Forward Financial Credit Union
Plan context: Forward Financial Credit Union 401(K) Plan and Trust
EIN 39-0812058 • Niagara, WI • 28 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
29
2024 Assets
$1,857,436
2024 Contributions
$153,374
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 | 29 | $1,857,436 | $153,374 | $5,289iApproximate average salary by contribution assumption: employee only about $132,219 at 4% or $88,146 at 6%; with 50% employer match about $88,146 at 4% or $58,764 at 6%; with 100% employer match about $66,109 at 4% or $44,073 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 29 | $1,857,436 | $153,374 | $5,289iApproximate average salary by contribution assumption: employee only about $132,219 at 4% or $88,146 at 6%; with 50% employer match about $88,146 at 4% or $58,764 at 6%; with 100% employer match about $66,109 at 4% or $44,073 at 6%. |
| 2023 | 1 | 30 | $1,774,412 | $129,249 | $4,308iApproximate average salary by contribution assumption: employee only about $107,708 at 4% or $71,805 at 6%; with 50% employer match about $71,805 at 4% or $47,870 at 6%; with 100% employer match about $53,854 at 4% or $35,903 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 30 | $1,774,412 | $129,249 | $4,308iApproximate average salary by contribution assumption: employee only about $107,708 at 4% or $71,805 at 6%; with 50% employer match about $71,805 at 4% or $47,870 at 6%; with 100% employer match about $53,854 at 4% or $35,903 at 6%. |
| 2022 | 1 | 29 | $2,358,302 | $151,656 | $5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 29 | $2,358,302 | $151,656 | $5,230iApproximate average salary by contribution assumption: employee only about $130,738 at 4% or $87,159 at 6%; with 50% employer match about $87,159 at 4% or $58,106 at 6%; with 100% employer match about $65,369 at 4% or $43,579 at 6%. |
| 2021 | 1 | 33 | $2,891,990 | $164,056 | $4,971iApproximate average salary by contribution assumption: employee only about $124,285 at 4% or $82,857 at 6%; with 50% employer match about $82,857 at 4% or $55,238 at 6%; with 100% employer match about $62,142 at 4% or $41,428 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 33 | $2,891,990 | $164,056 | $4,971iApproximate average salary by contribution assumption: employee only about $124,285 at 4% or $82,857 at 6%; with 50% employer match about $82,857 at 4% or $55,238 at 6%; with 100% employer match about $62,142 at 4% or $41,428 at 6%. |
| 2020 | 1 | 32 | $2,509,591 | $178,772 | $5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,110 at 6%; with 50% employer match about $93,110 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 32 | $2,509,591 | $178,772 | $5,587iApproximate average salary by contribution assumption: employee only about $139,666 at 4% or $93,110 at 6%; with 50% employer match about $93,110 at 4% or $62,074 at 6%; with 100% employer match about $69,833 at 4% or $46,555 at 6%. |
| 2019 | 1 | 36 | $2,521,845 | $174,974 | $4,860iApproximate average salary by contribution assumption: employee only about $121,510 at 4% or $81,006 at 6%; with 50% employer match about $81,006 at 4% or $54,004 at 6%; with 100% employer match about $60,755 at 4% or $40,503 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 36 | $2,521,845 | $174,974 | $4,860iApproximate average salary by contribution assumption: employee only about $121,510 at 4% or $81,006 at 6%; with 50% employer match about $81,006 at 4% or $54,004 at 6%; with 100% employer match about $60,755 at 4% or $40,503 at 6%. |
| 2018 | 1 | 31 | $2,244,992 | $169,229 | $5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 31 | $2,244,992 | $169,229 | $5,459iApproximate average salary by contribution assumption: employee only about $136,475 at 4% or $90,983 at 6%; with 50% employer match about $90,983 at 4% or $60,656 at 6%; with 100% employer match about $68,238 at 4% or $45,492 at 6%. |
| 2017 | 1 | 29 | $2,228,710 | $151,294 | $5,217iApproximate average salary by contribution assumption: employee only about $130,426 at 4% or $86,951 at 6%; with 50% employer match about $86,951 at 4% or $57,967 at 6%; with 100% employer match about $65,213 at 4% or $43,475 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 29 | $2,228,710 | $151,294 | $5,217iApproximate average salary by contribution assumption: employee only about $130,426 at 4% or $86,951 at 6%; with 50% employer match about $86,951 at 4% or $57,967 at 6%; with 100% employer match about $65,213 at 4% or $43,475 at 6%. |
