Civic Intelligence

Forth & Associates Ltd

Plan context: Forth & Associates Ltd 401K Profit Sharing Plan & Trust

EIN 14-1705368 • Schenectady, NY • 28 filings • 8 plans

440 State StreetSchenectady, NY 12305
Current Snapshot

Latest Year

2024

2024 Participants

138

2024 Assets

$12,592,720

2024 Contributions

$1,553,443

Historical Graphs

Total Assets Over Time

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

$12,592,720$6,296,360$0199920122024YearValue
$12,592,720Latest year 2024

Participants Over Time

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

138690199920122024YearValue
138Latest 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
20242138$12,592,720$1,553,443$11,257iApproximate average salary by contribution assumption: employee only about $281,421 at 4% or $187,614 at 6%; with 50% employer match about $187,614 at 4% or $125,076 at 6%; with 100% employer match about $140,710 at 4% or $93,807 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-132$12,592,720$1,553,443$11,769iApproximate average salary by contribution assumption: employee only about $294,213 at 4% or $196,142 at 6%; with 50% employer match about $196,142 at 4% or $130,761 at 6%; with 100% employer match about $147,106 at 4% or $98,071 at 6%.
TRANSFINDER HEALTH AND WELFARE PLAN-138---
20232125$9,545,585$1,238,694$9,910iApproximate average salary by contribution assumption: employee only about $247,739 at 4% or $165,159 at 6%; with 50% employer match about $165,159 at 4% or $110,106 at 6%; with 100% employer match about $123,869 at 4% or $82,580 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-119$9,545,585$1,238,694$10,409iApproximate average salary by contribution assumption: employee only about $260,230 at 4% or $173,487 at 6%; with 50% employer match about $173,487 at 4% or $115,658 at 6%; with 100% employer match about $130,115 at 4% or $86,743 at 6%.
GROUP LIFE-125---
20221114$6,872,520$1,075,684$9,436iApproximate average salary by contribution assumption: employee only about $235,896 at 4% or $157,264 at 6%; with 50% employer match about $157,264 at 4% or $104,842 at 6%; with 100% employer match about $117,948 at 4% or $78,632 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-114$6,872,520$1,075,684$9,436iApproximate average salary by contribution assumption: employee only about $235,896 at 4% or $157,264 at 6%; with 50% employer match about $157,264 at 4% or $104,842 at 6%; with 100% employer match about $117,948 at 4% or $78,632 at 6%.
20211104$7,675,686$1,433,293$13,782iApproximate average salary by contribution assumption: employee only about $344,542 at 4% or $229,694 at 6%; with 50% employer match about $229,694 at 4% or $153,130 at 6%; with 100% employer match about $172,271 at 4% or $114,847 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-104$7,675,686$1,433,293$13,782iApproximate average salary by contribution assumption: employee only about $344,542 at 4% or $229,694 at 6%; with 50% employer match about $229,694 at 4% or $153,130 at 6%; with 100% employer match about $172,271 at 4% or $114,847 at 6%.
2020193$6,636,953$726,328$7,810iApproximate average salary by contribution assumption: employee only about $195,249 at 4% or $130,166 at 6%; with 50% employer match about $130,166 at 4% or $86,778 at 6%; with 100% employer match about $97,625 at 4% or $65,083 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-93$6,636,953$726,328$7,810iApproximate average salary by contribution assumption: employee only about $195,249 at 4% or $130,166 at 6%; with 50% employer match about $130,166 at 4% or $86,778 at 6%; with 100% employer match about $97,625 at 4% or $65,083 at 6%.
2019186$4,833,630$464,068$5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,936 at 6%; with 50% employer match about $89,936 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-86$4,833,630$464,068$5,396iApproximate average salary by contribution assumption: employee only about $134,903 at 4% or $89,936 at 6%; with 50% employer match about $89,936 at 4% or $59,957 at 6%; with 100% employer match about $67,452 at 4% or $44,968 at 6%.
2018193$3,613,118$483,540$5,199iApproximate average salary by contribution assumption: employee only about $129,984 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,771 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-93$3,613,118$483,540$5,199iApproximate average salary by contribution assumption: employee only about $129,984 at 4% or $86,656 at 6%; with 50% employer match about $86,656 at 4% or $57,771 at 6%; with 100% employer match about $64,992 at 4% or $43,328 at 6%.
2017184$3,332,490$498,324$5,932iApproximate average salary by contribution assumption: employee only about $148,311 at 4% or $98,874 at 6%; with 50% employer match about $98,874 at 4% or $65,916 at 6%; with 100% employer match about $74,155 at 4% or $49,437 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-84$3,332,490$498,324$5,932iApproximate average salary by contribution assumption: employee only about $148,311 at 4% or $98,874 at 6%; with 50% employer match about $98,874 at 4% or $65,916 at 6%; with 100% employer match about $74,155 at 4% or $49,437 at 6%.
2016188$2,433,714$333,361$3,788iApproximate average salary by contribution assumption: employee only about $94,705 at 4% or $63,137 at 6%; with 50% employer match about $63,137 at 4% or $42,091 at 6%; with 100% employer match about $47,352 at 4% or $31,568 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-88$2,433,714$333,361$3,788iApproximate average salary by contribution assumption: employee only about $94,705 at 4% or $63,137 at 6%; with 50% employer match about $63,137 at 4% or $42,091 at 6%; with 100% employer match about $47,352 at 4% or $31,568 at 6%.
2015183$2,379,912$333,576$4,019iApproximate average salary by contribution assumption: employee only about $100,475 at 4% or $66,983 at 6%; with 50% employer match about $66,983 at 4% or $44,655 at 6%; with 100% employer match about $50,237 at 4% or $33,492 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-83$2,379,912$333,576$4,019iApproximate average salary by contribution assumption: employee only about $100,475 at 4% or $66,983 at 6%; with 50% employer match about $66,983 at 4% or $44,655 at 6%; with 100% employer match about $50,237 at 4% or $33,492 at 6%.
2014184$2,217,010$363,763$4,331iApproximate average salary by contribution assumption: employee only about $108,263 at 4% or $72,175 at 6%; with 50% employer match about $72,175 at 4% or $48,117 at 6%; with 100% employer match about $54,131 at 4% or $36,088 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-84$2,217,010$363,763$4,331iApproximate average salary by contribution assumption: employee only about $108,263 at 4% or $72,175 at 6%; with 50% employer match about $72,175 at 4% or $48,117 at 6%; with 100% employer match about $54,131 at 4% or $36,088 at 6%.
2013169$1,868,606$436,216$6,322iApproximate average salary by contribution assumption: employee only about $158,049 at 4% or $105,366 at 6%; with 50% employer match about $105,366 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-69$1,868,606$436,216$6,322iApproximate average salary by contribution assumption: employee only about $158,049 at 4% or $105,366 at 6%; with 50% employer match about $105,366 at 4% or $70,244 at 6%; with 100% employer match about $79,025 at 4% or $52,683 at 6%.
2012165$1,234,492$229,388$3,529iApproximate average salary by contribution assumption: employee only about $88,226 at 4% or $58,817 at 6%; with 50% employer match about $58,817 at 4% or $39,212 at 6%; with 100% employer match about $44,113 at 4% or $29,409 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-65$1,234,492$229,388$3,529iApproximate average salary by contribution assumption: employee only about $88,226 at 4% or $58,817 at 6%; with 50% employer match about $58,817 at 4% or $39,212 at 6%; with 100% employer match about $44,113 at 4% or $29,409 at 6%.
2011152$911,104$152,102$2,925iApproximate average salary by contribution assumption: employee only about $73,126 at 4% or $48,751 at 6%; with 50% employer match about $48,751 at 4% or $32,500 at 6%; with 100% employer match about $36,563 at 4% or $24,375 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-52$911,104$152,102$2,925iApproximate average salary by contribution assumption: employee only about $73,126 at 4% or $48,751 at 6%; with 50% employer match about $48,751 at 4% or $32,500 at 6%; with 100% employer match about $36,563 at 4% or $24,375 at 6%.
2010147$824,057$133,058$2,831iApproximate average salary by contribution assumption: employee only about $70,776 at 4% or $47,184 at 6%; with 50% employer match about $47,184 at 4% or $31,456 at 6%; with 100% employer match about $35,388 at 4% or $23,592 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-47$824,057$133,058$2,831iApproximate average salary by contribution assumption: employee only about $70,776 at 4% or $47,184 at 6%; with 50% employer match about $47,184 at 4% or $31,456 at 6%; with 100% employer match about $35,388 at 4% or $23,592 at 6%.
2009149$676,464$158,209$3,229iApproximate average salary by contribution assumption: employee only about $80,719 at 4% or $53,813 at 6%; with 50% employer match about $53,813 at 4% or $35,875 at 6%; with 100% employer match about $40,359 at 4% or $26,906 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-49$676,464$158,209$3,229iApproximate average salary by contribution assumption: employee only about $80,719 at 4% or $53,813 at 6%; with 50% employer match about $53,813 at 4% or $35,875 at 6%; with 100% employer match about $40,359 at 4% or $26,906 at 6%.
