Civic Intelligence

Forest Financial Group Inc

Plan context: Forest Financial Group Inc Profit Sharing Plan

EIN 36-4242869 • Lake Forest, IL • 13 filings • 2 plans

580 North Bank Lane, Suite 101Lake Forest, IL 60045
Current Snapshot

Latest Year

2015

2015 Participants

19

2015 Assets

$1,867,882

2015 Contributions

$187,983

Historical Graphs

Total Assets Over Time

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

$1,867,882$933,941$0200320092014YearValue
$1,867,882Latest year 2014

Participants Over Time

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

19100200320092014YearValue
19Latest year 2014

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
201510$0$0-
Forest Financial Group Inc Profit Sharing Plan-0$0--
2014119$1,867,882$187,983$9,894iApproximate average salary by contribution assumption: employee only about $247,346 at 4% or $164,897 at 6%; with 50% employer match about $164,897 at 4% or $109,932 at 6%; with 100% employer match about $123,673 at 4% or $82,449 at 6%.
Forest Financial Group Inc Profit Sharing Plan-19$1,867,882$187,983$9,894iApproximate average salary by contribution assumption: employee only about $247,346 at 4% or $164,897 at 6%; with 50% employer match about $164,897 at 4% or $109,932 at 6%; with 100% employer match about $123,673 at 4% or $82,449 at 6%.
2013117$1,569,891$169,909$9,995iApproximate average salary by contribution assumption: employee only about $249,866 at 4% or $166,577 at 6%; with 50% employer match about $166,577 at 4% or $111,052 at 6%; with 100% employer match about $124,933 at 4% or $83,289 at 6%.
Forest Financial Group Inc Profit Sharing Plan-17$1,569,891$169,909$9,995iApproximate average salary by contribution assumption: employee only about $249,866 at 4% or $166,577 at 6%; with 50% employer match about $166,577 at 4% or $111,052 at 6%; with 100% employer match about $124,933 at 4% or $83,289 at 6%.
2012117$1,137,485$99,082$5,828iApproximate average salary by contribution assumption: employee only about $145,709 at 4% or $97,139 at 6%; with 50% employer match about $97,139 at 4% or $64,759 at 6%; with 100% employer match about $72,854 at 4% or $48,570 at 6%.
Forest Financial Group Inc Profit Sharing Plan-17$1,137,485$99,082$5,828iApproximate average salary by contribution assumption: employee only about $145,709 at 4% or $97,139 at 6%; with 50% employer match about $97,139 at 4% or $64,759 at 6%; with 100% employer match about $72,854 at 4% or $48,570 at 6%.
2011113$1,145,563$94,124$7,240iApproximate average salary by contribution assumption: employee only about $181,008 at 4% or $120,672 at 6%; with 50% employer match about $120,672 at 4% or $80,448 at 6%; with 100% employer match about $90,504 at 4% or $60,336 at 6%.
Forest Financial Group Inc Profit Sharing Plan-13$1,145,563$94,124$7,240iApproximate average salary by contribution assumption: employee only about $181,008 at 4% or $120,672 at 6%; with 50% employer match about $120,672 at 4% or $80,448 at 6%; with 100% employer match about $90,504 at 4% or $60,336 at 6%.
2010110$1,092,903$68,959$6,896iApproximate average salary by contribution assumption: employee only about $172,398 at 4% or $114,932 at 6%; with 50% employer match about $114,932 at 4% or $76,621 at 6%; with 100% employer match about $86,199 at 4% or $57,466 at 6%.
Forest Financial Group Inc Profit Sharing Plan-10$1,092,903$68,959$6,896iApproximate average salary by contribution assumption: employee only about $172,398 at 4% or $114,932 at 6%; with 50% employer match about $114,932 at 4% or $76,621 at 6%; with 100% employer match about $86,199 at 4% or $57,466 at 6%.
200918$870,998$60,132$7,517iApproximate average salary by contribution assumption: employee only about $187,913 at 4% or $125,275 at 6%; with 50% employer match about $125,275 at 4% or $83,517 at 6%; with 100% employer match about $93,956 at 4% or $62,638 at 6%.
Forest Financial Group Inc Profit Sharing Plan-8$870,998$60,132$7,517iApproximate average salary by contribution assumption: employee only about $187,913 at 4% or $125,275 at 6%; with 50% employer match about $125,275 at 4% or $83,517 at 6%; with 100% employer match about $93,956 at 4% or $62,638 at 6%.
200818$627,235$76,960$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,333 at 6%; with 50% employer match about $160,333 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
Forest Financial Group Inc Profit Sharing Plan-8$627,235$76,960$9,620iApproximate average salary by contribution assumption: employee only about $240,500 at 4% or $160,333 at 6%; with 50% employer match about $160,333 at 4% or $106,889 at 6%; with 100% employer match about $120,250 at 4% or $80,167 at 6%.
200718$0$0-
Forest Financial Group Inc Profit Sharing Plan-8---
200617$740,591$234,079$33,440iApproximate average salary by contribution assumption: employee only about $835,996 at 4% or $557,331 at 6%; with 50% employer match about $557,331 at 4% or $371,554 at 6%; with 100% employer match about $417,998 at 4% or $278,665 at 6%.
Forest Financial Group Inc Profit Sharing Plan-7$740,591$234,079$33,440iApproximate average salary by contribution assumption: employee only about $835,996 at 4% or $557,331 at 6%; with 50% employer match about $557,331 at 4% or $371,554 at 6%; with 100% employer match about $417,998 at 4% or $278,665 at 6%.
200517$433,537$136,569$19,510iApproximate average salary by contribution assumption: employee only about $487,746 at 4% or $325,164 at 6%; with 50% employer match about $325,164 at 4% or $216,776 at 6%; with 100% employer match about $243,873 at 4% or $162,582 at 6%.
Forest Financial Group Inc Profit Sharing Plan-7$433,537$136,569$19,510iApproximate average salary by contribution assumption: employee only about $487,746 at 4% or $325,164 at 6%; with 50% employer match about $325,164 at 4% or $216,776 at 6%; with 100% employer match about $243,873 at 4% or $162,582 at 6%.
200416$275,189$70,243$11,707iApproximate average salary by contribution assumption: employee only about $292,679 at 4% or $195,119 at 6%; with 50% employer match about $195,119 at 4% or $130,080 at 6%; with 100% employer match about $146,340 at 4% or $97,560 at 6%.
Forest Financial Group Inc Profit Sharing Plan-6$275,189$70,243$11,707iApproximate average salary by contribution assumption: employee only about $292,679 at 4% or $195,119 at 6%; with 50% employer match about $195,119 at 4% or $130,080 at 6%; with 100% employer match about $146,340 at 4% or $97,560 at 6%.
200313$176,953$58,998$19,666iApproximate average salary by contribution assumption: employee only about $491,650 at 4% or $327,767 at 6%; with 50% employer match about $327,767 at 4% or $218,511 at 6%; with 100% employer match about $245,825 at 4% or $163,883 at 6%.
Forest Financial Group Inc Profit Sharing Plan-3$176,953$58,998$19,666iApproximate average salary by contribution assumption: employee only about $491,650 at 4% or $327,767 at 6%; with 50% employer match about $327,767 at 4% or $218,511 at 6%; with 100% employer match about $245,825 at 4% or $163,883 at 6%.