| 2016 | 1 | 30 | $1,925,299 | $231,579 | $7,719iApproximate average salary by contribution assumption: employee only about $192,983 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,328 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 30 | $1,925,299 | $231,579 | $7,719iApproximate average salary by contribution assumption: employee only about $192,983 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,491 at 4% or $64,328 at 6%. |
| 2015 | 1 | 38 | $1,729,003 | $149,958 | $3,946iApproximate average salary by contribution assumption: employee only about $98,657 at 4% or $65,771 at 6%; with 50% employer match about $65,771 at 4% or $43,847 at 6%; with 100% employer match about $49,328 at 4% or $32,886 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 38 | $1,729,003 | $149,958 | $3,946iApproximate average salary by contribution assumption: employee only about $98,657 at 4% or $65,771 at 6%; with 50% employer match about $65,771 at 4% or $43,847 at 6%; with 100% employer match about $49,328 at 4% or $32,886 at 6%. |
| 2014 | 1 | 30 | $1,628,698 | $148,303 | $4,943iApproximate average salary by contribution assumption: employee only about $123,586 at 4% or $82,391 at 6%; with 50% employer match about $82,391 at 4% or $54,927 at 6%; with 100% employer match about $61,793 at 4% or $41,195 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 30 | $1,628,698 | $148,303 | $4,943iApproximate average salary by contribution assumption: employee only about $123,586 at 4% or $82,391 at 6%; with 50% employer match about $82,391 at 4% or $54,927 at 6%; with 100% employer match about $61,793 at 4% or $41,195 at 6%. |
| 2013 | 1 | 34 | $1,425,724 | $140,826 | $4,142iApproximate average salary by contribution assumption: employee only about $103,549 at 4% or $69,032 at 6%; with 50% employer match about $69,032 at 4% or $46,022 at 6%; with 100% employer match about $51,774 at 4% or $34,516 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 34 | $1,425,724 | $140,826 | $4,142iApproximate average salary by contribution assumption: employee only about $103,549 at 4% or $69,032 at 6%; with 50% employer match about $69,032 at 4% or $46,022 at 6%; with 100% employer match about $51,774 at 4% or $34,516 at 6%. |
| 2012 | 1 | 33 | $1,166,811 | $138,765 | $4,205iApproximate average salary by contribution assumption: employee only about $105,125 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 33 | $1,166,811 | $138,765 | $4,205iApproximate average salary by contribution assumption: employee only about $105,125 at 4% or $70,083 at 6%; with 50% employer match about $70,083 at 4% or $46,722 at 6%; with 100% employer match about $52,563 at 4% or $35,042 at 6%. |
| 2011 | 1 | 35 | $1,219,791 | $162,608 | $4,646iApproximate average salary by contribution assumption: employee only about $116,149 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,622 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 35 | $1,219,791 | $162,608 | $4,646iApproximate average salary by contribution assumption: employee only about $116,149 at 4% or $77,432 at 6%; with 50% employer match about $77,432 at 4% or $51,622 at 6%; with 100% employer match about $58,074 at 4% or $38,716 at 6%. |
| 2010 | 1 | 35 | $1,095,602 | $154,465 | $4,413iApproximate average salary by contribution assumption: employee only about $110,332 at 4% or $73,555 at 6%; with 50% employer match about $73,555 at 4% or $49,037 at 6%; with 100% employer match about $55,166 at 4% or $36,777 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 35 | $1,095,602 | $154,465 | $4,413iApproximate average salary by contribution assumption: employee only about $110,332 at 4% or $73,555 at 6%; with 50% employer match about $73,555 at 4% or $49,037 at 6%; with 100% employer match about $55,166 at 4% or $36,777 at 6%. |
| 2009 | 1 | 36 | $882,180 | $160,584 | $4,461iApproximate average salary by contribution assumption: employee only about $111,517 at 4% or $74,344 at 6%; with 50% employer match about $74,344 at 4% or $49,563 at 6%; with 100% employer match about $55,758 at 4% or $37,172 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 36 | $882,180 | $160,584 | $4,461iApproximate average salary by contribution assumption: employee only about $111,517 at 4% or $74,344 at 6%; with 50% employer match about $74,344 at 4% or $49,563 at 6%; with 100% employer match about $55,758 at 4% or $37,172 at 6%. |
