Civic Intelligence

Forma Design Inc

Plan context: Forma Design Inc. Employee Stock Ownership Plan

EIN 33-0158072 • Costa Mesa, CA • 41 filings • 5 plans

151 Kalmus Drive, Suite H5Costa Mesa, CA 92626
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$3,126,010

2024 Contributions

$134,804

Historical Graphs

Total Assets Over Time

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

$3,126,010$1,563,005$0199920132024YearValue
$3,126,010Latest year 2024

Participants Over Time

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

73370199920122024YearValue
25Latest 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
2024225$3,126,010$134,804$5,392iApproximate average salary by contribution assumption: employee only about $134,804 at 4% or $89,869 at 6%; with 50% employer match about $89,869 at 4% or $59,913 at 6%; with 100% employer match about $67,402 at 4% or $44,935 at 6%.
Forma Design Inc. Employee Stock Ownership Plan-10$1,679,322$76,525$7,653iApproximate average salary by contribution assumption: employee only about $191,313 at 4% or $127,542 at 6%; with 50% employer match about $127,542 at 4% or $85,028 at 6%; with 100% employer match about $95,656 at 4% or $63,771 at 6%.
Forma Voluntary Savings and Retirement Plan-25$1,446,688$58,279$2,331iApproximate average salary by contribution assumption: employee only about $58,279 at 4% or $38,853 at 6%; with 50% employer match about $38,853 at 4% or $25,902 at 6%; with 100% employer match about $29,139 at 4% or $19,426 at 6%.
2023224$2,788,727$229,460$9,561iApproximate average salary by contribution assumption: employee only about $239,021 at 4% or $159,347 at 6%; with 50% employer match about $159,347 at 4% or $106,231 at 6%; with 100% employer match about $119,510 at 4% or $79,674 at 6%.
Forma Design Inc. Employee Stock Ownership Plan-11$1,534,935$175,193$15,927iApproximate average salary by contribution assumption: employee only about $398,166 at 4% or $265,444 at 6%; with 50% employer match about $265,444 at 4% or $176,963 at 6%; with 100% employer match about $199,083 at 4% or $132,722 at 6%.
Forma Voluntary Savings and Retirement Plan-24$1,253,792$54,267$2,261iApproximate average salary by contribution assumption: employee only about $56,528 at 4% or $37,685 at 6%; with 50% employer match about $37,685 at 4% or $25,124 at 6%; with 100% employer match about $28,264 at 4% or $18,843 at 6%.
2022125$1,392,315$159,283$6,371iApproximate average salary by contribution assumption: employee only about $159,283 at 4% or $106,189 at 6%; with 50% employer match about $106,189 at 4% or $70,792 at 6%; with 100% employer match about $79,642 at 4% or $53,094 at 6%.
Forma Voluntary Savings and Retirement Plan-25$1,392,315$159,283$6,371iApproximate average salary by contribution assumption: employee only about $159,283 at 4% or $106,189 at 6%; with 50% employer match about $106,189 at 4% or $70,792 at 6%; with 100% employer match about $79,642 at 4% or $53,094 at 6%.
2021125$1,850,373$68,222$2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%.
Forma Voluntary Savings and Retirement Plan-25$1,850,373$68,222$2,729iApproximate average salary by contribution assumption: employee only about $68,222 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,741 at 6%.
2020126$1,800,437$64,022$2,462iApproximate average salary by contribution assumption: employee only about $61,560 at 4% or $41,040 at 6%; with 50% employer match about $41,040 at 4% or $27,360 at 6%; with 100% employer match about $30,780 at 4% or $20,520 at 6%.
Forma Voluntary Savings and Retirement Plan-26$1,800,437$64,022$2,462iApproximate average salary by contribution assumption: employee only about $61,560 at 4% or $41,040 at 6%; with 50% employer match about $41,040 at 4% or $27,360 at 6%; with 100% employer match about $30,780 at 4% or $20,520 at 6%.
