Forman Lowell &Shapiro Inc.
Plan context: Forman, Lowell & Shapiro & Global Facilities 401K Plan
EIN 11-2419976 • Lynbrook, NY • 59 filings • 8 plans
Current Snapshot
Latest Year
2025
2025 Participants
9
2025 Assets
$903,299
2025 Contributions
$128,402
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 0 | $0 | $0 | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 0 | $0 | $0 | - |
| 2024 | 2 | 9 | $903,299 | $128,402 | $14,267iApproximate average salary by contribution assumption: employee only about $356,672 at 4% or $237,781 at 6%; with 50% employer match about $237,781 at 4% or $158,521 at 6%; with 100% employer match about $178,336 at 4% or $118,891 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $640,453 | $128,402 | $14,267iApproximate average salary by contribution assumption: employee only about $356,672 at 4% or $237,781 at 6%; with 50% employer match about $237,781 at 4% or $158,521 at 6%; with 100% employer match about $178,336 at 4% or $118,891 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 5 | $262,846 | $0 | - |
| 2023 | 2 | 9 | $993,671 | $90,528 | $10,059iApproximate average salary by contribution assumption: employee only about $251,467 at 4% or $167,644 at 6%; with 50% employer match about $167,644 at 4% or $111,763 at 6%; with 100% employer match about $125,733 at 4% or $83,822 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 5 | $520,989 | $75,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $472,682 | $15,528 | $1,725iApproximate average salary by contribution assumption: employee only about $43,133 at 4% or $28,756 at 6%; with 50% employer match about $28,756 at 4% or $19,170 at 6%; with 100% employer match about $21,567 at 4% or $14,378 at 6%. |
| 2022 | 2 | 9 | $978,389 | $14,411 | $1,601iApproximate average salary by contribution assumption: employee only about $40,031 at 4% or $26,687 at 6%; with 50% employer match about $26,687 at 4% or $17,791 at 6%; with 100% employer match about $20,015 at 4% or $13,344 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 7 | $542,706 | $0 | - |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $435,683 | $14,411 | $1,601iApproximate average salary by contribution assumption: employee only about $40,031 at 4% or $26,687 at 6%; with 50% employer match about $26,687 at 4% or $17,791 at 6%; with 100% employer match about $20,015 at 4% or $13,344 at 6%. |
| 2021 | 2 | 9 | $982,116 | $17,710 | $1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 7 | $549,315 | $0 | - |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $432,801 | $17,710 | $1,968iApproximate average salary by contribution assumption: employee only about $49,194 at 4% or $32,796 at 6%; with 50% employer match about $32,796 at 4% or $21,864 at 6%; with 100% employer match about $24,597 at 4% or $16,398 at 6%. |
| 2020 | 2 | 9 | $956,808 | $19,773 | $2,197iApproximate average salary by contribution assumption: employee only about $54,925 at 4% or $36,617 at 6%; with 50% employer match about $36,617 at 4% or $24,411 at 6%; with 100% employer match about $27,463 at 4% or $18,308 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 7 | $577,686 | $0 | - |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $379,122 | $19,773 | $2,197iApproximate average salary by contribution assumption: employee only about $54,925 at 4% or $36,617 at 6%; with 50% employer match about $36,617 at 4% or $24,411 at 6%; with 100% employer match about $27,463 at 4% or $18,308 at 6%. |
| 2019 | 2 | 9 | $975,341 | $66,424 | $7,380iApproximate average salary by contribution assumption: employee only about $184,511 at 4% or $123,007 at 6%; with 50% employer match about $123,007 at 4% or $82,005 at 6%; with 100% employer match about $92,256 at 4% or $61,504 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 8 | $634,914 | $50,000 | $6,250iApproximate average salary by contribution assumption: employee only about $156,250 at 4% or $104,167 at 6%; with 50% employer match about $104,167 at 4% or $69,444 at 6%; with 100% employer match about $78,125 at 4% or $52,083 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $340,427 | $16,424 | $1,825iApproximate average salary by contribution assumption: employee only about $45,622 at 4% or $30,415 at 6%; with 50% employer match about $30,415 at 4% or $20,277 at 6%; with 100% employer match about $22,811 at 4% or $15,207 at 6%. |
