Civic Intelligence

The Presidents Forum Inc

Plan context: The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement

EIN 36-2720799 • 27 filings • 4 plans

Current Snapshot

Latest Year

2022

2022 Participants

1

2022 Assets

$2,112,710

2022 Contributions

$18,365

Historical Graphs

Total Assets Over Time

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

$2,135,143$1,067,572$0200220142022YearValue
$2,112,710Latest year 2022

Participants Over Time

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

420200020112022YearValue
1Latest 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
202211$2,112,710$18,365$18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-1$2,112,710$18,365$18,365iApproximate average salary by contribution assumption: employee only about $459,125 at 4% or $306,083 at 6%; with 50% employer match about $306,083 at 4% or $204,056 at 6%; with 100% employer match about $229,563 at 4% or $153,042 at 6%.
202111$1,760,614$6,051$6,051iApproximate average salary by contribution assumption: employee only about $151,275 at 4% or $100,850 at 6%; with 50% employer match about $100,850 at 4% or $67,233 at 6%; with 100% employer match about $75,638 at 4% or $50,425 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-1$1,760,614$6,051$6,051iApproximate average salary by contribution assumption: employee only about $151,275 at 4% or $100,850 at 6%; with 50% employer match about $100,850 at 4% or $67,233 at 6%; with 100% employer match about $75,638 at 4% or $50,425 at 6%.
202011$2,135,143$31,926$31,926iApproximate average salary by contribution assumption: employee only about $798,150 at 4% or $532,100 at 6%; with 50% employer match about $532,100 at 4% or $354,733 at 6%; with 100% employer match about $399,075 at 4% or $266,050 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-1$2,135,143$31,926$31,926iApproximate average salary by contribution assumption: employee only about $798,150 at 4% or $532,100 at 6%; with 50% employer match about $532,100 at 4% or $354,733 at 6%; with 100% employer match about $399,075 at 4% or $266,050 at 6%.
201911$1,657,090$11,334$11,334iApproximate average salary by contribution assumption: employee only about $283,350 at 4% or $188,900 at 6%; with 50% employer match about $188,900 at 4% or $125,933 at 6%; with 100% employer match about $141,675 at 4% or $94,450 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-1$1,657,090$11,334$11,334iApproximate average salary by contribution assumption: employee only about $283,350 at 4% or $188,900 at 6%; with 50% employer match about $188,900 at 4% or $125,933 at 6%; with 100% employer match about $141,675 at 4% or $94,450 at 6%.
201811$1,202,259$37,546$37,546iApproximate average salary by contribution assumption: employee only about $938,650 at 4% or $625,767 at 6%; with 50% employer match about $625,767 at 4% or $417,178 at 6%; with 100% employer match about $469,325 at 4% or $312,883 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-1$1,202,259$37,546$37,546iApproximate average salary by contribution assumption: employee only about $938,650 at 4% or $625,767 at 6%; with 50% employer match about $625,767 at 4% or $417,178 at 6%; with 100% employer match about $469,325 at 4% or $312,883 at 6%.
201712$1,103,681$42,474$21,237iApproximate average salary by contribution assumption: employee only about $530,925 at 4% or $353,950 at 6%; with 50% employer match about $353,950 at 4% or $235,967 at 6%; with 100% employer match about $265,463 at 4% or $176,975 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-2$1,103,681$42,474$21,237iApproximate average salary by contribution assumption: employee only about $530,925 at 4% or $353,950 at 6%; with 50% employer match about $353,950 at 4% or $235,967 at 6%; with 100% employer match about $265,463 at 4% or $176,975 at 6%.
201612$968,485$37,839$18,920iApproximate average salary by contribution assumption: employee only about $472,988 at 4% or $315,325 at 6%; with 50% employer match about $315,325 at 4% or $210,217 at 6%; with 100% employer match about $236,494 at 4% or $157,663 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-2$968,485$37,839$18,920iApproximate average salary by contribution assumption: employee only about $472,988 at 4% or $315,325 at 6%; with 50% employer match about $315,325 at 4% or $210,217 at 6%; with 100% employer match about $236,494 at 4% or $157,663 at 6%.
201512$827,886$48,532$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-2$827,886$48,532$24,266iApproximate average salary by contribution assumption: employee only about $606,650 at 4% or $404,433 at 6%; with 50% employer match about $404,433 at 4% or $269,622 at 6%; with 100% employer match about $303,325 at 4% or $202,217 at 6%.
201413$695,837$47,561$15,854iApproximate average salary by contribution assumption: employee only about $396,342 at 4% or $264,228 at 6%; with 50% employer match about $264,228 at 4% or $176,152 at 6%; with 100% employer match about $198,171 at 4% or $132,114 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$695,837$47,561$15,854iApproximate average salary by contribution assumption: employee only about $396,342 at 4% or $264,228 at 6%; with 50% employer match about $264,228 at 4% or $176,152 at 6%; with 100% employer match about $198,171 at 4% or $132,114 at 6%.
