Plan5500

Fortune Enterprise Holdings Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Fortune Enterprise Holdings Inc. (EIN 20-1303840) is a plan sponsor located in Pomona, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-1303840
Location
Pomona, CA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fortune Enterprise Holdings Inc.

  • 2 loaded plans hold $1.2M in reported assets.
  • The largest, Fortune Enterprise Holdings Inc. 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,816 reported participants.
  • 1 of 2 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.2MSummed across loaded plans$1,202,685
Total reported assets$1.2M$1,207,893
Total reported participants2.8K2,816
Total reported liabilities$5.2K$5,208

Reported net position

Reported assets = net assets + liabilities (summed)$1.2M total assets
Net assets$1.2MLiabilities$5.2K
Contributions & income
Employer contributionsNot reported
Participant contributions$295K
Total income / additions$445.7K
Expenses & distributions
Benefits paid / distributions$41.2K
Total expenses$70.3K
Net increase / (decrease)$375.4K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation0 / 2 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fortune Enterprise Holdings Inc. 401k Plan
Participants per plan1,408Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fortune Enterprise Holdings Inc. 401k Plan$1.2M
    Plan #001 · 2,241 participants · 2023
  2. 2
    Fortune Enterprise Holdings, Inc. Welfare Plannot reported in the loaded dataset
    Plan #501 · 575 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fortune Enterprise Holdings Inc.. Open one for its full reported snapshot.

  1. 2023
    Fortune Enterprise Holdings Inc. 401k Plan2,241 participants · 2Sch H
    View filing →
  2. 2023
    Fortune Enterprise Holdings, Inc. Welfare Plan575 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fortune Enterprise Holdings Inc. report on Form 5500?
Fortune Enterprise Holdings Inc. (EIN 20-1303840) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fortune Enterprise Holdings Inc.?
The Employer Identification Number (EIN) reported for Fortune Enterprise Holdings Inc. is 20-1303840.
What is the latest Form 5500 filing year for Fortune Enterprise Holdings Inc.?
The latest loaded Form 5500 filing year for Fortune Enterprise Holdings Inc. is 2023.

Related Form 5500 pages