Forest History Society Inc.
Plan context: Forest History Society Defined Contribution Retirement Plan
EIN 41-0762363 • Durham, NC • 52 filings • 9 plans
Current Snapshot
Latest Year
2024
2024 Participants
22
2024 Assets
$3,330,336
2024 Contributions
$444,020
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 | 2 | 22 | $3,330,336 | $444,020 | $20,183iApproximate average salary by contribution assumption: employee only about $504,568 at 4% or $336,379 at 6%; with 50% employer match about $336,379 at 4% or $224,253 at 6%; with 100% employer match about $252,284 at 4% or $168,189 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $2,882,715 | $398,150 | $18,098iApproximate average salary by contribution assumption: employee only about $452,443 at 4% or $301,629 at 6%; with 50% employer match about $301,629 at 4% or $201,086 at 6%; with 100% employer match about $226,222 at 4% or $150,814 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 4 | $447,621 | $45,870 | $11,468iApproximate average salary by contribution assumption: employee only about $286,688 at 4% or $191,125 at 6%; with 50% employer match about $191,125 at 4% or $127,417 at 6%; with 100% employer match about $143,344 at 4% or $95,563 at 6%. |
| 2023 | 2 | 21 | $3,244,849 | $102,297 | $4,871iApproximate average salary by contribution assumption: employee only about $121,782 at 4% or $81,188 at 6%; with 50% employer match about $81,188 at 4% or $54,125 at 6%; with 100% employer match about $60,891 at 4% or $40,594 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 21 | $2,894,896 | $72,330 | $3,444iApproximate average salary by contribution assumption: employee only about $86,107 at 4% or $57,405 at 6%; with 50% employer match about $57,405 at 4% or $38,270 at 6%; with 100% employer match about $43,054 at 4% or $28,702 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 3 | $349,953 | $29,967 | $9,989iApproximate average salary by contribution assumption: employee only about $249,725 at 4% or $166,483 at 6%; with 50% employer match about $166,483 at 4% or $110,989 at 6%; with 100% employer match about $124,863 at 4% or $83,242 at 6%. |
| 2022 | 2 | 22 | $2,810,420 | $99,583 | $4,527iApproximate average salary by contribution assumption: employee only about $113,163 at 4% or $75,442 at 6%; with 50% employer match about $75,442 at 4% or $50,294 at 6%; with 100% employer match about $56,581 at 4% or $37,721 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $2,515,530 | $70,329 | $3,197iApproximate average salary by contribution assumption: employee only about $79,919 at 4% or $53,280 at 6%; with 50% employer match about $53,280 at 4% or $35,520 at 6%; with 100% employer match about $39,960 at 4% or $26,640 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 4 | $294,890 | $29,254 | $7,314iApproximate average salary by contribution assumption: employee only about $182,838 at 4% or $121,892 at 6%; with 50% employer match about $121,892 at 4% or $81,261 at 6%; with 100% employer match about $91,419 at 4% or $60,946 at 6%. |
| 2021 | 2 | 23 | $4,362,395 | $98,326 | $4,275iApproximate average salary by contribution assumption: employee only about $106,876 at 4% or $71,251 at 6%; with 50% employer match about $71,251 at 4% or $47,500 at 6%; with 100% employer match about $53,438 at 4% or $35,625 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $3,693,931 | $71,922 | $3,127iApproximate average salary by contribution assumption: employee only about $78,176 at 4% or $52,117 at 6%; with 50% employer match about $52,117 at 4% or $34,745 at 6%; with 100% employer match about $39,088 at 4% or $26,059 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 4 | $668,464 | $26,404 | $6,601iApproximate average salary by contribution assumption: employee only about $165,025 at 4% or $110,017 at 6%; with 50% employer match about $110,017 at 4% or $73,344 at 6%; with 100% employer match about $82,513 at 4% or $55,008 at 6%. |
| 2020 | 2 | 22 | $3,934,459 | $96,906 | $4,405iApproximate average salary by contribution assumption: employee only about $110,120 at 4% or $73,414 at 6%; with 50% employer match about $73,414 at 4% or $48,942 at 6%; with 100% employer match about $55,060 at 4% or $36,707 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $3,328,609 | $71,265 | $3,239iApproximate average salary by contribution assumption: employee only about $80,983 at 4% or $53,989 at 6%; with 50% employer match about $53,989 at 4% or $35,992 at 6%; with 100% employer match about $40,491 at 4% or $26,994 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 4 | $605,850 | $25,641 | $6,410iApproximate average salary by contribution assumption: employee only about $160,256 at 4% or $106,838 at 6%; with 50% employer match about $106,838 at 4% or $71,225 at 6%; with 100% employer match about $80,128 at 4% or $53,419 at 6%. |
