Forest Capital Partners LLC
Plan context: Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust
EIN 04-3521259 • Boston, MA • 21 filings • 7 plans
Current Snapshot
Latest Year
2017
2017 Participants
14
2017 Assets
$8,878,600
2017 Contributions
$22,146
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $22,146 | - |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 0 | $0 | $22,146 | - |
| 2013 | 1 | 0 | $0 | $0 | - |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 0 | - | - | - |
| 2012 | 1 | 14 | $8,878,600 | $943,024 | $67,359iApproximate average salary by contribution assumption: employee only about $1,683,971 at 4% or $1,122,648 at 6%; with 50% employer match about $1,122,648 at 4% or $748,432 at 6%; with 100% employer match about $841,986 at 4% or $561,324 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 14 | $8,878,600 | $943,024 | $67,359iApproximate average salary by contribution assumption: employee only about $1,683,971 at 4% or $1,122,648 at 6%; with 50% employer match about $1,122,648 at 4% or $748,432 at 6%; with 100% employer match about $841,986 at 4% or $561,324 at 6%. |
| 2011 | 2 | 143 | $11,169,131 | $1,346,356 | $9,415iApproximate average salary by contribution assumption: employee only about $235,377 at 4% or $156,918 at 6%; with 50% employer match about $156,918 at 4% or $104,612 at 6%; with 100% employer match about $117,688 at 4% or $78,459 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 143 | $11,169,131 | $1,346,356 | $9,415iApproximate average salary by contribution assumption: employee only about $235,377 at 4% or $156,918 at 6%; with 50% employer match about $156,918 at 4% or $104,612 at 6%; with 100% employer match about $117,688 at 4% or $78,459 at 6%. |
| FOREST CAPITAL LLC GROUP HEALTH AND WELFARE PLAN | - | 13 | - | - | - |
| 2010 | 2 | 139 | $10,568,803 | $1,304,695 | $9,386iApproximate average salary by contribution assumption: employee only about $234,657 at 4% or $156,438 at 6%; with 50% employer match about $156,438 at 4% or $104,292 at 6%; with 100% employer match about $117,329 at 4% or $78,219 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 139 | $10,568,803 | $1,304,695 | $9,386iApproximate average salary by contribution assumption: employee only about $234,657 at 4% or $156,438 at 6%; with 50% employer match about $156,438 at 4% or $104,292 at 6%; with 100% employer match about $117,329 at 4% or $78,219 at 6%. |
| FOREST CAPITAL LLC GROUP HEALTH AND WELFARE PLAN | - | 137 | - | - | - |
| 2009 | 2 | 139 | $8,642,408 | $1,338,821 | $9,632iApproximate average salary by contribution assumption: employee only about $240,795 at 4% or $160,530 at 6%; with 50% employer match about $160,530 at 4% or $107,020 at 6%; with 100% employer match about $120,398 at 4% or $80,265 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 139 | $8,642,408 | $1,338,821 | $9,632iApproximate average salary by contribution assumption: employee only about $240,795 at 4% or $160,530 at 6%; with 50% employer match about $160,530 at 4% or $107,020 at 6%; with 100% employer match about $120,398 at 4% or $80,265 at 6%. |
| FOREST CAPITAL LLC GROUP HEALTH AND WELFARE PLAN | - | 138 | - | - | - |
| 2008 | 1 | 140 | $5,858,269 | $1,519,502 | $10,854iApproximate average salary by contribution assumption: employee only about $271,340 at 4% or $180,893 at 6%; with 50% employer match about $180,893 at 4% or $120,595 at 6%; with 100% employer match about $135,670 at 4% or $90,447 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 140 | $5,858,269 | $1,519,502 | $10,854iApproximate average salary by contribution assumption: employee only about $271,340 at 4% or $180,893 at 6%; with 50% employer match about $180,893 at 4% or $120,595 at 6%; with 100% employer match about $135,670 at 4% or $90,447 at 6%. |
| 2007 | 2 | 141 | $7,128,973 | $1,364,802 | $9,679iApproximate average salary by contribution assumption: employee only about $241,986 at 4% or $161,324 at 6%; with 50% employer match about $161,324 at 4% or $107,549 at 6%; with 100% employer match about $120,993 at 4% or $80,662 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 141 | $7,128,973 | $1,364,802 | $9,679iApproximate average salary by contribution assumption: employee only about $241,986 at 4% or $161,324 at 6%; with 50% employer match about $161,324 at 4% or $107,549 at 6%; with 100% employer match about $120,993 at 4% or $80,662 at 6%. |
