Civic Intelligence

Forteris Wealth Management Inc.

Plan context: Forteris Wealth Management Inc. Retirement Plan

EIN 13-3723913 • Armonk, NY • 20 filings • 2 plans

200 Business Park DriveSuite 211Armonk, NY 10504
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$2,326,750

2024 Contributions

$88,900

Historical Graphs

Total Assets Over Time

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

$2,326,750$1,163,375$0200520152024YearValue
$2,326,750Latest year 2024

Participants Over Time

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

630200520152024YearValue
3Latest 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
202413$2,326,750$88,900$29,633iApproximate average salary by contribution assumption: employee only about $740,833 at 4% or $493,889 at 6%; with 50% employer match about $493,889 at 4% or $329,259 at 6%; with 100% employer match about $370,417 at 4% or $246,944 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$2,326,750$88,900$29,633iApproximate average salary by contribution assumption: employee only about $740,833 at 4% or $493,889 at 6%; with 50% employer match about $493,889 at 4% or $329,259 at 6%; with 100% employer match about $370,417 at 4% or $246,944 at 6%.
202313$1,978,504$89,387$29,796iApproximate average salary by contribution assumption: employee only about $744,892 at 4% or $496,594 at 6%; with 50% employer match about $496,594 at 4% or $331,063 at 6%; with 100% employer match about $372,446 at 4% or $248,297 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$1,978,504$89,387$29,796iApproximate average salary by contribution assumption: employee only about $744,892 at 4% or $496,594 at 6%; with 50% employer match about $496,594 at 4% or $331,063 at 6%; with 100% employer match about $372,446 at 4% or $248,297 at 6%.
202213$1,611,026$82,594$27,531iApproximate average salary by contribution assumption: employee only about $688,283 at 4% or $458,856 at 6%; with 50% employer match about $458,856 at 4% or $305,904 at 6%; with 100% employer match about $344,142 at 4% or $229,428 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$1,611,026$82,594$27,531iApproximate average salary by contribution assumption: employee only about $688,283 at 4% or $458,856 at 6%; with 50% employer match about $458,856 at 4% or $305,904 at 6%; with 100% employer match about $344,142 at 4% or $229,428 at 6%.
202113$1,808,372$78,693$26,231iApproximate average salary by contribution assumption: employee only about $655,775 at 4% or $437,183 at 6%; with 50% employer match about $437,183 at 4% or $291,456 at 6%; with 100% employer match about $327,888 at 4% or $218,592 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$1,808,372$78,693$26,231iApproximate average salary by contribution assumption: employee only about $655,775 at 4% or $437,183 at 6%; with 50% employer match about $437,183 at 4% or $291,456 at 6%; with 100% employer match about $327,888 at 4% or $218,592 at 6%.
202012$1,439,698$66,651$33,326iApproximate average salary by contribution assumption: employee only about $833,138 at 4% or $555,425 at 6%; with 50% employer match about $555,425 at 4% or $370,283 at 6%; with 100% employer match about $416,569 at 4% or $277,713 at 6%.
Forteris Wealth Management Inc. Retirement Plan-2$1,439,698$66,651$33,326iApproximate average salary by contribution assumption: employee only about $833,138 at 4% or $555,425 at 6%; with 50% employer match about $555,425 at 4% or $370,283 at 6%; with 100% employer match about $416,569 at 4% or $277,713 at 6%.
201913$2,063,307$65,093$21,698iApproximate average salary by contribution assumption: employee only about $542,442 at 4% or $361,628 at 6%; with 50% employer match about $361,628 at 4% or $241,085 at 6%; with 100% employer match about $271,221 at 4% or $180,814 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$2,063,307$65,093$21,698iApproximate average salary by contribution assumption: employee only about $542,442 at 4% or $361,628 at 6%; with 50% employer match about $361,628 at 4% or $241,085 at 6%; with 100% employer match about $271,221 at 4% or $180,814 at 6%.
201813$1,632,057$63,979$21,326iApproximate average salary by contribution assumption: employee only about $533,158 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,719 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$1,632,057$63,979$21,326iApproximate average salary by contribution assumption: employee only about $533,158 at 4% or $355,439 at 6%; with 50% employer match about $355,439 at 4% or $236,959 at 6%; with 100% employer match about $266,579 at 4% or $177,719 at 6%.
201713$1,815,771$62,659$20,886iApproximate average salary by contribution assumption: employee only about $522,158 at 4% or $348,106 at 6%; with 50% employer match about $348,106 at 4% or $232,070 at 6%; with 100% employer match about $261,079 at 4% or $174,053 at 6%.
Forteris Wealth Management Inc. Retirement Plan-3$1,815,771$62,659$20,886iApproximate average salary by contribution assumption: employee only about $522,158 at 4% or $348,106 at 6%; with 50% employer match about $348,106 at 4% or $232,070 at 6%; with 100% employer match about $261,079 at 4% or $174,053 at 6%.
201614$1,833,749$65,275$16,319iApproximate average salary by contribution assumption: employee only about $407,969 at 4% or $271,979 at 6%; with 50% employer match about $271,979 at 4% or $181,319 at 6%; with 100% employer match about $203,984 at 4% or $135,990 at 6%.
