% employer match about $150,403 at 4% or $100,269 at 6%.
Fortune Financial Services Inc. 401(K) Plan-11$1,263,682$132,355$12,032iApproximate average salary by contribution assumption: employee only about $300,807 at 4% or $200,538 at 6%; with 50% employer match about $200,538 at 4% or $133,692 at 6%; with 100% employer match about $150,403 at 4% or $100,269 at 6%.
2023111$1,043,384$121,448$11,041iApproximate average salary by contribution assumption: employee only about $276,018 at 4% or $184,012 at 6%; with 50% employer match about $184,012 at 4% or $122,675 at 6%; with 100% employer match about $138,009 at 4% or $92,006 at 6%.
Fortune Financial Services Inc. 401(K) Plan-11$1,043,384$121,448$11,041iApproximate average salary by contribution assumption: employee only about $276,018 at 4% or $184,012 at 6%; with 50% employer match about $184,012 at 4% or $122,675 at 6%; with 100% employer match about $138,009 at 4% or $92,006 at 6%.
2022111$834,277$117,586$10,690iApproximate average salary by contribution assumption: employee only about $267,241 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,620 at 4% or $89,080 at 6%.
Fortune Financial Services Inc. 401(K) Plan-11$834,277$117,586$10,690iApproximate average salary by contribution assumption: employee only about $267,241 at 4% or $178,161 at 6%; with 50% employer match about $178,161 at 4% or $118,774 at 6%; with 100% employer match about $133,620 at 4% or $89,080 at 6%.
2021110$921,840$102,719$10,272iApproximate average salary by contribution assumption: employee only about $256,798 at 4% or $171,198 at 6%; with 50% employer match about $171,198 at 4% or $114,132 at 6%; with 100% employer match about $128,399 at 4% or $85,599 at 6%.
Fortune Financial Services Inc. 401(K) Plan-10$921,840$102,719$10,272iApproximate average salary by contribution assumption: employee only about $256,798 at 4% or $171,198 at 6%; with 50% employer match about $171,198 at 4% or $114,132 at 6%; with 100% employer match about $128,399 at 4% or $85,599 at 6%.
202019$773,545$60,256$6,695iApproximate average salary by contribution assumption: employee only about $167,378 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,689 at 4% or $55,793 at 6%.
Fortune Financial Services Inc. 401(K) Plan-9$773,545$60,256$6,695iApproximate average salary by contribution assumption: employee only about $167,378 at 4% or $111,585 at 6%; with 50% employer match about $111,585 at 4% or $74,390 at 6%; with 100% employer match about $83,689 at 4% or $55,793 at 6%.
201918$617,883$51,569$6,446iApproximate average salary by contribution assumption: employee only about $161,153 at 4% or $107,435 at 6%; with 50% employer match about $107,435 at 4% or $71,624 at 6%; with 100% employer match about $80,577 at 4% or $53,718 at 6%.
Fortune Financial Services Inc. 401(K) Plan-8$617,883$51,569$6,446iApproximate average salary by contribution assumption: employee only about $161,153 at 4% or $107,435 at 6%; with 50% employer match about $107,435 at 4% or $71,624 at 6%; with 100% employer match about $80,577 at 4% or $53,718 at 6%.
201818$466,359$49,712$6,214iApproximate average salary by contribution assumption: employee only about $155,350 at 4% or $103,567 at 6%; with 50% employer match about $103,567 at 4% or $69,044 at 6%; with 100% employer match about $77,675 at 4% or $51,783 at 6%.
Fortune Financial Services Inc. 401(K) Plan-8$466,359$49,712$6,214iApproximate average salary by contribution assumption: employee only about $155,350 at 4% or $103,567 at 6%; with 50% employer match about $103,567 at 4% or $69,044 at 6%; with 100% employer match about $77,675 at 4% or $51,783 at 6%.
201719$638,226$61,131$6,792iApproximate average salary by contribution assumption: employee only about $169,808 at 4% or $113,206 at 6%; with 50% employer match about $113,206 at 4% or $75,470 at 6%; with 100% employer match about $84,904 at 4% or $56,603 at 6%.
Fortune Financial Services Inc. 401(K) Plan-9$638,226$61,131$6,792iApproximate average salary by contribution assumption: employee only about $169,808 at 4% or $113,206 at 6%; with 50% employer match about $113,206 at 4% or $75,470 at 6%; with 100% employer match about $84,904 at 4% or $56,603 at 6%.
201619$480,473$70,899$7,878iApproximate average salary by contribution assumption: employee only about $196,942 at 4% or $131,294 at 6%; with 50% employer match about $131,294 at 4% or $87,530 at 6%; with 100% employer match about $98,471 at 4% or $65,647 at 6%.
Fortune Financial Services Inc. 401(K) Plan-9$480,473$70,899$7,878iApproximate average salary by contribution assumption: employee only about $196,942 at 4% or $131,294 at 6%; with 50% employer match about $131,294 at 4% or $87,530 at 6%; with 100% employer match about $98,471 at 4% or $65,647 at 6%.
