Civic Intelligence

Forum Capital Group Inc.

Plan context: Forum Capital Group Inc. 401K Retirement Plan

EIN 32-0460499 • 8 filings • 1 plans

Current Snapshot

Latest Year

2022

2022 Participants

13

2022 Assets

$8,521,622

2022 Contributions

$378,434

Historical Graphs

Total Assets Over Time

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

$9,576,794$4,788,397$0201520192022YearValue
$8,521,622Latest year 2022

Participants Over Time

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

19100201520192022YearValue
13Latest 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
2022113$8,521,622$378,434$29,110iApproximate average salary by contribution assumption: employee only about $727,758 at 4% or $485,172 at 6%; with 50% employer match about $485,172 at 4% or $323,448 at 6%; with 100% employer match about $363,879 at 4% or $242,586 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-13$8,521,622$378,434$29,110iApproximate average salary by contribution assumption: employee only about $727,758 at 4% or $485,172 at 6%; with 50% employer match about $485,172 at 4% or $323,448 at 6%; with 100% employer match about $363,879 at 4% or $242,586 at 6%.
2021119$9,576,794$371,159$19,535iApproximate average salary by contribution assumption: employee only about $488,367 at 4% or $325,578 at 6%; with 50% employer match about $325,578 at 4% or $217,052 at 6%; with 100% employer match about $244,184 at 4% or $162,789 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-19$9,576,794$371,159$19,535iApproximate average salary by contribution assumption: employee only about $488,367 at 4% or $325,578 at 6%; with 50% employer match about $325,578 at 4% or $217,052 at 6%; with 100% employer match about $244,184 at 4% or $162,789 at 6%.
2020118$9,043,283$395,608$21,978iApproximate average salary by contribution assumption: employee only about $549,456 at 4% or $366,304 at 6%; with 50% employer match about $366,304 at 4% or $244,202 at 6%; with 100% employer match about $274,728 at 4% or $183,152 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-18$9,043,283$395,608$21,978iApproximate average salary by contribution assumption: employee only about $549,456 at 4% or $366,304 at 6%; with 50% employer match about $366,304 at 4% or $244,202 at 6%; with 100% employer match about $274,728 at 4% or $183,152 at 6%.
2019119$8,523,222$401,684$21,141iApproximate average salary by contribution assumption: employee only about $528,532 at 4% or $352,354 at 6%; with 50% employer match about $352,354 at 4% or $234,903 at 6%; with 100% employer match about $264,266 at 4% or $176,177 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-19$8,523,222$401,684$21,141iApproximate average salary by contribution assumption: employee only about $528,532 at 4% or $352,354 at 6%; with 50% employer match about $352,354 at 4% or $234,903 at 6%; with 100% employer match about $264,266 at 4% or $176,177 at 6%.
2018117$6,561,036$386,496$22,735iApproximate average salary by contribution assumption: employee only about $568,376 at 4% or $378,918 at 6%; with 50% employer match about $378,918 at 4% or $252,612 at 6%; with 100% employer match about $284,188 at 4% or $189,459 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-17$6,561,036$386,496$22,735iApproximate average salary by contribution assumption: employee only about $568,376 at 4% or $378,918 at 6%; with 50% employer match about $378,918 at 4% or $252,612 at 6%; with 100% employer match about $284,188 at 4% or $189,459 at 6%.
2017115$6,853,107$378,374$25,225iApproximate average salary by contribution assumption: employee only about $630,623 at 4% or $420,416 at 6%; with 50% employer match about $420,416 at 4% or $280,277 at 6%; with 100% employer match about $315,312 at 4% or $210,208 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-15$6,853,107$378,374$25,225iApproximate average salary by contribution assumption: employee only about $630,623 at 4% or $420,416 at 6%; with 50% employer match about $420,416 at 4% or $280,277 at 6%; with 100% employer match about $315,312 at 4% or $210,208 at 6%.
2016116$5,566,587$343,563$21,473iApproximate average salary by contribution assumption: employee only about $536,817 at 4% or $357,878 at 6%; with 50% employer match about $357,878 at 4% or $238,585 at 6%; with 100% employer match about $268,409 at 4% or $178,939 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-16$5,566,587$343,563$21,473iApproximate average salary by contribution assumption: employee only about $536,817 at 4% or $357,878 at 6%; with 50% employer match about $357,878 at 4% or $238,585 at 6%; with 100% employer match about $268,409 at 4% or $178,939 at 6%.
2015115$4,822,997$336,959$22,464iApproximate average salary by contribution assumption: employee only about $561,598 at 4% or $374,399 at 6%; with 50% employer match about $374,399 at 4% or $249,599 at 6%; with 100% employer match about $280,799 at 4% or $187,199 at 6%.
Forum Capital Group Inc. 401K Retirement Plan-15$4,822,997$336,959$22,464iApproximate average salary by contribution assumption: employee only about $561,598 at 4% or $374,399 at 6%; with 50% employer match about $374,399 at 4% or $249,599 at 6%; with 100% employer match about $280,799 at 4% or $187,199 at 6%.