Fortis Advisors LLC
Plan context: Fortis Advisors LLC 401(K) Profit Sharing Plan
EIN 45-1630197 • San Diego, CA • 10 filings • 3 plans
Current Snapshot
Latest Year
2017
2017 Participants
13
2017 Assets
$1,346,254
2017 Contributions
$168,584
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 |
|---|---|---|---|---|---|
| 2017 | 2 | 0 | $0 | $168,584 | - |
| Fortis Advisors LLC Cash Balance Plan | - | 0 | $0 | - | - |
| Fortis Advisors LLC 401(K) Profit Sharing Plan | - | 0 | $0 | $168,584 | - |
| 2016 | 2 | 13 | $1,346,254 | $412,380 | $31,722iApproximate average salary by contribution assumption: employee only about $793,038 at 4% or $528,692 at 6%; with 50% employer match about $528,692 at 4% or $352,462 at 6%; with 100% employer match about $396,519 at 4% or $264,346 at 6%. |
| Fortis Advisors LLC Cash Balance Plan | - | 10 | $708,491 | $234,211 | $23,421iApproximate average salary by contribution assumption: employee only about $585,528 at 4% or $390,352 at 6%; with 50% employer match about $390,352 at 4% or $260,234 at 6%; with 100% employer match about $292,764 at 4% or $195,176 at 6%. |
| Fortis Advisors LLC 401(K) Profit Sharing Plan | - | 13 | $637,763 | $178,169 | $13,705iApproximate average salary by contribution assumption: employee only about $342,633 at 4% or $228,422 at 6%; with 50% employer match about $228,422 at 4% or $152,281 at 6%; with 100% employer match about $171,316 at 4% or $114,211 at 6%. |
| 2015 | 2 | 8 | $589,031 | $362,555 | $45,319iApproximate average salary by contribution assumption: employee only about $1,132,984 at 4% or $755,323 at 6%; with 50% employer match about $755,323 at 4% or $503,549 at 6%; with 100% employer match about $566,492 at 4% or $377,661 at 6%. |
| Fortis Advisors LLC Cash Balance Plan | - | 6 | $458,514 | $231,641 | $38,607iApproximate average salary by contribution assumption: employee only about $965,171 at 4% or $643,447 at 6%; with 50% employer match about $643,447 at 4% or $428,965 at 6%; with 100% employer match about $482,585 at 4% or $321,724 at 6%. |
| Fortis Advisors LLC 401(K) Profit Sharing Plan | - | 8 | $130,517 | $130,914 | $16,364iApproximate average salary by contribution assumption: employee only about $409,106 at 4% or $272,738 at 6%; with 50% employer match about $272,738 at 4% or $181,825 at 6%; with 100% employer match about $204,553 at 4% or $136,369 at 6%. |
| 2014 | 2 | 4 | $226,659 | $226,659 | $56,665iApproximate average salary by contribution assumption: employee only about $1,416,619 at 4% or $944,413 at 6%; with 50% employer match about $944,413 at 4% or $629,608 at 6%; with 100% employer match about $708,309 at 4% or $472,206 at 6%. |
| Fortis Advisors LLC Cash Balance Plan | - | 4 | $226,659 | $226,659 | $56,665iApproximate average salary by contribution assumption: employee only about $1,416,619 at 4% or $944,413 at 6%; with 50% employer match about $944,413 at 4% or $629,608 at 6%; with 100% employer match about $708,309 at 4% or $472,206 at 6%. |
| Fortis Advisors LLC 401(K) Profit Sharing Plan | - | 0 | $0 | - | - |
| 2013 | 1 | 0 | $0 | $0 | - |
| FORTIS ADVISORS, LLC RETIREMENT PLAN | - | 0 | $0 | - | - |
| 2012 | 1 | 1 | $17,000 | $17,000 | $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%. |
| FORTIS ADVISORS, LLC RETIREMENT PLAN | - | 1 | $17,000 | $17,000 | $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%. |