| 2018 | 2 | 9 | $900,563 | $91,961 | $10,218iApproximate average salary by contribution assumption: employee only about $255,447 at 4% or $170,298 at 6%; with 50% employer match about $170,298 at 4% or $113,532 at 6%; with 100% employer match about $127,724 at 4% or $85,149 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 8 | $611,481 | $75,000 | $9,375iApproximate average salary by contribution assumption: employee only about $234,375 at 4% or $156,250 at 6%; with 50% employer match about $156,250 at 4% or $104,167 at 6%; with 100% employer match about $117,188 at 4% or $78,125 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $289,082 | $16,961 | $1,885iApproximate average salary by contribution assumption: employee only about $47,114 at 4% or $31,409 at 6%; with 50% employer match about $31,409 at 4% or $20,940 at 6%; with 100% employer match about $23,557 at 4% or $15,705 at 6%. |
| 2017 | 2 | 9 | $915,413 | $94,569 | $10,508iApproximate average salary by contribution assumption: employee only about $262,692 at 4% or $175,128 at 6%; with 50% employer match about $175,128 at 4% or $116,752 at 6%; with 100% employer match about $131,346 at 4% or $87,564 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 9 | $631,519 | $75,000 | $8,333iApproximate average salary by contribution assumption: employee only about $208,333 at 4% or $138,889 at 6%; with 50% employer match about $138,889 at 4% or $92,593 at 6%; with 100% employer match about $104,167 at 4% or $69,444 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $283,894 | $19,569 | $2,174iApproximate average salary by contribution assumption: employee only about $54,358 at 4% or $36,239 at 6%; with 50% employer match about $36,239 at 4% or $24,159 at 6%; with 100% employer match about $27,179 at 4% or $18,119 at 6%. |
| 2016 | 2 | 9 | $817,715 | $120,148 | $13,350iApproximate average salary by contribution assumption: employee only about $333,744 at 4% or $222,496 at 6%; with 50% employer match about $222,496 at 4% or $148,331 at 6%; with 100% employer match about $166,872 at 4% or $111,248 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 9 | $572,685 | $102,978 | $11,442iApproximate average salary by contribution assumption: employee only about $286,050 at 4% or $190,700 at 6%; with 50% employer match about $190,700 at 4% or $127,133 at 6%; with 100% employer match about $143,025 at 4% or $95,350 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $245,030 | $17,170 | $1,908iApproximate average salary by contribution assumption: employee only about $47,694 at 4% or $31,796 at 6%; with 50% employer match about $31,796 at 4% or $21,198 at 6%; with 100% employer match about $23,847 at 4% or $15,898 at 6%. |
| 2015 | 2 | 11 | $703,047 | $116,415 | $10,583iApproximate average salary by contribution assumption: employee only about $264,580 at 4% or $176,386 at 6%; with 50% employer match about $176,386 at 4% or $117,591 at 6%; with 100% employer match about $132,290 at 4% or $88,193 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $488,831 | $100,000 | $9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $214,216 | $16,415 | $1,824iApproximate average salary by contribution assumption: employee only about $45,597 at 4% or $30,398 at 6%; with 50% employer match about $30,398 at 4% or $20,265 at 6%; with 100% employer match about $22,799 at 4% or $15,199 at 6%. |
| 2014 | 2 | 11 | $612,578 | $63,679 | $5,789iApproximate average salary by contribution assumption: employee only about $144,725 at 4% or $96,483 at 6%; with 50% employer match about $96,483 at 4% or $64,322 at 6%; with 100% employer match about $72,363 at 4% or $48,242 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $411,560 | $50,000 | $4,545iApproximate average salary by contribution assumption: employee only about $113,636 at 4% or $75,758 at 6%; with 50% employer match about $75,758 at 4% or $50,505 at 6%; with 100% employer match about $56,818 at 4% or $37,879 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $201,018 | $13,679 | $1,520iApproximate average salary by contribution assumption: employee only about $37,997 at 4% or $25,331 at 6%; with 50% employer match about $25,331 at 4% or $16,888 at 6%; with 100% employer match about $18,999 at 4% or $12,666 at 6%. |
| 2013 | 2 | 11 | $511,116 | $12,656 | $1,151iApproximate average salary by contribution assumption: employee only about $28,764 at 4% or $19,176 at 6%; with 50% employer match about $19,176 at 4% or $12,784 at 6%; with 100% employer match about $14,382 at 4% or $9,588 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $332,116 | - | - |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $179,000 | $12,656 | $1,406iApproximate average salary by contribution assumption: employee only about $35,156 at 4% or $23,437 at 6%; with 50% employer match about $23,437 at 4% or $15,625 at 6%; with 100% employer match about $17,578 at 4% or $11,719 at 6%. |
