Fortis Management Group LLC
Plan context: Fmg 401(K) Plan
EIN 38-3942411 • Milwaukee, WI • 6 filings • 2 plans
Current Snapshot
Latest Year
2018
2018 Participants
668
2018 Assets
$56,162,835
2018 Contributions
$4,445,524
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Fmg 401(K) Plan | - | 0 | - | - | - |
| 2017 | 1 | 668 | $56,162,835 | $4,445,524 | $6,655iApproximate average salary by contribution assumption: employee only about $166,374 at 4% or $110,916 at 6%; with 50% employer match about $110,916 at 4% or $73,944 at 6%; with 100% employer match about $83,187 at 4% or $55,458 at 6%. |
| Fmg 401(K) Plan | - | 668 | $56,162,835 | $4,445,524 | $6,655iApproximate average salary by contribution assumption: employee only about $166,374 at 4% or $110,916 at 6%; with 50% employer match about $110,916 at 4% or $73,944 at 6%; with 100% employer match about $83,187 at 4% or $55,458 at 6%. |
| 2016 | 2 | 4,863 | $62,607,328 | $5,717,997 | $1,176iApproximate average salary by contribution assumption: employee only about $29,395 at 4% or $19,597 at 6%; with 50% employer match about $19,597 at 4% or $13,065 at 6%; with 100% employer match about $14,698 at 4% or $9,798 at 6%. |
| Fmg 401(K) Plan | - | 4,863 | $62,607,328 | $5,717,997 | $1,176iApproximate average salary by contribution assumption: employee only about $29,395 at 4% or $19,597 at 6%; with 50% employer match about $19,597 at 4% or $13,065 at 6%; with 100% employer match about $14,698 at 4% or $9,798 at 6%. |
| Fortis Management Group LLC | - | 4,734 | - | - | - |
| 2015 | 2 | 5,045 | $60,628,870 | $2,927,902 | $580iApproximate average salary by contribution assumption: employee only about $14,509 at 4% or $9,673 at 6%; with 50% employer match about $9,673 at 4% or $6,448 at 6%; with 100% employer match about $7,254 at 4% or $4,836 at 6%. |
| Fmg 401(K) Plan | - | 5,045 | $60,628,870 | $2,927,902 | $580iApproximate average salary by contribution assumption: employee only about $14,509 at 4% or $9,673 at 6%; with 50% employer match about $9,673 at 4% or $6,448 at 6%; with 100% employer match about $7,254 at 4% or $4,836 at 6%. |
| Fortis Management Group LLC | - | 4,510 | - | - | - |