| 2019 | 2 | 22 | $3,656,117 | $82,051 | $3,730iApproximate average salary by contribution assumption: employee only about $93,240 at 4% or $62,160 at 6%; with 50% employer match about $62,160 at 4% or $41,440 at 6%; with 100% employer match about $46,620 at 4% or $31,080 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $3,085,599 | $62,733 | $2,852iApproximate average salary by contribution assumption: employee only about $71,288 at 4% or $47,525 at 6%; with 50% employer match about $47,525 at 4% or $31,683 at 6%; with 100% employer match about $35,644 at 4% or $23,763 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 5 | $570,518 | $19,318 | $3,864iApproximate average salary by contribution assumption: employee only about $96,590 at 4% or $64,393 at 6%; with 50% employer match about $64,393 at 4% or $42,929 at 6%; with 100% employer match about $48,295 at 4% or $32,197 at 6%. |
| 2018 | 2 | 22 | $3,355,502 | $88,802 | $4,036iApproximate average salary by contribution assumption: employee only about $100,911 at 4% or $67,274 at 6%; with 50% employer match about $67,274 at 4% or $44,849 at 6%; with 100% employer match about $50,456 at 4% or $33,637 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $2,759,557 | $67,088 | $3,049iApproximate average salary by contribution assumption: employee only about $76,236 at 4% or $50,824 at 6%; with 50% employer match about $50,824 at 4% or $33,883 at 6%; with 100% employer match about $38,118 at 4% or $25,412 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 6 | $595,945 | $21,714 | $3,619iApproximate average salary by contribution assumption: employee only about $90,475 at 4% or $60,317 at 6%; with 50% employer match about $60,317 at 4% or $40,211 at 6%; with 100% employer match about $45,238 at 4% or $30,158 at 6%. |
| 2017 | 2 | 23 | $3,458,259 | $84,496 | $3,674iApproximate average salary by contribution assumption: employee only about $91,843 at 4% or $61,229 at 6%; with 50% employer match about $61,229 at 4% or $40,819 at 6%; with 100% employer match about $45,922 at 4% or $30,614 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,850,574 | $67,246 | $2,924iApproximate average salary by contribution assumption: employee only about $73,093 at 4% or $48,729 at 6%; with 50% employer match about $48,729 at 4% or $32,486 at 6%; with 100% employer match about $36,547 at 4% or $24,364 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 6 | $607,685 | $17,250 | $2,875iApproximate average salary by contribution assumption: employee only about $71,875 at 4% or $47,917 at 6%; with 50% employer match about $47,917 at 4% or $31,944 at 6%; with 100% employer match about $35,938 at 4% or $23,958 at 6%. |
| 2016 | 2 | 23 | $3,212,068 | $86,327 | $3,753iApproximate average salary by contribution assumption: employee only about $93,834 at 4% or $62,556 at 6%; with 50% employer match about $62,556 at 4% or $41,704 at 6%; with 100% employer match about $46,917 at 4% or $31,278 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,526,980 | $73,121 | $3,179iApproximate average salary by contribution assumption: employee only about $79,479 at 4% or $52,986 at 6%; with 50% employer match about $52,986 at 4% or $35,324 at 6%; with 100% employer match about $39,740 at 4% or $26,493 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 6 | $685,088 | $13,206 | $2,201iApproximate average salary by contribution assumption: employee only about $55,025 at 4% or $36,683 at 6%; with 50% employer match about $36,683 at 4% or $24,456 at 6%; with 100% employer match about $27,513 at 4% or $18,342 at 6%. |
| 2015 | 2 | 23 | $4,011,201 | $70,717 | $3,075iApproximate average salary by contribution assumption: employee only about $76,866 at 4% or $51,244 at 6%; with 50% employer match about $51,244 at 4% or $34,163 at 6%; with 100% employer match about $38,433 at 4% or $25,622 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,968,219 | $59,629 | $2,593iApproximate average salary by contribution assumption: employee only about $64,814 at 4% or $43,209 at 6%; with 50% employer match about $43,209 at 4% or $28,806 at 6%; with 100% employer match about $32,407 at 4% or $21,605 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 6 | $1,042,982 | $11,088 | $1,848iApproximate average salary by contribution assumption: employee only about $46,200 at 4% or $30,800 at 6%; with 50% employer match about $30,800 at 4% or $20,533 at 6%; with 100% employer match about $23,100 at 4% or $15,400 at 6%. |
| 2014 | 2 | 23 | $4,408,657 | $77,917 | $3,388iApproximate average salary by contribution assumption: employee only about $84,692 at 4% or $56,462 at 6%; with 50% employer match about $56,462 at 4% or $37,641 at 6%; with 100% employer match about $42,346 at 4% or $28,231 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $3,259,734 | $63,710 | $2,770iApproximate average salary by contribution assumption: employee only about $69,250 at 4% or $46,167 at 6%; with 50% employer match about $46,167 at 4% or $30,778 at 6%; with 100% employer match about $34,625 at 4% or $23,083 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 7 | $1,148,923 | $14,207 | $2,030iApproximate average salary by contribution assumption: employee only about $50,739 at 4% or $33,826 at 6%; with 50% employer match about $33,826 at 4% or $22,551 at 6%; with 100% employer match about $25,370 at 4% or $16,913 at 6%. |
