Forester Benefits Management LLC
Plan context: Forester Benefits Management LLC 401K Plan
EIN 20-8022087 • Knoxville, TN • 14 filings • 2 plans
Current Snapshot
Latest Year
2020
2020 Participants
30
2020 Assets
$1,354,178
2020 Contributions
$169,868
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 |
|---|---|---|---|---|---|
| 2020 | 1 | 0 | $0 | $169,868 | - |
| Forester Benefits Management LLC 401K Plan | - | 0 | $0 | $169,868 | - |
| 2019 | 1 | 30 | $1,354,178 | $258,209 | $8,607iApproximate average salary by contribution assumption: employee only about $215,174 at 4% or $143,449 at 6%; with 50% employer match about $143,449 at 4% or $95,633 at 6%; with 100% employer match about $107,587 at 4% or $71,725 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 30 | $1,354,178 | $258,209 | $8,607iApproximate average salary by contribution assumption: employee only about $215,174 at 4% or $143,449 at 6%; with 50% employer match about $143,449 at 4% or $95,633 at 6%; with 100% employer match about $107,587 at 4% or $71,725 at 6%. |
| 2018 | 1 | 29 | $980,707 | $74,205 | $2,559iApproximate average salary by contribution assumption: employee only about $63,970 at 4% or $42,647 at 6%; with 50% employer match about $42,647 at 4% or $28,431 at 6%; with 100% employer match about $31,985 at 4% or $21,323 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 29 | $980,707 | $74,205 | $2,559iApproximate average salary by contribution assumption: employee only about $63,970 at 4% or $42,647 at 6%; with 50% employer match about $42,647 at 4% or $28,431 at 6%; with 100% employer match about $31,985 at 4% or $21,323 at 6%. |
| 2017 | 1 | 27 | $995,005 | $188,171 | $6,969iApproximate average salary by contribution assumption: employee only about $174,232 at 4% or $116,155 at 6%; with 50% employer match about $116,155 at 4% or $77,437 at 6%; with 100% employer match about $87,116 at 4% or $58,077 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 27 | $995,005 | $188,171 | $6,969iApproximate average salary by contribution assumption: employee only about $174,232 at 4% or $116,155 at 6%; with 50% employer match about $116,155 at 4% or $77,437 at 6%; with 100% employer match about $87,116 at 4% or $58,077 at 6%. |
| 2016 | 1 | 32 | $884,881 | $163,860 | $5,121iApproximate average salary by contribution assumption: employee only about $128,016 at 4% or $85,344 at 6%; with 50% employer match about $85,344 at 4% or $56,896 at 6%; with 100% employer match about $64,008 at 4% or $42,672 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 32 | $884,881 | $163,860 | $5,121iApproximate average salary by contribution assumption: employee only about $128,016 at 4% or $85,344 at 6%; with 50% employer match about $85,344 at 4% or $56,896 at 6%; with 100% employer match about $64,008 at 4% or $42,672 at 6%. |
| 2015 | 1 | 25 | $709,102 | $119,371 | $4,775iApproximate average salary by contribution assumption: employee only about $119,371 at 4% or $79,581 at 6%; with 50% employer match about $79,581 at 4% or $53,054 at 6%; with 100% employer match about $59,686 at 4% or $39,790 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 25 | $709,102 | $119,371 | $4,775iApproximate average salary by contribution assumption: employee only about $119,371 at 4% or $79,581 at 6%; with 50% employer match about $79,581 at 4% or $53,054 at 6%; with 100% employer match about $59,686 at 4% or $39,790 at 6%. |
| 2014 | 1 | 21 | $715,558 | $146,931 | $6,997iApproximate average salary by contribution assumption: employee only about $174,918 at 4% or $116,612 at 6%; with 50% employer match about $116,612 at 4% or $77,741 at 6%; with 100% employer match about $87,459 at 4% or $58,306 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 21 | $715,558 | $146,931 | $6,997iApproximate average salary by contribution assumption: employee only about $174,918 at 4% or $116,612 at 6%; with 50% employer match about $116,612 at 4% or $77,741 at 6%; with 100% employer match about $87,459 at 4% or $58,306 at 6%. |
