· 2022–2024 · DOL EFAST2

FORTUNA FAMILY MEDICAL GROUP — FORTUNA FAMILY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2023)

Original filing (PDF)20241003114616NAL0004842403001

FORTUNA FAMILY MEDICAL GROUP

Form 5500-SF

FILING_RECEIVED

FORTUNA FAMILY MEDICAL GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

14

Accounts w/ balance

8

Plan assets (EOY)

$488K

Net assets (EOY)

$488K

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

61

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FORTUNA FAMILY MEDICAL GROUP.

Plan sponsor

Name

FORTUNA FAMILY MEDICAL GROUP

EIN

94-2147391all filings

Address

874 MAIN ST · FORTUNA, CA · 955401926

Phone

(707) 725-3334

Industry

Offices of Physicians· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-03

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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