The Forum School
Plan context: Forum School Defined Contribution Retirement Plan
EIN 22-1585578 • 68 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
65
2024 Assets
$20,205,661
2024 Contributions
$842,339
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 65 | $20,205,661 | $842,339 | $12,959iApproximate average salary by contribution assumption: employee only about $323,977 at 4% or $215,984 at 6%; with 50% employer match about $215,984 at 4% or $143,990 at 6%; with 100% employer match about $161,988 at 4% or $107,992 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 65 | $17,344,573 | $793,190 | $12,203iApproximate average salary by contribution assumption: employee only about $305,073 at 4% or $203,382 at 6%; with 50% employer match about $203,382 at 4% or $135,588 at 6%; with 100% employer match about $152,537 at 4% or $101,691 at 6%. |
| Supplemental Retirement Annuity | - | 21 | $2,861,088 | $49,149 | $2,340iApproximate average salary by contribution assumption: employee only about $58,511 at 4% or $39,007 at 6%; with 50% employer match about $39,007 at 4% or $26,005 at 6%; with 100% employer match about $29,255 at 4% or $19,504 at 6%. |
| The Forum School Health and Welfare Plan | - | 65 | - | - | - |
| 2023 | 3 | 62 | $18,751,216 | $814,272 | $13,133iApproximate average salary by contribution assumption: employee only about $328,335 at 4% or $218,890 at 6%; with 50% employer match about $218,890 at 4% or $145,927 at 6%; with 100% employer match about $164,168 at 4% or $109,445 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 62 | $15,817,730 | $756,571 | $12,203iApproximate average salary by contribution assumption: employee only about $305,069 at 4% or $203,379 at 6%; with 50% employer match about $203,379 at 4% or $135,586 at 6%; with 100% employer match about $152,534 at 4% or $101,690 at 6%. |
| Supplemental Retirement Annuity | - | 19 | $2,933,486 | $57,701 | $3,037iApproximate average salary by contribution assumption: employee only about $75,922 at 4% or $50,615 at 6%; with 50% employer match about $50,615 at 4% or $33,743 at 6%; with 100% employer match about $37,961 at 4% or $25,307 at 6%. |
| The Forum School Health and Welfare Plan | - | 60 | - | - | - |
| 2022 | 3 | 78 | $16,737,557 | $638,899 | $8,191iApproximate average salary by contribution assumption: employee only about $204,775 at 4% or $136,517 at 6%; with 50% employer match about $136,517 at 4% or $91,011 at 6%; with 100% employer match about $102,388 at 4% or $68,258 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 58 | $14,022,779 | $578,176 | $9,969iApproximate average salary by contribution assumption: employee only about $249,214 at 4% or $166,143 at 6%; with 50% employer match about $166,143 at 4% or $110,762 at 6%; with 100% employer match about $124,607 at 4% or $83,071 at 6%. |
| Supplemental Retirement Annuity | - | 20 | $2,714,778 | $60,723 | $3,036iApproximate average salary by contribution assumption: employee only about $75,904 at 4% or $50,603 at 6%; with 50% employer match about $50,603 at 4% or $33,735 at 6%; with 100% employer match about $37,952 at 4% or $25,301 at 6%. |
| The Forum School Health and Welfare Plan | - | 78 | - | - | - |
| 2021 | 3 | 78 | $15,170,498 | $481,831 | $6,177iApproximate average salary by contribution assumption: employee only about $154,433 at 4% or $102,955 at 6%; with 50% employer match about $102,955 at 4% or $68,637 at 6%; with 100% employer match about $77,217 at 4% or $51,478 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 37 | $12,676,118 | $390,031 | $10,541iApproximate average salary by contribution assumption: employee only about $263,534 at 4% or $175,690 at 6%; with 50% employer match about $175,690 at 4% or $117,126 at 6%; with 100% employer match about $131,767 at 4% or $87,845 at 6%. |
| Supplemental Retirement Annuity | - | 21 | $2,494,380 | $91,800 | $4,371iApproximate average salary by contribution assumption: employee only about $109,286 at 4% or $72,857 at 6%; with 50% employer match about $72,857 at 4% or $48,571 at 6%; with 100% employer match about $54,643 at 4% or $36,429 at 6%. |
| The Forum School Health and Welfare Plan | - | 78 | - | - | - |
| 2020 | 3 | 86 | $17,902,373 | $327,692 | $3,810iApproximate average salary by contribution assumption: employee only about $95,259 at 4% or $63,506 at 6%; with 50% employer match about $63,506 at 4% or $42,337 at 6%; with 100% employer match about $47,630 at 4% or $31,753 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 43 | $14,991,086 | $207,962 | $4,836iApproximate average salary by contribution assumption: employee only about $120,908 at 4% or $80,605 at 6%; with 50% employer match about $80,605 at 4% or $53,737 at 6%; with 100% employer match about $60,454 at 4% or $40,303 at 6%. |
