Forbes Insurance Agency
Plan context: Forbes Insurance Agency 401(K) Plan
EIN 20-3323434 • Katy, TX • 6 filings • 1 plans
Current Snapshot
Latest Year
2017
2017 Participants
3
2017 Assets
$133,128
2017 Contributions
$20,045
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2017 | 1 | 0 | $0 | $20,045 | - |
| Forbes Insurance Agency 401(K) Plan | - | 0 | $0 | $20,045 | - |
| 2016 | 1 | 3 | $133,128 | $29,170 | $9,723iApproximate average salary by contribution assumption: employee only about $243,083 at 4% or $162,056 at 6%; with 50% employer match about $162,056 at 4% or $108,037 at 6%; with 100% employer match about $121,542 at 4% or $81,028 at 6%. |
| Forbes Insurance Agency 401(K) Plan | - | 3 | $133,128 | $29,170 | $9,723iApproximate average salary by contribution assumption: employee only about $243,083 at 4% or $162,056 at 6%; with 50% employer match about $162,056 at 4% or $108,037 at 6%; with 100% employer match about $121,542 at 4% or $81,028 at 6%. |
| 2015 | 1 | 3 | $97,110 | $27,398 | $9,133iApproximate average salary by contribution assumption: employee only about $228,317 at 4% or $152,211 at 6%; with 50% employer match about $152,211 at 4% or $101,474 at 6%; with 100% employer match about $114,158 at 4% or $76,106 at 6%. |
| Forbes Insurance Agency 401(K) Plan | - | 3 | $97,110 | $27,398 | $9,133iApproximate average salary by contribution assumption: employee only about $228,317 at 4% or $152,211 at 6%; with 50% employer match about $152,211 at 4% or $101,474 at 6%; with 100% employer match about $114,158 at 4% or $76,106 at 6%. |
| 2014 | 1 | 3 | $73,058 | $24,655 | $8,218iApproximate average salary by contribution assumption: employee only about $205,458 at 4% or $136,972 at 6%; with 50% employer match about $136,972 at 4% or $91,315 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%. |
| Forbes Insurance Agency 401(K) Plan | - | 3 | $73,058 | $24,655 | $8,218iApproximate average salary by contribution assumption: employee only about $205,458 at 4% or $136,972 at 6%; with 50% employer match about $136,972 at 4% or $91,315 at 6%; with 100% employer match about $102,729 at 4% or $68,486 at 6%. |
| 2013 | 1 | 3 | $46,689 | $27,459 | $9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%. |
| Forbes Insurance Agency 401(K) Plan | - | 3 | $46,689 | $27,459 | $9,153iApproximate average salary by contribution assumption: employee only about $228,825 at 4% or $152,550 at 6%; with 50% employer match about $152,550 at 4% or $101,700 at 6%; with 100% employer match about $114,413 at 4% or $76,275 at 6%. |
| 2012 | 1 | 3 | $14,033 | $13,494 | $4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%. |
| Forbes Insurance Agency 401(K) Plan | - | 3 | $14,033 | $13,494 | $4,498iApproximate average salary by contribution assumption: employee only about $112,450 at 4% or $74,967 at 6%; with 50% employer match about $74,967 at 4% or $49,978 at 6%; with 100% employer match about $56,225 at 4% or $37,483 at 6%. |