Civic Intelligence

Forester Capital, L.L.C.

Plan context: Forester Capital, L.L.C. 401(K) Plan

EIN 13-4079777 • Greenwich, CT • 14 filings • 1 plans

Two Sound View DriveThird FloorGreenwich, CT 06830
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$4,012,331

2024 Contributions

$40,428

Historical Graphs

Total Assets Over Time

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

$4,518,972$2,259,486$0201120182024YearValue
$4,012,331Latest year 2024

Participants Over Time

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

28140201120182024YearValue
7Latest 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
202417$4,012,331$40,428$5,775iApproximate average salary by contribution assumption: employee only about $144,386 at 4% or $96,257 at 6%; with 50% employer match about $96,257 at 4% or $64,171 at 6%; with 100% employer match about $72,193 at 4% or $48,129 at 6%.
Forester Capital, L.L.C. 401(K) Plan-7$4,012,331$40,428$5,775iApproximate average salary by contribution assumption: employee only about $144,386 at 4% or $96,257 at 6%; with 50% employer match about $96,257 at 4% or $64,171 at 6%; with 100% employer match about $72,193 at 4% or $48,129 at 6%.
202317$4,043,087$91,780$13,111iApproximate average salary by contribution assumption: employee only about $327,786 at 4% or $218,524 at 6%; with 50% employer match about $218,524 at 4% or $145,683 at 6%; with 100% employer match about $163,893 at 4% or $109,262 at 6%.
Forester Capital, L.L.C. 401(K) Plan-7$4,043,087$91,780$13,111iApproximate average salary by contribution assumption: employee only about $327,786 at 4% or $218,524 at 6%; with 50% employer match about $218,524 at 4% or $145,683 at 6%; with 100% employer match about $163,893 at 4% or $109,262 at 6%.
2022117$3,371,409$190,183$11,187iApproximate average salary by contribution assumption: employee only about $279,681 at 4% or $186,454 at 6%; with 50% employer match about $186,454 at 4% or $124,303 at 6%; with 100% employer match about $139,840 at 4% or $93,227 at 6%.
Forester Capital, L.L.C. 401(K) Plan-17$3,371,409$190,183$11,187iApproximate average salary by contribution assumption: employee only about $279,681 at 4% or $186,454 at 6%; with 50% employer match about $186,454 at 4% or $124,303 at 6%; with 100% employer match about $139,840 at 4% or $93,227 at 6%.
2021113$4,309,522$117,813$9,063iApproximate average salary by contribution assumption: employee only about $226,563 at 4% or $151,042 at 6%; with 50% employer match about $151,042 at 4% or $100,695 at 6%; with 100% employer match about $113,282 at 4% or $75,521 at 6%.
Forester Capital, L.L.C. 401(K) Plan-13$4,309,522$117,813$9,063iApproximate average salary by contribution assumption: employee only about $226,563 at 4% or $151,042 at 6%; with 50% employer match about $151,042 at 4% or $100,695 at 6%; with 100% employer match about $113,282 at 4% or $75,521 at 6%.
2020115$4,518,972$130,642$8,709iApproximate average salary by contribution assumption: employee only about $217,737 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,868 at 4% or $72,579 at 6%.
Forester Capital, L.L.C. 401(K) Plan-15$4,518,972$130,642$8,709iApproximate average salary by contribution assumption: employee only about $217,737 at 4% or $145,158 at 6%; with 50% employer match about $145,158 at 4% or $96,772 at 6%; with 100% employer match about $108,868 at 4% or $72,579 at 6%.
2019119$4,039,994$229,991$12,105iApproximate average salary by contribution assumption: employee only about $302,620 at 4% or $201,746 at 6%; with 50% employer match about $201,746 at 4% or $134,498 at 6%; with 100% employer match about $151,310 at 4% or $100,873 at 6%.
Forester Capital, L.L.C. 401(K) Plan-19$4,039,994$229,991$12,105iApproximate average salary by contribution assumption: employee only about $302,620 at 4% or $201,746 at 6%; with 50% employer match about $201,746 at 4% or $134,498 at 6%; with 100% employer match about $151,310 at 4% or $100,873 at 6%.
2018120$3,345,320$245,876$12,294iApproximate average salary by contribution assumption: employee only about $307,345 at 4% or $204,897 at 6%; with 50% employer match about $204,897 at 4% or $136,598 at 6%; with 100% employer match about $153,673 at 4% or $102,448 at 6%.
