Civic Intelligence

Fortress Financial Services Inc.

Plan context: Fortress Financial Services Inc 401K

EIN 55-0844230 • Bend, OR • 16 filings • 3 plans

1011 SW Emkay Drive, Suite 201Bend, OR 97702
Current Snapshot

Latest Year

2024

2024 Participants

13

2024 Assets

$2,681,267

2024 Contributions

$148,352

Historical Graphs

Total Assets Over Time

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

$2,681,267$1,340,634$0200920172024YearValue
$2,681,267Latest year 2024

Participants Over Time

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

24120200920172024YearValue
13Latest 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
2024113$2,681,267$148,352$11,412iApproximate average salary by contribution assumption: employee only about $285,292 at 4% or $190,195 at 6%; with 50% employer match about $190,195 at 4% or $126,797 at 6%; with 100% employer match about $142,646 at 4% or $95,097 at 6%.
Fortress Financial Services Inc 401K-13$2,681,267$148,352$11,412iApproximate average salary by contribution assumption: employee only about $285,292 at 4% or $190,195 at 6%; with 50% employer match about $190,195 at 4% or $126,797 at 6%; with 100% employer match about $142,646 at 4% or $95,097 at 6%.
2023113$2,189,553$124,904$9,608iApproximate average salary by contribution assumption: employee only about $240,200 at 4% or $160,133 at 6%; with 50% employer match about $160,133 at 4% or $106,756 at 6%; with 100% employer match about $120,100 at 4% or $80,067 at 6%.
Fortress Financial Services Inc 401K-13$2,189,553$124,904$9,608iApproximate average salary by contribution assumption: employee only about $240,200 at 4% or $160,133 at 6%; with 50% employer match about $160,133 at 4% or $106,756 at 6%; with 100% employer match about $120,100 at 4% or $80,067 at 6%.
2022116$1,862,947$158,572$9,911iApproximate average salary by contribution assumption: employee only about $247,769 at 4% or $165,179 at 6%; with 50% employer match about $165,179 at 4% or $110,119 at 6%; with 100% employer match about $123,884 at 4% or $82,590 at 6%.
Fortress Financial Services Inc 401K-16$1,862,947$158,572$9,911iApproximate average salary by contribution assumption: employee only about $247,769 at 4% or $165,179 at 6%; with 50% employer match about $165,179 at 4% or $110,119 at 6%; with 100% employer match about $123,884 at 4% or $82,590 at 6%.
2021117$2,107,723$171,262$10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%.
Fortress Financial Services Inc 401K-17$2,107,723$171,262$10,074iApproximate average salary by contribution assumption: employee only about $251,856 at 4% or $167,904 at 6%; with 50% employer match about $167,904 at 4% or $111,936 at 6%; with 100% employer match about $125,928 at 4% or $83,952 at 6%.
2020116$1,672,941$179,522$11,220iApproximate average salary by contribution assumption: employee only about $280,503 at 4% or $187,002 at 6%; with 50% employer match about $187,002 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%.
Fortress Financial Services Inc 401K-16$1,672,941$179,522$11,220iApproximate average salary by contribution assumption: employee only about $280,503 at 4% or $187,002 at 6%; with 50% employer match about $187,002 at 4% or $124,668 at 6%; with 100% employer match about $140,252 at 4% or $93,501 at 6%.
2019117$1,387,417$117,677$6,922iApproximate average salary by contribution assumption: employee only about $173,054 at 4% or $115,370 at 6%; with 50% employer match about $115,370 at 4% or $76,913 at 6%; with 100% employer match about $86,527 at 4% or $57,685 at 6%.
Fortress Financial Services Inc 401K-17$1,387,417$117,677$6,922iApproximate average salary by contribution assumption: employee only about $173,054 at 4% or $115,370 at 6%; with 50% employer match about $115,370 at 4% or $76,913 at 6%; with 100% employer match about $86,527 at 4% or $57,685 at 6%.
2018116$1,071,288$93,279$5,830iApproximate average salary by contribution assumption: employee only about $145,748 at 4% or $97,166 at 6%; with 50% employer match about $97,166 at 4% or $64,777 at 6%; with 100% employer match about $72,874 at 4% or $48,583 at 6%.
Fortress Financial Services Inc 401K-16$1,071,288$93,279$5,830iApproximate average salary by contribution assumption: employee only about $145,748 at 4% or $97,166 at 6%; with 50% employer match about $97,166 at 4% or $64,777 at 6%; with 100% employer match about $72,874 at 4% or $48,583 at 6%.
2017114$1,208,995$102,608$7,329iApproximate average salary by contribution assumption: employee only about $183,229 at 4% or $122,152 at 6%; with 50% employer match about $122,152 at 4% or $81,435 at 6%; with 100% employer match about $91,614 at 4% or $61,076 at 6%.
