Fortune Financial Services, Inc.

North Carolina
Registered In
11/04/2004
Incorp. Date
Foreign
Registration Type
Pennsylvania
Foreign Jurisdiction

Company Summary

Fortune Financial Services, Inc. at 3582 Brodhead Rd STE 202, Monaca, Pa 15061 lists Greg Bentley and Blake Daniels of Monaca, PA as associates.

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Pennsylvania
Company Type
Business Corporation
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Business Filings Incorporated Registered Agent
160 MINE LAKE CT STE 200, RALEIGH, NC 27615
Greg Bentley CEO
3582 BRODHEAD RD STE 202, MONACA, PA 15061
Blake Daniels Chief Financial Officer
3582 BRODHEAD RD STE 202, MONACA, PA 15061
Mitch Whitenack COO
3582 BRODHEAD RD STE 202, MONACA, PA 15061
3582 BRODHEAD RD STE 202, MONACA, PA 15061 View Map
160 MINE LAKE CT STE 200, RALEIGH, NC 27615 (Mailing) View Map

Financial Information for Fortune Financial Services, Inc.

Form 5500

FORTUNE FINANCIAL SERVICES, INC.

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

FORTUNE FINANCIAL SERVICES INC

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.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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