Plan5500

Fortis Solutions Group, LLC Retirement Savings Plan — Form 5500 plan (Fortis Solutions Group, LLC)

Plain-English plan 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, Fortis Solutions Group, LLC Retirement Savings Plan is a benefit plan reported by Fortis Solutions Group, LLC under EIN 27-3616783 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,393 participants and $45,312,856 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45.3MPlan net assets, end of year$45,312,856
Participants1.4KCovered participants reported1,393
Assets / participant$32.5KComputed: assets ÷ participants$32,529 (computed)
Provider compensation$5.6K1 Schedule C provider row(s)$5,608
Plan sponsor
Fortis Solutions Group, LLC
EIN
27-3616783
Plan number
001
Plan type
2
Location
Virginia Beach, VA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,393 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45.3M total assets
Net assets$45.3MLiabilities$0
Money in vs. money out
Total income / additions$17.1M
Total expenses$4.6M
Benefits paid / distributions$4.6M
Contributions
Employer$2.3M
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$45,312,856
Total liabilities (EOY)
$0
Net assets (EOY)
$45,312,856
Net assets (BOY)
$32,757,987

Income & contributions

Employer contributions
$2,305,314
Participant contributions
$4,368,166
Total contributions
$10,442,504
Total income / additions
$17,132,160

Expenses & distributions

Benefits paid
$4,570,614
Administrative expenses
$5,608
Total expenses
$4,577,291
Net increase / (decrease)
$12,554,869
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 35%Participant 65%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$5.6K
    RECORDKEEPER · Direct $5.6K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Fortis Solutions Group, LLC Retirement Savings Plan?
Fortis Solutions Group, LLC Retirement Savings Plan is reported as sponsored by Fortis Solutions Group, LLC (EIN 27-3616783, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Fortis Solutions Group, LLC Retirement Savings Plan?
The latest Form 5500 filing year loaded for Fortis Solutions Group, LLC Retirement Savings Plan is 2023.
How many participants does Fortis Solutions Group, LLC Retirement Savings Plan report?
Fortis Solutions Group, LLC Retirement Savings Plan reports 1,393 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Fortis Solutions Group, LLC Retirement Savings Plan?
Fortis Solutions Group, LLC Retirement Savings Plan reports $45,312,856 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages