Stephen a. Forward
Plan context: Stephen a. Forward Profit Sharing Plan
EIN 16-1341201 • Lafayette, NY • 27 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,734,647
2025 Contributions
$22,145
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 | 3 | $1,734,647 | $22,145 | $7,382iApproximate average salary by contribution assumption: employee only about $184,542 at 4% or $123,028 at 6%; with 50% employer match about $123,028 at 4% or $82,019 at 6%; with 100% employer match about $92,271 at 4% or $61,514 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,734,647 | $22,145 | $7,382iApproximate average salary by contribution assumption: employee only about $184,542 at 4% or $123,028 at 6%; with 50% employer match about $123,028 at 4% or $82,019 at 6%; with 100% employer match about $92,271 at 4% or $61,514 at 6%. |
| 2024 | 1 | 3 | $1,842,326 | $10,937 | $3,646iApproximate average salary by contribution assumption: employee only about $91,142 at 4% or $60,761 at 6%; with 50% employer match about $60,761 at 4% or $40,507 at 6%; with 100% employer match about $45,571 at 4% or $30,381 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,842,326 | $10,937 | $3,646iApproximate average salary by contribution assumption: employee only about $91,142 at 4% or $60,761 at 6%; with 50% employer match about $60,761 at 4% or $40,507 at 6%; with 100% employer match about $45,571 at 4% or $30,381 at 6%. |
| 2023 | 1 | 3 | $1,642,702 | $10,996 | $3,665iApproximate average salary by contribution assumption: employee only about $91,633 at 4% or $61,089 at 6%; with 50% employer match about $61,089 at 4% or $40,726 at 6%; with 100% employer match about $45,817 at 4% or $30,544 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,642,702 | $10,996 | $3,665iApproximate average salary by contribution assumption: employee only about $91,633 at 4% or $61,089 at 6%; with 50% employer match about $61,089 at 4% or $40,726 at 6%; with 100% employer match about $45,817 at 4% or $30,544 at 6%. |
| 2022 | 1 | 3 | $1,488,547 | $10,301 | $3,434iApproximate average salary by contribution assumption: employee only about $85,842 at 4% or $57,228 at 6%; with 50% employer match about $57,228 at 4% or $38,152 at 6%; with 100% employer match about $42,921 at 4% or $28,614 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,488,547 | $10,301 | $3,434iApproximate average salary by contribution assumption: employee only about $85,842 at 4% or $57,228 at 6%; with 50% employer match about $57,228 at 4% or $38,152 at 6%; with 100% employer match about $42,921 at 4% or $28,614 at 6%. |
| 2021 | 1 | 3 | $1,628,630 | $10,570 | $3,523iApproximate average salary by contribution assumption: employee only about $88,083 at 4% or $58,722 at 6%; with 50% employer match about $58,722 at 4% or $39,148 at 6%; with 100% employer match about $44,042 at 4% or $29,361 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,628,630 | $10,570 | $3,523iApproximate average salary by contribution assumption: employee only about $88,083 at 4% or $58,722 at 6%; with 50% employer match about $58,722 at 4% or $39,148 at 6%; with 100% employer match about $44,042 at 4% or $29,361 at 6%. |
| 2020 | 1 | 3 | $1,546,250 | $9,502 | $3,167iApproximate average salary by contribution assumption: employee only about $79,183 at 4% or $52,789 at 6%; with 50% employer match about $52,789 at 4% or $35,193 at 6%; with 100% employer match about $39,592 at 4% or $26,394 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,546,250 | $9,502 | $3,167iApproximate average salary by contribution assumption: employee only about $79,183 at 4% or $52,789 at 6%; with 50% employer match about $52,789 at 4% or $35,193 at 6%; with 100% employer match about $39,592 at 4% or $26,394 at 6%. |
| 2019 | 1 | 3 | $1,482,348 | $8,668 | $2,889iApproximate average salary by contribution assumption: employee only about $72,233 at 4% or $48,156 at 6%; with 50% employer match about $48,156 at 4% or $32,104 at 6%; with 100% employer match about $36,117 at 4% or $24,078 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,482,348 | $8,668 | $2,889iApproximate average salary by contribution assumption: employee only about $72,233 at 4% or $48,156 at 6%; with 50% employer match about $48,156 at 4% or $32,104 at 6%; with 100% employer match about $36,117 at 4% or $24,078 at 6%. |
| 2018 | 1 | 4 | $1,296,993 | -$74,288 | - |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $1,296,993 | -$74,288 | - |
| 2017 | 1 | 3 | $1,371,281 | $8,317 | $2,772iApproximate average salary by contribution assumption: employee only about $69,308 at 4% or $46,206 at 6%; with 50% employer match about $46,206 at 4% or $30,804 at 6%; with 100% employer match about $34,654 at 4% or $23,103 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,371,281 | $8,317 | $2,772iApproximate average salary by contribution assumption: employee only about $69,308 at 4% or $46,206 at 6%; with 50% employer match about $46,206 at 4% or $30,804 at 6%; with 100% employer match about $34,654 at 4% or $23,103 at 6%. |