| 2013 | 2 | 23 | $4,158,416 | $88,497 | $3,848iApproximate average salary by contribution assumption: employee only about $96,192 at 4% or $64,128 at 6%; with 50% employer match about $64,128 at 4% or $42,752 at 6%; with 100% employer match about $48,096 at 4% or $32,064 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $3,066,748 | $62,800 | $2,730iApproximate average salary by contribution assumption: employee only about $68,261 at 4% or $45,507 at 6%; with 50% employer match about $45,507 at 4% or $30,338 at 6%; with 100% employer match about $34,130 at 4% or $22,754 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 7 | $1,091,668 | $25,697 | $3,671iApproximate average salary by contribution assumption: employee only about $91,775 at 4% or $61,183 at 6%; with 50% employer match about $61,183 at 4% or $40,789 at 6%; with 100% employer match about $45,888 at 4% or $30,592 at 6%. |
| 2012 | 2 | 22 | $3,508,715 | $111,171 | $5,053iApproximate average salary by contribution assumption: employee only about $126,331 at 4% or $84,220 at 6%; with 50% employer match about $84,220 at 4% or $56,147 at 6%; with 100% employer match about $63,165 at 4% or $42,110 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 22 | $2,600,631 | $62,320 | $2,833iApproximate average salary by contribution assumption: employee only about $70,818 at 4% or $47,212 at 6%; with 50% employer match about $47,212 at 4% or $31,475 at 6%; with 100% employer match about $35,409 at 4% or $23,606 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 8 | $908,084 | $48,851 | $6,106iApproximate average salary by contribution assumption: employee only about $152,659 at 4% or $101,773 at 6%; with 50% employer match about $101,773 at 4% or $67,849 at 6%; with 100% employer match about $76,330 at 4% or $50,886 at 6%. |
| 2011 | 2 | 23 | $3,106,686 | $79,406 | $3,452iApproximate average salary by contribution assumption: employee only about $86,311 at 4% or $57,541 at 6%; with 50% employer match about $57,541 at 4% or $38,360 at 6%; with 100% employer match about $43,155 at 4% or $28,770 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,342,663 | $64,419 | $2,801iApproximate average salary by contribution assumption: employee only about $70,021 at 4% or $46,680 at 6%; with 50% employer match about $46,680 at 4% or $31,120 at 6%; with 100% employer match about $35,010 at 4% or $23,340 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 8 | $764,023 | $14,987 | $1,873iApproximate average salary by contribution assumption: employee only about $46,834 at 4% or $31,223 at 6%; with 50% employer match about $31,223 at 4% or $20,815 at 6%; with 100% employer match about $23,417 at 4% or $15,611 at 6%. |
| 2010 | 2 | 23 | $3,125,010 | $80,641 | $3,506iApproximate average salary by contribution assumption: employee only about $87,653 at 4% or $58,436 at 6%; with 50% employer match about $58,436 at 4% or $38,957 at 6%; with 100% employer match about $43,827 at 4% or $29,218 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,336,918 | $69,681 | $3,030iApproximate average salary by contribution assumption: employee only about $75,740 at 4% or $50,493 at 6%; with 50% employer match about $50,493 at 4% or $33,662 at 6%; with 100% employer match about $37,870 at 4% or $25,247 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 8 | $788,092 | $10,960 | $1,370iApproximate average salary by contribution assumption: employee only about $34,250 at 4% or $22,833 at 6%; with 50% employer match about $22,833 at 4% or $15,222 at 6%; with 100% employer match about $17,125 at 4% or $11,417 at 6%. |
| 2009 | 2 | 23 | $2,827,104 | $92,276 | $4,012iApproximate average salary by contribution assumption: employee only about $100,300 at 4% or $66,867 at 6%; with 50% employer match about $66,867 at 4% or $44,578 at 6%; with 100% employer match about $50,150 at 4% or $33,433 at 6%. |
| Forest History Society Defined Contribution Retirement Plan | - | 23 | $2,119,303 | $75,999 | $3,304iApproximate average salary by contribution assumption: employee only about $82,608 at 4% or $55,072 at 6%; with 50% employer match about $55,072 at 4% or $36,714 at 6%; with 100% employer match about $41,304 at 4% or $27,536 at 6%. |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 10 | $707,801 | $16,277 | $1,628iApproximate average salary by contribution assumption: employee only about $40,693 at 4% or $27,128 at 6%; with 50% employer match about $27,128 at 4% or $18,086 at 6%; with 100% employer match about $20,346 at 4% or $13,564 at 6%. |
| 2008 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2007 | 2 | 0 | $0 | $0 | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2006 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2005 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2004 | 2 | 0 | $0 | $0 | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2003 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2002 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 2001 | 2 | 0 | $0 | $0 | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| 2000 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |
| 1999 | 2 | 0 | $0 | $0 | - |
| Forest History Society Defined Contribution Retirement Plan | - | 0 | - | - | - |
| Fhs Tiaa-Cref Tax Deferred Annuity Tda Plan | - | 0 | - | - | - |