Civic Intelligence

SHAW FINANCIAL SERVICES, LLC

Plan context: FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN

EIN 20-0773408 • Edmond, OK • 8 filings • 2 plans

2901 S. Bryant AvenueEdmond, OK 73013
Current Snapshot

Latest Year

2025

2025 Participants

31

2025 Assets

$8,705,469

2025 Contributions

$803,565

Historical Graphs

Total Assets Over Time

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

$8,705,469$4,352,735$0201820222025YearValue
$8,705,469Latest year 2025

Participants Over Time

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

32160201820222025YearValue
31Latest year 2025

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
2025131$8,705,469$803,565$25,921iApproximate average salary by contribution assumption: employee only about $648,036 at 4% or $432,024 at 6%; with 50% employer match about $432,024 at 4% or $288,016 at 6%; with 100% employer match about $324,018 at 4% or $216,012 at 6%.
FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-31$8,705,469$803,565$25,921iApproximate average salary by contribution assumption: employee only about $648,036 at 4% or $432,024 at 6%; with 50% employer match about $432,024 at 4% or $288,016 at 6%; with 100% employer match about $324,018 at 4% or $216,012 at 6%.
2024132$6,889,197$792,097$24,753iApproximate average salary by contribution assumption: employee only about $618,826 at 4% or $412,551 at 6%; with 50% employer match about $412,551 at 4% or $275,034 at 6%; with 100% employer match about $309,413 at 4% or $206,275 at 6%.
FORGE FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-32$6,889,197$792,097$24,753iApproximate average salary by contribution assumption: employee only about $618,826 at 4% or $412,551 at 6%; with 50% employer match about $412,551 at 4% or $275,034 at 6%; with 100% employer match about $309,413 at 4% or $206,275 at 6%.
2023128$4,980,716$685,219$24,472iApproximate average salary by contribution assumption: employee only about $611,803 at 4% or $407,868 at 6%; with 50% employer match about $407,868 at 4% or $271,912 at 6%; with 100% employer match about $305,901 at 4% or $203,934 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-28$4,980,716$685,219$24,472iApproximate average salary by contribution assumption: employee only about $611,803 at 4% or $407,868 at 6%; with 50% employer match about $407,868 at 4% or $271,912 at 6%; with 100% employer match about $305,901 at 4% or $203,934 at 6%.
2022129$3,707,249$717,091$24,727iApproximate average salary by contribution assumption: employee only about $618,182 at 4% or $412,121 at 6%; with 50% employer match about $412,121 at 4% or $274,748 at 6%; with 100% employer match about $309,091 at 4% or $206,061 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-29$3,707,249$717,091$24,727iApproximate average salary by contribution assumption: employee only about $618,182 at 4% or $412,121 at 6%; with 50% employer match about $412,121 at 4% or $274,748 at 6%; with 100% employer match about $309,091 at 4% or $206,061 at 6%.
2021131$4,066,885$656,422$21,175iApproximate average salary by contribution assumption: employee only about $529,373 at 4% or $352,915 at 6%; with 50% employer match about $352,915 at 4% or $235,277 at 6%; with 100% employer match about $264,686 at 4% or $176,458 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-31$4,066,885$656,422$21,175iApproximate average salary by contribution assumption: employee only about $529,373 at 4% or $352,915 at 6%; with 50% employer match about $352,915 at 4% or $235,277 at 6%; with 100% employer match about $264,686 at 4% or $176,458 at 6%.
2020129$2,894,566$643,039$22,174iApproximate average salary by contribution assumption: employee only about $554,344 at 4% or $369,563 at 6%; with 50% employer match about $369,563 at 4% or $246,375 at 6%; with 100% employer match about $277,172 at 4% or $184,781 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-29$2,894,566$643,039$22,174iApproximate average salary by contribution assumption: employee only about $554,344 at 4% or $369,563 at 6%; with 50% employer match about $369,563 at 4% or $246,375 at 6%; with 100% employer match about $277,172 at 4% or $184,781 at 6%.
2019130$1,723,713$968,070$32,269iApproximate average salary by contribution assumption: employee only about $806,725 at 4% or $537,817 at 6%; with 50% employer match about $537,817 at 4% or $358,544 at 6%; with 100% employer match about $403,363 at 4% or $268,908 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-30$1,723,713$968,070$32,269iApproximate average salary by contribution assumption: employee only about $806,725 at 4% or $537,817 at 6%; with 50% employer match about $537,817 at 4% or $358,544 at 6%; with 100% employer match about $403,363 at 4% or $268,908 at 6%.
2018128$550,232$598,127$21,362iApproximate average salary by contribution assumption: employee only about $534,042 at 4% or $356,028 at 6%; with 50% employer match about $356,028 at 4% or $237,352 at 6%; with 100% employer match about $267,021 at 4% or $178,014 at 6%.
SHAW FINANCIAL SERVICES RETIREMENT SAVINGS PLAN-28$550,232$598,127$21,362iApproximate average salary by contribution assumption: employee only about $534,042 at 4% or $356,028 at 6%; with 50% employer match about $356,028 at 4% or $237,352 at 6%; with 100% employer match about $267,021 at 4% or $178,014 at 6%.