| 2012 | 2 | 11 | $469,896 | $32,393 | $2,945iApproximate average salary by contribution assumption: employee only about $73,620 at 4% or $49,080 at 6%; with 50% employer match about $49,080 at 4% or $32,720 at 6%; with 100% employer match about $36,810 at 4% or $24,540 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $323,426 | $20,000 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 8 | $146,470 | $12,393 | $1,549iApproximate average salary by contribution assumption: employee only about $38,728 at 4% or $25,819 at 6%; with 50% employer match about $25,819 at 4% or $17,213 at 6%; with 100% employer match about $19,364 at 4% or $12,909 at 6%. |
| 2011 | 2 | 11 | $475,197 | $32,428 | $2,948iApproximate average salary by contribution assumption: employee only about $73,700 at 4% or $49,133 at 6%; with 50% employer match about $49,133 at 4% or $32,756 at 6%; with 100% employer match about $36,850 at 4% or $24,567 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $337,882 | $20,000 | $1,818iApproximate average salary by contribution assumption: employee only about $45,455 at 4% or $30,303 at 6%; with 50% employer match about $30,303 at 4% or $20,202 at 6%; with 100% employer match about $22,727 at 4% or $15,152 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 8 | $137,315 | $12,428 | $1,554iApproximate average salary by contribution assumption: employee only about $38,838 at 4% or $25,892 at 6%; with 50% employer match about $25,892 at 4% or $17,261 at 6%; with 100% employer match about $19,419 at 4% or $12,946 at 6%. |
| 2010 | 4 | 11 | $491,035 | $28,190 | $2,563iApproximate average salary by contribution assumption: employee only about $64,068 at 4% or $42,712 at 6%; with 50% employer match about $42,712 at 4% or $28,475 at 6%; with 100% employer match about $32,034 at 4% or $21,356 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $353,032 | $15,000 | $1,364iApproximate average salary by contribution assumption: employee only about $34,091 at 4% or $22,727 at 6%; with 50% employer match about $22,727 at 4% or $15,152 at 6%; with 100% employer match about $17,045 at 4% or $11,364 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $138,003 | $13,190 | $1,466iApproximate average salary by contribution assumption: employee only about $36,639 at 4% or $24,426 at 6%; with 50% employer match about $24,426 at 4% or $16,284 at 6%; with 100% employer match about $18,319 at 4% or $12,213 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 3 | 12 | $461,579 | $22,446 | $1,871iApproximate average salary by contribution assumption: employee only about $46,763 at 4% or $31,175 at 6%; with 50% employer match about $31,175 at 4% or $20,783 at 6%; with 100% employer match about $23,381 at 4% or $15,588 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 12 | $334,707 | $7,000 | $583iApproximate average salary by contribution assumption: employee only about $14,583 at 4% or $9,722 at 6%; with 50% employer match about $9,722 at 4% or $6,481 at 6%; with 100% employer match about $7,292 at 4% or $4,861 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 9 | $112,872 | $15,446 | $1,716iApproximate average salary by contribution assumption: employee only about $42,906 at 4% or $28,604 at 6%; with 50% employer match about $28,604 at 4% or $19,069 at 6%; with 100% employer match about $21,453 at 4% or $14,302 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 2 | $14,000 | $0 | - |
| 2008 | 3 | 11 | $416,625 | $53,842 | $4,895iApproximate average salary by contribution assumption: employee only about $122,368 at 4% or $81,579 at 6%; with 50% employer match about $81,579 at 4% or $54,386 at 6%; with 100% employer match about $61,184 at 4% or $40,789 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 10 | $325,207 | $15,000 | $1,500iApproximate average salary by contribution assumption: employee only about $37,500 at 4% or $25,000 at 6%; with 50% employer match about $25,000 at 4% or $16,667 at 6%; with 100% employer match about $18,750 at 4% or $12,500 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 11 | $77,418 | $38,842 | $3,531iApproximate average salary by contribution assumption: employee only about $88,277 at 4% or $58,852 at 6%; with 50% employer match about $58,852 at 4% or $39,234 at 6%; with 100% employer match about $44,139 at 4% or $29,426 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 10 | $14,000 | - | - |
