Fortune Benefits Inc.
Plan context: Fortune Benefits Inc. 401K Plan
EIN 58-2029514 • Atlanta, GA • 37 filings • 6 plans
Current Snapshot
Latest Year
2021
2021 Participants
6
2021 Assets
$341,843
2021 Contributions
$5,850
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 0 | $0 | - | - |
| 2020 | 1 | 6 | $341,843 | $5,850 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 6 | $341,843 | $5,850 | $975iApproximate average salary by contribution assumption: employee only about $24,375 at 4% or $16,250 at 6%; with 50% employer match about $16,250 at 4% or $10,833 at 6%; with 100% employer match about $12,188 at 4% or $8,125 at 6%. |
| 2019 | 2 | 6 | $298,780 | $12,787 | $2,131iApproximate average salary by contribution assumption: employee only about $53,279 at 4% or $35,519 at 6%; with 50% employer match about $35,519 at 4% or $23,680 at 6%; with 100% employer match about $26,640 at 4% or $17,760 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 6 | $298,780 | $12,787 | $2,131iApproximate average salary by contribution assumption: employee only about $53,279 at 4% or $35,519 at 6%; with 50% employer match about $35,519 at 4% or $23,680 at 6%; with 100% employer match about $26,640 at 4% or $17,760 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 0 | $0 | - | - |
| 2018 | 2 | 8 | $427,454 | $21,812 | $2,727iApproximate average salary by contribution assumption: employee only about $68,163 at 4% or $45,442 at 6%; with 50% employer match about $45,442 at 4% or $30,294 at 6%; with 100% employer match about $34,081 at 4% or $22,721 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 8 | $311,266 | $21,812 | $2,727iApproximate average salary by contribution assumption: employee only about $68,163 at 4% or $45,442 at 6%; with 50% employer match about $45,442 at 4% or $30,294 at 6%; with 100% employer match about $34,081 at 4% or $22,721 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 2 | $116,188 | - | - |
| 2017 | 2 | 8 | $470,769 | $24,978 | $3,122iApproximate average salary by contribution assumption: employee only about $78,056 at 4% or $52,038 at 6%; with 50% employer match about $52,038 at 4% or $34,692 at 6%; with 100% employer match about $39,028 at 4% or $26,019 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 8 | $335,292 | $24,978 | $3,122iApproximate average salary by contribution assumption: employee only about $78,056 at 4% or $52,038 at 6%; with 50% employer match about $52,038 at 4% or $34,692 at 6%; with 100% employer match about $39,028 at 4% or $26,019 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 3 | $135,477 | - | - |
| 2016 | 2 | 8 | $416,384 | $23,056 | $2,882iApproximate average salary by contribution assumption: employee only about $72,050 at 4% or $48,033 at 6%; with 50% employer match about $48,033 at 4% or $32,022 at 6%; with 100% employer match about $36,025 at 4% or $24,017 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 8 | $294,175 | $23,056 | $2,882iApproximate average salary by contribution assumption: employee only about $72,050 at 4% or $48,033 at 6%; with 50% employer match about $48,033 at 4% or $32,022 at 6%; with 100% employer match about $36,025 at 4% or $24,017 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 3 | $122,209 | - | - |
| 2015 | 2 | 8 | $368,718 | $57,766 | $7,221iApproximate average salary by contribution assumption: employee only about $180,519 at 4% or $120,346 at 6%; with 50% employer match about $120,346 at 4% or $80,231 at 6%; with 100% employer match about $90,259 at 4% or $60,173 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 8 | $256,610 | $57,766 | $7,221iApproximate average salary by contribution assumption: employee only about $180,519 at 4% or $120,346 at 6%; with 50% employer match about $120,346 at 4% or $80,231 at 6%; with 100% employer match about $90,259 at 4% or $60,173 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 6 | $112,108 | - | - |
| 2014 | 2 | 9 | $338,616 | $117,100 | $13,011iApproximate average salary by contribution assumption: employee only about $325,278 at 4% or $216,852 at 6%; with 50% employer match about $216,852 at 4% or $144,568 at 6%; with 100% employer match about $162,639 at 4% or $108,426 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 9 | $219,313 | $66,856 | $7,428iApproximate average salary by contribution assumption: employee only about $185,711 at 4% or $123,807 at 6%; with 50% employer match about $123,807 at 4% or $82,538 at 6%; with 100% employer match about $92,856 at 4% or $61,904 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 6 | $119,303 | $50,244 | $8,374iApproximate average salary by contribution assumption: employee only about $209,350 at 4% or $139,567 at 6%; with 50% employer match about $139,567 at 4% or $93,044 at 6%; with 100% employer match about $104,675 at 4% or $69,783 at 6%. |
