Civic Intelligence

Forte Management LLC

Plan context: Forte Management LLC 401(K) Profit Sharing Plan

EIN 20-0346660 • Naples, FL • 35 filings • 5 plans

6050 Collier Blvd, Suite 156Naples, FL 34114
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$2,827,099

2024 Contributions

$198,164

Historical Graphs

Total Assets Over Time

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

$2,827,099$1,413,550$0200420152024YearValue
$2,827,099Latest year 2024

Participants Over Time

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

31160200420142024YearValue
23Latest 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
2024123$2,827,099$198,164$8,616iApproximate average salary by contribution assumption: employee only about $215,396 at 4% or $143,597 at 6%; with 50% employer match about $143,597 at 4% or $95,731 at 6%; with 100% employer match about $107,698 at 4% or $71,799 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-23$2,827,099$198,164$8,616iApproximate average salary by contribution assumption: employee only about $215,396 at 4% or $143,597 at 6%; with 50% employer match about $143,597 at 4% or $95,731 at 6%; with 100% employer match about $107,698 at 4% or $71,799 at 6%.
2023125$2,366,653$184,676$7,387iApproximate average salary by contribution assumption: employee only about $184,676 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,559 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-25$2,366,653$184,676$7,387iApproximate average salary by contribution assumption: employee only about $184,676 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,559 at 6%.
2022125$1,915,686$159,238$6,370iApproximate average salary by contribution assumption: employee only about $159,238 at 4% or $106,159 at 6%; with 50% employer match about $106,159 at 4% or $70,772 at 6%; with 100% employer match about $79,619 at 4% or $53,079 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-25$1,915,686$159,238$6,370iApproximate average salary by contribution assumption: employee only about $159,238 at 4% or $106,159 at 6%; with 50% employer match about $106,159 at 4% or $70,772 at 6%; with 100% employer match about $79,619 at 4% or $53,079 at 6%.
2021127$1,629,637$196,102$7,263iApproximate average salary by contribution assumption: employee only about $181,576 at 4% or $121,051 at 6%; with 50% employer match about $121,051 at 4% or $80,700 at 6%; with 100% employer match about $90,788 at 4% or $60,525 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-27$1,629,637$196,102$7,263iApproximate average salary by contribution assumption: employee only about $181,576 at 4% or $121,051 at 6%; with 50% employer match about $121,051 at 4% or $80,700 at 6%; with 100% employer match about $90,788 at 4% or $60,525 at 6%.
2020228$1,609,535$153,782$5,492iApproximate average salary by contribution assumption: employee only about $137,305 at 4% or $91,537 at 6%; with 50% employer match about $91,537 at 4% or $61,025 at 6%; with 100% employer match about $68,653 at 4% or $45,768 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-28$1,609,535$153,782$5,492iApproximate average salary by contribution assumption: employee only about $137,305 at 4% or $91,537 at 6%; with 50% employer match about $91,537 at 4% or $61,025 at 6%; with 100% employer match about $68,653 at 4% or $45,768 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-0$0--
2019229$1,256,521$833,617$28,745iApproximate average salary by contribution assumption: employee only about $718,635 at 4% or $479,090 at 6%; with 50% employer match about $479,090 at 4% or $319,393 at 6%; with 100% employer match about $359,318 at 4% or $239,545 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-29$1,241,525$833,617$28,745iApproximate average salary by contribution assumption: employee only about $718,635 at 4% or $479,090 at 6%; with 50% employer match about $479,090 at 4% or $319,393 at 6%; with 100% employer match about $359,318 at 4% or $239,545 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-1$14,996--
2018228$1,615,528$91,395$3,264iApproximate average salary by contribution assumption: employee only about $81,603 at 4% or $54,402 at 6%; with 50% employer match about $54,402 at 4% or $36,268 at 6%; with 100% employer match about $40,801 at 4% or $27,201 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-28$1,104,719$91,395$3,264iApproximate average salary by contribution assumption: employee only about $81,603 at 4% or $54,402 at 6%; with 50% employer match about $54,402 at 4% or $36,268 at 6%; with 100% employer match about $40,801 at 4% or $27,201 at 6%.
