Civic Intelligence

Wilson Forte LLP

Plan context: Wilson Forte 401(K) Retirement Plan

EIN 27-3123178 • Hagerstown, MD • 14 filings • 2 plans

1115 Professional CourtHagerstown, MD 21740-4972
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$3,805,929

2024 Contributions

$103,641

Historical Graphs

Total Assets Over Time

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

$3,805,929$1,902,965$0201120182024YearValue
$3,805,929Latest year 2024

Participants Over Time

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

1790201120182024YearValue
17Latest 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
2024117$3,805,929$103,641$6,097iApproximate average salary by contribution assumption: employee only about $152,413 at 4% or $101,609 at 6%; with 50% employer match about $101,609 at 4% or $67,739 at 6%; with 100% employer match about $76,207 at 4% or $50,804 at 6%.
Wilson Forte 401(K) Retirement Plan-17$3,805,929$103,641$6,097iApproximate average salary by contribution assumption: employee only about $152,413 at 4% or $101,609 at 6%; with 50% employer match about $101,609 at 4% or $67,739 at 6%; with 100% employer match about $76,207 at 4% or $50,804 at 6%.
2023117$3,390,604$103,992$6,117iApproximate average salary by contribution assumption: employee only about $152,929 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,976 at 6%.
Wilson Forte 401(K) Retirement Plan-17$3,390,604$103,992$6,117iApproximate average salary by contribution assumption: employee only about $152,929 at 4% or $101,953 at 6%; with 50% employer match about $101,953 at 4% or $67,969 at 6%; with 100% employer match about $76,465 at 4% or $50,976 at 6%.
2022115$2,937,868$113,110$7,541iApproximate average salary by contribution assumption: employee only about $188,517 at 4% or $125,678 at 6%; with 50% employer match about $125,678 at 4% or $83,785 at 6%; with 100% employer match about $94,258 at 4% or $62,839 at 6%.
Wilson Forte 401(K) Retirement Plan-15$2,937,868$113,110$7,541iApproximate average salary by contribution assumption: employee only about $188,517 at 4% or $125,678 at 6%; with 50% employer match about $125,678 at 4% or $83,785 at 6%; with 100% employer match about $94,258 at 4% or $62,839 at 6%.
2021114$3,486,286$87,157$6,226iApproximate average salary by contribution assumption: employee only about $155,638 at 4% or $103,758 at 6%; with 50% employer match about $103,758 at 4% or $69,172 at 6%; with 100% employer match about $77,819 at 4% or $51,879 at 6%.
Wilson Forte 401(K) Retirement Plan-14$3,486,286$87,157$6,226iApproximate average salary by contribution assumption: employee only about $155,638 at 4% or $103,758 at 6%; with 50% employer match about $103,758 at 4% or $69,172 at 6%; with 100% employer match about $77,819 at 4% or $51,879 at 6%.
2020112$2,956,908$100,986$8,416iApproximate average salary by contribution assumption: employee only about $210,388 at 4% or $140,258 at 6%; with 50% employer match about $140,258 at 4% or $93,506 at 6%; with 100% employer match about $105,194 at 4% or $70,129 at 6%.
Wilson Forte 401(K) Retirement Plan-12$2,956,908$100,986$8,416iApproximate average salary by contribution assumption: employee only about $210,388 at 4% or $140,258 at 6%; with 50% employer match about $140,258 at 4% or $93,506 at 6%; with 100% employer match about $105,194 at 4% or $70,129 at 6%.
2019113$2,501,381$78,151$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
Wilson Forte 401(K) Retirement Plan-13$2,501,381$78,151$6,012iApproximate average salary by contribution assumption: employee only about $150,290 at 4% or $100,194 at 6%; with 50% employer match about $100,194 at 4% or $66,796 at 6%; with 100% employer match about $75,145 at 4% or $50,097 at 6%.
2018113$1,949,924$76,066$5,851iApproximate average salary by contribution assumption: employee only about $146,281 at 4% or $97,521 at 6%; with 50% employer match about $97,521 at 4% or $65,014 at 6%; with 100% employer match about $73,140 at 4% or $48,760 at 6%.