| 2013 | 1 | 14 | $667,544 | $101,780 | $7,270iApproximate average salary by contribution assumption: employee only about $181,750 at 4% or $121,167 at 6%; with 50% employer match about $121,167 at 4% or $80,778 at 6%; with 100% employer match about $90,875 at 4% or $60,583 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 14 | $667,544 | $101,780 | $7,270iApproximate average salary by contribution assumption: employee only about $181,750 at 4% or $121,167 at 6%; with 50% employer match about $121,167 at 4% or $80,778 at 6%; with 100% employer match about $90,875 at 4% or $60,583 at 6%. |
| 2012 | 1 | 15 | $520,734 | $158,459 | $10,564iApproximate average salary by contribution assumption: employee only about $264,098 at 4% or $176,066 at 6%; with 50% employer match about $176,066 at 4% or $117,377 at 6%; with 100% employer match about $132,049 at 4% or $88,033 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 15 | $520,734 | $158,459 | $10,564iApproximate average salary by contribution assumption: employee only about $264,098 at 4% or $176,066 at 6%; with 50% employer match about $176,066 at 4% or $117,377 at 6%; with 100% employer match about $132,049 at 4% or $88,033 at 6%. |
| 2011 | 1 | 13 | $345,326 | $131,323 | $10,102iApproximate average salary by contribution assumption: employee only about $252,544 at 4% or $168,363 at 6%; with 50% employer match about $168,363 at 4% or $112,242 at 6%; with 100% employer match about $126,272 at 4% or $84,181 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 13 | $345,326 | $131,323 | $10,102iApproximate average salary by contribution assumption: employee only about $252,544 at 4% or $168,363 at 6%; with 50% employer match about $168,363 at 4% or $112,242 at 6%; with 100% employer match about $126,272 at 4% or $84,181 at 6%. |
| 2010 | 1 | 9 | $222,934 | $92,667 | $10,296iApproximate average salary by contribution assumption: employee only about $257,408 at 4% or $171,606 at 6%; with 50% employer match about $171,606 at 4% or $114,404 at 6%; with 100% employer match about $128,704 at 4% or $85,803 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 9 | $222,934 | $92,667 | $10,296iApproximate average salary by contribution assumption: employee only about $257,408 at 4% or $171,606 at 6%; with 50% employer match about $171,606 at 4% or $114,404 at 6%; with 100% employer match about $128,704 at 4% or $85,803 at 6%. |
| 2009 | 1 | 4 | $123,957 | $57,545 | $14,386iApproximate average salary by contribution assumption: employee only about $359,656 at 4% or $239,771 at 6%; with 50% employer match about $239,771 at 4% or $159,847 at 6%; with 100% employer match about $179,828 at 4% or $119,885 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 4 | $123,957 | $57,545 | $14,386iApproximate average salary by contribution assumption: employee only about $359,656 at 4% or $239,771 at 6%; with 50% employer match about $239,771 at 4% or $159,847 at 6%; with 100% employer match about $179,828 at 4% or $119,885 at 6%. |
| 2008 | 1 | 2 | $65,281 | $48,404 | $24,202iApproximate average salary by contribution assumption: employee only about $605,050 at 4% or $403,367 at 6%; with 50% employer match about $403,367 at 4% or $268,911 at 6%; with 100% employer match about $302,525 at 4% or $201,683 at 6%. |
| Forester Benefits Management LLC 401K Plan | - | 2 | $65,281 | $48,404 | $24,202iApproximate average salary by contribution assumption: employee only about $605,050 at 4% or $403,367 at 6%; with 50% employer match about $403,367 at 4% or $268,911 at 6%; with 100% employer match about $302,525 at 4% or $201,683 at 6%. |
| 2007 | 1 | 1 | $0 | $0 | - |
| Forester Benefits Management LLC 401K Plan | - | 1 | - | - | - |