FORTE MANAGEMENT, LLC CASH BALANCE PLAN-14$510,809--
2017230$1,592,542$75,305$2,510iApproximate average salary by contribution assumption: employee only about $62,754 at 4% or $41,836 at 6%; with 50% employer match about $41,836 at 4% or $27,891 at 6%; with 100% employer match about $31,377 at 4% or $20,918 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-30$1,105,199$75,305$2,510iApproximate average salary by contribution assumption: employee only about $62,754 at 4% or $41,836 at 6%; with 50% employer match about $41,836 at 4% or $27,891 at 6%; with 100% employer match about $31,377 at 4% or $20,918 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-16$487,343--
2016228$1,342,658$66,569$2,377iApproximate average salary by contribution assumption: employee only about $59,437 at 4% or $39,624 at 6%; with 50% employer match about $39,624 at 4% or $26,416 at 6%; with 100% employer match about $29,718 at 4% or $19,812 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-28$876,992$66,569$2,377iApproximate average salary by contribution assumption: employee only about $59,437 at 4% or $39,624 at 6%; with 50% employer match about $39,624 at 4% or $26,416 at 6%; with 100% employer match about $29,718 at 4% or $19,812 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-16$465,666--
2015228$1,178,234$53,195$1,900iApproximate average salary by contribution assumption: employee only about $47,496 at 4% or $31,664 at 6%; with 50% employer match about $31,664 at 4% or $21,109 at 6%; with 100% employer match about $23,748 at 4% or $15,832 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-28$748,029$53,195$1,900iApproximate average salary by contribution assumption: employee only about $47,496 at 4% or $31,664 at 6%; with 50% employer match about $31,664 at 4% or $21,109 at 6%; with 100% employer match about $23,748 at 4% or $15,832 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN CASH BALANCE PLAN-15$430,205$0-
2014231$1,149,211$29,270$944iApproximate average salary by contribution assumption: employee only about $23,605 at 4% or $15,737 at 6%; with 50% employer match about $15,737 at 4% or $10,491 at 6%; with 100% employer match about $11,802 at 4% or $7,868 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-31$707,624$29,270$944iApproximate average salary by contribution assumption: employee only about $23,605 at 4% or $15,737 at 6%; with 50% employer match about $15,737 at 4% or $10,491 at 6%; with 100% employer match about $11,802 at 4% or $7,868 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-15$441,587--
2013230$1,087,268$90,276$3,009iApproximate average salary by contribution assumption: employee only about $75,230 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,436 at 6%; with 100% employer match about $37,615 at 4% or $25,077 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-30$653,887$90,276$3,009iApproximate average salary by contribution assumption: employee only about $75,230 at 4% or $50,153 at 6%; with 50% employer match about $50,153 at 4% or $33,436 at 6%; with 100% employer match about $37,615 at 4% or $25,077 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-16$433,381$0-
2012229$1,217,734$98,258$3,388iApproximate average salary by contribution assumption: employee only about $84,705 at 4% or $56,470 at 6%; with 50% employer match about $56,470 at 4% or $37,647 at 6%; with 100% employer match about $42,353 at 4% or $28,235 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-29$836,998$78,258$2,699iApproximate average salary by contribution assumption: employee only about $67,464 at 4% or $44,976 at 6%; with 50% employer match about $44,976 at 4% or $29,984 at 6%; with 100% employer match about $33,732 at 4% or $22,488 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-19$380,736$20,000$1,053iApproximate average salary by contribution assumption: employee only about $26,316 at 4% or $17,544 at 6%; with 50% employer match about $17,544 at 4% or $11,696 at 6%; with 100% employer match about $13,158 at 4% or $8,772 at 6%.
2011219$992,323$146,137$7,691iApproximate average salary by contribution assumption: employee only about $192,286 at 4% or $128,190 at 6%; with 50% employer match about $128,190 at 4% or $85,460 at 6%; with 100% employer match about $96,143 at 4% or $64,095 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-19$665,802$96,137$5,060iApproximate average salary by contribution assumption: employee only about $126,496 at 4% or $84,331 at 6%; with 50% employer match about $84,331 at 4% or $56,220 at 6%; with 100% employer match about $63,248 at 4% or $42,165 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-17$326,521$50,000$2,941iApproximate average salary by contribution assumption: employee only about $73,529 at 4% or $49,020 at 6%; with 50% employer match about $49,020 at 4% or $32,680 at 6%; with 100% employer match about $36,765 at 4% or $24,510 at 6%.