2019128$1,636,772$61,071$2,181iApproximate average salary by contribution assumption: employee only about $54,528 at 4% or $36,352 at 6%; with 50% employer match about $36,352 at 4% or $24,235 at 6%; with 100% employer match about $27,264 at 4% or $18,176 at 6%.
Forma Voluntary Savings and Retirement Plan-28$1,636,772$61,071$2,181iApproximate average salary by contribution assumption: employee only about $54,528 at 4% or $36,352 at 6%; with 50% employer match about $36,352 at 4% or $24,235 at 6%; with 100% employer match about $27,264 at 4% or $18,176 at 6%.
2018232$1,428,491$49,981$1,562iApproximate average salary by contribution assumption: employee only about $39,048 at 4% or $26,032 at 6%; with 50% employer match about $26,032 at 4% or $17,355 at 6%; with 100% employer match about $19,524 at 4% or $13,016 at 6%.
Forma Voluntary Savings and Retirement Plan-32$1,428,491$49,981$1,562iApproximate average salary by contribution assumption: employee only about $39,048 at 4% or $26,032 at 6%; with 50% employer match about $26,032 at 4% or $17,355 at 6%; with 100% employer match about $19,524 at 4% or $13,016 at 6%.
Forma Design Inc. Cafeteria Plan-8---
2017232$1,502,748$29,283$915iApproximate average salary by contribution assumption: employee only about $22,877 at 4% or $15,252 at 6%; with 50% employer match about $15,252 at 4% or $10,168 at 6%; with 100% employer match about $11,439 at 4% or $7,626 at 6%.
Forma Voluntary Savings and Retirement Plan-32$1,502,748$29,283$915iApproximate average salary by contribution assumption: employee only about $22,877 at 4% or $15,252 at 6%; with 50% employer match about $15,252 at 4% or $10,168 at 6%; with 100% employer match about $11,439 at 4% or $7,626 at 6%.
Forma Design Inc. Cafeteria Plan-8---
2016230$1,694,709$24,570$819iApproximate average salary by contribution assumption: employee only about $20,475 at 4% or $13,650 at 6%; with 50% employer match about $13,650 at 4% or $9,100 at 6%; with 100% employer match about $10,238 at 4% or $6,825 at 6%.
Forma Voluntary Savings and Retirement Plan-30$1,694,709$24,570$819iApproximate average salary by contribution assumption: employee only about $20,475 at 4% or $13,650 at 6%; with 50% employer match about $13,650 at 4% or $9,100 at 6%; with 100% employer match about $10,238 at 4% or $6,825 at 6%.
Forma Design Inc. Cafeteria Plan-12---
2015231$1,898,253$18,555$599iApproximate average salary by contribution assumption: employee only about $14,964 at 4% or $9,976 at 6%; with 50% employer match about $9,976 at 4% or $6,651 at 6%; with 100% employer match about $7,482 at 4% or $4,988 at 6%.
Forma Voluntary Savings and Retirement Plan-31$1,898,253$18,555$599iApproximate average salary by contribution assumption: employee only about $14,964 at 4% or $9,976 at 6%; with 50% employer match about $9,976 at 4% or $6,651 at 6%; with 100% employer match about $7,482 at 4% or $4,988 at 6%.
Forma Design Inc. Cafeteria Plan-12---
2014236$2,371,994$72,352$2,010iApproximate average salary by contribution assumption: employee only about $50,244 at 4% or $33,496 at 6%; with 50% employer match about $33,496 at 4% or $22,331 at 6%; with 100% employer match about $25,122 at 4% or $16,748 at 6%.
Forma Voluntary Savings and Retirement Plan-36$2,371,994$72,352$2,010iApproximate average salary by contribution assumption: employee only about $50,244 at 4% or $33,496 at 6%; with 50% employer match about $33,496 at 4% or $22,331 at 6%; with 100% employer match about $25,122 at 4% or $16,748 at 6%.
Forma Design Inc. Cafeteria Plan-8---
