Fortune Financial Services Inc.

Business Filings Incorporated Registered Agent

3011 AMERICAN WAY, MISSOULA, MT 59808

3582 BRODHEAD RD STE 202, MONACA, PA 15061 (Mailing) View Map

Form 5500

3582 Brodhead Road, Suite 202, Monaca, Pa 15061 (619) 312-7688 EIN:25-1799740 Plan Admin:Mitch Whitenack

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY15 / 12 Assets BOY/EOY$834,277 / $1,043,384	2023	FORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	15 / 12	$834,277 / $1,043,384
2022	Plan NameFORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 14 Assets BOY/EOY$921,840 / $834,277	2022	FORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	12 / 14	$921,840 / $834,277
2021	Plan NameFORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY12 / 12 Assets BOY/EOY$773,545 / $921,840	2021	FORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	12 / 12	$773,545 / $921,840
2020	Plan NameFORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY8 / 12 Assets BOY/EOY$617,883 / $773,545	2020	FORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	8 / 12	$617,883 / $773,545
2019	Plan NameFORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$466,359 / $617,883	2019	FORTUNE FINANCIAL SERVICES, INC. 401(K) PLAN - Plan #001	9 / 10	$466,359 / $617,883

Benefit & Retirement Plans based on Form 5500.

PPP Loans

3582 Brodhead Road, Monaca, Pa 15061-3142 Industry:Miscellaneous Financial Investment Activities

Loan Date	Approved	Forgiven	Lender	Jobs
04/14/2020	Approved$160,200 Forgiven$161,244 LenderFirst National Bank of Pennsylvania Jobs13	04/14/2020	$160,200	$161,244	First National Bank of Pennsylvania	13

PPP Loans based on Paycheck Protection Program.

Address Match:3582 Brodhead Rd Ste 202 Monaca, PA

Rainbow Sapphire Development, Inc. Registered in West Virginia	Aliquippa, PA Monaca, PA	View Report
Fortune Financial Services, Inc Registered in Arizona	Monaca, PA Phoenix, AZ	View Report
Fortune Financial Services, Inc. Registered in New Mexico	Cantonment, FL Espanola, NM (2 more)	View Report
Fortune Financial Services, Inc. Registered in Virginia	Glen Allen, VA Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in North Dakota	Bismarck, ND Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in Pennsylvania	Monaca, PA	View Report
Fortune Securities of Florida, Inc. Registered in Florida	Monaca, PA	View Report
Jan-Pro of Western Pa/N.E. Oh Registered in Pennsylvania	Monaca, PA	View Report
Rainbow Sapphire Development, Inc. Registered in Pennsylvania	Aliquippa, PA Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in Idaho	Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in North Carolina	Monaca, PA Raleigh, NC	View Report
Fortune Financial Services, Inc. Registered in Missouri	New Brighton, PA Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in Massachusetts	Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in Oklahoma	Monaca, PA Oklahoma City, OK	View Report

Address Match:3582 Brodhead Rd Monaca, PA

Asc Real Estate Holdings Group LLC Registered in Pennsylvania	Monaca, PA	View Report
Beaver County Cancer and Heart Association, Inc. Registered in Pennsylvania	Monaca, PA	View Report
Beaver County Regenerative Wellness Centers Pc Registered in Pennsylvania	Monaca, PA	View Report
Carla Renae Arlien Phd LLC Registered in Pennsylvania	Monaca, PA	View Report
Carla Renae Arlien Phd Llc Dba Apex Psychological Care and Memory Center Registered in Pennsylvania	Youngstown, OH Monaca, PA	View Report
Donna L. Iannone Dmd LLC Registered in Pennsylvania	Monaca, PA	View Report
East End Property and Business Owners Association Registered in Pennsylvania	Monaca, PA	View Report
Homeless to Harvest Shelter Inc Registered in Pennsylvania	Monaca, PA	View Report
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United Way of Beaver County Registered in Pennsylvania	Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in Mississippi	Monaca, PA	View Report

Related Business Names:

Fortune Financial Services, Inc. Registered in Michigan	Bay City, MI	View Report
Fortune Financial Services, Inc. Registered in West Virginia	New Brighton, PA	View Report
Fortune Financial Services, Inc. Registered in Michigan	Southfield, MI	View Report
Fortune Financial Services, Inc. Registered in Florida	Naples, FL	View Report
Fortune Financial Services, Inc. Registered in Georgia	Atlanta, GA	View Report
Fortune Financial Services, Inc. Registered in Georgia	Dunwoody, GA	View Report
Fortune Financial Services, Inc. Registered in Alabama	Montgomery, AL New Brighton, PA	View Report
Fortune Financial Services Inc. Registered in Arkansas		View Report
Fortune Financial Services, Inc Registered in Texas	Austin, TX New Brighton, PA	View Report
Fortune Financial Services, Inc. Registered in Florida	Odessa, FL	View Report
Fortune Financial Services, Inc. Registered in Vermont	Monaca, PA	View Report
Fortune Financial Services, Inc. Registered in North Dakota	Bismarck, ND New Brighton, PA	View Report
Fortune Financial Services Inc. Registered in Montana	Missoula, MT New Brighton, PA	View Report
Fortune Financial Services, Inc. Registered in Nevada	Arlington, TX	View Report

The following government agencies have contributed data:

Montana Secretary of State U.S. Department of Labor U.S. Small Business Administration

Company Summary