Wilson Forte 401(K) Retirement Plan-13$1,949,924$76,066$5,851iApproximate average salary by contribution assumption: employee only about $146,281 at 4% or $97,521 at 6%; with 50% employer match about $97,521 at 4% or $65,014 at 6%; with 100% employer match about $73,140 at 4% or $48,760 at 6%.
2017112$1,995,997$75,897$6,325iApproximate average salary by contribution assumption: employee only about $158,119 at 4% or $105,413 at 6%; with 50% employer match about $105,413 at 4% or $70,275 at 6%; with 100% employer match about $79,059 at 4% or $52,706 at 6%.
Wilson Forte 401(K) Retirement Plan-12$1,995,997$75,897$6,325iApproximate average salary by contribution assumption: employee only about $158,119 at 4% or $105,413 at 6%; with 50% employer match about $105,413 at 4% or $70,275 at 6%; with 100% employer match about $79,059 at 4% or $52,706 at 6%.
2016110$1,646,122$75,011$7,501iApproximate average salary by contribution assumption: employee only about $187,528 at 4% or $125,018 at 6%; with 50% employer match about $125,018 at 4% or $83,346 at 6%; with 100% employer match about $93,764 at 4% or $62,509 at 6%.
Wilson Forte 401(K) Retirement Plan-10$1,646,122$75,011$7,501iApproximate average salary by contribution assumption: employee only about $187,528 at 4% or $125,018 at 6%; with 50% employer match about $125,018 at 4% or $83,346 at 6%; with 100% employer match about $93,764 at 4% or $62,509 at 6%.
2015112$1,549,562$78,029$6,502iApproximate average salary by contribution assumption: employee only about $162,560 at 4% or $108,374 at 6%; with 50% employer match about $108,374 at 4% or $72,249 at 6%; with 100% employer match about $81,280 at 4% or $54,187 at 6%.
Wilson Forte 401(K) Retirement Plan-12$1,549,562$78,029$6,502iApproximate average salary by contribution assumption: employee only about $162,560 at 4% or $108,374 at 6%; with 50% employer match about $108,374 at 4% or $72,249 at 6%; with 100% employer match about $81,280 at 4% or $54,187 at 6%.
2014112$1,504,193$75,912$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
Wilson Forte 401(K) Retirement Plan-12$1,504,193$75,912$6,326iApproximate average salary by contribution assumption: employee only about $158,150 at 4% or $105,433 at 6%; with 50% employer match about $105,433 at 4% or $70,289 at 6%; with 100% employer match about $79,075 at 4% or $52,717 at 6%.
2013111$1,341,075$69,676$6,334iApproximate average salary by contribution assumption: employee only about $158,355 at 4% or $105,570 at 6%; with 50% employer match about $105,570 at 4% or $70,380 at 6%; with 100% employer match about $79,177 at 4% or $52,785 at 6%.
Wilson Forte 401(K) Retirement Plan-11$1,341,075$69,676$6,334iApproximate average salary by contribution assumption: employee only about $158,355 at 4% or $105,570 at 6%; with 50% employer match about $105,570 at 4% or $70,380 at 6%; with 100% employer match about $79,177 at 4% or $52,785 at 6%.
201219$1,072,693$59,171$6,575iApproximate average salary by contribution assumption: employee only about $164,364 at 4% or $109,576 at 6%; with 50% employer match about $109,576 at 4% or $73,051 at 6%; with 100% employer match about $82,182 at 4% or $54,788 at 6%.
Wilson Forte 401(K) Retirement Plan-9$1,072,693$59,171$6,575iApproximate average salary by contribution assumption: employee only about $164,364 at 4% or $109,576 at 6%; with 50% employer match about $109,576 at 4% or $73,051 at 6%; with 100% employer match about $82,182 at 4% or $54,788 at 6%.
201119$903,248$930,651$103,406iApproximate average salary by contribution assumption: employee only about $2,585,142 at 4% or $1,723,428 at 6%; with 50% employer match about $1,723,428 at 4% or $1,148,952 at 6%; with 100% employer match about $1,292,571 at 4% or $861,714 at 6%.
Wilson Forte 401(K) Retirement Plan-9$903,248$930,651$103,406iApproximate average salary by contribution assumption: employee only about $2,585,142 at 4% or $1,723,428 at 6%; with 50% employer match about $1,723,428 at 4% or $1,148,952 at 6%; with 100% employer match about $1,292,571 at 4% or $861,714 at 6%.