Fortress Information Security, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Fortress Information Security, 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, Fortress Information Security, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Fortress Information Security, LLC under EIN 47-3481294 and plan number 001. The latest loaded filing year is 2023. The filing reports 277 participants and $5,221,080 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fortress Information Security, LLC
- EIN
- 47-3481294
- Plan number
- 001
- Plan type
- 2
- Location
- Orlando, FL
- Latest filing year
- 2023
- Participants
- 277
- End-of-year plan assets
- $5,221,080
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 277 | H, C | 20250220140735NAL0005283521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,221,080
- Total liabilities (EOY)
- $1,887
- Net assets (EOY)
- $5,219,193
- Net assets (BOY)
- $3,060,945
Income & contributions
- Employer contributions
- $258,623
- Participant contributions
- $1,335,589
- Total contributions
- $1,823,270
- Total income / additions
- $2,559,873
Expenses & distributions
- Benefits paid
- $384,420
- Administrative expenses
- $17,205
- Total expenses
- $401,625
- Net increase / (decrease)
- $2,158,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captial Group Retirement Plan Servi | RECORDKEEPER | $12,758 | $0 | 2023 |
| Carpenter Morse Group | CONTRACT ADMIN | $2,100 | not reported in the loaded dataset | 2023 |
| Northwestern Mutual Investment Svcs | INVESTMENT ADVISOR | $1,729 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Fortress Information Security, LLC
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Orlando, FL
- Captial Group Retirement Plan Servi — Schedule C compensation
- Carpenter Morse Group — Schedule C compensation
- Northwestern Mutual Investment Svcs — Schedule C compensation