Civic Intelligence

Families Forward

Plan context: Tax Deferred Annuity Plan of Families Forward

EIN 33-0086043 • Irvine, CA • 16 filings • 4 plans

View Related Profile

8 ThomasIrvine, CA 92618-2763
Current Snapshot

Latest Year

2024

2024 Participants

56

2024 Assets

$5,113,959

2024 Contributions

$413,218

Historical Graphs

Total Assets Over Time

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

$5,113,959$2,556,980$0200920172024YearValue
$5,113,959Latest year 2024

Participants Over Time

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

129650200920172024YearValue
56Latest 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
2024156$5,113,959$413,218$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,982 at 6%; with 50% employer match about $122,982 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.
Tax Deferred Annuity Plan of Families Forward-56$5,113,959$413,218$7,379iApproximate average salary by contribution assumption: employee only about $184,472 at 4% or $122,982 at 6%; with 50% employer match about $122,982 at 4% or $81,988 at 6%; with 100% employer match about $92,236 at 4% or $61,491 at 6%.
2023150$4,654,931$613,981$12,280iApproximate average salary by contribution assumption: employee only about $306,991 at 4% or $204,660 at 6%; with 50% employer match about $204,660 at 4% or $136,440 at 6%; with 100% employer match about $153,495 at 4% or $102,330 at 6%.
Tax Deferred Annuity Plan of Families Forward-50$4,654,931$613,981$12,280iApproximate average salary by contribution assumption: employee only about $306,991 at 4% or $204,660 at 6%; with 50% employer match about $204,660 at 4% or $136,440 at 6%; with 100% employer match about $153,495 at 4% or $102,330 at 6%.
2022161$3,864,438$463,012$7,590iApproximate average salary by contribution assumption: employee only about $189,759 at 4% or $126,506 at 6%; with 50% employer match about $126,506 at 4% or $84,337 at 6%; with 100% employer match about $94,880 at 4% or $63,253 at 6%.
Tax Deferred Annuity Plan of Families Forward-61$3,864,438$463,012$7,590iApproximate average salary by contribution assumption: employee only about $189,759 at 4% or $126,506 at 6%; with 50% employer match about $126,506 at 4% or $84,337 at 6%; with 100% employer match about $94,880 at 4% or $63,253 at 6%.
20211129$4,136,221$506,090$3,923iApproximate average salary by contribution assumption: employee only about $98,079 at 4% or $65,386 at 6%; with 50% employer match about $65,386 at 4% or $43,591 at 6%; with 100% employer match about $49,040 at 4% or $32,693 at 6%.
Tax Deferred Annuity Plan of Families Forward-129$4,136,221$506,090$3,923iApproximate average salary by contribution assumption: employee only about $98,079 at 4% or $65,386 at 6%; with 50% employer match about $65,386 at 4% or $43,591 at 6%; with 100% employer match about $49,040 at 4% or $32,693 at 6%.
20201104$3,304,741$830,292$7,984iApproximate average salary by contribution assumption: employee only about $199,589 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,706 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
Tax Deferred Annuity Plan of Families Forward-104$3,304,741$830,292$7,984iApproximate average salary by contribution assumption: employee only about $199,589 at 4% or $133,060 at 6%; with 50% employer match about $133,060 at 4% or $88,706 at 6%; with 100% employer match about $99,795 at 4% or $66,530 at 6%.
2019192$2,216,804$439,148$4,773iApproximate average salary by contribution assumption: employee only about $119,334 at 4% or $79,556 at 6%; with 50% employer match about $79,556 at 4% or $53,037 at 6%; with 100% employer match about $59,667 at 4% or $39,778 at 6%.
Tax Deferred Annuity Plan of Families Forward-92$2,216,804$439,148$4,773iApproximate average salary by contribution assumption: employee only about $119,334 at 4% or $79,556 at 6%; with 50% employer match about $79,556 at 4% or $53,037 at 6%; with 100% employer match about $59,667 at 4% or $39,778 at 6%.
2018176$1,676,165$272,412$3,584iApproximate average salary by contribution assumption: employee only about $89,609 at 4% or $59,739 at 6%; with 50% employer match about $59,739 at 4% or $39,826 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%.
Tax Deferred Annuity Plan of Families Forward-76$1,676,165$272,412$3,584iApproximate average salary by contribution assumption: employee only about $89,609 at 4% or $59,739 at 6%; with 50% employer match about $59,739 at 4% or $39,826 at 6%; with 100% employer match about $44,805 at 4% or $29,870 at 6%.
2017162$1,724,555$227,173$3,664iApproximate average salary by contribution assumption: employee only about $91,602 at 4% or $61,068 at 6%; with 50% employer match about $61,068 at 4% or $40,712 at 6%; with 100% employer match about $45,801 at 4% or $30,534 at 6%.