| 2013 | 2 | 7 | $214,131 | $79,776 | $11,397iApproximate average salary by contribution assumption: employee only about $284,914 at 4% or $189,943 at 6%; with 50% employer match about $189,943 at 4% or $126,629 at 6%; with 100% employer match about $142,457 at 4% or $94,971 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 7 | $144,648 | $39,776 | $5,682iApproximate average salary by contribution assumption: employee only about $142,057 at 4% or $94,705 at 6%; with 50% employer match about $94,705 at 4% or $63,137 at 6%; with 100% employer match about $71,029 at 4% or $47,352 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 2 | $69,483 | $40,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2012 | 2 | 6 | $126,083 | $62,155 | $10,359iApproximate average salary by contribution assumption: employee only about $258,979 at 4% or $172,653 at 6%; with 50% employer match about $172,653 at 4% or $115,102 at 6%; with 100% employer match about $129,490 at 4% or $86,326 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 6 | $96,981 | $33,053 | $5,509iApproximate average salary by contribution assumption: employee only about $137,721 at 4% or $91,814 at 6%; with 50% employer match about $91,814 at 4% or $61,209 at 6%; with 100% employer match about $68,860 at 4% or $45,907 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 2 | $29,102 | $29,102 | $14,551iApproximate average salary by contribution assumption: employee only about $363,775 at 4% or $242,517 at 6%; with 50% employer match about $242,517 at 4% or $161,678 at 6%; with 100% employer match about $181,888 at 4% or $121,258 at 6%. |
| 2011 | 1 | 3 | $159,362 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 3 | $159,362 | - | - |
| 2010 | 1 | 0 | $159,190 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 0 | $159,190 | - | - |
| 2009 | 1 | 2 | $169,570 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 2 | $169,570 | - | - |
| 2008 | 1 | 5 | $0 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 5 | - | - | - |
| 2007 | 1 | 4 | $0 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 4 | - | - | - |
| 2006 | 1 | 6 | $269,268 | $27,197 | $4,533iApproximate average salary by contribution assumption: employee only about $113,321 at 4% or $75,547 at 6%; with 50% employer match about $75,547 at 4% or $50,365 at 6%; with 100% employer match about $56,660 at 4% or $37,774 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 6 | $269,268 | $27,197 | $4,533iApproximate average salary by contribution assumption: employee only about $113,321 at 4% or $75,547 at 6%; with 50% employer match about $75,547 at 4% or $50,365 at 6%; with 100% employer match about $56,660 at 4% or $37,774 at 6%. |
| 2005 | 1 | 5 | $315,974 | $21,748 | $4,350iApproximate average salary by contribution assumption: employee only about $108,740 at 4% or $72,493 at 6%; with 50% employer match about $72,493 at 4% or $48,329 at 6%; with 100% employer match about $54,370 at 4% or $36,247 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 5 | $315,974 | $21,748 | $4,350iApproximate average salary by contribution assumption: employee only about $108,740 at 4% or $72,493 at 6%; with 50% employer match about $72,493 at 4% or $48,329 at 6%; with 100% employer match about $54,370 at 4% or $36,247 at 6%. |
| 2004 | 2 | 6 | $308,780 | $61,049 | $10,175iApproximate average salary by contribution assumption: employee only about $254,371 at 4% or $169,581 at 6%; with 50% employer match about $169,581 at 4% or $113,054 at 6%; with 100% employer match about $127,185 at 4% or $84,790 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 6 | $223,843 | $61,049 | $10,175iApproximate average salary by contribution assumption: employee only about $254,371 at 4% or $169,581 at 6%; with 50% employer match about $169,581 at 4% or $113,054 at 6%; with 100% employer match about $127,185 at 4% or $84,790 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 4 | $84,937 | - | - |
| 2003 | 2 | 5 | $0 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 5 | - | - | - |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 5 | - | - | - |
| 2002 | 2 | 3 | $0 | $0 | - |
| FORTUNE BENEFITS MONEY PURCHASE PENSION PLAN AND TRUST | - | 3 | - | - | - |
| Fortune Benefits Inc. 401K Plan | - | 3 | - | - | - |
| 2001 | 2 | 3 | $0 | $0 | - |
| Fortune Benefits Inc. 401K Plan | - | 3 | - | - | - |
| FORTUNE BENEFITS MONEY PURCHASE PENSION PLAN AND TRUST | - | 2 | - | - | - |
| 2000 | 2 | 3 | $41,517 | $17,000 | $5,667iApproximate average salary by contribution assumption: employee only about $141,667 at 4% or $94,444 at 6%; with 50% employer match about $94,444 at 4% or $62,963 at 6%; with 100% employer match about $70,833 at 4% or $47,222 at 6%. |
| FORTUNE BENEFITS, INC. MONEY PURCHASE PENSION PLAN AND TRUST | - | 2 | $41,517 | $17,000 | $8,500iApproximate average salary by contribution assumption: employee only about $212,500 at 4% or $141,667 at 6%; with 50% employer match about $141,667 at 4% or $94,444 at 6%; with 100% employer match about $106,250 at 4% or $70,833 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 3 | - | - | - |
| 1999 | 2 | 4 | $351,727 | $65,494 | $16,374iApproximate average salary by contribution assumption: employee only about $409,338 at 4% or $272,892 at 6%; with 50% employer match about $272,892 at 4% or $181,928 at 6%; with 100% employer match about $204,669 at 4% or $136,446 at 6%. |
| Fortune Benefits Inc. 401K Plan | - | 4 | $309,717 | $37,249 | $9,312iApproximate average salary by contribution assumption: employee only about $232,806 at 4% or $155,204 at 6%; with 50% employer match about $155,204 at 4% or $103,469 at 6%; with 100% employer match about $116,403 at 4% or $77,602 at 6%. |
| Fortune Benefits Inc. Money Purchase Pension Plan | - | 4 | $42,010 | $28,245 | $7,061iApproximate average salary by contribution assumption: employee only about $176,531 at 4% or $117,688 at 6%; with 50% employer match about $117,688 at 4% or $78,458 at 6%; with 100% employer match about $88,266 at 4% or $58,844 at 6%. |