| 2016 | 1 | 3 | $1,237,481 | $7,507 | $2,502iApproximate average salary by contribution assumption: employee only about $62,558 at 4% or $41,706 at 6%; with 50% employer match about $41,706 at 4% or $27,804 at 6%; with 100% employer match about $31,279 at 4% or $20,853 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,237,481 | $7,507 | $2,502iApproximate average salary by contribution assumption: employee only about $62,558 at 4% or $41,706 at 6%; with 50% employer match about $41,706 at 4% or $27,804 at 6%; with 100% employer match about $31,279 at 4% or $20,853 at 6%. |
| 2015 | 1 | 3 | $1,116,774 | $7,875 | $2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,116,774 | $7,875 | $2,625iApproximate average salary by contribution assumption: employee only about $65,625 at 4% or $43,750 at 6%; with 50% employer match about $43,750 at 4% or $29,167 at 6%; with 100% employer match about $32,813 at 4% or $21,875 at 6%. |
| 2014 | 1 | 0 | $1,150,631 | $5,092 | - |
| Stephen a. Forward Profit Sharing Plan | - | 0 | $1,150,631 | $5,092 | - |
| 2013 | 1 | 3 | $1,112,860 | $4,238 | $1,413iApproximate average salary by contribution assumption: employee only about $35,317 at 4% or $23,544 at 6%; with 50% employer match about $23,544 at 4% or $15,696 at 6%; with 100% employer match about $17,658 at 4% or $11,772 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $1,112,860 | $4,238 | $1,413iApproximate average salary by contribution assumption: employee only about $35,317 at 4% or $23,544 at 6%; with 50% employer match about $23,544 at 4% or $15,696 at 6%; with 100% employer match about $17,658 at 4% or $11,772 at 6%. |
| 2012 | 1 | 5 | $1,099,142 | $8,251 | $1,650iApproximate average salary by contribution assumption: employee only about $41,255 at 4% or $27,503 at 6%; with 50% employer match about $27,503 at 4% or $18,336 at 6%; with 100% employer match about $20,628 at 4% or $13,752 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 5 | $1,099,142 | $8,251 | $1,650iApproximate average salary by contribution assumption: employee only about $41,255 at 4% or $27,503 at 6%; with 50% employer match about $27,503 at 4% or $18,336 at 6%; with 100% employer match about $20,628 at 4% or $13,752 at 6%. |
| 2011 | 1 | 4 | $1,018,967 | $9,220 | $2,305iApproximate average salary by contribution assumption: employee only about $57,625 at 4% or $38,417 at 6%; with 50% employer match about $38,417 at 4% or $25,611 at 6%; with 100% employer match about $28,813 at 4% or $19,208 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $1,018,967 | $9,220 | $2,305iApproximate average salary by contribution assumption: employee only about $57,625 at 4% or $38,417 at 6%; with 50% employer match about $38,417 at 4% or $25,611 at 6%; with 100% employer match about $28,813 at 4% or $19,208 at 6%. |
| 2010 | 1 | 4 | $1,025,046 | $19,220 | $4,805iApproximate average salary by contribution assumption: employee only about $120,125 at 4% or $80,083 at 6%; with 50% employer match about $80,083 at 4% or $53,389 at 6%; with 100% employer match about $60,063 at 4% or $40,042 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $1,025,046 | $19,220 | $4,805iApproximate average salary by contribution assumption: employee only about $120,125 at 4% or $80,083 at 6%; with 50% employer match about $80,083 at 4% or $53,389 at 6%; with 100% employer match about $60,063 at 4% or $40,042 at 6%. |
| 2009 | 1 | 4 | $892,606 | $19,387 | $4,847iApproximate average salary by contribution assumption: employee only about $121,169 at 4% or $80,779 at 6%; with 50% employer match about $80,779 at 4% or $53,853 at 6%; with 100% employer match about $60,584 at 4% or $40,390 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $892,606 | $19,387 | $4,847iApproximate average salary by contribution assumption: employee only about $121,169 at 4% or $80,779 at 6%; with 50% employer match about $80,779 at 4% or $53,853 at 6%; with 100% employer match about $60,584 at 4% or $40,390 at 6%. |
| 2008 | 1 | 3 | $727,463 | $35,034 | $11,678iApproximate average salary by contribution assumption: employee only about $291,950 at 4% or $194,633 at 6%; with 50% employer match about $194,633 at 4% or $129,756 at 6%; with 100% employer match about $145,975 at 4% or $97,317 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $727,463 | $35,034 | $11,678iApproximate average salary by contribution assumption: employee only about $291,950 at 4% or $194,633 at 6%; with 50% employer match about $194,633 at 4% or $129,756 at 6%; with 100% employer match about $145,975 at 4% or $97,317 at 6%. |
