Civic Intelligence

Terry Allen, MD & Scott Forrest, MD PLLC

Plan context: Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan

EIN 20-1269787 • Fairfax, VA • 10 filings • 2 plans

10721 Main StreetSuite 1300Fairfax, VA 22030
Current Snapshot

Latest Year

2015

2015 Participants

6

2015 Assets

$1,279,347

2015 Contributions

$150

Historical Graphs

Total Assets Over Time

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

$1,279,347$639,674$0200620102014YearValue
$1,279,347Latest year 2014

Participants Over Time

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

740200620102014YearValue
6Latest year 2014

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
201510$0$150-
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-0$0$150-
201416$1,279,347$117,978$19,663iApproximate average salary by contribution assumption: employee only about $491,575 at 4% or $327,717 at 6%; with 50% employer match about $327,717 at 4% or $218,478 at 6%; with 100% employer match about $245,788 at 4% or $163,858 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$1,279,347$117,978$19,663iApproximate average salary by contribution assumption: employee only about $491,575 at 4% or $327,717 at 6%; with 50% employer match about $327,717 at 4% or $218,478 at 6%; with 100% employer match about $245,788 at 4% or $163,858 at 6%.
201317$1,159,668$120,003$17,143iApproximate average salary by contribution assumption: employee only about $428,582 at 4% or $285,721 at 6%; with 50% employer match about $285,721 at 4% or $190,481 at 6%; with 100% employer match about $214,291 at 4% or $142,861 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-7$1,159,668$120,003$17,143iApproximate average salary by contribution assumption: employee only about $428,582 at 4% or $285,721 at 6%; with 50% employer match about $285,721 at 4% or $190,481 at 6%; with 100% employer match about $214,291 at 4% or $142,861 at 6%.
201216$859,390$115,937$19,323iApproximate average salary by contribution assumption: employee only about $483,071 at 4% or $322,047 at 6%; with 50% employer match about $322,047 at 4% or $214,698 at 6%; with 100% employer match about $241,535 at 4% or $161,024 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$859,390$115,937$19,323iApproximate average salary by contribution assumption: employee only about $483,071 at 4% or $322,047 at 6%; with 50% employer match about $322,047 at 4% or $214,698 at 6%; with 100% employer match about $241,535 at 4% or $161,024 at 6%.
201116$675,871$115,810$19,302iApproximate average salary by contribution assumption: employee only about $482,542 at 4% or $321,694 at 6%; with 50% employer match about $321,694 at 4% or $214,463 at 6%; with 100% employer match about $241,271 at 4% or $160,847 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$675,871$115,810$19,302iApproximate average salary by contribution assumption: employee only about $482,542 at 4% or $321,694 at 6%; with 50% employer match about $321,694 at 4% or $214,463 at 6%; with 100% employer match about $241,271 at 4% or $160,847 at 6%.
201016$577,526$116,518$19,420iApproximate average salary by contribution assumption: employee only about $485,492 at 4% or $323,661 at 6%; with 50% employer match about $323,661 at 4% or $215,774 at 6%; with 100% employer match about $242,746 at 4% or $161,831 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$577,526$116,518$19,420iApproximate average salary by contribution assumption: employee only about $485,492 at 4% or $323,661 at 6%; with 50% employer match about $323,661 at 4% or $215,774 at 6%; with 100% employer match about $242,746 at 4% or $161,831 at 6%.
200916$416,982$115,088$19,181iApproximate average salary by contribution assumption: employee only about $479,533 at 4% or $319,689 at 6%; with 50% employer match about $319,689 at 4% or $213,126 at 6%; with 100% employer match about $239,767 at 4% or $159,844 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$416,982$115,088$19,181iApproximate average salary by contribution assumption: employee only about $479,533 at 4% or $319,689 at 6%; with 50% employer match about $319,689 at 4% or $213,126 at 6%; with 100% employer match about $239,767 at 4% or $159,844 at 6%.
200816$259,032$109,495$18,249iApproximate average salary by contribution assumption: employee only about $456,229 at 4% or $304,153 at 6%; with 50% employer match about $304,153 at 4% or $202,769 at 6%; with 100% employer match about $228,115 at 4% or $152,076 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-6$259,032$109,495$18,249iApproximate average salary by contribution assumption: employee only about $456,229 at 4% or $304,153 at 6%; with 50% employer match about $304,153 at 4% or $202,769 at 6%; with 100% employer match about $228,115 at 4% or $152,076 at 6%.
200713$250,723$89,259$29,753iApproximate average salary by contribution assumption: employee only about $743,825 at 4% or $495,883 at 6%; with 50% employer match about $495,883 at 4% or $330,589 at 6%; with 100% employer match about $371,913 at 4% or $247,942 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-3$250,723$89,259$29,753iApproximate average salary by contribution assumption: employee only about $743,825 at 4% or $495,883 at 6%; with 50% employer match about $495,883 at 4% or $330,589 at 6%; with 100% employer match about $371,913 at 4% or $247,942 at 6%.
200612$148,688$144,261$72,131iApproximate average salary by contribution assumption: employee only about $1,803,263 at 4% or $1,202,175 at 6%; with 50% employer match about $1,202,175 at 4% or $801,450 at 6%; with 100% employer match about $901,631 at 4% or $601,088 at 6%.
Terry Allen, MD & Scott Forrest, MD PLLC 401(K) Plan-2$148,688$144,261$72,131iApproximate average salary by contribution assumption: employee only about $1,803,263 at 4% or $1,202,175 at 6%; with 50% employer match about $1,202,175 at 4% or $801,450 at 6%; with 100% employer match about $901,631 at 4% or $601,088 at 6%.