Civic Intelligence

Forrester, Hart, Belisle & Whitaker, Pl

Plan context: Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust

EIN 20-0819420 • Fort Myers, FL • 13 filings • 1 plans

1429 Colonial Blvd., Suite 201Fort Myers, FL 33907-1060
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$2,137,235

2024 Contributions

$143,545

Historical Graphs

Total Assets Over Time

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

$2,137,235$1,068,618$0201220182024YearValue
$2,137,235Latest year 2024

Participants Over Time

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

1470201220182024YearValue
11Latest 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
2024111$2,137,235$143,545$13,050iApproximate average salary by contribution assumption: employee only about $326,239 at 4% or $217,492 at 6%; with 50% employer match about $217,492 at 4% or $144,995 at 6%; with 100% employer match about $163,119 at 4% or $108,746 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-11$2,137,235$143,545$13,050iApproximate average salary by contribution assumption: employee only about $326,239 at 4% or $217,492 at 6%; with 50% employer match about $217,492 at 4% or $144,995 at 6%; with 100% employer match about $163,119 at 4% or $108,746 at 6%.
2023110$1,804,262$150,211$15,021iApproximate average salary by contribution assumption: employee only about $375,528 at 4% or $250,352 at 6%; with 50% employer match about $250,352 at 4% or $166,901 at 6%; with 100% employer match about $187,764 at 4% or $125,176 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-10$1,804,262$150,211$15,021iApproximate average salary by contribution assumption: employee only about $375,528 at 4% or $250,352 at 6%; with 50% employer match about $250,352 at 4% or $166,901 at 6%; with 100% employer match about $187,764 at 4% or $125,176 at 6%.
2022111$1,522,683$127,073$11,552iApproximate average salary by contribution assumption: employee only about $288,802 at 4% or $192,535 at 6%; with 50% employer match about $192,535 at 4% or $128,357 at 6%; with 100% employer match about $144,401 at 4% or $96,267 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-11$1,522,683$127,073$11,552iApproximate average salary by contribution assumption: employee only about $288,802 at 4% or $192,535 at 6%; with 50% employer match about $192,535 at 4% or $128,357 at 6%; with 100% employer match about $144,401 at 4% or $96,267 at 6%.
2021113$1,557,063$116,425$8,956iApproximate average salary by contribution assumption: employee only about $223,894 at 4% or $149,263 at 6%; with 50% employer match about $149,263 at 4% or $99,509 at 6%; with 100% employer match about $111,947 at 4% or $74,631 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-13$1,557,063$116,425$8,956iApproximate average salary by contribution assumption: employee only about $223,894 at 4% or $149,263 at 6%; with 50% employer match about $149,263 at 4% or $99,509 at 6%; with 100% employer match about $111,947 at 4% or $74,631 at 6%.
2020114$1,339,956$137,051$9,789iApproximate average salary by contribution assumption: employee only about $244,734 at 4% or $163,156 at 6%; with 50% employer match about $163,156 at 4% or $108,771 at 6%; with 100% employer match about $122,367 at 4% or $81,578 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-14$1,339,956$137,051$9,789iApproximate average salary by contribution assumption: employee only about $244,734 at 4% or $163,156 at 6%; with 50% employer match about $163,156 at 4% or $108,771 at 6%; with 100% employer match about $122,367 at 4% or $81,578 at 6%.
2019112$1,138,071$114,524$9,544iApproximate average salary by contribution assumption: employee only about $238,592 at 4% or $159,061 at 6%; with 50% employer match about $159,061 at 4% or $106,041 at 6%; with 100% employer match about $119,296 at 4% or $79,531 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-12$1,138,071$114,524$9,544iApproximate average salary by contribution assumption: employee only about $238,592 at 4% or $159,061 at 6%; with 50% employer match about $159,061 at 4% or $106,041 at 6%; with 100% employer match about $119,296 at 4% or $79,531 at 6%.