2008138$408,747$128,147$3,372iApproximate average salary by contribution assumption: employee only about $84,307 at 4% or $56,205 at 6%; with 50% employer match about $56,205 at 4% or $37,470 at 6%; with 100% employer match about $42,154 at 4% or $28,102 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-38$408,747$128,147$3,372iApproximate average salary by contribution assumption: employee only about $84,307 at 4% or $56,205 at 6%; with 50% employer match about $56,205 at 4% or $37,470 at 6%; with 100% employer match about $42,154 at 4% or $28,102 at 6%.
2007119$507,513$124,533$6,554iApproximate average salary by contribution assumption: employee only about $163,859 at 4% or $109,239 at 6%; with 50% employer match about $109,239 at 4% or $72,826 at 6%; with 100% employer match about $81,930 at 4% or $54,620 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-19$507,513$124,533$6,554iApproximate average salary by contribution assumption: employee only about $163,859 at 4% or $109,239 at 6%; with 50% employer match about $109,239 at 4% or $72,826 at 6%; with 100% employer match about $81,930 at 4% or $54,620 at 6%.
2006118$334,637$108,669$6,037iApproximate average salary by contribution assumption: employee only about $150,929 at 4% or $100,619 at 6%; with 50% employer match about $100,619 at 4% or $67,080 at 6%; with 100% employer match about $75,465 at 4% or $50,310 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-18$334,637$108,669$6,037iApproximate average salary by contribution assumption: employee only about $150,929 at 4% or $100,619 at 6%; with 50% employer match about $100,619 at 4% or $67,080 at 6%; with 100% employer match about $75,465 at 4% or $50,310 at 6%.
2005115$224,370$87,308$5,821iApproximate average salary by contribution assumption: employee only about $145,513 at 4% or $97,009 at 6%; with 50% employer match about $97,009 at 4% or $64,673 at 6%; with 100% employer match about $72,757 at 4% or $48,504 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-15$224,370$87,308$5,821iApproximate average salary by contribution assumption: employee only about $145,513 at 4% or $97,009 at 6%; with 50% employer match about $97,009 at 4% or $64,673 at 6%; with 100% employer match about $72,757 at 4% or $48,504 at 6%.
200419$122,091$53,050$5,894iApproximate average salary by contribution assumption: employee only about $147,361 at 4% or $98,241 at 6%; with 50% employer match about $98,241 at 4% or $65,494 at 6%; with 100% employer match about $73,681 at 4% or $49,120 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-9$122,091$53,050$5,894iApproximate average salary by contribution assumption: employee only about $147,361 at 4% or $98,241 at 6%; with 50% employer match about $98,241 at 4% or $65,494 at 6%; with 100% employer match about $73,681 at 4% or $49,120 at 6%.
200317$63,807$17,489$2,498iApproximate average salary by contribution assumption: employee only about $62,461 at 4% or $41,640 at 6%; with 50% employer match about $41,640 at 4% or $27,760 at 6%; with 100% employer match about $31,230 at 4% or $20,820 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-7$63,807$17,489$2,498iApproximate average salary by contribution assumption: employee only about $62,461 at 4% or $41,640 at 6%; with 50% employer match about $41,640 at 4% or $27,760 at 6%; with 100% employer match about $31,230 at 4% or $20,820 at 6%.
200219$51,254$25,986$2,887iApproximate average salary by contribution assumption: employee only about $72,183 at 4% or $48,122 at 6%; with 50% employer match about $48,122 at 4% or $32,081 at 6%; with 100% employer match about $36,092 at 4% or $24,061 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-9$51,254$25,986$2,887iApproximate average salary by contribution assumption: employee only about $72,183 at 4% or $48,122 at 6%; with 50% employer match about $48,122 at 4% or $32,081 at 6%; with 100% employer match about $36,092 at 4% or $24,061 at 6%.
200116$42,474$14,093$2,349iApproximate average salary by contribution assumption: employee only about $58,721 at 4% or $39,147 at 6%; with 50% employer match about $39,147 at 4% or $26,098 at 6%; with 100% employer match about $29,360 at 4% or $19,574 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-6$42,474$14,093$2,349iApproximate average salary by contribution assumption: employee only about $58,721 at 4% or $39,147 at 6%; with 50% employer match about $39,147 at 4% or $26,098 at 6%; with 100% employer match about $29,360 at 4% or $19,574 at 6%.
200018$0$0-
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-8---
199916$23,106$20,919$3,487iApproximate average salary by contribution assumption: employee only about $87,163 at 4% or $58,108 at 6%; with 50% employer match about $58,108 at 4% or $38,739 at 6%; with 100% employer match about $43,581 at 4% or $29,054 at 6%.
Forth & Associates Ltd 401K Profit Sharing Plan & Trust-6$23,106$20,919$3,487iApproximate average salary by contribution assumption: employee only about $87,163 at 4% or $58,108 at 6%; with 50% employer match about $58,108 at 4% or $38,739 at 6%; with 100% employer match about $43,581 at 4% or $29,054 at 6%.