| 2008 | 1 | 30 | $591,839 | $150,878 | $5,029iApproximate average salary by contribution assumption: employee only about $125,732 at 4% or $83,821 at 6%; with 50% employer match about $83,821 at 4% or $55,881 at 6%; with 100% employer match about $62,866 at 4% or $41,911 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 30 | $591,839 | $150,878 | $5,029iApproximate average salary by contribution assumption: employee only about $125,732 at 4% or $83,821 at 6%; with 50% employer match about $83,821 at 4% or $55,881 at 6%; with 100% employer match about $62,866 at 4% or $41,911 at 6%. |
| 2007 | 1 | 21 | $716,955 | $95,736 | $4,559iApproximate average salary by contribution assumption: employee only about $113,971 at 4% or $75,981 at 6%; with 50% employer match about $75,981 at 4% or $50,654 at 6%; with 100% employer match about $56,986 at 4% or $37,990 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 21 | $716,955 | $95,736 | $4,559iApproximate average salary by contribution assumption: employee only about $113,971 at 4% or $75,981 at 6%; with 50% employer match about $75,981 at 4% or $50,654 at 6%; with 100% employer match about $56,986 at 4% or $37,990 at 6%. |
| 2006 | 1 | 22 | $659,261 | $102,464 | $4,657iApproximate average salary by contribution assumption: employee only about $116,436 at 4% or $77,624 at 6%; with 50% employer match about $77,624 at 4% or $51,749 at 6%; with 100% employer match about $58,218 at 4% or $38,812 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 22 | $659,261 | $102,464 | $4,657iApproximate average salary by contribution assumption: employee only about $116,436 at 4% or $77,624 at 6%; with 50% employer match about $77,624 at 4% or $51,749 at 6%; with 100% employer match about $58,218 at 4% or $38,812 at 6%. |
| 2005 | 1 | 23 | $487,410 | $95,366 | $4,146iApproximate average salary by contribution assumption: employee only about $103,659 at 4% or $69,106 at 6%; with 50% employer match about $69,106 at 4% or $46,071 at 6%; with 100% employer match about $51,829 at 4% or $34,553 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 23 | $487,410 | $95,366 | $4,146iApproximate average salary by contribution assumption: employee only about $103,659 at 4% or $69,106 at 6%; with 50% employer match about $69,106 at 4% or $46,071 at 6%; with 100% employer match about $51,829 at 4% or $34,553 at 6%. |
| 2004 | 1 | 20 | $401,381 | $81,403 | $4,070iApproximate average salary by contribution assumption: employee only about $101,754 at 4% or $67,836 at 6%; with 50% employer match about $67,836 at 4% or $45,224 at 6%; with 100% employer match about $50,877 at 4% or $33,918 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 20 | $401,381 | $81,403 | $4,070iApproximate average salary by contribution assumption: employee only about $101,754 at 4% or $67,836 at 6%; with 50% employer match about $67,836 at 4% or $45,224 at 6%; with 100% employer match about $50,877 at 4% or $33,918 at 6%. |
| 2003 | 1 | 22 | $380,374 | $78,853 | $3,584iApproximate average salary by contribution assumption: employee only about $89,606 at 4% or $59,737 at 6%; with 50% employer match about $59,737 at 4% or $39,825 at 6%; with 100% employer match about $44,803 at 4% or $29,869 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 22 | $380,374 | $78,853 | $3,584iApproximate average salary by contribution assumption: employee only about $89,606 at 4% or $59,737 at 6%; with 50% employer match about $59,737 at 4% or $39,825 at 6%; with 100% employer match about $44,803 at 4% or $29,869 at 6%. |
| 2002 | 2 | 18 | $264,317 | $37,009 | $2,056iApproximate average salary by contribution assumption: employee only about $51,401 at 4% or $34,268 at 6%; with 50% employer match about $34,268 at 4% or $22,845 at 6%; with 100% employer match about $25,701 at 4% or $17,134 at 6%. |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 18 | $264,317 | $37,009 | $2,056iApproximate average salary by contribution assumption: employee only about $51,401 at 4% or $34,268 at 6%; with 50% employer match about $34,268 at 4% or $22,845 at 6%; with 100% employer match about $25,701 at 4% or $17,134 at 6%. |
| Niagara Area Credit Union Money Purchase Plan and Trust | - | 0 | - | - | - |
| 2001 | 2 | 18 | $0 | $0 | - |
| Niagara Area Credit Union Money Purchase Plan and Trust | - | 16 | - | - | - |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 18 | - | - | - |
| 2000 | 2 | 19 | $0 | $0 | - |
| Forward Financial Credit Union 401(K) Plan and Trust | - | 19 | - | - | - |
| Niagara Area Credit Union Money Purchase Plan and Trust | - | 16 | - | - | - |