Civic Intelligence

Forsite Benefit Partners LLC

Plan context: Forsite Benefit Partners LLC Retirement Savings Plan and Trust

EIN 26-0406394 • Green Bay, WI • 17 filings • 1 plans

2300 Riverside Drive Suite 204Green Bay, WI 54301
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$3,182,529

2025 Contributions

$248,186

Historical Graphs

Total Assets Over Time

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

$3,182,529$1,591,265$0200920172025YearValue
$3,182,529Latest year 2025

Participants Over Time

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

24120200920172025YearValue
24Latest 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
2025124$3,182,529$248,186$10,341iApproximate average salary by contribution assumption: employee only about $258,527 at 4% or $172,351 at 6%; with 50% employer match about $172,351 at 4% or $114,901 at 6%; with 100% employer match about $129,264 at 4% or $86,176 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-24$3,182,529$248,186$10,341iApproximate average salary by contribution assumption: employee only about $258,527 at 4% or $172,351 at 6%; with 50% employer match about $172,351 at 4% or $114,901 at 6%; with 100% employer match about $129,264 at 4% or $86,176 at 6%.
2024121$2,873,756$211,735$10,083iApproximate average salary by contribution assumption: employee only about $252,065 at 4% or $168,044 at 6%; with 50% employer match about $168,044 at 4% or $112,029 at 6%; with 100% employer match about $126,033 at 4% or $84,022 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-21$2,873,756$211,735$10,083iApproximate average salary by contribution assumption: employee only about $252,065 at 4% or $168,044 at 6%; with 50% employer match about $168,044 at 4% or $112,029 at 6%; with 100% employer match about $126,033 at 4% or $84,022 at 6%.
2023122$2,457,065$221,318$10,060iApproximate average salary by contribution assumption: employee only about $251,498 at 4% or $167,665 at 6%; with 50% employer match about $167,665 at 4% or $111,777 at 6%; with 100% employer match about $125,749 at 4% or $83,833 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-22$2,457,065$221,318$10,060iApproximate average salary by contribution assumption: employee only about $251,498 at 4% or $167,665 at 6%; with 50% employer match about $167,665 at 4% or $111,777 at 6%; with 100% employer match about $125,749 at 4% or $83,833 at 6%.
2022124$1,975,472$218,611$9,109iApproximate average salary by contribution assumption: employee only about $227,720 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,209 at 6%; with 100% employer match about $113,860 at 4% or $75,907 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-24$1,975,472$218,611$9,109iApproximate average salary by contribution assumption: employee only about $227,720 at 4% or $151,813 at 6%; with 50% employer match about $151,813 at 4% or $101,209 at 6%; with 100% employer match about $113,860 at 4% or $75,907 at 6%.
2021123$2,355,855$513,620$22,331iApproximate average salary by contribution assumption: employee only about $558,283 at 4% or $372,188 at 6%; with 50% employer match about $372,188 at 4% or $248,126 at 6%; with 100% employer match about $279,141 at 4% or $186,094 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-23$2,355,855$513,620$22,331iApproximate average salary by contribution assumption: employee only about $558,283 at 4% or $372,188 at 6%; with 50% employer match about $372,188 at 4% or $248,126 at 6%; with 100% employer match about $279,141 at 4% or $186,094 at 6%.
2020119$1,865,321$269,513$14,185iApproximate average salary by contribution assumption: employee only about $354,622 at 4% or $236,415 at 6%; with 50% employer match about $236,415 at 4% or $157,610 at 6%; with 100% employer match about $177,311 at 4% or $118,207 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-19$1,865,321$269,513$14,185iApproximate average salary by contribution assumption: employee only about $354,622 at 4% or $236,415 at 6%; with 50% employer match about $236,415 at 4% or $157,610 at 6%; with 100% employer match about $177,311 at 4% or $118,207 at 6%.
2019119$1,355,952$203,334$10,702iApproximate average salary by contribution assumption: employee only about $267,545 at 4% or $178,363 at 6%; with 50% employer match about $178,363 at 4% or $118,909 at 6%; with 100% employer match about $133,772 at 4% or $89,182 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-19$1,355,952$203,334$10,702iApproximate average salary by contribution assumption: employee only about $267,545 at 4% or $178,363 at 6%; with 50% employer match about $178,363 at 4% or $118,909 at 6%; with 100% employer match about $133,772 at 4% or $89,182 at 6%.
2018119$1,021,620$220,657$11,614iApproximate average salary by contribution assumption: employee only about $290,338 at 4% or $193,559 at 6%; with 50% employer match about $193,559 at 4% or $129,039 at 6%; with 100% employer match about $145,169 at 4% or $96,779 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-19$1,021,620$220,657$11,614iApproximate average salary by contribution assumption: employee only about $290,338 at 4% or $193,559 at 6%; with 50% employer match about $193,559 at 4% or $129,039 at 6%; with 100% employer match about $145,169 at 4% or $96,779 at 6%.