2018111$958,043$102,623$9,329iApproximate average salary by contribution assumption: employee only about $233,234 at 4% or $155,489 at 6%; with 50% employer match about $155,489 at 4% or $103,660 at 6%; with 100% employer match about $116,617 at 4% or $77,745 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-11$958,043$102,623$9,329iApproximate average salary by contribution assumption: employee only about $233,234 at 4% or $155,489 at 6%; with 50% employer match about $155,489 at 4% or $103,660 at 6%; with 100% employer match about $116,617 at 4% or $77,745 at 6%.
2017110$941,550$98,195$9,820iApproximate average salary by contribution assumption: employee only about $245,488 at 4% or $163,658 at 6%; with 50% employer match about $163,658 at 4% or $109,106 at 6%; with 100% employer match about $122,744 at 4% or $81,829 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-10$941,550$98,195$9,820iApproximate average salary by contribution assumption: employee only about $245,488 at 4% or $163,658 at 6%; with 50% employer match about $163,658 at 4% or $109,106 at 6%; with 100% employer match about $122,744 at 4% or $81,829 at 6%.
2016110$813,780$197,921$19,792iApproximate average salary by contribution assumption: employee only about $494,802 at 4% or $329,868 at 6%; with 50% employer match about $329,868 at 4% or $219,912 at 6%; with 100% employer match about $247,401 at 4% or $164,934 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-10$813,780$197,921$19,792iApproximate average salary by contribution assumption: employee only about $494,802 at 4% or $329,868 at 6%; with 50% employer match about $329,868 at 4% or $219,912 at 6%; with 100% employer match about $247,401 at 4% or $164,934 at 6%.
201517$595,122$92,258$13,180iApproximate average salary by contribution assumption: employee only about $329,493 at 4% or $219,662 at 6%; with 50% employer match about $219,662 at 4% or $146,441 at 6%; with 100% employer match about $164,746 at 4% or $109,831 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-7$595,122$92,258$13,180iApproximate average salary by contribution assumption: employee only about $329,493 at 4% or $219,662 at 6%; with 50% employer match about $219,662 at 4% or $146,441 at 6%; with 100% employer match about $164,746 at 4% or $109,831 at 6%.
201417$518,491$90,847$12,978iApproximate average salary by contribution assumption: employee only about $324,454 at 4% or $216,302 at 6%; with 50% employer match about $216,302 at 4% or $144,202 at 6%; with 100% employer match about $162,227 at 4% or $108,151 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-7$518,491$90,847$12,978iApproximate average salary by contribution assumption: employee only about $324,454 at 4% or $216,302 at 6%; with 50% employer match about $216,302 at 4% or $144,202 at 6%; with 100% employer match about $162,227 at 4% or $108,151 at 6%.
201317$408,538$91,862$13,123iApproximate average salary by contribution assumption: employee only about $328,079 at 4% or $218,719 at 6%; with 50% employer match about $218,719 at 4% or $145,813 at 6%; with 100% employer match about $164,039 at 4% or $109,360 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-7$408,538$91,862$13,123iApproximate average salary by contribution assumption: employee only about $328,079 at 4% or $218,719 at 6%; with 50% employer match about $218,719 at 4% or $145,813 at 6%; with 100% employer match about $164,039 at 4% or $109,360 at 6%.
201217$481,796$471,924$67,418iApproximate average salary by contribution assumption: employee only about $1,685,443 at 4% or $1,123,629 at 6%; with 50% employer match about $1,123,629 at 4% or $749,086 at 6%; with 100% employer match about $842,721 at 4% or $561,814 at 6%.
Forrester, Hart, Belisle & Whitaker, Pl 401(K) Profit Sharing Plan & Trust-7$481,796$471,924$67,418iApproximate average salary by contribution assumption: employee only about $1,685,443 at 4% or $1,123,629 at 6%; with 50% employer match about $1,123,629 at 4% or $749,086 at 6%; with 100% employer match about $842,721 at 4% or $561,814 at 6%.