Civic Intelligence

Forte Holdings LLC

Plan context: Forte Holdings Inc

EIN 20-4715372 • El Dorado Hills, CA • 19 filings • 4 plans

5137 Golden Foothill Pkwy Ste 110El Dorado Hills, CA 95762-9671
Current Snapshot

Latest Year

2025

2025 Participants

9

2025 Assets

$869,887

2025 Contributions

$52,997

Historical Graphs

Total Assets Over Time

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

$869,887$434,944$0200720162025YearValue
$869,887Latest year 2025

Participants Over Time

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

1680200720162025YearValue
9Latest 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
202519$869,887$52,997$5,889iApproximate average salary by contribution assumption: employee only about $147,214 at 4% or $98,143 at 6%; with 50% employer match about $98,143 at 4% or $65,428 at 6%; with 100% employer match about $73,607 at 4% or $49,071 at 6%.
Forte Holdings Inc-9$869,887$52,997$5,889iApproximate average salary by contribution assumption: employee only about $147,214 at 4% or $98,143 at 6%; with 50% employer match about $98,143 at 4% or $65,428 at 6%; with 100% employer match about $73,607 at 4% or $49,071 at 6%.
202419$868,411$54,778$6,086iApproximate average salary by contribution assumption: employee only about $152,161 at 4% or $101,441 at 6%; with 50% employer match about $101,441 at 4% or $67,627 at 6%; with 100% employer match about $76,081 at 4% or $50,720 at 6%.
Forte Holdings Inc-9$868,411$54,778$6,086iApproximate average salary by contribution assumption: employee only about $152,161 at 4% or $101,441 at 6%; with 50% employer match about $101,441 at 4% or $67,627 at 6%; with 100% employer match about $76,081 at 4% or $50,720 at 6%.
202319$713,962$82,095$9,122iApproximate average salary by contribution assumption: employee only about $228,042 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
Forte Holdings Inc-9$713,962$82,095$9,122iApproximate average salary by contribution assumption: employee only about $228,042 at 4% or $152,028 at 6%; with 50% employer match about $152,028 at 4% or $101,352 at 6%; with 100% employer match about $114,021 at 4% or $76,014 at 6%.
202218$541,649$84,467$10,558iApproximate average salary by contribution assumption: employee only about $263,959 at 4% or $175,973 at 6%; with 50% employer match about $175,973 at 4% or $117,315 at 6%; with 100% employer match about $131,980 at 4% or $87,986 at 6%.
Forte Holdings Inc-8$541,649$84,467$10,558iApproximate average salary by contribution assumption: employee only about $263,959 at 4% or $175,973 at 6%; with 50% employer match about $175,973 at 4% or $117,315 at 6%; with 100% employer match about $131,980 at 4% or $87,986 at 6%.
202118$549,382$81,280$10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%.
Forte Holdings Inc-8$549,382$81,280$10,160iApproximate average salary by contribution assumption: employee only about $254,000 at 4% or $169,333 at 6%; with 50% employer match about $169,333 at 4% or $112,889 at 6%; with 100% employer match about $127,000 at 4% or $84,667 at 6%.
202017$398,407$72,647$10,378iApproximate average salary by contribution assumption: employee only about $259,454 at 4% or $172,969 at 6%; with 50% employer match about $172,969 at 4% or $115,313 at 6%; with 100% employer match about $129,727 at 4% or $86,485 at 6%.
Forte Holdings Inc-7$398,407$72,647$10,378iApproximate average salary by contribution assumption: employee only about $259,454 at 4% or $172,969 at 6%; with 50% employer match about $172,969 at 4% or $115,313 at 6%; with 100% employer match about $129,727 at 4% or $86,485 at 6%.
201916$273,702$62,420$10,403iApproximate average salary by contribution assumption: employee only about $260,083 at 4% or $173,389 at 6%; with 50% employer match about $173,389 at 4% or $115,593 at 6%; with 100% employer match about $130,042 at 4% or $86,694 at 6%.
Forte Holdings Inc-6$273,702$62,420$10,403iApproximate average salary by contribution assumption: employee only about $260,083 at 4% or $173,389 at 6%; with 50% employer match about $173,389 at 4% or $115,593 at 6%; with 100% employer match about $130,042 at 4% or $86,694 at 6%.
201816$170,332$63,557$10,593iApproximate average salary by contribution assumption: employee only about $264,821 at 4% or $176,547 at 6%; with 50% employer match about $176,547 at 4% or $117,698 at 6%; with 100% employer match about $132,410 at 4% or $88,274 at 6%.
Forte Holdings Inc-6$170,332$63,557$10,593iApproximate average salary by contribution assumption: employee only about $264,821 at 4% or $176,547 at 6%; with 50% employer match about $176,547 at 4% or $117,698 at 6%; with 100% employer match about $132,410 at 4% or $88,274 at 6%.
201717$120,150$58,230$8,319iApproximate average salary by contribution assumption: employee only about $207,964 at 4% or $138,643 at 6%; with 50% employer match about $138,643 at 4% or $92,429 at 6%; with 100% employer match about $103,982 at 4% or $69,321 at 6%.
Forte Holdings Inc-7$120,150$58,230$8,319iApproximate average salary by contribution assumption: employee only about $207,964 at 4% or $138,643 at 6%; with 50% employer match about $138,643 at 4% or $92,429 at 6%; with 100% employer match about $103,982 at 4% or $69,321 at 6%.