Tax Deferred Annuity Plan of Families Forward-62$1,724,555$227,173$3,664iApproximate average salary by contribution assumption: employee only about $91,602 at 4% or $61,068 at 6%; with 50% employer match about $61,068 at 4% or $40,712 at 6%; with 100% employer match about $45,801 at 4% or $30,534 at 6%.
2016157$1,401,596$216,321$3,795iApproximate average salary by contribution assumption: employee only about $94,878 at 4% or $63,252 at 6%; with 50% employer match about $63,252 at 4% or $42,168 at 6%; with 100% employer match about $47,439 at 4% or $31,626 at 6%.
Tax Deferred Annuity Plan of Families Forward-57$1,401,596$216,321$3,795iApproximate average salary by contribution assumption: employee only about $94,878 at 4% or $63,252 at 6%; with 50% employer match about $63,252 at 4% or $42,168 at 6%; with 100% employer match about $47,439 at 4% or $31,626 at 6%.
2015150$1,257,110$203,444$4,069iApproximate average salary by contribution assumption: employee only about $101,722 at 4% or $67,815 at 6%; with 50% employer match about $67,815 at 4% or $45,210 at 6%; with 100% employer match about $50,861 at 4% or $33,907 at 6%.
Tax Deferred Annuity Plan of Families Forward-50$1,257,110$203,444$4,069iApproximate average salary by contribution assumption: employee only about $101,722 at 4% or $67,815 at 6%; with 50% employer match about $67,815 at 4% or $45,210 at 6%; with 100% employer match about $50,861 at 4% or $33,907 at 6%.
2014137$1,085,191$154,354$4,172iApproximate average salary by contribution assumption: employee only about $104,293 at 4% or $69,529 at 6%; with 50% employer match about $69,529 at 4% or $46,353 at 6%; with 100% employer match about $52,147 at 4% or $34,764 at 6%.
Tax Deferred Annuity Plan of Families Forward-37$1,085,191$154,354$4,172iApproximate average salary by contribution assumption: employee only about $104,293 at 4% or $69,529 at 6%; with 50% employer match about $69,529 at 4% or $46,353 at 6%; with 100% employer match about $52,147 at 4% or $34,764 at 6%.
2013135$1,253,999$187,662$5,362iApproximate average salary by contribution assumption: employee only about $134,044 at 4% or $89,363 at 6%; with 50% employer match about $89,363 at 4% or $59,575 at 6%; with 100% employer match about $67,022 at 4% or $44,681 at 6%.
Tax Deferred Annuity Plan of Families Forward-35$1,253,999$187,662$5,362iApproximate average salary by contribution assumption: employee only about $134,044 at 4% or $89,363 at 6%; with 50% employer match about $89,363 at 4% or $59,575 at 6%; with 100% employer match about $67,022 at 4% or $44,681 at 6%.
2012135$935,169$123,091$3,517iApproximate average salary by contribution assumption: employee only about $87,922 at 4% or $58,615 at 6%; with 50% employer match about $58,615 at 4% or $39,077 at 6%; with 100% employer match about $43,961 at 4% or $29,307 at 6%.
Tax Deferred Annuity Plan of Families Forward-35$935,169$123,091$3,517iApproximate average salary by contribution assumption: employee only about $87,922 at 4% or $58,615 at 6%; with 50% employer match about $58,615 at 4% or $39,077 at 6%; with 100% employer match about $43,961 at 4% or $29,307 at 6%.
2011120$820,480$273,001$13,650iApproximate average salary by contribution assumption: employee only about $341,251 at 4% or $227,501 at 6%; with 50% employer match about $227,501 at 4% or $151,667 at 6%; with 100% employer match about $170,626 at 4% or $113,750 at 6%.
Tax Deferred Annuity Plan of Families Forward-20$820,480$273,001$13,650iApproximate average salary by contribution assumption: employee only about $341,251 at 4% or $227,501 at 6%; with 50% employer match about $227,501 at 4% or $151,667 at 6%; with 100% employer match about $170,626 at 4% or $113,750 at 6%.
2010132$749,220$161,043$5,033iApproximate average salary by contribution assumption: employee only about $125,815 at 4% or $83,877 at 6%; with 50% employer match about $83,877 at 4% or $55,918 at 6%; with 100% employer match about $62,907 at 4% or $41,938 at 6%.
Tax Deferred Annuity Plan of Families Forward-32$749,220$161,043$5,033iApproximate average salary by contribution assumption: employee only about $125,815 at 4% or $83,877 at 6%; with 50% employer match about $83,877 at 4% or $55,918 at 6%; with 100% employer match about $62,907 at 4% or $41,938 at 6%.
2009128$525,069$132,667$4,738iApproximate average salary by contribution assumption: employee only about $118,453 at 4% or $78,968 at 6%; with 50% employer match about $78,968 at 4% or $52,646 at 6%; with 100% employer match about $59,226 at 4% or $39,484 at 6%.
Tax Deferred Annuity Plan of Families Forward-28$525,069$132,667$4,738iApproximate average salary by contribution assumption: employee only about $118,453 at 4% or $78,968 at 6%; with 50% employer match about $78,968 at 4% or $52,646 at 6%; with 100% employer match about $59,226 at 4% or $39,484 at 6%.