| 2007 | 1 | 3 | $924,726 | $40,318 | $13,439iApproximate average salary by contribution assumption: employee only about $335,983 at 4% or $223,989 at 6%; with 50% employer match about $223,989 at 4% or $149,326 at 6%; with 100% employer match about $167,992 at 4% or $111,994 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $924,726 | $40,318 | $13,439iApproximate average salary by contribution assumption: employee only about $335,983 at 4% or $223,989 at 6%; with 50% employer match about $223,989 at 4% or $149,326 at 6%; with 100% employer match about $167,992 at 4% or $111,994 at 6%. |
| 2006 | 1 | 3 | $814,887 | $37,521 | $12,507iApproximate average salary by contribution assumption: employee only about $312,675 at 4% or $208,450 at 6%; with 50% employer match about $208,450 at 4% or $138,967 at 6%; with 100% employer match about $156,338 at 4% or $104,225 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $814,887 | $37,521 | $12,507iApproximate average salary by contribution assumption: employee only about $312,675 at 4% or $208,450 at 6%; with 50% employer match about $208,450 at 4% or $138,967 at 6%; with 100% employer match about $156,338 at 4% or $104,225 at 6%. |
| 2005 | 1 | 4 | $701,899 | $42,084 | $10,521iApproximate average salary by contribution assumption: employee only about $263,025 at 4% or $175,350 at 6%; with 50% employer match about $175,350 at 4% or $116,900 at 6%; with 100% employer match about $131,513 at 4% or $87,675 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $701,899 | $42,084 | $10,521iApproximate average salary by contribution assumption: employee only about $263,025 at 4% or $175,350 at 6%; with 50% employer match about $175,350 at 4% or $116,900 at 6%; with 100% employer match about $131,513 at 4% or $87,675 at 6%. |
| 2004 | 1 | 4 | $612,665 | $33,681 | $8,420iApproximate average salary by contribution assumption: employee only about $210,506 at 4% or $140,338 at 6%; with 50% employer match about $140,338 at 4% or $93,558 at 6%; with 100% employer match about $105,253 at 4% or $70,169 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $612,665 | $33,681 | $8,420iApproximate average salary by contribution assumption: employee only about $210,506 at 4% or $140,338 at 6%; with 50% employer match about $140,338 at 4% or $93,558 at 6%; with 100% employer match about $105,253 at 4% or $70,169 at 6%. |
| 2003 | 1 | 2 | $542,925 | $30,615 | $15,308iApproximate average salary by contribution assumption: employee only about $382,688 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,344 at 4% or $127,563 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 2 | $542,925 | $30,615 | $15,308iApproximate average salary by contribution assumption: employee only about $382,688 at 4% or $255,125 at 6%; with 50% employer match about $255,125 at 4% or $170,083 at 6%; with 100% employer match about $191,344 at 4% or $127,563 at 6%. |
| 2002 | 1 | 3 | $743,358 | $36,887 | $12,296iApproximate average salary by contribution assumption: employee only about $307,392 at 4% or $204,928 at 6%; with 50% employer match about $204,928 at 4% or $136,619 at 6%; with 100% employer match about $153,696 at 4% or $102,464 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $743,358 | $36,887 | $12,296iApproximate average salary by contribution assumption: employee only about $307,392 at 4% or $204,928 at 6%; with 50% employer match about $204,928 at 4% or $136,619 at 6%; with 100% employer match about $153,696 at 4% or $102,464 at 6%. |
| 2001 | 1 | 3 | $744,626 | $32,678 | $10,893iApproximate average salary by contribution assumption: employee only about $272,317 at 4% or $181,544 at 6%; with 50% employer match about $181,544 at 4% or $121,030 at 6%; with 100% employer match about $136,158 at 4% or $90,772 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $744,626 | $32,678 | $10,893iApproximate average salary by contribution assumption: employee only about $272,317 at 4% or $181,544 at 6%; with 50% employer match about $181,544 at 4% or $121,030 at 6%; with 100% employer match about $136,158 at 4% or $90,772 at 6%. |
| 2000 | 1 | 3 | $714,514 | $18,309 | $6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 3 | $714,514 | $18,309 | $6,103iApproximate average salary by contribution assumption: employee only about $152,575 at 4% or $101,717 at 6%; with 50% employer match about $101,717 at 4% or $67,811 at 6%; with 100% employer match about $76,288 at 4% or $50,858 at 6%. |
| 1999 | 1 | 4 | $705,745 | $19,600 | $4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%. |
| Stephen a. Forward Profit Sharing Plan | - | 4 | $705,745 | $19,600 | $4,900iApproximate average salary by contribution assumption: employee only about $122,500 at 4% or $81,667 at 6%; with 50% employer match about $81,667 at 4% or $54,444 at 6%; with 100% employer match about $61,250 at 4% or $40,833 at 6%. |