201617$103,590$48,476$6,925iApproximate average salary by contribution assumption: employee only about $173,129 at 4% or $115,419 at 6%; with 50% employer match about $115,419 at 4% or $76,946 at 6%; with 100% employer match about $86,564 at 4% or $57,710 at 6%.
Forte Holdings Inc-7$103,590$48,476$6,925iApproximate average salary by contribution assumption: employee only about $173,129 at 4% or $115,419 at 6%; with 50% employer match about $115,419 at 4% or $76,946 at 6%; with 100% employer match about $86,564 at 4% or $57,710 at 6%.
201514$48,940$29,196$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
Forte Holdings Inc-4$48,940$29,196$7,299iApproximate average salary by contribution assumption: employee only about $182,475 at 4% or $121,650 at 6%; with 50% employer match about $121,650 at 4% or $81,100 at 6%; with 100% employer match about $91,238 at 4% or $60,825 at 6%.
201415$71,614$30,598$6,120iApproximate average salary by contribution assumption: employee only about $152,990 at 4% or $101,993 at 6%; with 50% employer match about $101,993 at 4% or $67,996 at 6%; with 100% employer match about $76,495 at 4% or $50,997 at 6%.
Forte Holdings Inc-5$71,614$30,598$6,120iApproximate average salary by contribution assumption: employee only about $152,990 at 4% or $101,993 at 6%; with 50% employer match about $101,993 at 4% or $67,996 at 6%; with 100% employer match about $76,495 at 4% or $50,997 at 6%.
201315$49,960$28,027$5,605iApproximate average salary by contribution assumption: employee only about $140,135 at 4% or $93,423 at 6%; with 50% employer match about $93,423 at 4% or $62,282 at 6%; with 100% employer match about $70,068 at 4% or $46,712 at 6%.
Forte Holdings Inc-5$49,960$28,027$5,605iApproximate average salary by contribution assumption: employee only about $140,135 at 4% or $93,423 at 6%; with 50% employer match about $93,423 at 4% or $62,282 at 6%; with 100% employer match about $70,068 at 4% or $46,712 at 6%.
201214$17,652$7,856$1,964iApproximate average salary by contribution assumption: employee only about $49,100 at 4% or $32,733 at 6%; with 50% employer match about $32,733 at 4% or $21,822 at 6%; with 100% employer match about $24,550 at 4% or $16,367 at 6%.
Forte Holdings Inc-4$17,652$7,856$1,964iApproximate average salary by contribution assumption: employee only about $49,100 at 4% or $32,733 at 6%; with 50% employer match about $32,733 at 4% or $21,822 at 6%; with 100% employer match about $24,550 at 4% or $16,367 at 6%.
201113$14,068$6,930$2,310iApproximate average salary by contribution assumption: employee only about $57,750 at 4% or $38,500 at 6%; with 50% employer match about $38,500 at 4% or $25,667 at 6%; with 100% employer match about $28,875 at 4% or $19,250 at 6%.
Forte Holdings Inc-3$14,068$6,930$2,310iApproximate average salary by contribution assumption: employee only about $57,750 at 4% or $38,500 at 6%; with 50% employer match about $38,500 at 4% or $25,667 at 6%; with 100% employer match about $28,875 at 4% or $19,250 at 6%.
201013$14,244$7,600$2,533iApproximate average salary by contribution assumption: employee only about $63,333 at 4% or $42,222 at 6%; with 50% employer match about $42,222 at 4% or $28,148 at 6%; with 100% employer match about $31,667 at 4% or $21,111 at 6%.
Forte Holdings Inc-3$14,244$7,600$2,533iApproximate average salary by contribution assumption: employee only about $63,333 at 4% or $42,222 at 6%; with 50% employer match about $42,222 at 4% or $28,148 at 6%; with 100% employer match about $31,667 at 4% or $21,111 at 6%.
200913$6,615$2,348$783iApproximate average salary by contribution assumption: employee only about $19,567 at 4% or $13,044 at 6%; with 50% employer match about $13,044 at 4% or $8,696 at 6%; with 100% employer match about $9,783 at 4% or $6,522 at 6%.
Forte Holdings Inc-3$6,615$2,348$783iApproximate average salary by contribution assumption: employee only about $19,567 at 4% or $13,044 at 6%; with 50% employer match about $13,044 at 4% or $8,696 at 6%; with 100% employer match about $9,783 at 4% or $6,522 at 6%.
2008110$4,553$3,190$319iApproximate average salary by contribution assumption: employee only about $7,975 at 4% or $5,317 at 6%; with 50% employer match about $5,317 at 4% or $3,544 at 6%; with 100% employer match about $3,988 at 4% or $2,658 at 6%.
Forte Holdings Inc-10$4,553$3,190$319iApproximate average salary by contribution assumption: employee only about $7,975 at 4% or $5,317 at 6%; with 50% employer match about $5,317 at 4% or $3,544 at 6%; with 100% employer match about $3,988 at 4% or $2,658 at 6%.
2007116$3,486$3,878$242iApproximate average salary by contribution assumption: employee only about $6,059 at 4% or $4,040 at 6%; with 50% employer match about $4,040 at 4% or $2,693 at 6%; with 100% employer match about $3,030 at 4% or $2,020 at 6%.
Forte Holdings Inc-16$3,486$3,878$242iApproximate average salary by contribution assumption: employee only about $6,059 at 4% or $4,040 at 6%; with 50% employer match about $4,040 at 4% or $2,693 at 6%; with 100% employer match about $3,030 at 4% or $2,020 at 6%.