Forteris Wealth Management Inc. Retirement Plan-4$1,833,749$65,275$16,319iApproximate average salary by contribution assumption: employee only about $407,969 at 4% or $271,979 at 6%; with 50% employer match about $271,979 at 4% or $181,319 at 6%; with 100% employer match about $203,984 at 4% or $135,990 at 6%.
201515$1,642,350$88,355$17,671iApproximate average salary by contribution assumption: employee only about $441,775 at 4% or $294,517 at 6%; with 50% employer match about $294,517 at 4% or $196,344 at 6%; with 100% employer match about $220,888 at 4% or $147,258 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,642,350$88,355$17,671iApproximate average salary by contribution assumption: employee only about $441,775 at 4% or $294,517 at 6%; with 50% employer match about $294,517 at 4% or $196,344 at 6%; with 100% employer match about $220,888 at 4% or $147,258 at 6%.
201415$1,873,765$111,174$22,235iApproximate average salary by contribution assumption: employee only about $555,870 at 4% or $370,580 at 6%; with 50% employer match about $370,580 at 4% or $247,053 at 6%; with 100% employer match about $277,935 at 4% or $185,290 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,873,765$111,174$22,235iApproximate average salary by contribution assumption: employee only about $555,870 at 4% or $370,580 at 6%; with 50% employer match about $370,580 at 4% or $247,053 at 6%; with 100% employer match about $277,935 at 4% or $185,290 at 6%.
201315$1,739,360$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,739,360$102,000$20,400iApproximate average salary by contribution assumption: employee only about $510,000 at 4% or $340,000 at 6%; with 50% employer match about $340,000 at 4% or $226,667 at 6%; with 100% employer match about $255,000 at 4% or $170,000 at 6%.
201215$1,342,400$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,342,400$100,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
201115$1,107,561$70,325$14,065iApproximate average salary by contribution assumption: employee only about $351,625 at 4% or $234,417 at 6%; with 50% employer match about $234,417 at 4% or $156,278 at 6%; with 100% employer match about $175,813 at 4% or $117,208 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,107,561$70,325$14,065iApproximate average salary by contribution assumption: employee only about $351,625 at 4% or $234,417 at 6%; with 50% employer match about $234,417 at 4% or $156,278 at 6%; with 100% employer match about $175,813 at 4% or $117,208 at 6%.
201015$1,015,027$52,858$10,572iApproximate average salary by contribution assumption: employee only about $264,290 at 4% or $176,193 at 6%; with 50% employer match about $176,193 at 4% or $117,462 at 6%; with 100% employer match about $132,145 at 4% or $88,097 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$1,015,027$52,858$10,572iApproximate average salary by contribution assumption: employee only about $264,290 at 4% or $176,193 at 6%; with 50% employer match about $176,193 at 4% or $117,462 at 6%; with 100% employer match about $132,145 at 4% or $88,097 at 6%.
200915$846,167$75,774$15,155iApproximate average salary by contribution assumption: employee only about $378,870 at 4% or $252,580 at 6%; with 50% employer match about $252,580 at 4% or $168,387 at 6%; with 100% employer match about $189,435 at 4% or $126,290 at 6%.
Forteris Wealth Management Inc. Retirement Plan-5$846,167$75,774$15,155iApproximate average salary by contribution assumption: employee only about $378,870 at 4% or $252,580 at 6%; with 50% employer match about $252,580 at 4% or $168,387 at 6%; with 100% employer match about $189,435 at 4% or $126,290 at 6%.
200814$635,746$131,696$32,924iApproximate average salary by contribution assumption: employee only about $823,100 at 4% or $548,733 at 6%; with 50% employer match about $548,733 at 4% or $365,822 at 6%; with 100% employer match about $411,550 at 4% or $274,367 at 6%.
Forteris Wealth Management Inc. Retirement Plan-4$635,746$131,696$32,924iApproximate average salary by contribution assumption: employee only about $823,100 at 4% or $548,733 at 6%; with 50% employer match about $548,733 at 4% or $365,822 at 6%; with 100% employer match about $411,550 at 4% or $274,367 at 6%.
200716$0$0-
Forteris Wealth Management Inc. Retirement Plan-6---
200616$588,188$141,442$23,574iApproximate average salary by contribution assumption: employee only about $589,342 at 4% or $392,894 at 6%; with 50% employer match about $392,894 at 4% or $261,930 at 6%; with 100% employer match about $294,671 at 4% or $196,447 at 6%.
Forteris Wealth Management Inc. Retirement Plan-6$588,188$141,442$23,574iApproximate average salary by contribution assumption: employee only about $589,342 at 4% or $392,894 at 6%; with 50% employer match about $392,894 at 4% or $261,930 at 6%; with 100% employer match about $294,671 at 4% or $196,447 at 6%.
200516$390,345$373,378$62,230iApproximate average salary by contribution assumption: employee only about $1,555,742 at 4% or $1,037,161 at 6%; with 50% employer match about $1,037,161 at 4% or $691,441 at 6%; with 100% employer match about $777,871 at 4% or $518,581 at 6%.
Forteris Wealth Management Inc. Retirement Plan-6$390,345$373,378$62,230iApproximate average salary by contribution assumption: employee only about $1,555,742 at 4% or $1,037,161 at 6%; with 50% employer match about $1,037,161 at 4% or $691,441 at 6%; with 100% employer match about $777,871 at 4% or $518,581 at 6%.