Civic Intelligence

Fortune Financial LLC

Plan context: Fortune Financial 401(K) Savings Plan

EIN 41-1888998 • Minnetonka, MN • 24 filings • 2 plans

10261 Yellow Circle DriveMinnetonka, MN 55343
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$5,687,428

2024 Contributions

$254,605

Historical Graphs

Total Assets Over Time

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

$5,750,240$2,875,120$0200120132024YearValue
$5,687,428Latest year 2024

Participants Over Time

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

33170200120132024YearValue
33Latest 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
2024133$5,687,428$254,605$7,715iApproximate average salary by contribution assumption: employee only about $192,883 at 4% or $128,588 at 6%; with 50% employer match about $128,588 at 4% or $85,726 at 6%; with 100% employer match about $96,441 at 4% or $64,294 at 6%.
Fortune Financial 401(K) Savings Plan-33$5,687,428$254,605$7,715iApproximate average salary by contribution assumption: employee only about $192,883 at 4% or $128,588 at 6%; with 50% employer match about $128,588 at 4% or $85,726 at 6%; with 100% employer match about $96,441 at 4% or $64,294 at 6%.
2023131$5,750,240$356,266$11,492iApproximate average salary by contribution assumption: employee only about $287,311 at 4% or $191,541 at 6%; with 50% employer match about $191,541 at 4% or $127,694 at 6%; with 100% employer match about $143,656 at 4% or $95,770 at 6%.
Fortune Financial 401(K) Savings Plan-31$5,750,240$356,266$11,492iApproximate average salary by contribution assumption: employee only about $287,311 at 4% or $191,541 at 6%; with 50% employer match about $191,541 at 4% or $127,694 at 6%; with 100% employer match about $143,656 at 4% or $95,770 at 6%.
2022129$4,471,104$341,694$11,783iApproximate average salary by contribution assumption: employee only about $294,564 at 4% or $196,376 at 6%; with 50% employer match about $196,376 at 4% or $130,917 at 6%; with 100% employer match about $147,282 at 4% or $98,188 at 6%.
Fortune Financial 401(K) Savings Plan-29$4,471,104$341,694$11,783iApproximate average salary by contribution assumption: employee only about $294,564 at 4% or $196,376 at 6%; with 50% employer match about $196,376 at 4% or $130,917 at 6%; with 100% employer match about $147,282 at 4% or $98,188 at 6%.
2021131$5,353,325$362,617$11,697iApproximate average salary by contribution assumption: employee only about $292,433 at 4% or $194,955 at 6%; with 50% employer match about $194,955 at 4% or $129,970 at 6%; with 100% employer match about $146,217 at 4% or $97,478 at 6%.
Fortune Financial 401(K) Savings Plan-31$5,353,325$362,617$11,697iApproximate average salary by contribution assumption: employee only about $292,433 at 4% or $194,955 at 6%; with 50% employer match about $194,955 at 4% or $129,970 at 6%; with 100% employer match about $146,217 at 4% or $97,478 at 6%.
2020128$4,442,684$291,563$10,413iApproximate average salary by contribution assumption: employee only about $260,324 at 4% or $173,549 at 6%; with 50% employer match about $173,549 at 4% or $115,700 at 6%; with 100% employer match about $130,162 at 4% or $86,775 at 6%.
Fortune Financial 401(K) Savings Plan-28$4,442,684$291,563$10,413iApproximate average salary by contribution assumption: employee only about $260,324 at 4% or $173,549 at 6%; with 50% employer match about $173,549 at 4% or $115,700 at 6%; with 100% employer match about $130,162 at 4% or $86,775 at 6%.
2019125$3,419,461$223,149$8,926iApproximate average salary by contribution assumption: employee only about $223,149 at 4% or $148,766 at 6%; with 50% employer match about $148,766 at 4% or $99,177 at 6%; with 100% employer match about $111,574 at 4% or $74,383 at 6%.
Fortune Financial 401(K) Savings Plan-25$3,419,461$223,149$8,926iApproximate average salary by contribution assumption: employee only about $223,149 at 4% or $148,766 at 6%; with 50% employer match about $148,766 at 4% or $99,177 at 6%; with 100% employer match about $111,574 at 4% or $74,383 at 6%.
2018126$2,614,086$231,924$8,920iApproximate average salary by contribution assumption: employee only about $223,004 at 4% or $148,669 at 6%; with 50% employer match about $148,669 at 4% or $99,113 at 6%; with 100% employer match about $111,502 at 4% or $74,335 at 6%.
Fortune Financial 401(K) Savings Plan-26$2,614,086$231,924$8,920iApproximate average salary by contribution assumption: employee only about $223,004 at 4% or $148,669 at 6%; with 50% employer match about $148,669 at 4% or $99,113 at 6%; with 100% employer match about $111,502 at 4% or $74,335 at 6%.
