Fwd. Direct LLC
Plan context: Fwd. Direct LLC 401(K) Savings Plan
EIN 23-3097240 • Berwyn, PA • 15 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
16
2016 Assets
$965,663
2016 Contributions
$61,372
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 0 | $0 | $0 | - |
| Fwd. Direct LLC 401(K) Savings Plan | - | 0 | $0 | - | - |
| 2015 | 1 | 16 | $965,663 | $0 | - |
| Fwd. Direct LLC 401(K) Savings Plan | - | 16 | $965,663 | - | - |
| 2014 | 1 | 17 | $1,068,941 | $61,372 | $3,610iApproximate average salary by contribution assumption: employee only about $90,253 at 4% or $60,169 at 6%; with 50% employer match about $60,169 at 4% or $40,112 at 6%; with 100% employer match about $45,126 at 4% or $30,084 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 17 | $1,068,941 | $61,372 | $3,610iApproximate average salary by contribution assumption: employee only about $90,253 at 4% or $60,169 at 6%; with 50% employer match about $60,169 at 4% or $40,112 at 6%; with 100% employer match about $45,126 at 4% or $30,084 at 6%. |
| 2013 | 1 | 22 | $2,059,014 | $127,961 | $5,816iApproximate average salary by contribution assumption: employee only about $145,410 at 4% or $96,940 at 6%; with 50% employer match about $96,940 at 4% or $64,627 at 6%; with 100% employer match about $72,705 at 4% or $48,470 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 22 | $2,059,014 | $127,961 | $5,816iApproximate average salary by contribution assumption: employee only about $145,410 at 4% or $96,940 at 6%; with 50% employer match about $96,940 at 4% or $64,627 at 6%; with 100% employer match about $72,705 at 4% or $48,470 at 6%. |
| 2012 | 1 | 23 | $2,003,273 | $158,653 | $6,898iApproximate average salary by contribution assumption: employee only about $172,449 at 4% or $114,966 at 6%; with 50% employer match about $114,966 at 4% or $76,644 at 6%; with 100% employer match about $86,224 at 4% or $57,483 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 23 | $2,003,273 | $158,653 | $6,898iApproximate average salary by contribution assumption: employee only about $172,449 at 4% or $114,966 at 6%; with 50% employer match about $114,966 at 4% or $76,644 at 6%; with 100% employer match about $86,224 at 4% or $57,483 at 6%. |
| 2011 | 1 | 23 | $1,802,876 | $276,863 | $12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 23 | $1,802,876 | $276,863 | $12,038iApproximate average salary by contribution assumption: employee only about $300,938 at 4% or $200,625 at 6%; with 50% employer match about $200,625 at 4% or $133,750 at 6%; with 100% employer match about $150,469 at 4% or $100,313 at 6%. |
| 2010 | 1 | 21 | $1,598,178 | $232,275 | $11,061iApproximate average salary by contribution assumption: employee only about $276,518 at 4% or $184,345 at 6%; with 50% employer match about $184,345 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 21 | $1,598,178 | $232,275 | $11,061iApproximate average salary by contribution assumption: employee only about $276,518 at 4% or $184,345 at 6%; with 50% employer match about $184,345 at 4% or $122,897 at 6%; with 100% employer match about $138,259 at 4% or $92,173 at 6%. |
| 2009 | 1 | 22 | $1,122,474 | $142,322 | $6,469iApproximate average salary by contribution assumption: employee only about $161,730 at 4% or $107,820 at 6%; with 50% employer match about $107,820 at 4% or $71,880 at 6%; with 100% employer match about $80,865 at 4% or $53,910 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 22 | $1,122,474 | $142,322 | $6,469iApproximate average salary by contribution assumption: employee only about $161,730 at 4% or $107,820 at 6%; with 50% employer match about $107,820 at 4% or $71,880 at 6%; with 100% employer match about $80,865 at 4% or $53,910 at 6%. |
| 2008 | 1 | 17 | $773,401 | $211,981 | $12,469iApproximate average salary by contribution assumption: employee only about $311,737 at 4% or $207,825 at 6%; with 50% employer match about $207,825 at 4% or $138,550 at 6%; with 100% employer match about $155,868 at 4% or $103,912 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 17 | $773,401 | $211,981 | $12,469iApproximate average salary by contribution assumption: employee only about $311,737 at 4% or $207,825 at 6%; with 50% employer match about $207,825 at 4% or $138,550 at 6%; with 100% employer match about $155,868 at 4% or $103,912 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Fwd. Direct LLC 401(K) Savings Plan | - | 15 | - | - | - |
| 2006 | 1 | 15 | $710,179 | $161,063 | $10,738iApproximate average salary by contribution assumption: employee only about $268,438 at 4% or $178,959 at 6%; with 50% employer match about $178,959 at 4% or $119,306 at 6%; with 100% employer match about $134,219 at 4% or $89,479 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 15 | $710,179 | $161,063 | $10,738iApproximate average salary by contribution assumption: employee only about $268,438 at 4% or $178,959 at 6%; with 50% employer match about $178,959 at 4% or $119,306 at 6%; with 100% employer match about $134,219 at 4% or $89,479 at 6%. |
| 2005 | 1 | 11 | $470,995 | $139,701 | $12,700iApproximate average salary by contribution assumption: employee only about $317,502 at 4% or $211,668 at 6%; with 50% employer match about $211,668 at 4% or $141,112 at 6%; with 100% employer match about $158,751 at 4% or $105,834 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 11 | $470,995 | $139,701 | $12,700iApproximate average salary by contribution assumption: employee only about $317,502 at 4% or $211,668 at 6%; with 50% employer match about $211,668 at 4% or $141,112 at 6%; with 100% employer match about $158,751 at 4% or $105,834 at 6%. |
| 2004 | 1 | 9 | $380,689 | $124,679 | $13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,887 at 6%; with 50% employer match about $230,887 at 4% or $153,925 at 6%; with 100% employer match about $173,165 at 4% or $115,444 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 9 | $380,689 | $124,679 | $13,853iApproximate average salary by contribution assumption: employee only about $346,331 at 4% or $230,887 at 6%; with 50% employer match about $230,887 at 4% or $153,925 at 6%; with 100% employer match about $173,165 at 4% or $115,444 at 6%. |
| 2003 | 1 | 7 | $209,425 | $169,586 | $24,227iApproximate average salary by contribution assumption: employee only about $605,664 at 4% or $403,776 at 6%; with 50% employer match about $403,776 at 4% or $269,184 at 6%; with 100% employer match about $302,832 at 4% or $201,888 at 6%. |
| Fwd. Direct LLC 401(K) Savings Plan | - | 7 | $209,425 | $169,586 | $24,227iApproximate average salary by contribution assumption: employee only about $605,664 at 4% or $403,776 at 6%; with 50% employer match about $403,776 at 4% or $269,184 at 6%; with 100% employer match about $302,832 at 4% or $201,888 at 6%. |
| 2002 | 1 | 3 | $0 | $0 | - |
| Fwd. Direct LLC 401(K) Savings Plan | - | 3 | - | - | - |