Civic Intelligence

Forever Wealth Club LLC

Plan context: Forever Wealth Club 401(K) Plan

EIN 26-2290260 • Naples, FL • 16 filings • 2 plans

8805 Tamiami Trail N 304Naples, FL 34108
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$717,722

2024 Contributions

$62,831

Historical Graphs

Total Assets Over Time

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

$1,322,825$661,413$0201520192023YearValue
$717,722Latest year 2023

Participants Over Time

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

530201520192023YearValue
4Latest year 2023

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
202410$0$0-
Forever Wealth Club 401(K) Plan-0$0--
202324$717,722$62,831$15,708iApproximate average salary by contribution assumption: employee only about $392,694 at 4% or $261,796 at 6%; with 50% employer match about $261,796 at 4% or $174,531 at 6%; with 100% employer match about $196,347 at 4% or $130,898 at 6%.
Forever Wealth Club 401(K) Plan-4$717,722$62,831$15,708iApproximate average salary by contribution assumption: employee only about $392,694 at 4% or $261,796 at 6%; with 50% employer match about $261,796 at 4% or $174,531 at 6%; with 100% employer match about $196,347 at 4% or $130,898 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-0$0$0-
202224$1,322,825$301,909$75,477iApproximate average salary by contribution assumption: employee only about $1,886,931 at 4% or $1,257,954 at 6%; with 50% employer match about $1,257,954 at 4% or $838,636 at 6%; with 100% employer match about $943,466 at 4% or $628,977 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-4$773,615$244,286$61,072iApproximate average salary by contribution assumption: employee only about $1,526,788 at 4% or $1,017,858 at 6%; with 50% employer match about $1,017,858 at 4% or $678,572 at 6%; with 100% employer match about $763,394 at 4% or $508,929 at 6%.
Forever Wealth Club 401(K) Plan-4$549,210$57,623$14,406iApproximate average salary by contribution assumption: employee only about $360,144 at 4% or $240,096 at 6%; with 50% employer match about $240,096 at 4% or $160,064 at 6%; with 100% employer match about $180,072 at 4% or $120,048 at 6%.
202124$1,223,135$134,857$33,714iApproximate average salary by contribution assumption: employee only about $842,856 at 4% or $561,904 at 6%; with 50% employer match about $561,904 at 4% or $374,603 at 6%; with 100% employer match about $421,428 at 4% or $280,952 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-4$621,153$50,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
Forever Wealth Club 401(K) Plan-4$601,982$84,857$21,214iApproximate average salary by contribution assumption: employee only about $530,356 at 4% or $353,571 at 6%; with 50% employer match about $353,571 at 4% or $235,714 at 6%; with 100% employer match about $265,178 at 4% or $176,785 at 6%.
202024$1,017,571$231,264$57,816iApproximate average salary by contribution assumption: employee only about $1,445,400 at 4% or $963,600 at 6%; with 50% employer match about $963,600 at 4% or $642,400 at 6%; with 100% employer match about $722,700 at 4% or $481,800 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-4$551,749$148,056$37,014iApproximate average salary by contribution assumption: employee only about $925,350 at 4% or $616,900 at 6%; with 50% employer match about $616,900 at 4% or $411,267 at 6%; with 100% employer match about $462,675 at 4% or $308,450 at 6%.
Forever Wealth Club 401(K) Plan-4$465,822$83,208$20,802iApproximate average salary by contribution assumption: employee only about $520,050 at 4% or $346,700 at 6%; with 50% employer match about $346,700 at 4% or $231,133 at 6%; with 100% employer match about $260,025 at 4% or $173,350 at 6%.
201925$688,318$222,603$44,521iApproximate average salary by contribution assumption: employee only about $1,113,015 at 4% or $742,010 at 6%; with 50% employer match about $742,010 at 4% or $494,673 at 6%; with 100% employer match about $556,508 at 4% or $371,005 at 6%.
Forever Wealth Club 401(K) Plan-5$346,782$78,105$15,621iApproximate average salary by contribution assumption: employee only about $390,525 at 4% or $260,350 at 6%; with 50% employer match about $260,350 at 4% or $173,567 at 6%; with 100% employer match about $195,263 at 4% or $130,175 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-4$341,536$144,498$36,125iApproximate average salary by contribution assumption: employee only about $903,113 at 4% or $602,075 at 6%; with 50% employer match about $602,075 at 4% or $401,383 at 6%; with 100% employer match about $451,556 at 4% or $301,038 at 6%.
201823$407,740$264,645$88,215iApproximate average salary by contribution assumption: employee only about $2,205,375 at 4% or $1,470,250 at 6%; with 50% employer match about $1,470,250 at 4% or $980,167 at 6%; with 100% employer match about $1,102,688 at 4% or $735,125 at 6%.
Forever Wealth Club 401(K) Plan-3$227,740$84,645$28,215iApproximate average salary by contribution assumption: employee only about $705,375 at 4% or $470,250 at 6%; with 50% employer match about $470,250 at 4% or $313,500 at 6%; with 100% employer match about $352,688 at 4% or $235,125 at 6%.
FOREVER WEALTH CLUB DEFINED BENEFIT PLAN-2$180,000$180,000$90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%.
201712$152,806$51,900$25,950iApproximate average salary by contribution assumption: employee only about $648,750 at 4% or $432,500 at 6%; with 50% employer match about $432,500 at 4% or $288,333 at 6%; with 100% employer match about $324,375 at 4% or $216,250 at 6%.
Forever Wealth Club 401(K) Plan-2$152,806$51,900$25,950iApproximate average salary by contribution assumption: employee only about $648,750 at 4% or $432,500 at 6%; with 50% employer match about $432,500 at 4% or $288,333 at 6%; with 100% employer match about $324,375 at 4% or $216,250 at 6%.
201612$90,230$42,304$21,152iApproximate average salary by contribution assumption: employee only about $528,800 at 4% or $352,533 at 6%; with 50% employer match about $352,533 at 4% or $235,022 at 6%; with 100% employer match about $264,400 at 4% or $176,267 at 6%.
Forever Wealth Club 401(K) Plan-2$90,230$42,304$21,152iApproximate average salary by contribution assumption: employee only about $528,800 at 4% or $352,533 at 6%; with 50% employer match about $352,533 at 4% or $235,022 at 6%; with 100% employer match about $264,400 at 4% or $176,267 at 6%.
201512$43,630$45,319$22,660iApproximate average salary by contribution assumption: employee only about $566,488 at 4% or $377,658 at 6%; with 50% employer match about $377,658 at 4% or $251,772 at 6%; with 100% employer match about $283,244 at 4% or $188,829 at 6%.
Forever Wealth Club 401(K) Plan-2$43,630$45,319$22,660iApproximate average salary by contribution assumption: employee only about $566,488 at 4% or $377,658 at 6%; with 50% employer match about $377,658 at 4% or $251,772 at 6%; with 100% employer match about $283,244 at 4% or $188,829 at 6%.