Civic Intelligence

Forge Capital Partners LLC

Plan context: Forge Capital Partners LLC 401(K) Profit Sharing Plan

EIN 20-3025159 • Tampa, FL • 31 filings • 4 plans

2501 S. Macdill AvenueTampa, FL 33629
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$11,404,258

2024 Contributions

$481,458

Historical Graphs

Total Assets Over Time

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

$11,404,258$5,702,129$0200820162024YearValue
$11,404,258Latest year 2024

Participants Over Time

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

1470200720162024YearValue
14Latest 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
2024214$11,404,258$481,458$34,390iApproximate average salary by contribution assumption: employee only about $859,746 at 4% or $573,164 at 6%; with 50% employer match about $573,164 at 4% or $382,110 at 6%; with 100% employer match about $429,873 at 4% or $286,582 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-14$7,522,691$231,458$16,533iApproximate average salary by contribution assumption: employee only about $413,318 at 4% or $275,545 at 6%; with 50% employer match about $275,545 at 4% or $183,697 at 6%; with 100% employer match about $206,659 at 4% or $137,773 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-12$3,881,567$250,000$20,833iApproximate average salary by contribution assumption: employee only about $520,833 at 4% or $347,222 at 6%; with 50% employer match about $347,222 at 4% or $231,481 at 6%; with 100% employer match about $260,417 at 4% or $173,611 at 6%.
2023213$9,876,011$606,331$46,641iApproximate average salary by contribution assumption: employee only about $1,166,021 at 4% or $777,347 at 6%; with 50% employer match about $777,347 at 4% or $518,232 at 6%; with 100% employer match about $583,011 at 4% or $388,674 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-13$6,787,612$356,331$27,410iApproximate average salary by contribution assumption: employee only about $685,252 at 4% or $456,835 at 6%; with 50% employer match about $456,835 at 4% or $304,556 at 6%; with 100% employer match about $342,626 at 4% or $228,417 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$3,088,399$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2022210$8,393,067$1,173,339$117,334iApproximate average salary by contribution assumption: employee only about $2,933,348 at 4% or $1,955,565 at 6%; with 50% employer match about $1,955,565 at 4% or $1,303,710 at 6%; with 100% employer match about $1,466,674 at 4% or $977,783 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-10$5,856,371$1,173,339$117,334iApproximate average salary by contribution assumption: employee only about $2,933,348 at 4% or $1,955,565 at 6%; with 50% employer match about $1,955,565 at 4% or $1,303,710 at 6%; with 100% employer match about $1,466,674 at 4% or $977,783 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-10$2,536,696$0-
2021212$9,253,740$729,199$60,767iApproximate average salary by contribution assumption: employee only about $1,519,165 at 4% or $1,012,776 at 6%; with 50% employer match about $1,012,776 at 4% or $675,184 at 6%; with 100% employer match about $759,582 at 4% or $506,388 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-12$5,317,363$229,199$19,100iApproximate average salary by contribution assumption: employee only about $477,498 at 4% or $318,332 at 6%; with 50% employer match about $318,332 at 4% or $212,221 at 6%; with 100% employer match about $238,749 at 4% or $159,166 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$3,936,377$500,000$45,455iApproximate average salary by contribution assumption: employee only about $1,136,364 at 4% or $757,576 at 6%; with 50% employer match about $757,576 at 4% or $505,051 at 6%; with 100% employer match about $568,182 at 4% or $378,788 at 6%.
2020211$7,333,593$377,744$34,340iApproximate average salary by contribution assumption: employee only about $858,509 at 4% or $572,339 at 6%; with 50% employer match about $572,339 at 4% or $381,560 at 6%; with 100% employer match about $429,255 at 4% or $286,170 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-11$4,441,899$277,744$25,249iApproximate average salary by contribution assumption: employee only about $631,236 at 4% or $420,824 at 6%; with 50% employer match about $420,824 at 4% or $280,549 at 6%; with 100% employer match about $315,618 at 4% or $210,412 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$2,891,694$100,000$9,091iApproximate average salary by contribution assumption: employee only about $227,273 at 4% or $151,515 at 6%; with 50% employer match about $151,515 at 4% or $101,010 at 6%; with 100% employer match about $113,636 at 4% or $75,758 at 6%.