2013235$2,207,974$18,445$527iApproximate average salary by contribution assumption: employee only about $13,175 at 4% or $8,783 at 6%; with 50% employer match about $8,783 at 4% or $5,856 at 6%; with 100% employer match about $6,588 at 4% or $4,392 at 6%.
Forma Voluntary Savings and Retirement Plan-35$2,207,974$18,445$527iApproximate average salary by contribution assumption: employee only about $13,175 at 4% or $8,783 at 6%; with 50% employer match about $8,783 at 4% or $5,856 at 6%; with 100% employer match about $6,588 at 4% or $4,392 at 6%.
Forma Design Inc. Cafeteria Plan-7---
2012236$1,912,856$23,231$645iApproximate average salary by contribution assumption: employee only about $16,133 at 4% or $10,755 at 6%; with 50% employer match about $10,755 at 4% or $7,170 at 6%; with 100% employer match about $8,066 at 4% or $5,378 at 6%.
Forma Voluntary Savings and Retirement Plan-36$1,912,856$23,231$645iApproximate average salary by contribution assumption: employee only about $16,133 at 4% or $10,755 at 6%; with 50% employer match about $10,755 at 4% or $7,170 at 6%; with 100% employer match about $8,066 at 4% or $5,378 at 6%.
Forma Design Inc. Cafeteria Plan-8---
2011240$1,903,225$28,770$719iApproximate average salary by contribution assumption: employee only about $17,981 at 4% or $11,988 at 6%; with 50% employer match about $11,988 at 4% or $7,992 at 6%; with 100% employer match about $8,991 at 4% or $5,994 at 6%.
Forma Voluntary Savings and Retirement Plan-40$1,903,225$28,770$719iApproximate average salary by contribution assumption: employee only about $17,981 at 4% or $11,988 at 6%; with 50% employer match about $11,988 at 4% or $7,992 at 6%; with 100% employer match about $8,991 at 4% or $5,994 at 6%.
Forma Design Inc. Cafeteria Plan-8---
2010143$2,045,246$39,755$925iApproximate average salary by contribution assumption: employee only about $23,113 at 4% or $15,409 at 6%; with 50% employer match about $15,409 at 4% or $10,273 at 6%; with 100% employer match about $11,557 at 4% or $7,704 at 6%.
Forma Voluntary Savings and Retirement Plan-43$2,045,246$39,755$925iApproximate average salary by contribution assumption: employee only about $23,113 at 4% or $15,409 at 6%; with 50% employer match about $15,409 at 4% or $10,273 at 6%; with 100% employer match about $11,557 at 4% or $7,704 at 6%.
2009247$1,898,493$86,561$1,842iApproximate average salary by contribution assumption: employee only about $46,043 at 4% or $30,695 at 6%; with 50% employer match about $30,695 at 4% or $20,464 at 6%; with 100% employer match about $23,022 at 4% or $15,348 at 6%.
Forma Voluntary Savings and Retirement Plan-47$1,898,493$86,561$1,842iApproximate average salary by contribution assumption: employee only about $46,043 at 4% or $30,695 at 6%; with 50% employer match about $30,695 at 4% or $20,464 at 6%; with 100% employer match about $23,022 at 4% or $15,348 at 6%.
Forma Design Inc. Cafeteria Plan-19---
2008136$1,611,796$227,578$6,322iApproximate average salary by contribution assumption: employee only about $158,040 at 4% or $105,360 at 6%; with 50% employer match about $105,360 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
Forma Voluntary Savings and Retirement Plan-36$1,611,796$227,578$6,322iApproximate average salary by contribution assumption: employee only about $158,040 at 4% or $105,360 at 6%; with 50% employer match about $105,360 at 4% or $70,240 at 6%; with 100% employer match about $79,020 at 4% or $52,680 at 6%.
2007270$2,347,802$451,290$6,447iApproximate average salary by contribution assumption: employee only about $161,175 at 4% or $107,450 at 6%; with 50% employer match about $107,450 at 4% or $71,633 at 6%; with 100% employer match about $80,588 at 4% or $53,725 at 6%.