| Supplemental Retirement Annuity | - | 27 | $2,911,287 | $119,730 | $4,434iApproximate average salary by contribution assumption: employee only about $110,861 at 4% or $73,907 at 6%; with 50% employer match about $73,907 at 4% or $49,272 at 6%; with 100% employer match about $55,431 at 4% or $36,954 at 6%. |
| The Forum School Health and Welfare Plan | - | 86 | - | - | - |
| 2019 | 3 | 90 | $15,510,107 | $254,743 | $2,830iApproximate average salary by contribution assumption: employee only about $70,762 at 4% or $47,175 at 6%; with 50% employer match about $47,175 at 4% or $31,450 at 6%; with 100% employer match about $35,381 at 4% or $23,587 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 48 | $12,913,450 | $128,593 | $2,679iApproximate average salary by contribution assumption: employee only about $66,976 at 4% or $44,650 at 6%; with 50% employer match about $44,650 at 4% or $29,767 at 6%; with 100% employer match about $33,488 at 4% or $22,325 at 6%. |
| Supplemental Retirement Annuity | - | 28 | $2,596,657 | $126,150 | $4,505iApproximate average salary by contribution assumption: employee only about $112,634 at 4% or $75,089 at 6%; with 50% employer match about $75,089 at 4% or $50,060 at 6%; with 100% employer match about $56,317 at 4% or $37,545 at 6%. |
| The Forum School Health and Welfare Plan | - | 90 | - | - | - |
| 2018 | 3 | 100 | $15,149,540 | $248,134 | $2,481iApproximate average salary by contribution assumption: employee only about $62,034 at 4% or $41,356 at 6%; with 50% employer match about $41,356 at 4% or $27,570 at 6%; with 100% employer match about $31,017 at 4% or $20,678 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 47 | $12,744,881 | $127,784 | $2,719iApproximate average salary by contribution assumption: employee only about $67,970 at 4% or $45,313 at 6%; with 50% employer match about $45,313 at 4% or $30,209 at 6%; with 100% employer match about $33,985 at 4% or $22,657 at 6%. |
| Supplemental Retirement Annuity | - | 26 | $2,404,659 | $120,350 | $4,629iApproximate average salary by contribution assumption: employee only about $115,721 at 4% or $77,147 at 6%; with 50% employer match about $77,147 at 4% or $51,432 at 6%; with 100% employer match about $57,861 at 4% or $38,574 at 6%. |
| The Forum School Health and Welfare Plan | - | 100 | - | - | - |
| 2017 | 3 | 76 | $14,433,751 | $124,148 | $1,634iApproximate average salary by contribution assumption: employee only about $40,838 at 4% or $27,225 at 6%; with 50% employer match about $27,225 at 4% or $18,150 at 6%; with 100% employer match about $20,419 at 4% or $13,613 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 47 | $12,149,850 | $22,534 | $479iApproximate average salary by contribution assumption: employee only about $11,986 at 4% or $7,991 at 6%; with 50% employer match about $7,991 at 4% or $5,327 at 6%; with 100% employer match about $5,993 at 4% or $3,995 at 6%. |
| Supplemental Retirement Annuity | - | 26 | $2,283,901 | $101,614 | $3,908iApproximate average salary by contribution assumption: employee only about $97,706 at 4% or $65,137 at 6%; with 50% employer match about $65,137 at 4% or $43,425 at 6%; with 100% employer match about $48,853 at 4% or $32,569 at 6%. |
| The Forum School Health and Welfare Plan | - | 76 | - | - | - |
| 2016 | 3 | 79 | $14,132,451 | $154,115 | $1,951iApproximate average salary by contribution assumption: employee only about $48,771 at 4% or $32,514 at 6%; with 50% employer match about $32,514 at 4% or $21,676 at 6%; with 100% employer match about $24,385 at 4% or $16,257 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 52 | $11,726,273 | $24,477 | $471iApproximate average salary by contribution assumption: employee only about $11,768 at 4% or $7,845 at 6%; with 50% employer match about $7,845 at 4% or $5,230 at 6%; with 100% employer match about $5,884 at 4% or $3,923 at 6%. |
| Supplemental Retirement Annuity | - | 31 | $2,406,178 | $129,638 | $4,182iApproximate average salary by contribution assumption: employee only about $104,547 at 4% or $69,698 at 6%; with 50% employer match about $69,698 at 4% or $46,465 at 6%; with 100% employer match about $52,273 at 4% or $34,849 at 6%. |
| The Forum School Health and Welfare Plan | - | 79 | - | - | - |
| 2015 | 3 | 83 | $12,816,813 | $378,279 | $4,558iApproximate average salary by contribution assumption: employee only about $113,939 at 4% or $75,960 at 6%; with 50% employer match about $75,960 at 4% or $50,640 at 6%; with 100% employer match about $56,970 at 4% or $37,980 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 49 | $10,732,637 | $249,773 | $5,097iApproximate average salary by contribution assumption: employee only about $127,435 at 4% or $84,957 at 6%; with 50% employer match about $84,957 at 4% or $56,638 at 6%; with 100% employer match about $63,718 at 4% or $42,478 at 6%. |