2017127$2,760,928$299,239$11,083iApproximate average salary by contribution assumption: employee only about $277,073 at 4% or $184,715 at 6%; with 50% employer match about $184,715 at 4% or $123,144 at 6%; with 100% employer match about $138,537 at 4% or $92,358 at 6%.
Fortune Financial 401(K) Savings Plan-27$2,760,928$299,239$11,083iApproximate average salary by contribution assumption: employee only about $277,073 at 4% or $184,715 at 6%; with 50% employer match about $184,715 at 4% or $123,144 at 6%; with 100% employer match about $138,537 at 4% or $92,358 at 6%.
2016128$1,979,670$180,581$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,489 at 6%; with 50% employer match about $107,489 at 4% or $71,659 at 6%; with 100% employer match about $80,617 at 4% or $53,744 at 6%.
Fortune Financial 401(K) Savings Plan-28$1,979,670$180,581$6,449iApproximate average salary by contribution assumption: employee only about $161,233 at 4% or $107,489 at 6%; with 50% employer match about $107,489 at 4% or $71,659 at 6%; with 100% employer match about $80,617 at 4% or $53,744 at 6%.
2015122$1,678,191$148,391$6,745iApproximate average salary by contribution assumption: employee only about $168,626 at 4% or $112,417 at 6%; with 50% employer match about $112,417 at 4% or $74,945 at 6%; with 100% employer match about $84,313 at 4% or $56,209 at 6%.
Fortune Financial 401(K) Savings Plan-22$1,678,191$148,391$6,745iApproximate average salary by contribution assumption: employee only about $168,626 at 4% or $112,417 at 6%; with 50% employer match about $112,417 at 4% or $74,945 at 6%; with 100% employer match about $84,313 at 4% or $56,209 at 6%.
2014116$1,507,369$281,009$17,563iApproximate average salary by contribution assumption: employee only about $439,077 at 4% or $292,718 at 6%; with 50% employer match about $292,718 at 4% or $195,145 at 6%; with 100% employer match about $219,538 at 4% or $146,359 at 6%.
Fortune Financial 401(K) Savings Plan-16$1,507,369$281,009$17,563iApproximate average salary by contribution assumption: employee only about $439,077 at 4% or $292,718 at 6%; with 50% employer match about $292,718 at 4% or $195,145 at 6%; with 100% employer match about $219,538 at 4% or $146,359 at 6%.
2013114$1,179,554$117,976$8,427iApproximate average salary by contribution assumption: employee only about $210,671 at 4% or $140,448 at 6%; with 50% employer match about $140,448 at 4% or $93,632 at 6%; with 100% employer match about $105,336 at 4% or $70,224 at 6%.
Fortune Financial 401(K) Savings Plan-14$1,179,554$117,976$8,427iApproximate average salary by contribution assumption: employee only about $210,671 at 4% or $140,448 at 6%; with 50% employer match about $140,448 at 4% or $93,632 at 6%; with 100% employer match about $105,336 at 4% or $70,224 at 6%.
2012111$862,277$122,283$11,117iApproximate average salary by contribution assumption: employee only about $277,916 at 4% or $185,277 at 6%; with 50% employer match about $185,277 at 4% or $123,518 at 6%; with 100% employer match about $138,958 at 4% or $92,639 at 6%.
Fortune Financial 401(K) Savings Plan-11$862,277$122,283$11,117iApproximate average salary by contribution assumption: employee only about $277,916 at 4% or $185,277 at 6%; with 50% employer match about $185,277 at 4% or $123,518 at 6%; with 100% employer match about $138,958 at 4% or $92,639 at 6%.
2011114$722,446$93,400$6,671iApproximate average salary by contribution assumption: employee only about $166,786 at 4% or $111,190 at 6%; with 50% employer match about $111,190 at 4% or $74,127 at 6%; with 100% employer match about $83,393 at 4% or $55,595 at 6%.
Fortune Financial 401(K) Savings Plan-14$722,446$93,400$6,671iApproximate average salary by contribution assumption: employee only about $166,786 at 4% or $111,190 at 6%; with 50% employer match about $111,190 at 4% or $74,127 at 6%; with 100% employer match about $83,393 at 4% or $55,595 at 6%.
2010118$796,554$86,559$4,809iApproximate average salary by contribution assumption: employee only about $120,221 at 4% or $80,147 at 6%; with 50% employer match about $80,147 at 4% or $53,431 at 6%; with 100% employer match about $60,110 at 4% or $40,074 at 6%.
Fortune Financial 401(K) Savings Plan-18$796,554$86,559$4,809iApproximate average salary by contribution assumption: employee only about $120,221 at 4% or $80,147 at 6%; with 50% employer match about $80,147 at 4% or $53,431 at 6%; with 100% employer match about $60,110 at 4% or $40,074 at 6%.
2009113$631,917$70,896$5,454iApproximate average salary by contribution assumption: employee only about $136,338 at 4% or $90,892 at 6%; with 50% employer match about $90,892 at 4% or $60,595 at 6%; with 100% employer match about $68,169 at 4% or $45,446 at 6%.