Fortress Financial Services Inc 401K-14$1,208,995$102,608$7,329iApproximate average salary by contribution assumption: employee only about $183,229 at 4% or $122,152 at 6%; with 50% employer match about $122,152 at 4% or $81,435 at 6%; with 100% employer match about $91,614 at 4% or $61,076 at 6%.
2016114$1,107,453$103,393$7,385iApproximate average salary by contribution assumption: employee only about $184,630 at 4% or $123,087 at 6%; with 50% employer match about $123,087 at 4% or $82,058 at 6%; with 100% employer match about $92,315 at 4% or $61,543 at 6%.
Fortress Financial Services Inc 401K-14$1,107,453$103,393$7,385iApproximate average salary by contribution assumption: employee only about $184,630 at 4% or $123,087 at 6%; with 50% employer match about $123,087 at 4% or $82,058 at 6%; with 100% employer match about $92,315 at 4% or $61,543 at 6%.
2015116$957,972$134,976$8,436iApproximate average salary by contribution assumption: employee only about $210,900 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%.
Fortress Financial Services Inc 401K-16$957,972$134,976$8,436iApproximate average salary by contribution assumption: employee only about $210,900 at 4% or $140,600 at 6%; with 50% employer match about $140,600 at 4% or $93,733 at 6%; with 100% employer match about $105,450 at 4% or $70,300 at 6%.
2014120$934,681$143,091$7,155iApproximate average salary by contribution assumption: employee only about $178,864 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,495 at 6%; with 100% employer match about $89,432 at 4% or $59,621 at 6%.
Fortress Financial Services Inc 401K-20$934,681$143,091$7,155iApproximate average salary by contribution assumption: employee only about $178,864 at 4% or $119,243 at 6%; with 50% employer match about $119,243 at 4% or $79,495 at 6%; with 100% employer match about $89,432 at 4% or $59,621 at 6%.
2013122$772,351$149,258$6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%.
Fortress Financial Services Inc 401K-22$772,351$149,258$6,784iApproximate average salary by contribution assumption: employee only about $169,611 at 4% or $113,074 at 6%; with 50% employer match about $113,074 at 4% or $75,383 at 6%; with 100% employer match about $84,806 at 4% or $56,537 at 6%.
2012123$521,285$147,656$6,420iApproximate average salary by contribution assumption: employee only about $160,496 at 4% or $106,997 at 6%; with 50% employer match about $106,997 at 4% or $71,331 at 6%; with 100% employer match about $80,248 at 4% or $53,499 at 6%.
Fortress Financial Services Inc 401K-23$521,285$147,656$6,420iApproximate average salary by contribution assumption: employee only about $160,496 at 4% or $106,997 at 6%; with 50% employer match about $106,997 at 4% or $71,331 at 6%; with 100% employer match about $80,248 at 4% or $53,499 at 6%.
2011124$333,093$161,122$6,713iApproximate average salary by contribution assumption: employee only about $167,835 at 4% or $111,890 at 6%; with 50% employer match about $111,890 at 4% or $74,594 at 6%; with 100% employer match about $83,918 at 4% or $55,945 at 6%.
Fortress Financial Services Inc 401K-24$333,093$161,122$6,713iApproximate average salary by contribution assumption: employee only about $167,835 at 4% or $111,890 at 6%; with 50% employer match about $111,890 at 4% or $74,594 at 6%; with 100% employer match about $83,918 at 4% or $55,945 at 6%.
2010124$206,735$108,495$4,521iApproximate average salary by contribution assumption: employee only about $113,016 at 4% or $75,344 at 6%; with 50% employer match about $75,344 at 4% or $50,229 at 6%; with 100% employer match about $56,508 at 4% or $37,672 at 6%.
Fortress Financial Services Inc 401K-24$206,735$108,495$4,521iApproximate average salary by contribution assumption: employee only about $113,016 at 4% or $75,344 at 6%; with 50% employer match about $75,344 at 4% or $50,229 at 6%; with 100% employer match about $56,508 at 4% or $37,672 at 6%.
2009114$100,814$86,964$6,212iApproximate average salary by contribution assumption: employee only about $155,293 at 4% or $103,529 at 6%; with 50% employer match about $103,529 at 4% or $69,019 at 6%; with 100% employer match about $77,646 at 4% or $51,764 at 6%.
Fortress Financial Services Inc 401K-14$100,814$86,964$6,212iApproximate average salary by contribution assumption: employee only about $155,293 at 4% or $103,529 at 6%; with 50% employer match about $103,529 at 4% or $69,019 at 6%; with 100% employer match about $77,646 at 4% or $51,764 at 6%.