2023 Form 5500 filing — Fortress Information Security, LLC 401(K) Profit Sharing 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 20250220140735NAL0005283521001) for Fortress Information Security, LLC 401(K) Profit Sharing Plan, reported by Fortress Information Security, LLC under EIN 47-3481294 and plan number 001. It reports 277 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250220140735NAL0005283521001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Fortress Information Security, LLC
- EIN
- 47-3481294
- Plan number
- 001
- Location
- Orlando, FL
- Participants
- 277
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,221,080
- Total liabilities (EOY)
- $1,887
- Net assets (EOY)
- $5,219,193
- Employer contributions
- $258,623
- Participant contributions
- $1,335,589
- Total income / additions
- $2,559,873
- Benefits paid
- $384,420
- Administrative expenses
- $17,205
- Total expenses
- $401,625
- Net increase / (decrease)
- $2,158,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captial Group Retirement Plan Servi | RECORDKEEPER | $12,758 | $0 |
| Carpenter Morse Group | CONTRACT ADMIN | $2,100 | not reported in the loaded dataset |
| Northwestern Mutual Investment Svcs | INVESTMENT ADVISOR | $1,729 | not reported in the loaded dataset |