Civic Intelligence

Scott W. Forsyth, Cfp

Plan context: Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan

EIN 26-2026527 • Lone Tree, CO • 16 filings • 3 plans

8375 Willow St Ste 310Lone Tree, CO 80124
Current Snapshot

Latest Year

2023

2023 Participants

7

2023 Assets

$1,026,948

2023 Contributions

$64,786

Historical Graphs

Total Assets Over Time

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

$1,026,948$513,474$0200820152022YearValue
$1,026,948Latest year 2022

Participants Over Time

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

740200820152022YearValue
7Latest year 2022

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
202310$0$64,786-
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-0$0$64,786-
202217$1,026,948$158,160$22,594iApproximate average salary by contribution assumption: employee only about $564,857 at 4% or $376,571 at 6%; with 50% employer match about $376,571 at 4% or $251,048 at 6%; with 100% employer match about $282,429 at 4% or $188,286 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-7$1,026,948$158,160$22,594iApproximate average salary by contribution assumption: employee only about $564,857 at 4% or $376,571 at 6%; with 50% employer match about $376,571 at 4% or $251,048 at 6%; with 100% employer match about $282,429 at 4% or $188,286 at 6%.
202117$1,002,565$149,082$21,297iApproximate average salary by contribution assumption: employee only about $532,436 at 4% or $354,957 at 6%; with 50% employer match about $354,957 at 4% or $236,638 at 6%; with 100% employer match about $266,218 at 4% or $177,479 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-7$1,002,565$149,082$21,297iApproximate average salary by contribution assumption: employee only about $532,436 at 4% or $354,957 at 6%; with 50% employer match about $354,957 at 4% or $236,638 at 6%; with 100% employer match about $266,218 at 4% or $177,479 at 6%.
202015$814,032$96,145$19,229iApproximate average salary by contribution assumption: employee only about $480,725 at 4% or $320,483 at 6%; with 50% employer match about $320,483 at 4% or $213,656 at 6%; with 100% employer match about $240,363 at 4% or $160,242 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-5$814,032$96,145$19,229iApproximate average salary by contribution assumption: employee only about $480,725 at 4% or $320,483 at 6%; with 50% employer match about $320,483 at 4% or $213,656 at 6%; with 100% employer match about $240,363 at 4% or $160,242 at 6%.
201913$751,458$96,145$32,048iApproximate average salary by contribution assumption: employee only about $801,208 at 4% or $534,139 at 6%; with 50% employer match about $534,139 at 4% or $356,093 at 6%; with 100% employer match about $400,604 at 4% or $267,069 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-3$751,458$96,145$32,048iApproximate average salary by contribution assumption: employee only about $801,208 at 4% or $534,139 at 6%; with 50% employer match about $534,139 at 4% or $356,093 at 6%; with 100% employer match about $400,604 at 4% or $267,069 at 6%.
201812$559,765$77,049$38,525iApproximate average salary by contribution assumption: employee only about $963,113 at 4% or $642,075 at 6%; with 50% employer match about $642,075 at 4% or $428,050 at 6%; with 100% employer match about $481,556 at 4% or $321,038 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$559,765$77,049$38,525iApproximate average salary by contribution assumption: employee only about $963,113 at 4% or $642,075 at 6%; with 50% employer match about $642,075 at 4% or $428,050 at 6%; with 100% employer match about $481,556 at 4% or $321,038 at 6%.
201712$540,038$71,978$35,989iApproximate average salary by contribution assumption: employee only about $899,725 at 4% or $599,817 at 6%; with 50% employer match about $599,817 at 4% or $399,878 at 6%; with 100% employer match about $449,863 at 4% or $299,908 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$540,038$71,978$35,989iApproximate average salary by contribution assumption: employee only about $899,725 at 4% or $599,817 at 6%; with 50% employer match about $599,817 at 4% or $399,878 at 6%; with 100% employer match about $449,863 at 4% or $299,908 at 6%.
201612$388,161$59,685$29,843iApproximate average salary by contribution assumption: employee only about $746,063 at 4% or $497,375 at 6%; with 50% employer match about $497,375 at 4% or $331,583 at 6%; with 100% employer match about $373,031 at 4% or $248,688 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$388,161$59,685$29,843iApproximate average salary by contribution assumption: employee only about $746,063 at 4% or $497,375 at 6%; with 50% employer match about $497,375 at 4% or $331,583 at 6%; with 100% employer match about $373,031 at 4% or $248,688 at 6%.