| Supplemental Retirement Annuity | - | 30 | $2,084,176 | $128,506 | $4,284iApproximate average salary by contribution assumption: employee only about $107,088 at 4% or $71,392 at 6%; with 50% employer match about $71,392 at 4% or $47,595 at 6%; with 100% employer match about $53,544 at 4% or $35,696 at 6%. |
| The Forum School Health and Welfare Plan | - | 83 | - | - | - |
| 2014 | 3 | 94 | $13,119,413 | $195,810 | $2,083iApproximate average salary by contribution assumption: employee only about $52,077 at 4% or $34,718 at 6%; with 50% employer match about $34,718 at 4% or $23,145 at 6%; with 100% employer match about $26,039 at 4% or $17,359 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 48 | $11,185,702 | $77,060 | $1,605iApproximate average salary by contribution assumption: employee only about $40,135 at 4% or $26,757 at 6%; with 50% employer match about $26,757 at 4% or $17,838 at 6%; with 100% employer match about $20,068 at 4% or $13,378 at 6%. |
| Supplemental Retirement Annuity | - | 29 | $1,933,711 | $118,750 | $4,095iApproximate average salary by contribution assumption: employee only about $102,371 at 4% or $68,247 at 6%; with 50% employer match about $68,247 at 4% or $45,498 at 6%; with 100% employer match about $51,185 at 4% or $34,124 at 6%. |
| The Forum School Health and Welfare Plan | - | 94 | - | - | - |
| 2012 | 3 | 92 | $11,780,359 | $216,921 | $2,358iApproximate average salary by contribution assumption: employee only about $58,946 at 4% or $39,297 at 6%; with 50% employer match about $39,297 at 4% or $26,198 at 6%; with 100% employer match about $29,473 at 4% or $19,649 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 54 | $10,098,565 | $50,029 | $926iApproximate average salary by contribution assumption: employee only about $23,162 at 4% or $15,441 at 6%; with 50% employer match about $15,441 at 4% or $10,294 at 6%; with 100% employer match about $11,581 at 4% or $7,721 at 6%. |
| Supplemental Retirement Annuity | - | 39 | $1,681,794 | $166,892 | $4,279iApproximate average salary by contribution assumption: employee only about $106,982 at 4% or $71,321 at 6%; with 50% employer match about $71,321 at 4% or $47,548 at 6%; with 100% employer match about $53,491 at 4% or $35,661 at 6%. |
| The Forum School Health and Welfare Plan | - | 92 | - | - | - |
| 2011 | 3 | 89 | $9,739,391 | $171,458 | $1,926iApproximate average salary by contribution assumption: employee only about $48,162 at 4% or $32,108 at 6%; with 50% employer match about $32,108 at 4% or $21,405 at 6%; with 100% employer match about $24,081 at 4% or $16,054 at 6%. |
| Forum School Defined Contribution Retirement Plan | - | 59 | $8,644,614 | $134,958 | $2,287iApproximate average salary by contribution assumption: employee only about $57,186 at 4% or $38,124 at 6%; with 50% employer match about $38,124 at 4% or $25,416 at 6%; with 100% employer match about $28,593 at 4% or $19,062 at 6%. |
| Supplemental Retirement Annuity | - | 43 | $1,094,777 | $36,500 | $849iApproximate average salary by contribution assumption: employee only about $21,221 at 4% or $14,147 at 6%; with 50% employer match about $14,147 at 4% or $9,432 at 6%; with 100% employer match about $10,610 at 4% or $7,074 at 6%. |
| The Forum School Health and Welfare Plan | - | 89 | - | - | - |
| 2010 | 3 | 93 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| The Forum School Health and Welfare Plan | - | 93 | - | - | - |
| 2009 | 3 | 99 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| The Forum School Health and Welfare Plan | - | 99 | - | - | - |
| 2008 | 3 | 109 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| The Forum School Health and Welfare Plan | - | 109 | - | - | - |
| 2007 | 3 | 106 | $0 | $0 | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| The Forum School Health and Welfare Plan | - | 106 | - | - | - |
| 2006 | 3 | 111 | $0 | $0 | - |
| The Forum School Health and Welfare Plan | - | 111 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| 2005 | 3 | 109 | $0 | $0 | - |
| The Forum School Health and Welfare Plan | - | 109 | - | - | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2004 | 3 | 104 | $0 | $0 | - |
| The Forum School Health and Welfare Plan | - | 104 | - | - | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| Supplemental Retirement Annuity | - | 0 | - | - | - |
| Forum School Defined Contribution Retirement Plan | - | 0 | - | - | - |