2017120$950,656$189,252$9,463iApproximate average salary by contribution assumption: employee only about $236,565 at 4% or $157,710 at 6%; with 50% employer match about $157,710 at 4% or $105,140 at 6%; with 100% employer match about $118,283 at 4% or $78,855 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-20$950,656$189,252$9,463iApproximate average salary by contribution assumption: employee only about $236,565 at 4% or $157,710 at 6%; with 50% employer match about $157,710 at 4% or $105,140 at 6%; with 100% employer match about $118,283 at 4% or $78,855 at 6%.
2016114$640,516$150,867$10,776iApproximate average salary by contribution assumption: employee only about $269,405 at 4% or $179,604 at 6%; with 50% employer match about $179,604 at 4% or $119,736 at 6%; with 100% employer match about $134,703 at 4% or $89,802 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-14$640,516$150,867$10,776iApproximate average salary by contribution assumption: employee only about $269,405 at 4% or $179,604 at 6%; with 50% employer match about $179,604 at 4% or $119,736 at 6%; with 100% employer match about $134,703 at 4% or $89,802 at 6%.
2015113$463,423$127,264$9,790iApproximate average salary by contribution assumption: employee only about $244,738 at 4% or $163,159 at 6%; with 50% employer match about $163,159 at 4% or $108,773 at 6%; with 100% employer match about $122,369 at 4% or $81,579 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-13$463,423$127,264$9,790iApproximate average salary by contribution assumption: employee only about $244,738 at 4% or $163,159 at 6%; with 50% employer match about $163,159 at 4% or $108,773 at 6%; with 100% employer match about $122,369 at 4% or $81,579 at 6%.
2014110$340,365$83,417$8,342iApproximate average salary by contribution assumption: employee only about $208,543 at 4% or $139,028 at 6%; with 50% employer match about $139,028 at 4% or $92,686 at 6%; with 100% employer match about $104,271 at 4% or $69,514 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-10$340,365$83,417$8,342iApproximate average salary by contribution assumption: employee only about $208,543 at 4% or $139,028 at 6%; with 50% employer match about $139,028 at 4% or $92,686 at 6%; with 100% employer match about $104,271 at 4% or $69,514 at 6%.
201319$241,925$56,164$6,240iApproximate average salary by contribution assumption: employee only about $156,011 at 4% or $104,007 at 6%; with 50% employer match about $104,007 at 4% or $69,338 at 6%; with 100% employer match about $78,006 at 4% or $52,004 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-9$241,925$56,164$6,240iApproximate average salary by contribution assumption: employee only about $156,011 at 4% or $104,007 at 6%; with 50% employer match about $104,007 at 4% or $69,338 at 6%; with 100% employer match about $78,006 at 4% or $52,004 at 6%.
201217$144,828$45,275$6,468iApproximate average salary by contribution assumption: employee only about $161,696 at 4% or $107,798 at 6%; with 50% employer match about $107,798 at 4% or $71,865 at 6%; with 100% employer match about $80,848 at 4% or $53,899 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-7$144,828$45,275$6,468iApproximate average salary by contribution assumption: employee only about $161,696 at 4% or $107,798 at 6%; with 50% employer match about $107,798 at 4% or $71,865 at 6%; with 100% employer match about $80,848 at 4% or $53,899 at 6%.
201117$84,254$43,216$6,174iApproximate average salary by contribution assumption: employee only about $154,343 at 4% or $102,895 at 6%; with 50% employer match about $102,895 at 4% or $68,597 at 6%; with 100% employer match about $77,171 at 4% or $51,448 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-7$84,254$43,216$6,174iApproximate average salary by contribution assumption: employee only about $154,343 at 4% or $102,895 at 6%; with 50% employer match about $102,895 at 4% or $68,597 at 6%; with 100% employer match about $77,171 at 4% or $51,448 at 6%.
201016$43,901$20,854$3,476iApproximate average salary by contribution assumption: employee only about $86,892 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-6$43,901$20,854$3,476iApproximate average salary by contribution assumption: employee only about $86,892 at 4% or $57,928 at 6%; with 50% employer match about $57,928 at 4% or $38,619 at 6%; with 100% employer match about $43,446 at 4% or $28,964 at 6%.
200914$17,683$17,683$4,421iApproximate average salary by contribution assumption: employee only about $110,519 at 4% or $73,679 at 6%; with 50% employer match about $73,679 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,840 at 6%.
Forsite Benefit Partners LLC Retirement Savings Plan and Trust-4$17,683$17,683$4,421iApproximate average salary by contribution assumption: employee only about $110,519 at 4% or $73,679 at 6%; with 50% employer match about $73,679 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,840 at 6%.