2023 Form 5500 filing — The Fortiss Group 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20251021095310NAL0001051889001) for The Fortiss Group 401k Plan, reported by Fortiss, LLC under EIN 20-1057643 and plan number 001. It reports 1,607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20251021095310NAL0001051889001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Fortiss, LLC
- EIN
- 20-1057643
- Plan number
- 001
- Location
- Bell Gardens, CA
- Participants
- 1,607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $38,194,084
- Total liabilities (EOY)
- $27,164
- Net assets (EOY)
- $38,166,920
- Employer contributions
- $1,132,790
- Participant contributions
- $5,476,291
- Total income / additions
- $11,758,999
- Benefits paid
- $1,477,721
- Administrative expenses
- $158,559
- Total expenses
- $1,636,280
- Net increase / (decrease)
- $10,122,719
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Usa | RECORDKEEPER | $104,626 | not reported in the loaded dataset |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $53,933 | not reported in the loaded dataset |