201313$612,836$59,453$19,818iApproximate average salary by contribution assumption: employee only about $495,442 at 4% or $330,294 at 6%; with 50% employer match about $330,294 at 4% or $220,196 at 6%; with 100% employer match about $247,721 at 4% or $165,147 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$612,836$59,453$19,818iApproximate average salary by contribution assumption: employee only about $495,442 at 4% or $330,294 at 6%; with 50% employer match about $330,294 at 4% or $220,196 at 6%; with 100% employer match about $247,721 at 4% or $165,147 at 6%.
201213$480,145$29,053$9,684iApproximate average salary by contribution assumption: employee only about $242,108 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,054 at 4% or $80,703 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$480,145$29,053$9,684iApproximate average salary by contribution assumption: employee only about $242,108 at 4% or $161,406 at 6%; with 50% employer match about $161,406 at 4% or $107,604 at 6%; with 100% employer match about $121,054 at 4% or $80,703 at 6%.
201113$375,272$53,570$17,857iApproximate average salary by contribution assumption: employee only about $446,417 at 4% or $297,611 at 6%; with 50% employer match about $297,611 at 4% or $198,407 at 6%; with 100% employer match about $223,208 at 4% or $148,806 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$375,272$53,570$17,857iApproximate average salary by contribution assumption: employee only about $446,417 at 4% or $297,611 at 6%; with 50% employer match about $297,611 at 4% or $198,407 at 6%; with 100% employer match about $223,208 at 4% or $148,806 at 6%.
201013$378,357$3,637$1,212iApproximate average salary by contribution assumption: employee only about $30,308 at 4% or $20,206 at 6%; with 50% employer match about $20,206 at 4% or $13,470 at 6%; with 100% employer match about $15,154 at 4% or $10,103 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$378,357$3,637$1,212iApproximate average salary by contribution assumption: employee only about $30,308 at 4% or $20,206 at 6%; with 50% employer match about $20,206 at 4% or $13,470 at 6%; with 100% employer match about $15,154 at 4% or $10,103 at 6%.
200913$337,560$24,120$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3$337,560$24,120$8,040iApproximate average salary by contribution assumption: employee only about $201,000 at 4% or $134,000 at 6%; with 50% employer match about $134,000 at 4% or $89,333 at 6%; with 100% employer match about $100,500 at 4% or $67,000 at 6%.
200813$0$0-
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3---
200714$0$0-
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-4---
200614$314,827$50,922$12,731iApproximate average salary by contribution assumption: employee only about $318,263 at 4% or $212,175 at 6%; with 50% employer match about $212,175 at 4% or $141,450 at 6%; with 100% employer match about $159,131 at 4% or $106,088 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-4$314,827$50,922$12,731iApproximate average salary by contribution assumption: employee only about $318,263 at 4% or $212,175 at 6%; with 50% employer match about $212,175 at 4% or $141,450 at 6%; with 100% employer match about $159,131 at 4% or $106,088 at 6%.
200514$237,482$43,052$10,763iApproximate average salary by contribution assumption: employee only about $269,075 at 4% or $179,383 at 6%; with 50% employer match about $179,383 at 4% or $119,589 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-4$237,482$43,052$10,763iApproximate average salary by contribution assumption: employee only about $269,075 at 4% or $179,383 at 6%; with 50% employer match about $179,383 at 4% or $119,589 at 6%; with 100% employer match about $134,538 at 4% or $89,692 at 6%.
200414$185,134$40,780$10,195iApproximate average salary by contribution assumption: employee only about $254,875 at 4% or $169,917 at 6%; with 50% employer match about $169,917 at 4% or $113,278 at 6%; with 100% employer match about $127,438 at 4% or $84,958 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-4$185,134$40,780$10,195iApproximate average salary by contribution assumption: employee only about $254,875 at 4% or $169,917 at 6%; with 50% employer match about $169,917 at 4% or $113,278 at 6%; with 100% employer match about $127,438 at 4% or $84,958 at 6%.
200313$0$0-
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-3---
200234$103,908$5,889$1,472iApproximate average salary by contribution assumption: employee only about $36,806 at 4% or $24,538 at 6%; with 50% employer match about $24,538 at 4% or $16,358 at 6%; with 100% employer match about $18,403 at 4% or $12,269 at 6%.
The Presidents Forum Inc. Profit Sharing 401(K) Plan and Trust Agreement-4$103,908$5,889$1,472iApproximate average salary by contribution assumption: employee only about $36,806 at 4% or $24,538 at 6%; with 50% employer match about $24,538 at 4% or $16,358 at 6%; with 100% employer match about $18,403 at 4% or $12,269 at 6%.
THE PRESIDENTS FORUM INC PROFIT SHARING PLAN AND TRUST AGREEMENT-0---
THE PRESIDENTS FORUM INC MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT-0---
200124$0$0-
THE PRESIDENTS FORUM INC PROFIT SHARING PLAN AND TRUST AGREEMENT-4---
THE PRESIDENTS FORUM INC MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT-4---
200023$0$0-
THE PRESIDENTS FORUM INC PROFIT SHARING PLAN AND TRUST AGREEMENT-3---
THE PRESIDENTS FORUM INC MONEY PURCHASE PENSION PLAN AND TRUST AGREEMENT-3---