2019211$6,285,954$595,166$54,106iApproximate average salary by contribution assumption: employee only about $1,352,650 at 4% or $901,767 at 6%; with 50% employer match about $901,767 at 4% or $601,178 at 6%; with 100% employer match about $676,325 at 4% or $450,883 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-11$3,693,121$245,166$22,288iApproximate average salary by contribution assumption: employee only about $557,195 at 4% or $371,464 at 6%; with 50% employer match about $371,464 at 4% or $247,642 at 6%; with 100% employer match about $278,598 at 4% or $185,732 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-10$2,592,833$350,000$35,000iApproximate average salary by contribution assumption: employee only about $875,000 at 4% or $583,333 at 6%; with 50% employer match about $583,333 at 4% or $388,889 at 6%; with 100% employer match about $437,500 at 4% or $291,667 at 6%.
2018213$5,061,035$636,468$48,959iApproximate average salary by contribution assumption: employee only about $1,223,977 at 4% or $815,985 at 6%; with 50% employer match about $815,985 at 4% or $543,990 at 6%; with 100% employer match about $611,988 at 4% or $407,992 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-13$3,155,219$236,468$18,190iApproximate average salary by contribution assumption: employee only about $454,746 at 4% or $303,164 at 6%; with 50% employer match about $303,164 at 4% or $202,109 at 6%; with 100% employer match about $227,373 at 4% or $151,582 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-13$1,905,816$400,000$30,769iApproximate average salary by contribution assumption: employee only about $769,231 at 4% or $512,821 at 6%; with 50% employer match about $512,821 at 4% or $341,880 at 6%; with 100% employer match about $384,615 at 4% or $256,410 at 6%.
2017214$4,801,368$553,997$39,571iApproximate average salary by contribution assumption: employee only about $989,280 at 4% or $659,520 at 6%; with 50% employer match about $659,520 at 4% or $439,680 at 6%; with 100% employer match about $494,640 at 4% or $329,760 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-14$3,193,548$253,997$18,143iApproximate average salary by contribution assumption: employee only about $453,566 at 4% or $302,377 at 6%; with 50% employer match about $302,377 at 4% or $201,585 at 6%; with 100% employer match about $226,783 at 4% or $151,189 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$1,607,820$300,000$27,273iApproximate average salary by contribution assumption: employee only about $681,818 at 4% or $454,545 at 6%; with 50% employer match about $454,545 at 4% or $303,030 at 6%; with 100% employer match about $340,909 at 4% or $227,273 at 6%.
2016212$3,815,735$448,393$37,366iApproximate average salary by contribution assumption: employee only about $934,152 at 4% or $622,768 at 6%; with 50% employer match about $622,768 at 4% or $415,179 at 6%; with 100% employer match about $467,076 at 4% or $311,384 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-12$2,658,594$198,393$16,533iApproximate average salary by contribution assumption: employee only about $413,319 at 4% or $275,546 at 6%; with 50% employer match about $275,546 at 4% or $183,697 at 6%; with 100% employer match about $206,659 at 4% or $137,773 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$1,157,141$250,000$22,727iApproximate average salary by contribution assumption: employee only about $568,182 at 4% or $378,788 at 6%; with 50% employer match about $378,788 at 4% or $252,525 at 6%; with 100% employer match about $284,091 at 4% or $189,394 at 6%.
2015214$3,123,696$428,585$30,613iApproximate average salary by contribution assumption: employee only about $765,330 at 4% or $510,220 at 6%; with 50% employer match about $510,220 at 4% or $340,147 at 6%; with 100% employer match about $382,665 at 4% or $255,110 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-14$2,294,127$228,585$16,328iApproximate average salary by contribution assumption: employee only about $408,188 at 4% or $272,125 at 6%; with 50% employer match about $272,125 at 4% or $181,417 at 6%; with 100% employer match about $204,094 at 4% or $136,063 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-11$829,569$200,000$18,182iApproximate average salary by contribution assumption: employee only about $454,545 at 4% or $303,030 at 6%; with 50% employer match about $303,030 at 4% or $202,020 at 6%; with 100% employer match about $227,273 at 4% or $151,515 at 6%.
