· 2022–2024 · DOL EFAST2

FORTUNE FINANCIAL CORPORATION — FORTUNE FINANCIAL CORP. 401(K) PROFIT SHARING PLAN, Form 5500 (2022) | Form 5500 Search

Original filing (PDF)20230203080908NAL0014245299001

FORTUNE FINANCIAL CORPORATION

Form 5500-SF

FILING_RECEIVED

FORTUNE FINANCIAL CORP. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$0

Net assets (EOY)

$0

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTUNE FINANCIAL CORPORATION.

Plan sponsor

Name

FORTUNE FINANCIAL CORPORATION

EIN

20-1644121

Address

3494 JEFFCO BOULEVARD · ARNOLD, MO · 63010

Phone

(636) 461-3238

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-30

Filed

2023-02-03

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Commercial Banking plans

FIRST PERFORMANCE CORPORATION

FIRST PERFORMANCE CORPORATION SECTION 401(K) PROFIT SHARING PLAN

FIRST SECURITY TRUST & SAVINGS BANK

FIRST SECURITY TRUST & SAVINGS BANK 401K SAVINGS PLAN

FIRST NATIONAL BANK IN HOWELL

FIRST NATIONAL BANK IN HOWELL 401 (K) PLAN

MIZUHO BANK LTD.

MIZUHO BANK, LTD. PENSION PLAN

FIRSTCAPITAL BANK OF TEXAS, N.A.

FIRSTCAPITAL BANK OF TEXAS, N. A.