Forma Voluntary Savings and Retirement Plan-50$2,347,802$451,290$9,026iApproximate average salary by contribution assumption: employee only about $225,645 at 4% or $150,430 at 6%; with 50% employer match about $150,430 at 4% or $100,287 at 6%; with 100% employer match about $112,822 at 4% or $75,215 at 6%.
Forma Design Inc. Cafeteria Plan-70---
2006267$2,076,854$538,303$8,034iApproximate average salary by contribution assumption: employee only about $200,859 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
Forma Voluntary Savings and Retirement Plan-67$2,076,854$538,303$8,034iApproximate average salary by contribution assumption: employee only about $200,859 at 4% or $133,906 at 6%; with 50% employer match about $133,906 at 4% or $89,271 at 6%; with 100% employer match about $100,430 at 4% or $66,953 at 6%.
Forma Design Inc. Cafeteria Plan-67---
2005273$1,483,262$365,133$5,002iApproximate average salary by contribution assumption: employee only about $125,046 at 4% or $83,364 at 6%; with 50% employer match about $83,364 at 4% or $55,576 at 6%; with 100% employer match about $62,523 at 4% or $41,682 at 6%.
Forma Voluntary Savings and Retirement Plan-56$1,483,262$365,133$6,520iApproximate average salary by contribution assumption: employee only about $163,006 at 4% or $108,671 at 6%; with 50% employer match about $108,671 at 4% or $72,447 at 6%; with 100% employer match about $81,503 at 4% or $54,335 at 6%.
Forma Design Inc. Cafeteria Plan-73---
2004252$1,102,440$251,159$4,830iApproximate average salary by contribution assumption: employee only about $120,750 at 4% or $80,500 at 6%; with 50% employer match about $80,500 at 4% or $53,666 at 6%; with 100% employer match about $60,375 at 4% or $40,250 at 6%.
Forma Voluntary Savings and Retirement Plan-46$1,102,440$251,159$5,460iApproximate average salary by contribution assumption: employee only about $136,499 at 4% or $91,000 at 6%; with 50% employer match about $91,000 at 4% or $60,666 at 6%; with 100% employer match about $68,250 at 4% or $45,500 at 6%.
Forma Design Inc. Cafeteria Plan-52---
2003137$763,404$233,520$6,311iApproximate average salary by contribution assumption: employee only about $157,784 at 4% or $105,189 at 6%; with 50% employer match about $105,189 at 4% or $70,126 at 6%; with 100% employer match about $78,892 at 4% or $52,595 at 6%.
Forma Voluntary Savings and Retirement Plan-37$763,404$233,520$6,311iApproximate average salary by contribution assumption: employee only about $157,784 at 4% or $105,189 at 6%; with 50% employer match about $105,189 at 4% or $70,126 at 6%; with 100% employer match about $78,892 at 4% or $52,595 at 6%.
2002137$412,026$178,626$4,828iApproximate average salary by contribution assumption: employee only about $120,693 at 4% or $80,462 at 6%; with 50% employer match about $80,462 at 4% or $53,641 at 6%; with 100% employer match about $60,347 at 4% or $40,231 at 6%.
Forma Voluntary Savings and Retirement Plan-37$412,026$178,626$4,828iApproximate average salary by contribution assumption: employee only about $120,693 at 4% or $80,462 at 6%; with 50% employer match about $80,462 at 4% or $53,641 at 6%; with 100% employer match about $60,347 at 4% or $40,231 at 6%.
2001145$0$0-
Forma Voluntary Savings and Retirement Plan-45---
2000134$0$0-
Forma Voluntary Savings and Retirement Plan-34---
1999143$47,999$45,046$1,048iApproximate average salary by contribution assumption: employee only about $26,190 at 4% or $17,460 at 6%; with 50% employer match about $17,460 at 4% or $11,640 at 6%; with 100% employer match about $13,095 at 4% or $8,730 at 6%.
Forma Voluntary Savings and Retirement Plan-43$47,999$45,046$1,048iApproximate average salary by contribution assumption: employee only about $26,190 at 4% or $17,460 at 6%; with 50% employer match about $17,460 at 4% or $11,640 at 6%; with 100% employer match about $13,095 at 4% or $8,730 at 6%.