Forcum & Forbes
Plan context: Forcum & Forbes 401(K) Pension Plan
EIN 35-1440570 • Hartford City, IN • 22 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$666,186
2024 Contributions
$49,834
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $0 | - |
| Forcum & Forbes 401(K) Pension Plan | - | 0 | $0 | $0 | - |
| 2023 | 1 | 3 | $666,186 | $49,834 | $16,611iApproximate average salary by contribution assumption: employee only about $415,283 at 4% or $276,856 at 6%; with 50% employer match about $276,856 at 4% or $184,570 at 6%; with 100% employer match about $207,642 at 4% or $138,428 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $666,186 | $49,834 | $16,611iApproximate average salary by contribution assumption: employee only about $415,283 at 4% or $276,856 at 6%; with 50% employer match about $276,856 at 4% or $184,570 at 6%; with 100% employer match about $207,642 at 4% or $138,428 at 6%. |
| 2022 | 1 | 4 | $947,222 | $52,263 | $13,066iApproximate average salary by contribution assumption: employee only about $326,644 at 4% or $217,763 at 6%; with 50% employer match about $217,763 at 4% or $145,175 at 6%; with 100% employer match about $163,322 at 4% or $108,881 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $947,222 | $52,263 | $13,066iApproximate average salary by contribution assumption: employee only about $326,644 at 4% or $217,763 at 6%; with 50% employer match about $217,763 at 4% or $145,175 at 6%; with 100% employer match about $163,322 at 4% or $108,881 at 6%. |
| 2021 | 1 | 4 | $891,049 | $51,220 | $12,805iApproximate average salary by contribution assumption: employee only about $320,125 at 4% or $213,417 at 6%; with 50% employer match about $213,417 at 4% or $142,278 at 6%; with 100% employer match about $160,063 at 4% or $106,708 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $891,049 | $51,220 | $12,805iApproximate average salary by contribution assumption: employee only about $320,125 at 4% or $213,417 at 6%; with 50% employer match about $213,417 at 4% or $142,278 at 6%; with 100% employer match about $160,063 at 4% or $106,708 at 6%. |
| 2020 | 1 | 4 | $826,459 | $68,075 | $17,019iApproximate average salary by contribution assumption: employee only about $425,469 at 4% or $283,646 at 6%; with 50% employer match about $283,646 at 4% or $189,097 at 6%; with 100% employer match about $212,734 at 4% or $141,823 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $826,459 | $68,075 | $17,019iApproximate average salary by contribution assumption: employee only about $425,469 at 4% or $283,646 at 6%; with 50% employer match about $283,646 at 4% or $189,097 at 6%; with 100% employer match about $212,734 at 4% or $141,823 at 6%. |
| 2019 | 1 | 4 | $822,581 | $57,093 | $14,273iApproximate average salary by contribution assumption: employee only about $356,831 at 4% or $237,888 at 6%; with 50% employer match about $237,888 at 4% or $158,592 at 6%; with 100% employer match about $178,416 at 4% or $118,944 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $822,581 | $57,093 | $14,273iApproximate average salary by contribution assumption: employee only about $356,831 at 4% or $237,888 at 6%; with 50% employer match about $237,888 at 4% or $158,592 at 6%; with 100% employer match about $178,416 at 4% or $118,944 at 6%. |
| 2018 | 1 | 4 | $757,052 | $53,993 | $13,498iApproximate average salary by contribution assumption: employee only about $337,456 at 4% or $224,971 at 6%; with 50% employer match about $224,971 at 4% or $149,981 at 6%; with 100% employer match about $168,728 at 4% or $112,485 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $757,052 | $53,993 | $13,498iApproximate average salary by contribution assumption: employee only about $337,456 at 4% or $224,971 at 6%; with 50% employer match about $224,971 at 4% or $149,981 at 6%; with 100% employer match about $168,728 at 4% or $112,485 at 6%. |
| 2013 | 1 | 4 | $420,143 | $23,067 | $5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,084 at 4% or $48,056 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $420,143 | $23,067 | $5,767iApproximate average salary by contribution assumption: employee only about $144,169 at 4% or $96,113 at 6%; with 50% employer match about $96,113 at 4% or $64,075 at 6%; with 100% employer match about $72,084 at 4% or $48,056 at 6%. |
| 2012 | 1 | 4 | $371,521 | $41,637 | $10,409iApproximate average salary by contribution assumption: employee only about $260,231 at 4% or $173,488 at 6%; with 50% employer match about $173,488 at 4% or $115,658 at 6%; with 100% employer match about $130,116 at 4% or $86,744 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $371,521 | $41,637 | $10,409iApproximate average salary by contribution assumption: employee only about $260,231 at 4% or $173,488 at 6%; with 50% employer match about $173,488 at 4% or $115,658 at 6%; with 100% employer match about $130,116 at 4% or $86,744 at 6%. |
| 2011 | 1 | 4 | $326,067 | $20,268 | $5,067iApproximate average salary by contribution assumption: employee only about $126,675 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,338 at 4% or $42,225 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $326,067 | $20,268 | $5,067iApproximate average salary by contribution assumption: employee only about $126,675 at 4% or $84,450 at 6%; with 50% employer match about $84,450 at 4% or $56,300 at 6%; with 100% employer match about $63,338 at 4% or $42,225 at 6%. |