2014212$2,827,392$392,195$32,683iApproximate average salary by contribution assumption: employee only about $817,073 at 4% or $544,715 at 6%; with 50% employer match about $544,715 at 4% or $363,144 at 6%; with 100% employer match about $408,536 at 4% or $272,358 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-12$2,192,364$192,195$16,016iApproximate average salary by contribution assumption: employee only about $400,406 at 4% or $266,938 at 6%; with 50% employer match about $266,938 at 4% or $177,958 at 6%; with 100% employer match about $200,203 at 4% or $133,469 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-9$635,028$200,000$22,222iApproximate average salary by contribution assumption: employee only about $555,556 at 4% or $370,370 at 6%; with 50% employer match about $370,370 at 4% or $246,914 at 6%; with 100% employer match about $277,778 at 4% or $185,185 at 6%.
2013213$2,366,213$382,029$29,387iApproximate average salary by contribution assumption: employee only about $734,671 at 4% or $489,781 at 6%; with 50% employer match about $489,781 at 4% or $326,521 at 6%; with 100% employer match about $367,336 at 4% or $244,890 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-13$1,953,192$182,029$14,002iApproximate average salary by contribution assumption: employee only about $350,056 at 4% or $233,371 at 6%; with 50% employer match about $233,371 at 4% or $155,580 at 6%; with 100% employer match about $175,028 at 4% or $116,685 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-10$413,021$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2012213$1,669,726$392,024$30,156iApproximate average salary by contribution assumption: employee only about $753,892 at 4% or $502,595 at 6%; with 50% employer match about $502,595 at 4% or $335,063 at 6%; with 100% employer match about $376,946 at 4% or $251,297 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-13$1,469,726$192,024$14,771iApproximate average salary by contribution assumption: employee only about $369,277 at 4% or $246,185 at 6%; with 50% employer match about $246,185 at 4% or $164,123 at 6%; with 100% employer match about $184,638 at 4% or $123,092 at 6%.
FORGE CAPITAL PARTNERS, LLC CASH BALANCE PENSION PLAN-10$200,000$200,000$20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%.
2011112$1,127,824$173,701$14,475iApproximate average salary by contribution assumption: employee only about $361,877 at 4% or $241,251 at 6%; with 50% employer match about $241,251 at 4% or $160,834 at 6%; with 100% employer match about $180,939 at 4% or $120,626 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-12$1,127,824$173,701$14,475iApproximate average salary by contribution assumption: employee only about $361,877 at 4% or $241,251 at 6%; with 50% employer match about $241,251 at 4% or $160,834 at 6%; with 100% employer match about $180,939 at 4% or $120,626 at 6%.
2010111$978,050$297,014$27,001iApproximate average salary by contribution assumption: employee only about $675,032 at 4% or $450,021 at 6%; with 50% employer match about $450,021 at 4% or $300,014 at 6%; with 100% employer match about $337,516 at 4% or $225,011 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-11$978,050$297,014$27,001iApproximate average salary by contribution assumption: employee only about $675,032 at 4% or $450,021 at 6%; with 50% employer match about $450,021 at 4% or $300,014 at 6%; with 100% employer match about $337,516 at 4% or $225,011 at 6%.
200919$628,437$488,290$54,254iApproximate average salary by contribution assumption: employee only about $1,356,361 at 4% or $904,241 at 6%; with 50% employer match about $904,241 at 4% or $602,827 at 6%; with 100% employer match about $678,181 at 4% or $452,120 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-9$628,437$488,290$54,254iApproximate average salary by contribution assumption: employee only about $1,356,361 at 4% or $904,241 at 6%; with 50% employer match about $904,241 at 4% or $602,827 at 6%; with 100% employer match about $678,181 at 4% or $452,120 at 6%.
200818$75,947$81,897$10,237iApproximate average salary by contribution assumption: employee only about $255,928 at 4% or $170,619 at 6%; with 50% employer match about $170,619 at 4% or $113,746 at 6%; with 100% employer match about $127,964 at 4% or $85,309 at 6%.
Forge Capital Partners LLC 401(K) Profit Sharing Plan-8$75,947$81,897$10,237iApproximate average salary by contribution assumption: employee only about $255,928 at 4% or $170,619 at 6%; with 50% employer match about $170,619 at 4% or $113,746 at 6%; with 100% employer match about $127,964 at 4% or $85,309 at 6%.
200718$0$0-
Forge Capital Partners LLC 401(K) Profit Sharing Plan-8---