Civic Intelligence

Forward Health Group Inc.

Plan context: Forward Health Group 401(K) Retirement Plan

EIN 27-0324007 • Madison, WI • 13 filings • 1 plans

1 South Pinckney Street,Suite 301Madison, WI 53703
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$2,565,036

2024 Contributions

$157,699

Historical Graphs

Total Assets Over Time

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

$2,565,036$1,282,518$0201320192024YearValue
$2,565,036Latest year 2024

Participants Over Time

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

50250201220182024YearValue
33Latest year 2024

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
2024133$2,565,036$157,699$4,779iApproximate average salary by contribution assumption: employee only about $119,469 at 4% or $79,646 at 6%; with 50% employer match about $79,646 at 4% or $53,097 at 6%; with 100% employer match about $59,734 at 4% or $39,823 at 6%.
Forward Health Group 401(K) Retirement Plan-33$2,565,036$157,699$4,779iApproximate average salary by contribution assumption: employee only about $119,469 at 4% or $79,646 at 6%; with 50% employer match about $79,646 at 4% or $53,097 at 6%; with 100% employer match about $59,734 at 4% or $39,823 at 6%.
2023138$2,492,474$274,140$7,214iApproximate average salary by contribution assumption: employee only about $180,355 at 4% or $120,237 at 6%; with 50% employer match about $120,237 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,118 at 6%.
Forward Health Group 401(K) Retirement Plan-38$2,492,474$274,140$7,214iApproximate average salary by contribution assumption: employee only about $180,355 at 4% or $120,237 at 6%; with 50% employer match about $120,237 at 4% or $80,158 at 6%; with 100% employer match about $90,178 at 4% or $60,118 at 6%.
2022148$2,096,772$310,010$6,459iApproximate average salary by contribution assumption: employee only about $161,464 at 4% or $107,642 at 6%; with 50% employer match about $107,642 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,821 at 6%.
Forward Health Group 401(K) Retirement Plan-48$2,096,772$310,010$6,459iApproximate average salary by contribution assumption: employee only about $161,464 at 4% or $107,642 at 6%; with 50% employer match about $107,642 at 4% or $71,762 at 6%; with 100% employer match about $80,732 at 4% or $53,821 at 6%.
2021150$2,241,448$336,844$6,737iApproximate average salary by contribution assumption: employee only about $168,422 at 4% or $112,281 at 6%; with 50% employer match about $112,281 at 4% or $74,854 at 6%; with 100% employer match about $84,211 at 4% or $56,141 at 6%.
Forward Health Group 401(K) Retirement Plan-50$2,241,448$336,844$6,737iApproximate average salary by contribution assumption: employee only about $168,422 at 4% or $112,281 at 6%; with 50% employer match about $112,281 at 4% or $74,854 at 6%; with 100% employer match about $84,211 at 4% or $56,141 at 6%.
2020145$1,699,394$289,440$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
Forward Health Group 401(K) Retirement Plan-45$1,699,394$289,440$6,432iApproximate average salary by contribution assumption: employee only about $160,800 at 4% or $107,200 at 6%; with 50% employer match about $107,200 at 4% or $71,467 at 6%; with 100% employer match about $80,400 at 4% or $53,600 at 6%.
2019145$1,494,880$361,727$8,038iApproximate average salary by contribution assumption: employee only about $200,959 at 4% or $133,973 at 6%; with 50% employer match about $133,973 at 4% or $89,315 at 6%; with 100% employer match about $100,480 at 4% or $66,986 at 6%.
Forward Health Group 401(K) Retirement Plan-45$1,494,880$361,727$8,038iApproximate average salary by contribution assumption: employee only about $200,959 at 4% or $133,973 at 6%; with 50% employer match about $133,973 at 4% or $89,315 at 6%; with 100% employer match about $100,480 at 4% or $66,986 at 6%.
2018148$1,086,606$311,034$6,480iApproximate average salary by contribution assumption: employee only about $161,997 at 4% or $107,998 at 6%; with 50% employer match about $107,998 at 4% or $71,999 at 6%; with 100% employer match about $80,998 at 4% or $53,999 at 6%.
Forward Health Group 401(K) Retirement Plan-48$1,086,606$311,034$6,480iApproximate average salary by contribution assumption: employee only about $161,997 at 4% or $107,998 at 6%; with 50% employer match about $107,998 at 4% or $71,999 at 6%; with 100% employer match about $80,998 at 4% or $53,999 at 6%.
2017143$1,096,934$375,331$8,729iApproximate average salary by contribution assumption: employee only about $218,216 at 4% or $145,477 at 6%; with 50% employer match about $145,477 at 4% or $96,985 at 6%; with 100% employer match about $109,108 at 4% or $72,739 at 6%.
Forward Health Group 401(K) Retirement Plan-43$1,096,934$375,331$8,729iApproximate average salary by contribution assumption: employee only about $218,216 at 4% or $145,477 at 6%; with 50% employer match about $145,477 at 4% or $96,985 at 6%; with 100% employer match about $109,108 at 4% or $72,739 at 6%.
2016144$863,494$528,494$12,011iApproximate average salary by contribution assumption: employee only about $300,281 at 4% or $200,187 at 6%; with 50% employer match about $200,187 at 4% or $133,458 at 6%; with 100% employer match about $150,140 at 4% or $100,094 at 6%.
Forward Health Group 401(K) Retirement Plan-44$863,494$528,494$12,011iApproximate average salary by contribution assumption: employee only about $300,281 at 4% or $200,187 at 6%; with 50% employer match about $200,187 at 4% or $133,458 at 6%; with 100% employer match about $150,140 at 4% or $100,094 at 6%.
2015136$362,806$346,284$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
Forward Health Group 401(K) Retirement Plan-36$362,806$346,284$9,619iApproximate average salary by contribution assumption: employee only about $240,475 at 4% or $160,317 at 6%; with 50% employer match about $160,317 at 4% or $106,878 at 6%; with 100% employer match about $120,238 at 4% or $80,158 at 6%.
2014110$53,201$38,177$3,818iApproximate average salary by contribution assumption: employee only about $95,443 at 4% or $63,628 at 6%; with 50% employer match about $63,628 at 4% or $42,419 at 6%; with 100% employer match about $47,721 at 4% or $31,814 at 6%.
Forward Health Group 401(K) Retirement Plan-10$53,201$38,177$3,818iApproximate average salary by contribution assumption: employee only about $95,443 at 4% or $63,628 at 6%; with 50% employer match about $63,628 at 4% or $42,419 at 6%; with 100% employer match about $47,721 at 4% or $31,814 at 6%.
201316$13,127$12,375$2,063iApproximate average salary by contribution assumption: employee only about $51,563 at 4% or $34,375 at 6%; with 50% employer match about $34,375 at 4% or $22,917 at 6%; with 100% employer match about $25,781 at 4% or $17,188 at 6%.
Forward Health Group 401(K) Retirement Plan-6$13,127$12,375$2,063iApproximate average salary by contribution assumption: employee only about $51,563 at 4% or $34,375 at 6%; with 50% employer match about $34,375 at 4% or $22,917 at 6%; with 100% employer match about $25,781 at 4% or $17,188 at 6%.
201213$0$0-
Forward Health Group 401(K) Retirement Plan-3$0$0-