| FOREST CAPITAL LLC GROUP HEALTH AND WELFARE PLAN | - | 136 | - | - | - |
| 2006 | 2 | 139 | $5,424,833 | $1,574,157 | $11,325iApproximate average salary by contribution assumption: employee only about $283,122 at 4% or $188,748 at 6%; with 50% employer match about $188,748 at 4% or $125,832 at 6%; with 100% employer match about $141,561 at 4% or $94,374 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 126 | $5,424,833 | $1,574,157 | $12,493iApproximate average salary by contribution assumption: employee only about $312,333 at 4% or $208,222 at 6%; with 50% employer match about $208,222 at 4% or $138,815 at 6%; with 100% employer match about $156,166 at 4% or $104,111 at 6%. |
| FOREST CAPITAL PARTNERS LLC GROUP HEALTH AND WELFARE PLAN | - | 139 | - | - | - |
| 2005 | 2 | 121 | $3,337,868 | $2,697,924 | $22,297iApproximate average salary by contribution assumption: employee only about $557,422 at 4% or $371,615 at 6%; with 50% employer match about $371,615 at 4% or $247,743 at 6%; with 100% employer match about $278,711 at 4% or $185,807 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 116 | $3,337,868 | $2,697,924 | $23,258iApproximate average salary by contribution assumption: employee only about $581,449 at 4% or $387,633 at 6%; with 50% employer match about $387,633 at 4% or $258,422 at 6%; with 100% employer match about $290,725 at 4% or $193,816 at 6%. |
| FOREST CAPITAL PARTNERS LLC GROUP HEALTH & WELFARE PLAN | - | 121 | - | - | - |
| 2004 | 1 | 25 | $870,515 | $454,972 | $18,199iApproximate average salary by contribution assumption: employee only about $454,972 at 4% or $303,315 at 6%; with 50% employer match about $303,315 at 4% or $202,210 at 6%; with 100% employer match about $227,486 at 4% or $151,657 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 25 | $870,515 | $454,972 | $18,199iApproximate average salary by contribution assumption: employee only about $454,972 at 4% or $303,315 at 6%; with 50% employer match about $303,315 at 4% or $202,210 at 6%; with 100% employer match about $227,486 at 4% or $151,657 at 6%. |
| 2003 | 1 | 23 | $357,212 | $167,748 | $7,293iApproximate average salary by contribution assumption: employee only about $182,335 at 4% or $121,557 at 6%; with 50% employer match about $121,557 at 4% or $81,038 at 6%; with 100% employer match about $91,167 at 4% or $60,778 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 23 | $357,212 | $167,748 | $7,293iApproximate average salary by contribution assumption: employee only about $182,335 at 4% or $121,557 at 6%; with 50% employer match about $121,557 at 4% or $81,038 at 6%; with 100% employer match about $91,167 at 4% or $60,778 at 6%. |
| 2002 | 1 | 20 | $149,622 | $138,926 | $6,946iApproximate average salary by contribution assumption: employee only about $173,658 at 4% or $115,772 at 6%; with 50% employer match about $115,772 at 4% or $77,181 at 6%; with 100% employer match about $86,829 at 4% or $57,886 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 20 | $149,622 | $138,926 | $6,946iApproximate average salary by contribution assumption: employee only about $173,658 at 4% or $115,772 at 6%; with 50% employer match about $115,772 at 4% or $77,181 at 6%; with 100% employer match about $86,829 at 4% or $57,886 at 6%. |
| 2001 | 1 | 3 | $0 | $0 | - |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 3 | - | - | - |
| 2000 | 1 | 3 | $10,993 | $12,676 | $4,225iApproximate average salary by contribution assumption: employee only about $105,633 at 4% or $70,422 at 6%; with 50% employer match about $70,422 at 4% or $46,948 at 6%; with 100% employer match about $52,817 at 4% or $35,211 at 6%. |
| Forest Capital Partners LLC 401(K) Profit Sharing Plan & Trust | - | 3 | $10,993 | $12,676 | $4,225iApproximate average salary by contribution assumption: employee only about $105,633 at 4% or $70,422 at 6%; with 50% employer match about $70,422 at 4% or $46,948 at 6%; with 100% employer match about $52,817 at 4% or $35,211 at 6%. |