FORTUNA LLC
Plan context: FORTUNA LLC 401(K) PLAN
EIN 47-2393277 • Horn Lake, MS • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
8
2025 Assets
$325,779
2025 Contributions
$46,361
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 8 | $325,779 | $46,361 | $5,795iApproximate average salary by contribution assumption: employee only about $144,878 at 4% or $96,585 at 6%; with 50% employer match about $96,585 at 4% or $64,390 at 6%; with 100% employer match about $72,439 at 4% or $48,293 at 6%. |
| FORTUNA LLC 401(K) PLAN | - | 8 | $325,779 | $46,361 | $5,795iApproximate average salary by contribution assumption: employee only about $144,878 at 4% or $96,585 at 6%; with 50% employer match about $96,585 at 4% or $64,390 at 6%; with 100% employer match about $72,439 at 4% or $48,293 at 6%. |
| 2024 | 1 | 7 | $238,366 | $62,837 | $8,977iApproximate average salary by contribution assumption: employee only about $224,418 at 4% or $149,612 at 6%; with 50% employer match about $149,612 at 4% or $99,741 at 6%; with 100% employer match about $112,209 at 4% or $74,806 at 6%. |
| FORTUNA LLC 401(K) PLAN | - | 7 | $238,366 | $62,837 | $8,977iApproximate average salary by contribution assumption: employee only about $224,418 at 4% or $149,612 at 6%; with 50% employer match about $149,612 at 4% or $99,741 at 6%; with 100% employer match about $112,209 at 4% or $74,806 at 6%. |
| 2023 | 1 | 7 | $155,661 | $55,328 | $7,904iApproximate average salary by contribution assumption: employee only about $197,600 at 4% or $131,733 at 6%; with 50% employer match about $131,733 at 4% or $87,822 at 6%; with 100% employer match about $98,800 at 4% or $65,867 at 6%. |
| FORTUNA LLC 401(K) PLAN | - | 7 | $155,661 | $55,328 | $7,904iApproximate average salary by contribution assumption: employee only about $197,600 at 4% or $131,733 at 6%; with 50% employer match about $131,733 at 4% or $87,822 at 6%; with 100% employer match about $98,800 at 4% or $65,867 at 6%. |
| 2022 | 1 | 6 | $83,625 | $51,852 | $8,642iApproximate average salary by contribution assumption: employee only about $216,050 at 4% or $144,033 at 6%; with 50% employer match about $144,033 at 4% or $96,022 at 6%; with 100% employer match about $108,025 at 4% or $72,017 at 6%. |
| FORTUNA LLC 401(K) PLAN | - | 6 | $83,625 | $51,852 | $8,642iApproximate average salary by contribution assumption: employee only about $216,050 at 4% or $144,033 at 6%; with 50% employer match about $144,033 at 4% or $96,022 at 6%; with 100% employer match about $108,025 at 4% or $72,017 at 6%. |
| 2021 | 1 | 6 | $40,897 | $39,225 | $6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%. |
| FORTUNA LLC 401(K) PLAN | - | 6 | $40,897 | $39,225 | $6,538iApproximate average salary by contribution assumption: employee only about $163,438 at 4% or $108,958 at 6%; with 50% employer match about $108,958 at 4% or $72,639 at 6%; with 100% employer match about $81,719 at 4% or $54,479 at 6%. |