401(k)
2024 plan-year 401(k) DOL Form 5500

FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FORTUNE-JOHNSON LLC

This 401(k) plan holds $13M in total assets and serves 118 participants as of 2024. It is sponsored by FORTUNE-JOHNSON LLC in Georgia. The plan reported positive net income of $2M for the year.

Total Assets (2023)
$13M
Participants
118
State
Industry
Construction

What the Filing Says About FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN

FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN is a 401(k) retirement plan sponsored by FORTUNE-JOHNSON LLC, headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 118 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 862115392, and the plan has been effective since 2021-10-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $13M at year-end — a gain of 22.2%. Net assets (after liabilities) closed the year at $13M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$2M
Plan Type401(k)
Employer EIN862115392
Plan Effective Date2021-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (FORTUNE-JOHNSON LLC)

Year Plans Participants Total Assets
2022 1 108 N/A
2023 1 127 $11M
2024 1 118 $13M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN?
As of the 2024 Form 5500 filing, FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN holds $13M in total assets with 118 participants. It is sponsored by FORTUNE-JOHNSON LLC.
What type of plan is FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN?
FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN is a 401(k) plan. It has been effective since 2021-10-15. The plan is filed with the U.S. Department of Labor under EIN 862115392.
Who sponsors the FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN?
FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN is sponsored by FORTUNE-JOHNSON LLC, located in Georgia. The sponsor's EIN is 862115392 and the plan operates in the Construction industry.
How did FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN perform in 2024?
FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN grew by 22.2% during 2024, moving from $11M to $13M in total assets. Net income was $2M.
Where can I find official filings for FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN?
Official Form 5500 filings for FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 862115392 or plan name at efast.dol.gov.
How does FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN compare to other plans?
You can compare FORTUNE-JOHNSON LLC 401(K) SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 862115392.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.