FORTRESS CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-09-25 | 0 |
| Total liabilities as of the end of the plan year | 2025-09-25 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-09-25 | 0 |
| Total expenses incurred by plan in this plan year | 2025-09-25 | 101931 |
| Net assets as of the end of the plan year | 2025-09-25 | 6691521 |
| Total assets as of the beginning of the plan year | 2025-09-25 | 5197944 |
| Value of plan covered by a fidelity bond | 2025-09-25 | 500000 |
| Participant contributions to plan in this plan year | 2025-09-25 | 176658 |
| Other expenses paid from plan in this plan year | 2025-09-25 | 0 |
| Other contributions to plan in this plan year | 2025-09-25 | 0 |
| Other income to plan in this plan year | 2025-09-25 | 1348285 |
| Plan net income in this plan year | 2025-09-25 | 1493577 |
| Net assets as of the end of the plan year | 2025-09-25 | 6691521 |
| Net assets as of the beginning of the plan year | 2025-09-25 | 5197944 |
| Employer contributions to plan in this plan year | 2025-09-25 | 70565 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-25 | 22055 |
| 2024 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-08-20 | 0 |
| Total liabilities as of the end of the plan year | 2024-08-20 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-08-20 | 0 |
| Total expenses incurred by plan in this plan year | 2024-08-20 | 133506 |
| Net assets as of the end of the plan year | 2024-08-20 | 5197944 |
| Total assets as of the beginning of the plan year | 2024-08-20 | 4073675 |
| Value of plan covered by a fidelity bond | 2024-08-20 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-20 | 174254 |
| Other expenses paid from plan in this plan year | 2024-08-20 | 0 |
| Other contributions to plan in this plan year | 2024-08-20 | 0 |
| Other income to plan in this plan year | 2024-08-20 | 1014804 |
| Plan net income in this plan year | 2024-08-20 | 1124269 |
| Net assets as of the end of the plan year | 2024-08-20 | 5197944 |
| Net assets as of the beginning of the plan year | 2024-08-20 | 4073675 |
| Employer contributions to plan in this plan year | 2024-08-20 | 68717 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-20 | 17045 |
| 2022 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-06-28 | 84753 |
| Net assets as of the end of the plan year | 2022-06-28 | 4980198 |
| Total assets as of the beginning of the plan year | 2022-06-28 | 4431358 |
| Value of plan covered by a fidelity bond | 2022-06-28 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-28 | 142351 |
| Other expenses paid from plan in this plan year | 2022-06-28 | 826 |
| Other contributions to plan in this plan year | 2022-06-28 | 0 |
| Other income to plan in this plan year | 2022-06-28 | 469277 |
| Plan net income in this plan year | 2022-06-28 | 548840 |
| Net assets as of the end of the plan year | 2022-06-28 | 4980198 |
| Net assets as of the beginning of the plan year | 2022-06-28 | 4431358 |
| Employer contributions to plan in this plan year | 2022-06-28 | 21965 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-28 | 17502 |
| 2016 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $324,752 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $394,011 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $374,160 |
| Total plan assets at end of year | 2016-12-31 | $3,518,741 |
| Total plan assets at beginning of year | 2016-12-31 | $3,588,000 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $174,879 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $221 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $124,656 |
| Net income (gross income less expenses) | 2016-12-31 | $-69,259 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $3,518,741 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,588,000 |
| Assets. Value of participant loans | 2016-12-31 | $26,299 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $25,217 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $7,057 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $12,573 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $294,104 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $124,044 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $105,507 |
| Total plan assets at end of year | 2015-12-31 | $3,588,000 |
| Total plan assets at beginning of year | 2015-12-31 | $3,417,940 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $179,588 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $2,770 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
| Other income received | 2015-12-31 | $89,777 |
| Net income (gross income less expenses) | 2015-12-31 | $170,060 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,588,000 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,417,940 |
| Assets. Value of participant loans | 2015-12-31 | $35,527 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $24,739 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $2,715 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $13,052 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $415,362 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $111,697 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $67,997 |
| Total plan assets at end of year | 2014-12-31 | $3,417,940 |
| Total plan assets at beginning of year | 2014-12-31 | $3,114,275 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $149,013 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $3,302 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $241,658 |
| Net income (gross income less expenses) | 2014-12-31 | $303,665 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,417,940 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,114,275 |
| Assets. Value of participant loans | 2014-12-31 | $4,822 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $24,691 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $28,046 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $12,352 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $831,588 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $64,031 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $51,505 |
| Total plan assets at end of year | 2013-12-31 | $3,114,275 |
| Total plan assets at beginning of year | 2013-12-31 | $2,346,718 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $117,735 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,775 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $692,354 |
| Net income (gross income less expenses) | 2013-12-31 | $767,557 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,114,275 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,346,718 |
| Assets. Value of participant loans | 2013-12-31 | $27,923 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $21,499 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $9,751 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $398,509 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $25,023 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $14,437 |
| Total plan assets at end of year | 2012-12-31 | $2,346,718 |
| Total plan assets at beginning of year | 2012-12-31 | $1,973,232 |
| Value of fidelity bond covering the plan | 2012-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $115,858 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,697 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $261,885 |
| Net income (gross income less expenses) | 2012-12-31 | $373,486 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,346,718 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,973,232 |
| Assets. Value of participant loans | 2012-12-31 | $28,910 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,766 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $7,889 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $70,157 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $15,918 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $5,823 |
| Total plan assets at end of year | 2011-12-31 | $1,973,232 |
| Total plan assets at beginning of year | 2011-12-31 | $1,918,993 |
| Value of fidelity bond covering the plan | 2011-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $106,957 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $2,798 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-56,398 |
| Net income (gross income less expenses) | 2011-12-31 | $54,239 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,973,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,918,993 |
| Assets. Value of participant loans | 2011-12-31 | $49,253 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $19,598 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $7,297 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $364,058 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $13,738 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $5,012 |
| Total plan assets at end of year | 2010-12-31 | $1,918,993 |
| Total plan assets at beginning of year | 2010-12-31 | $1,568,673 |
| Value of fidelity bond covering the plan | 2010-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $105,053 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,719 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $236,174 |
| Net income (gross income less expenses) | 2010-12-31 | $350,320 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,918,993 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,568,673 |
| Assets. Value of participant loans | 2010-12-31 | $51,215 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $22,831 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,007 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FORTRESS CORPORATION 401(K) PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
