Civic Intelligence

Forman & Associates PC.

Plan context: Forman & Associates PC. Retirement Plan Trust

EIN 11-3310039 • Long Beach, NY • 16 filings • 2 plans

40 West Beech StreetLong Beach, NY 11561
Current Snapshot

Latest Year

2016

2016 Participants

2

2016 Assets

$48,306

2016 Contributions

$42,410

Historical Graphs

Total Assets Over Time

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

$1,269,215$634,608$0200120082015YearValue
$48,306Latest year 2015

Participants Over Time

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

740200120082015YearValue
2Latest year 2015

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
201610$0$0-
Forman & Associates PC. Retirement Plan Trust-0$0--
201512$48,306$0-
Forman & Associates PC. Retirement Plan Trust-2$48,306--
201416$1,269,215$0-
Forman & Associates PC. Retirement Plan Trust-6$1,269,215--
201316$1,234,861$42,410$7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,806 at 6%; with 50% employer match about $117,806 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$1,234,861$42,410$7,068iApproximate average salary by contribution assumption: employee only about $176,708 at 4% or $117,806 at 6%; with 50% employer match about $117,806 at 4% or $78,537 at 6%; with 100% employer match about $88,354 at 4% or $58,903 at 6%.
201216$930,700$42,502$7,084iApproximate average salary by contribution assumption: employee only about $177,092 at 4% or $118,061 at 6%; with 50% employer match about $118,061 at 4% or $78,707 at 6%; with 100% employer match about $88,546 at 4% or $59,031 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$930,700$42,502$7,084iApproximate average salary by contribution assumption: employee only about $177,092 at 4% or $118,061 at 6%; with 50% employer match about $118,061 at 4% or $78,707 at 6%; with 100% employer match about $88,546 at 4% or $59,031 at 6%.
201117$855,618$44,590$6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%.
Forman & Associates PC. Retirement Plan Trust-7$855,618$44,590$6,370iApproximate average salary by contribution assumption: employee only about $159,250 at 4% or $106,167 at 6%; with 50% employer match about $106,167 at 4% or $70,778 at 6%; with 100% employer match about $79,625 at 4% or $53,083 at 6%.
201017$848,066$46,428$6,633iApproximate average salary by contribution assumption: employee only about $165,814 at 4% or $110,543 at 6%; with 50% employer match about $110,543 at 4% or $73,695 at 6%; with 100% employer match about $82,907 at 4% or $55,271 at 6%.
Forman & Associates PC. Retirement Plan Trust-7$848,066$46,428$6,633iApproximate average salary by contribution assumption: employee only about $165,814 at 4% or $110,543 at 6%; with 50% employer match about $110,543 at 4% or $73,695 at 6%; with 100% employer match about $82,907 at 4% or $55,271 at 6%.
200917$703,806$54,369$7,767iApproximate average salary by contribution assumption: employee only about $194,175 at 4% or $129,450 at 6%; with 50% employer match about $129,450 at 4% or $86,300 at 6%; with 100% employer match about $97,088 at 4% or $64,725 at 6%.
Forman & Associates PC. Retirement Plan Trust-7$703,806$54,369$7,767iApproximate average salary by contribution assumption: employee only about $194,175 at 4% or $129,450 at 6%; with 50% employer match about $129,450 at 4% or $86,300 at 6%; with 100% employer match about $97,088 at 4% or $64,725 at 6%.
200816$477,623$67,774$11,296iApproximate average salary by contribution assumption: employee only about $282,392 at 4% or $188,261 at 6%; with 50% employer match about $188,261 at 4% or $125,507 at 6%; with 100% employer match about $141,196 at 4% or $94,131 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$477,623$67,774$11,296iApproximate average salary by contribution assumption: employee only about $282,392 at 4% or $188,261 at 6%; with 50% employer match about $188,261 at 4% or $125,507 at 6%; with 100% employer match about $141,196 at 4% or $94,131 at 6%.
200716$677,473$64,105$10,684iApproximate average salary by contribution assumption: employee only about $267,104 at 4% or $178,069 at 6%; with 50% employer match about $178,069 at 4% or $118,713 at 6%; with 100% employer match about $133,552 at 4% or $89,035 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$677,473$64,105$10,684iApproximate average salary by contribution assumption: employee only about $267,104 at 4% or $178,069 at 6%; with 50% employer match about $178,069 at 4% or $118,713 at 6%; with 100% employer match about $133,552 at 4% or $89,035 at 6%.
200615$615,532$61,338$12,268iApproximate average salary by contribution assumption: employee only about $306,690 at 4% or $204,460 at 6%; with 50% employer match about $204,460 at 4% or $136,307 at 6%; with 100% employer match about $153,345 at 4% or $102,230 at 6%.
Forman & Associates PC. Retirement Plan Trust-5$615,532$61,338$12,268iApproximate average salary by contribution assumption: employee only about $306,690 at 4% or $204,460 at 6%; with 50% employer match about $204,460 at 4% or $136,307 at 6%; with 100% employer match about $153,345 at 4% or $102,230 at 6%.
200515$497,330$63,539$12,708iApproximate average salary by contribution assumption: employee only about $317,695 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,898 at 6%.
Forman & Associates PC. Retirement Plan Trust-5$497,330$63,539$12,708iApproximate average salary by contribution assumption: employee only about $317,695 at 4% or $211,797 at 6%; with 50% employer match about $211,797 at 4% or $141,198 at 6%; with 100% employer match about $158,848 at 4% or $105,898 at 6%.
200416$409,262$61,130$10,188iApproximate average salary by contribution assumption: employee only about $254,708 at 4% or $169,806 at 6%; with 50% employer match about $169,806 at 4% or $113,204 at 6%; with 100% employer match about $127,354 at 4% or $84,903 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$409,262$61,130$10,188iApproximate average salary by contribution assumption: employee only about $254,708 at 4% or $169,806 at 6%; with 50% employer match about $169,806 at 4% or $113,204 at 6%; with 100% employer match about $127,354 at 4% or $84,903 at 6%.
200316$308,331$57,767$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$308,331$57,767$9,628iApproximate average salary by contribution assumption: employee only about $240,696 at 4% or $160,464 at 6%; with 50% employer match about $160,464 at 4% or $106,976 at 6%; with 100% employer match about $120,348 at 4% or $80,232 at 6%.
200216$206,612$55,907$9,318iApproximate average salary by contribution assumption: employee only about $232,946 at 4% or $155,297 at 6%; with 50% employer match about $155,297 at 4% or $103,531 at 6%; with 100% employer match about $116,473 at 4% or $77,649 at 6%.
Forman & Associates PC. Retirement Plan Trust-6$206,612$55,907$9,318iApproximate average salary by contribution assumption: employee only about $232,946 at 4% or $155,297 at 6%; with 50% employer match about $155,297 at 4% or $103,531 at 6%; with 100% employer match about $116,473 at 4% or $77,649 at 6%.
200115$179,457$48,891$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.
Forman & Associates PC. Retirement Plan Trust-5$179,457$48,891$9,778iApproximate average salary by contribution assumption: employee only about $244,455 at 4% or $162,970 at 6%; with 50% employer match about $162,970 at 4% or $108,647 at 6%; with 100% employer match about $122,228 at 4% or $81,485 at 6%.