Civic Intelligence

J.M. Forbes & Co. LLP

Plan context: J.M. Forbes & Co. Employees Profit Sharing Plan

EIN 04-1335260 • Boston, MA • 13 filings • 1 plans

121 Mount Vernon StreetBoston, MA 02108
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$13,078,275

2024 Contributions

$659,165

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$13,078,275$6,539,138$0201220182024YearValue
$13,078,275Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

23120201220182024YearValue
23Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024123$13,078,275$659,165$28,659iApproximate average salary by contribution assumption: employee only about $716,484 at 4% or $477,656 at 6%; with 50% employer match about $477,656 at 4% or $318,437 at 6%; with 100% employer match about $358,242 at 4% or $238,828 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-23$13,078,275$659,165$28,659iApproximate average salary by contribution assumption: employee only about $716,484 at 4% or $477,656 at 6%; with 50% employer match about $477,656 at 4% or $318,437 at 6%; with 100% employer match about $358,242 at 4% or $238,828 at 6%.
2023120$11,976,494$548,945$27,447iApproximate average salary by contribution assumption: employee only about $686,181 at 4% or $457,454 at 6%; with 50% employer match about $457,454 at 4% or $304,969 at 6%; with 100% employer match about $343,091 at 4% or $228,727 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-20$11,976,494$548,945$27,447iApproximate average salary by contribution assumption: employee only about $686,181 at 4% or $457,454 at 6%; with 50% employer match about $457,454 at 4% or $304,969 at 6%; with 100% employer match about $343,091 at 4% or $228,727 at 6%.
2022119$9,664,913$768,447$40,445iApproximate average salary by contribution assumption: employee only about $1,011,114 at 4% or $674,076 at 6%; with 50% employer match about $674,076 at 4% or $449,384 at 6%; with 100% employer match about $505,557 at 4% or $337,038 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-19$9,664,913$768,447$40,445iApproximate average salary by contribution assumption: employee only about $1,011,114 at 4% or $674,076 at 6%; with 50% employer match about $674,076 at 4% or $449,384 at 6%; with 100% employer match about $505,557 at 4% or $337,038 at 6%.
2021119$11,478,637$732,218$38,538iApproximate average salary by contribution assumption: employee only about $963,445 at 4% or $642,296 at 6%; with 50% employer match about $642,296 at 4% or $428,198 at 6%; with 100% employer match about $481,722 at 4% or $321,148 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-19$11,478,637$732,218$38,538iApproximate average salary by contribution assumption: employee only about $963,445 at 4% or $642,296 at 6%; with 50% employer match about $642,296 at 4% or $428,198 at 6%; with 100% employer match about $481,722 at 4% or $321,148 at 6%.
2020117$9,271,762$691,817$40,695iApproximate average salary by contribution assumption: employee only about $1,017,378 at 4% or $678,252 at 6%; with 50% employer match about $678,252 at 4% or $452,168 at 6%; with 100% employer match about $508,689 at 4% or $339,126 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-17$9,271,762$691,817$40,695iApproximate average salary by contribution assumption: employee only about $1,017,378 at 4% or $678,252 at 6%; with 50% employer match about $678,252 at 4% or $452,168 at 6%; with 100% employer match about $508,689 at 4% or $339,126 at 6%.
2019118$8,205,818$627,418$34,857iApproximate average salary by contribution assumption: employee only about $871,414 at 4% or $580,943 at 6%; with 50% employer match about $580,943 at 4% or $387,295 at 6%; with 100% employer match about $435,707 at 4% or $290,471 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-18$8,205,818$627,418$34,857iApproximate average salary by contribution assumption: employee only about $871,414 at 4% or $580,943 at 6%; with 50% employer match about $580,943 at 4% or $387,295 at 6%; with 100% employer match about $435,707 at 4% or $290,471 at 6%.