201518$375,475$64,919$8,115iApproximate average salary by contribution assumption: employee only about $202,872 at 4% or $135,248 at 6%; with 50% employer match about $135,248 at 4% or $90,165 at 6%; with 100% employer match about $101,436 at 4% or $67,624 at 6%.
Fortune Financial Services Inc. 401(K) Plan-8$375,475$64,919$8,115iApproximate average salary by contribution assumption: employee only about $202,872 at 4% or $135,248 at 6%; with 50% employer match about $135,248 at 4% or $90,165 at 6%; with 100% employer match about $101,436 at 4% or $67,624 at 6%.
201417$308,418$55,891$7,984iApproximate average salary by contribution assumption: employee only about $199,611 at 4% or $133,074 at 6%; with 50% employer match about $133,074 at 4% or $88,716 at 6%; with 100% employer match about $99,805 at 4% or $66,537 at 6%.
Fortune Financial Services Inc. 401(K) Plan-7$308,418$55,891$7,984iApproximate average salary by contribution assumption: employee only about $199,611 at 4% or $133,074 at 6%; with 50% employer match about $133,074 at 4% or $88,716 at 6%; with 100% employer match about $99,805 at 4% or $66,537 at 6%.
2013112$302,375$44,617$3,718iApproximate average salary by contribution assumption: employee only about $92,952 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%.
Fortune Financial Services Inc. 401(K) Plan-12$302,375$44,617$3,718iApproximate average salary by contribution assumption: employee only about $92,952 at 4% or $61,968 at 6%; with 50% employer match about $61,968 at 4% or $41,312 at 6%; with 100% employer match about $46,476 at 4% or $30,984 at 6%.
201219$210,296$20,872$2,319iApproximate average salary by contribution assumption: employee only about $57,978 at 4% or $38,652 at 6%; with 50% employer match about $38,652 at 4% or $25,768 at 6%; with 100% employer match about $28,989 at 4% or $19,326 at 6%.
Fortune Financial Services Inc. 401(K) Plan-9$210,296$20,872$2,319iApproximate average salary by contribution assumption: employee only about $57,978 at 4% or $38,652 at 6%; with 50% employer match about $38,652 at 4% or $25,768 at 6%; with 100% employer match about $28,989 at 4% or $19,326 at 6%.
201119$164,500$29,901$3,322iApproximate average salary by contribution assumption: employee only about $83,058 at 4% or $55,372 at 6%; with 50% employer match about $55,372 at 4% or $36,915 at 6%; with 100% employer match about $41,529 at 4% or $27,686 at 6%.
Fortune Financial Services Inc. 401(K) Plan-9$164,500$29,901$3,322iApproximate average salary by contribution assumption: employee only about $83,058 at 4% or $55,372 at 6%; with 50% employer match about $55,372 at 4% or $36,915 at 6%; with 100% employer match about $41,529 at 4% or $27,686 at 6%.
201017$150,439$38,541$5,506iApproximate average salary by contribution assumption: employee only about $137,646 at 4% or $91,764 at 6%; with 50% employer match about $91,764 at 4% or $61,176 at 6%; with 100% employer match about $68,823 at 4% or $45,882 at 6%.
Fortune Financial Services Inc. 401(K) Plan-7$150,439$38,541$5,506iApproximate average salary by contribution assumption: employee only about $137,646 at 4% or $91,764 at 6%; with 50% employer match about $91,764 at 4% or $61,176 at 6%; with 100% employer match about $68,823 at 4% or $45,882 at 6%.
200918$38,700$51,093$6,387iApproximate average salary by contribution assumption: employee only about $159,666 at 4% or $106,444 at 6%; with 50% employer match about $106,444 at 4% or $70,963 at 6%; with 100% employer match about $79,833 at 4% or $53,222 at 6%.
Fortune Financial Services Inc. 401(K) Plan-8$38,700$51,093$6,387iApproximate average salary by contribution assumption: employee only about $159,666 at 4% or $106,444 at 6%; with 50% employer match about $106,444 at 4% or $70,963 at 6%; with 100% employer match about $79,833 at 4% or $53,222 at 6%.
200818$38,700$51,093$6,387iApproximate average salary by contribution assumption: employee only about $159,666 at 4% or $106,444 at 6%; with 50% employer match about $106,444 at 4% or $70,963 at 6%; with 100% employer match about $79,833 at 4% or $53,222 at 6%.
Fortune Financial Services Inc. 401(K) Plan-8$38,700$51,093$6,387iApproximate average salary by contribution assumption: employee only about $159,666 at 4% or $106,444 at 6%; with 50% employer match about $106,444 at 4% or $70,963 at 6%; with 100% employer match about $79,833 at 4% or $53,222 at 6%.