Fortune Financial 401(K) Savings Plan-13$631,917$70,896$5,454iApproximate average salary by contribution assumption: employee only about $136,338 at 4% or $90,892 at 6%; with 50% employer match about $90,892 at 4% or $60,595 at 6%; with 100% employer match about $68,169 at 4% or $45,446 at 6%.
2008115$519,576$82,457$5,497iApproximate average salary by contribution assumption: employee only about $137,428 at 4% or $91,619 at 6%; with 50% employer match about $91,619 at 4% or $61,079 at 6%; with 100% employer match about $68,714 at 4% or $45,809 at 6%.
Fortune Financial 401(K) Savings Plan-15$519,576$82,457$5,497iApproximate average salary by contribution assumption: employee only about $137,428 at 4% or $91,619 at 6%; with 50% employer match about $91,619 at 4% or $61,079 at 6%; with 100% employer match about $68,714 at 4% or $45,809 at 6%.
2007114$730,789$92,935$6,638iApproximate average salary by contribution assumption: employee only about $165,955 at 4% or $110,637 at 6%; with 50% employer match about $110,637 at 4% or $73,758 at 6%; with 100% employer match about $82,978 at 4% or $55,318 at 6%.
Fortune Financial 401(K) Savings Plan-14$730,789$92,935$6,638iApproximate average salary by contribution assumption: employee only about $165,955 at 4% or $110,637 at 6%; with 50% employer match about $110,637 at 4% or $73,758 at 6%; with 100% employer match about $82,978 at 4% or $55,318 at 6%.
2006115$584,370$90,867$6,058iApproximate average salary by contribution assumption: employee only about $151,445 at 4% or $100,963 at 6%; with 50% employer match about $100,963 at 4% or $67,309 at 6%; with 100% employer match about $75,723 at 4% or $50,482 at 6%.
Fortune Financial 401(K) Savings Plan-15$584,370$90,867$6,058iApproximate average salary by contribution assumption: employee only about $151,445 at 4% or $100,963 at 6%; with 50% employer match about $100,963 at 4% or $67,309 at 6%; with 100% employer match about $75,723 at 4% or $50,482 at 6%.
2005115$426,445$82,711$5,514iApproximate average salary by contribution assumption: employee only about $137,852 at 4% or $91,901 at 6%; with 50% employer match about $91,901 at 4% or $61,267 at 6%; with 100% employer match about $68,926 at 4% or $45,951 at 6%.
Fortune Financial 401(K) Savings Plan-15$426,445$82,711$5,514iApproximate average salary by contribution assumption: employee only about $137,852 at 4% or $91,901 at 6%; with 50% employer match about $91,901 at 4% or $61,267 at 6%; with 100% employer match about $68,926 at 4% or $45,951 at 6%.
2004120$305,244$76,911$3,846iApproximate average salary by contribution assumption: employee only about $96,139 at 4% or $64,093 at 6%; with 50% employer match about $64,093 at 4% or $42,728 at 6%; with 100% employer match about $48,069 at 4% or $32,046 at 6%.
Fortune Financial 401(K) Savings Plan-20$305,244$76,911$3,846iApproximate average salary by contribution assumption: employee only about $96,139 at 4% or $64,093 at 6%; with 50% employer match about $64,093 at 4% or $42,728 at 6%; with 100% employer match about $48,069 at 4% or $32,046 at 6%.
2003117$215,013$90,761$5,339iApproximate average salary by contribution assumption: employee only about $133,472 at 4% or $88,981 at 6%; with 50% employer match about $88,981 at 4% or $59,321 at 6%; with 100% employer match about $66,736 at 4% or $44,491 at 6%.
Fortune Financial 401(K) Savings Plan-17$215,013$90,761$5,339iApproximate average salary by contribution assumption: employee only about $133,472 at 4% or $88,981 at 6%; with 50% employer match about $88,981 at 4% or $59,321 at 6%; with 100% employer match about $66,736 at 4% or $44,491 at 6%.
2002115$86,846$65,900$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
Fortune Financial 401(K) Savings Plan-15$86,846$65,900$4,393iApproximate average salary by contribution assumption: employee only about $109,833 at 4% or $73,222 at 6%; with 50% employer match about $73,222 at 4% or $48,815 at 6%; with 100% employer match about $54,917 at 4% or $36,611 at 6%.
2001113$36,184$35,801$2,754iApproximate average salary by contribution assumption: employee only about $68,848 at 4% or $45,899 at 6%; with 50% employer match about $45,899 at 4% or $30,599 at 6%; with 100% employer match about $34,424 at 4% or $22,949 at 6%.
Fortune Financial 401(K) Savings Plan-13$36,184$35,801$2,754iApproximate average salary by contribution assumption: employee only about $68,848 at 4% or $45,899 at 6%; with 50% employer match about $45,899 at 4% or $30,599 at 6%; with 100% employer match about $34,424 at 4% or $22,949 at 6%.