2018117$6,147,901$648,115$38,124iApproximate average salary by contribution assumption: employee only about $953,110 at 4% or $635,407 at 6%; with 50% employer match about $635,407 at 4% or $423,605 at 6%; with 100% employer match about $476,555 at 4% or $317,703 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-17$6,147,901$648,115$38,124iApproximate average salary by contribution assumption: employee only about $953,110 at 4% or $635,407 at 6%; with 50% employer match about $635,407 at 4% or $423,605 at 6%; with 100% employer match about $476,555 at 4% or $317,703 at 6%.
2017116$6,212,205$578,380$36,149iApproximate average salary by contribution assumption: employee only about $903,719 at 4% or $602,479 at 6%; with 50% employer match about $602,479 at 4% or $401,653 at 6%; with 100% employer match about $451,859 at 4% or $301,240 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-16$6,212,205$578,380$36,149iApproximate average salary by contribution assumption: employee only about $903,719 at 4% or $602,479 at 6%; with 50% employer match about $602,479 at 4% or $401,653 at 6%; with 100% employer match about $451,859 at 4% or $301,240 at 6%.
2016118$5,182,583$572,017$31,779iApproximate average salary by contribution assumption: employee only about $794,468 at 4% or $529,645 at 6%; with 50% employer match about $529,645 at 4% or $353,097 at 6%; with 100% employer match about $397,234 at 4% or $264,823 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-18$5,182,583$572,017$31,779iApproximate average salary by contribution assumption: employee only about $794,468 at 4% or $529,645 at 6%; with 50% employer match about $529,645 at 4% or $353,097 at 6%; with 100% employer match about $397,234 at 4% or $264,823 at 6%.
2015118$5,936,537$539,823$29,990iApproximate average salary by contribution assumption: employee only about $749,754 at 4% or $499,836 at 6%; with 50% employer match about $499,836 at 4% or $333,224 at 6%; with 100% employer match about $374,877 at 4% or $249,918 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-18$5,936,537$539,823$29,990iApproximate average salary by contribution assumption: employee only about $749,754 at 4% or $499,836 at 6%; with 50% employer match about $499,836 at 4% or $333,224 at 6%; with 100% employer match about $374,877 at 4% or $249,918 at 6%.
2014115$5,543,935$537,954$35,864iApproximate average salary by contribution assumption: employee only about $896,590 at 4% or $597,727 at 6%; with 50% employer match about $597,727 at 4% or $398,484 at 6%; with 100% employer match about $448,295 at 4% or $298,863 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-15$5,543,935$537,954$35,864iApproximate average salary by contribution assumption: employee only about $896,590 at 4% or $597,727 at 6%; with 50% employer match about $597,727 at 4% or $398,484 at 6%; with 100% employer match about $448,295 at 4% or $298,863 at 6%.
2013116$4,773,431$392,800$24,550iApproximate average salary by contribution assumption: employee only about $613,750 at 4% or $409,167 at 6%; with 50% employer match about $409,167 at 4% or $272,778 at 6%; with 100% employer match about $306,875 at 4% or $204,583 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-16$4,773,431$392,800$24,550iApproximate average salary by contribution assumption: employee only about $613,750 at 4% or $409,167 at 6%; with 50% employer match about $409,167 at 4% or $272,778 at 6%; with 100% employer match about $306,875 at 4% or $204,583 at 6%.
2012115$4,841,367$271,663$18,111iApproximate average salary by contribution assumption: employee only about $452,772 at 4% or $301,848 at 6%; with 50% employer match about $301,848 at 4% or $201,232 at 6%; with 100% employer match about $226,386 at 4% or $150,924 at 6%.
J.M. Forbes & Co. Employees Profit Sharing Plan-15$4,841,367$271,663$18,111iApproximate average salary by contribution assumption: employee only about $452,772 at 4% or $301,848 at 6%; with 50% employer match about $301,848 at 4% or $201,232 at 6%; with 100% employer match about $226,386 at 4% or $150,924 at 6%.