| 2010 | 1 | 4 | $268,395 | $17,468 | $4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $268,395 | $17,468 | $4,367iApproximate average salary by contribution assumption: employee only about $109,175 at 4% or $72,783 at 6%; with 50% employer match about $72,783 at 4% or $48,522 at 6%; with 100% employer match about $54,588 at 4% or $36,392 at 6%. |
| 2009 | 1 | 3 | $252,630 | $17,746 | $5,915iApproximate average salary by contribution assumption: employee only about $147,883 at 4% or $98,589 at 6%; with 50% employer match about $98,589 at 4% or $65,726 at 6%; with 100% employer match about $73,942 at 4% or $49,294 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $252,630 | $17,746 | $5,915iApproximate average salary by contribution assumption: employee only about $147,883 at 4% or $98,589 at 6%; with 50% employer match about $98,589 at 4% or $65,726 at 6%; with 100% employer match about $73,942 at 4% or $49,294 at 6%. |
| 2008 | 1 | 3 | $0 | $20,834 | $6,945iApproximate average salary by contribution assumption: employee only about $173,617 at 4% or $115,744 at 6%; with 50% employer match about $115,744 at 4% or $77,163 at 6%; with 100% employer match about $86,808 at 4% or $57,872 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | - | $20,834 | $6,945iApproximate average salary by contribution assumption: employee only about $173,617 at 4% or $115,744 at 6%; with 50% employer match about $115,744 at 4% or $77,163 at 6%; with 100% employer match about $86,808 at 4% or $57,872 at 6%. |
| 2007 | 1 | 3 | $0 | $0 | - |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | - | - | - |
| 2006 | 1 | 3 | $186,702 | $16,152 | $5,384iApproximate average salary by contribution assumption: employee only about $134,600 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,867 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $186,702 | $16,152 | $5,384iApproximate average salary by contribution assumption: employee only about $134,600 at 4% or $89,733 at 6%; with 50% employer match about $89,733 at 4% or $59,822 at 6%; with 100% employer match about $67,300 at 4% or $44,867 at 6%. |
| 2005 | 1 | 3 | $164,453 | $15,394 | $5,131iApproximate average salary by contribution assumption: employee only about $128,283 at 4% or $85,522 at 6%; with 50% employer match about $85,522 at 4% or $57,015 at 6%; with 100% employer match about $64,142 at 4% or $42,761 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $164,453 | $15,394 | $5,131iApproximate average salary by contribution assumption: employee only about $128,283 at 4% or $85,522 at 6%; with 50% employer match about $85,522 at 4% or $57,015 at 6%; with 100% employer match about $64,142 at 4% or $42,761 at 6%. |
| 2004 | 1 | 3 | $141,988 | $14,343 | $4,781iApproximate average salary by contribution assumption: employee only about $119,525 at 4% or $79,683 at 6%; with 50% employer match about $79,683 at 4% or $53,122 at 6%; with 100% employer match about $59,763 at 4% or $39,842 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $141,988 | $14,343 | $4,781iApproximate average salary by contribution assumption: employee only about $119,525 at 4% or $79,683 at 6%; with 50% employer match about $79,683 at 4% or $53,122 at 6%; with 100% employer match about $59,763 at 4% or $39,842 at 6%. |
| 2003 | 1 | 3 | $118,173 | $14,073 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $118,173 | $14,073 | $4,691iApproximate average salary by contribution assumption: employee only about $117,275 at 4% or $78,183 at 6%; with 50% employer match about $78,183 at 4% or $52,122 at 6%; with 100% employer match about $58,638 at 4% or $39,092 at 6%. |
| 2002 | 1 | 3 | $104,001 | $8,666 | $2,889iApproximate average salary by contribution assumption: employee only about $72,217 at 4% or $48,144 at 6%; with 50% employer match about $48,144 at 4% or $32,096 at 6%; with 100% employer match about $36,108 at 4% or $24,072 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 3 | $104,001 | $8,666 | $2,889iApproximate average salary by contribution assumption: employee only about $72,217 at 4% or $48,144 at 6%; with 50% employer match about $48,144 at 4% or $32,096 at 6%; with 100% employer match about $36,108 at 4% or $24,072 at 6%. |
| 2001 | 1 | 4 | $0 | $0 | - |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | - | - | - |
| 2000 | 1 | 4 | $105,866 | $7,950 | $1,988iApproximate average salary by contribution assumption: employee only about $49,688 at 4% or $33,125 at 6%; with 50% employer match about $33,125 at 4% or $22,083 at 6%; with 100% employer match about $24,844 at 4% or $16,563 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $105,866 | $7,950 | $1,988iApproximate average salary by contribution assumption: employee only about $49,688 at 4% or $33,125 at 6%; with 50% employer match about $33,125 at 4% or $22,083 at 6%; with 100% employer match about $24,844 at 4% or $16,563 at 6%. |
| 1999 | 1 | 4 | $94,700 | $7,892 | $1,973iApproximate average salary by contribution assumption: employee only about $49,325 at 4% or $32,883 at 6%; with 50% employer match about $32,883 at 4% or $21,922 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%. |
| Forcum & Forbes 401(K) Pension Plan | - | 4 | $94,700 | $7,892 | $1,973iApproximate average salary by contribution assumption: employee only about $49,325 at 4% or $32,883 at 6%; with 50% employer match about $32,883 at 4% or $21,922 at 6%; with 100% employer match about $24,663 at 4% or $16,442 at 6%. |