| 2007 | 3 | 11 | $80,605 | $40,490 | $3,681iApproximate average salary by contribution assumption: employee only about $92,023 at 4% or $61,348 at 6%; with 50% employer match about $61,348 at 4% or $40,899 at 6%; with 100% employer match about $46,011 at 4% or $30,674 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 11 | $80,605 | $40,490 | $3,681iApproximate average salary by contribution assumption: employee only about $92,023 at 4% or $61,348 at 6%; with 50% employer match about $61,348 at 4% or $40,899 at 6%; with 100% employer match about $46,011 at 4% or $30,674 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 11 | - | - | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 9 | - | - | - |
| 2006 | 3 | 10 | $352,245 | $38,038 | $3,804iApproximate average salary by contribution assumption: employee only about $95,095 at 4% or $63,397 at 6%; with 50% employer match about $63,397 at 4% or $42,264 at 6%; with 100% employer match about $47,548 at 4% or $31,698 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 10 | $301,764 | $3,968 | $397iApproximate average salary by contribution assumption: employee only about $9,920 at 4% or $6,613 at 6%; with 50% employer match about $6,613 at 4% or $4,409 at 6%; with 100% employer match about $4,960 at 4% or $3,307 at 6%. |
| Forman, Lowell & Shapiro & Global Facilities 401K Plan | - | 10 | $36,481 | $34,070 | $3,407iApproximate average salary by contribution assumption: employee only about $85,175 at 4% or $56,783 at 6%; with 50% employer match about $56,783 at 4% or $37,856 at 6%; with 100% employer match about $42,588 at 4% or $28,392 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 10 | $14,000 | - | - |
| 2005 | 2 | 11 | $289,981 | $20,787 | $1,890iApproximate average salary by contribution assumption: employee only about $47,243 at 4% or $31,495 at 6%; with 50% employer match about $31,495 at 4% or $20,997 at 6%; with 100% employer match about $23,622 at 4% or $15,748 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $275,981 | $20,787 | $1,890iApproximate average salary by contribution assumption: employee only about $47,243 at 4% or $31,495 at 6%; with 50% employer match about $31,495 at 4% or $20,997 at 6%; with 100% employer match about $23,622 at 4% or $15,748 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 11 | $14,000 | - | - |
| 2004 | 2 | 11 | $281,079 | $0 | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | $267,055 | - | - |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 11 | $14,024 | - | - |
| 2003 | 2 | 14 | $312,518 | $43,100 | $3,079iApproximate average salary by contribution assumption: employee only about $76,964 at 4% or $51,310 at 6%; with 50% employer match about $51,310 at 4% or $34,206 at 6%; with 100% employer match about $38,482 at 4% or $25,655 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 14 | $298,762 | $43,100 | $3,079iApproximate average salary by contribution assumption: employee only about $76,964 at 4% or $51,310 at 6%; with 50% employer match about $51,310 at 4% or $34,206 at 6%; with 100% employer match about $38,482 at 4% or $25,655 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 14 | $13,756 | - | - |
| 2002 | 2 | 15 | $0 | $0 | - |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 15 | - | - | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 15 | - | - | - |
| 2001 | 2 | 11 | $0 | $0 | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 11 | - | - | - |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 11 | - | - | - |
| 2000 | 2 | 12 | $0 | $0 | - |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 12 | - | - | - |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 12 | - | - | - |
| 1999 | 2 | 12 | $192,823 | $33,210 | $2,768iApproximate average salary by contribution assumption: employee only about $69,188 at 4% or $46,125 at 6%; with 50% employer match about $46,125 at 4% or $30,750 at 6%; with 100% employer match about $34,594 at 4% or $23,063 at 6%. |
| Forman Lowell & Shapiro Inc. Pension Plan | - | 12 | $179,177 | $33,210 | $2,768iApproximate average salary by contribution assumption: employee only about $69,188 at 4% or $46,125 at 6%; with 50% employer match about $46,125 at 4% or $30,750 at 6%; with 100% employer match about $34,594 at 4% or $23,063 at 6%. |
| Forman, Lowell & Shapiro Inc. Profit Sharing Plan | - | 12 | $13,646 | - | - |