Forester Capital, L.L.C. 401(K) Plan-20$3,345,320$245,876$12,294iApproximate average salary by contribution assumption: employee only about $307,345 at 4% or $204,897 at 6%; with 50% employer match about $204,897 at 4% or $136,598 at 6%; with 100% employer match about $153,673 at 4% or $102,448 at 6%.
2017125$3,774,523$297,857$11,914iApproximate average salary by contribution assumption: employee only about $297,857 at 4% or $198,571 at 6%; with 50% employer match about $198,571 at 4% or $132,381 at 6%; with 100% employer match about $148,929 at 4% or $99,286 at 6%.
Forester Capital, L.L.C. 401(K) Plan-25$3,774,523$297,857$11,914iApproximate average salary by contribution assumption: employee only about $297,857 at 4% or $198,571 at 6%; with 50% employer match about $198,571 at 4% or $132,381 at 6%; with 100% employer match about $148,929 at 4% or $99,286 at 6%.
2016128$2,880,233$597,817$21,351iApproximate average salary by contribution assumption: employee only about $533,765 at 4% or $355,843 at 6%; with 50% employer match about $355,843 at 4% or $237,229 at 6%; with 100% employer match about $266,883 at 4% or $177,922 at 6%.
Forester Capital, L.L.C. 401(K) Plan-28$2,880,233$597,817$21,351iApproximate average salary by contribution assumption: employee only about $533,765 at 4% or $355,843 at 6%; with 50% employer match about $355,843 at 4% or $237,229 at 6%; with 100% employer match about $266,883 at 4% or $177,922 at 6%.
2015126$2,176,985$569,897$21,919iApproximate average salary by contribution assumption: employee only about $547,978 at 4% or $365,319 at 6%; with 50% employer match about $365,319 at 4% or $243,546 at 6%; with 100% employer match about $273,989 at 4% or $182,659 at 6%.
Forester Capital, L.L.C. 401(K) Plan-26$2,176,985$569,897$21,919iApproximate average salary by contribution assumption: employee only about $547,978 at 4% or $365,319 at 6%; with 50% employer match about $365,319 at 4% or $243,546 at 6%; with 100% employer match about $273,989 at 4% or $182,659 at 6%.
2014124$1,722,307$509,599$21,233iApproximate average salary by contribution assumption: employee only about $530,832 at 4% or $353,888 at 6%; with 50% employer match about $353,888 at 4% or $235,925 at 6%; with 100% employer match about $265,416 at 4% or $176,944 at 6%.
Forester Capital, L.L.C. 401(K) Plan-24$1,722,307$509,599$21,233iApproximate average salary by contribution assumption: employee only about $530,832 at 4% or $353,888 at 6%; with 50% employer match about $353,888 at 4% or $235,925 at 6%; with 100% employer match about $265,416 at 4% or $176,944 at 6%.
2013126$1,193,094$413,005$15,885iApproximate average salary by contribution assumption: employee only about $397,120 at 4% or $264,747 at 6%; with 50% employer match about $264,747 at 4% or $176,498 at 6%; with 100% employer match about $198,560 at 4% or $132,373 at 6%.
Forester Capital, L.L.C. 401(K) Plan-26$1,193,094$413,005$15,885iApproximate average salary by contribution assumption: employee only about $397,120 at 4% or $264,747 at 6%; with 50% employer match about $264,747 at 4% or $176,498 at 6%; with 100% employer match about $198,560 at 4% or $132,373 at 6%.
2012126$599,221$416,295$16,011iApproximate average salary by contribution assumption: employee only about $400,284 at 4% or $266,856 at 6%; with 50% employer match about $266,856 at 4% or $177,904 at 6%; with 100% employer match about $200,142 at 4% or $133,428 at 6%.
Forester Capital, L.L.C. 401(K) Plan-26$599,221$416,295$16,011iApproximate average salary by contribution assumption: employee only about $400,284 at 4% or $266,856 at 6%; with 50% employer match about $266,856 at 4% or $177,904 at 6%; with 100% employer match about $200,142 at 4% or $133,428 at 6%.
2011123$131,427$138,097$6,004iApproximate average salary by contribution assumption: employee only about $150,105 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,714 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%.
Forester Capital, L.L.C. 401(K) Plan-23$131,427$138,097$6,004iApproximate average salary by contribution assumption: employee only about $150,105 at 4% or $100,070 at 6%; with 50% employer match about $100,070 at 4% or $66,714 at 6%; with 100% employer match about $75,053 at 4% or $50,035 at 6%.