201512$306,522$59,426$29,713iApproximate average salary by contribution assumption: employee only about $742,825 at 4% or $495,217 at 6%; with 50% employer match about $495,217 at 4% or $330,144 at 6%; with 100% employer match about $371,413 at 4% or $247,608 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$306,522$59,426$29,713iApproximate average salary by contribution assumption: employee only about $742,825 at 4% or $495,217 at 6%; with 50% employer match about $495,217 at 4% or $330,144 at 6%; with 100% employer match about $371,413 at 4% or $247,608 at 6%.
201412$252,720$57,910$28,955iApproximate average salary by contribution assumption: employee only about $723,875 at 4% or $482,583 at 6%; with 50% employer match about $482,583 at 4% or $321,722 at 6%; with 100% employer match about $361,938 at 4% or $241,292 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$252,720$57,910$28,955iApproximate average salary by contribution assumption: employee only about $723,875 at 4% or $482,583 at 6%; with 50% employer match about $482,583 at 4% or $321,722 at 6%; with 100% employer match about $361,938 at 4% or $241,292 at 6%.
201312$187,958$56,777$28,389iApproximate average salary by contribution assumption: employee only about $709,713 at 4% or $473,142 at 6%; with 50% employer match about $473,142 at 4% or $315,428 at 6%; with 100% employer match about $354,856 at 4% or $236,571 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$187,958$56,777$28,389iApproximate average salary by contribution assumption: employee only about $709,713 at 4% or $473,142 at 6%; with 50% employer match about $473,142 at 4% or $315,428 at 6%; with 100% employer match about $354,856 at 4% or $236,571 at 6%.
201212$115,151$55,604$27,802iApproximate average salary by contribution assumption: employee only about $695,050 at 4% or $463,367 at 6%; with 50% employer match about $463,367 at 4% or $308,911 at 6%; with 100% employer match about $347,525 at 4% or $231,683 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$115,151$55,604$27,802iApproximate average salary by contribution assumption: employee only about $695,050 at 4% or $463,367 at 6%; with 50% employer match about $463,367 at 4% or $308,911 at 6%; with 100% employer match about $347,525 at 4% or $231,683 at 6%.
201112$50,807$20,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$50,807$20,200$10,100iApproximate average salary by contribution assumption: employee only about $252,500 at 4% or $168,333 at 6%; with 50% employer match about $168,333 at 4% or $112,222 at 6%; with 100% employer match about $126,250 at 4% or $84,167 at 6%.
201012$32,529$19,267$9,634iApproximate average salary by contribution assumption: employee only about $240,838 at 4% or $160,558 at 6%; with 50% employer match about $160,558 at 4% or $107,039 at 6%; with 100% employer match about $120,419 at 4% or $80,279 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$32,529$19,267$9,634iApproximate average salary by contribution assumption: employee only about $240,838 at 4% or $160,558 at 6%; with 50% employer match about $160,558 at 4% or $107,039 at 6%; with 100% employer match about $120,419 at 4% or $80,279 at 6%.
200912$10,005$6,896$3,448iApproximate average salary by contribution assumption: employee only about $86,200 at 4% or $57,467 at 6%; with 50% employer match about $57,467 at 4% or $38,311 at 6%; with 100% employer match about $43,100 at 4% or $28,733 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$10,005$6,896$3,448iApproximate average salary by contribution assumption: employee only about $86,200 at 4% or $57,467 at 6%; with 50% employer match about $57,467 at 4% or $38,311 at 6%; with 100% employer match about $43,100 at 4% or $28,733 at 6%.
200812$1,800$1,778$889iApproximate average salary by contribution assumption: employee only about $22,225 at 4% or $14,817 at 6%; with 50% employer match about $14,817 at 4% or $9,878 at 6%; with 100% employer match about $11,113 at 4% or $7,408 at 6%.
Scott W. Forsyth, Cfp 401(K) Profit Sharing Plan-2$1,800$1,778$889iApproximate average salary by contribution assumption: employee only about $22,225 at 4% or $14,817 at 6%; with 50% employer match about $14,817 at 4% or $9,878 at 6%; with 100% employer match about $11,113 at 4% or $7,408 at 6%.