2010219$864,512$213,020$11,212iApproximate average salary by contribution assumption: employee only about $280,289 at 4% or $186,860 at 6%; with 50% employer match about $186,860 at 4% or $124,573 at 6%; with 100% employer match about $140,145 at 4% or $93,430 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-19$582,002$146,420$7,706iApproximate average salary by contribution assumption: employee only about $192,658 at 4% or $128,439 at 6%; with 50% employer match about $128,439 at 4% or $85,626 at 6%; with 100% employer match about $96,329 at 4% or $64,219 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-11$282,510$66,600$6,055iApproximate average salary by contribution assumption: employee only about $151,364 at 4% or $100,909 at 6%; with 50% employer match about $100,909 at 4% or $67,273 at 6%; with 100% employer match about $75,682 at 4% or $50,455 at 6%.
2009217$568,504$167,846$9,873iApproximate average salary by contribution assumption: employee only about $246,832 at 4% or $164,555 at 6%; with 50% employer match about $164,555 at 4% or $109,703 at 6%; with 100% employer match about $123,416 at 4% or $82,277 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-17$369,933$101,440$5,967iApproximate average salary by contribution assumption: employee only about $149,176 at 4% or $99,451 at 6%; with 50% employer match about $99,451 at 4% or $66,301 at 6%; with 100% employer match about $74,588 at 4% or $49,725 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-12$198,571$66,406$5,534iApproximate average salary by contribution assumption: employee only about $138,346 at 4% or $92,231 at 6%; with 50% employer match about $92,231 at 4% or $61,487 at 6%; with 100% employer match about $69,173 at 4% or $46,115 at 6%.
200827$227,863$88,401$12,629iApproximate average salary by contribution assumption: employee only about $315,718 at 4% or $210,479 at 6%; with 50% employer match about $210,479 at 4% or $140,319 at 6%; with 100% employer match about $157,859 at 4% or $105,239 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-7$227,863$88,401$12,629iApproximate average salary by contribution assumption: employee only about $315,718 at 4% or $210,479 at 6%; with 50% employer match about $210,479 at 4% or $140,319 at 6%; with 100% employer match about $157,859 at 4% or $105,239 at 6%.
FORTE MANAGEMENT CASH BALANCE PLAN-7---
200727$0$0-
Forte Management LLC 401(K) Profit Sharing Plan-7---
FORTE MANAGEMENT CASH BALANCE PLAN-5---
200617$173,431$56,509$8,073iApproximate average salary by contribution assumption: employee only about $201,818 at 4% or $134,545 at 6%; with 50% employer match about $134,545 at 4% or $89,697 at 6%; with 100% employer match about $100,909 at 4% or $67,273 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-7$173,431$56,509$8,073iApproximate average salary by contribution assumption: employee only about $201,818 at 4% or $134,545 at 6%; with 50% employer match about $134,545 at 4% or $89,697 at 6%; with 100% employer match about $100,909 at 4% or $67,273 at 6%.
200516$123,143$70,498$11,750iApproximate average salary by contribution assumption: employee only about $293,742 at 4% or $195,828 at 6%; with 50% employer match about $195,828 at 4% or $130,552 at 6%; with 100% employer match about $146,871 at 4% or $97,914 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-6$123,143$70,498$11,750iApproximate average salary by contribution assumption: employee only about $293,742 at 4% or $195,828 at 6%; with 50% employer match about $195,828 at 4% or $130,552 at 6%; with 100% employer match about $146,871 at 4% or $97,914 at 6%.
200416$92,207$20,672$3,445iApproximate average salary by contribution assumption: employee only about $86,133 at 4% or $57,422 at 6%; with 50% employer match about $57,422 at 4% or $38,281 at 6%; with 100% employer match about $43,067 at 4% or $28,711 at 6%.
Forte Management LLC 401(K) Profit Sharing Plan-6$92,207$20,672$3,445iApproximate average salary by contribution assumption: employee only about $86,133 at 4% or $57,422 at 6%; with 50% employer match about $57,422 at 4% or $38,281 at 6%; with 100% employer match about $43,067 at 4% or $28,711 at 6%.