Formula Corporation
Plan context: Formula Corporation Pension Plan 401K and Profit Sharing Plan
EIN 41-1559435 • 25 filings • 1 plans
Current Snapshot
Latest Year
2023
2023 Participants
12
2023 Assets
$906,999
2023 Contributions
$27,673
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 |
|---|---|---|---|---|---|
| 2023 | 1 | 0 | $906,999 | $27,673 | - |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 0 | $906,999 | $27,673 | - |
| 2022 | 1 | 12 | $1,387,057 | $42,646 | $3,554iApproximate average salary by contribution assumption: employee only about $88,846 at 4% or $59,231 at 6%; with 50% employer match about $59,231 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 12 | $1,387,057 | $42,646 | $3,554iApproximate average salary by contribution assumption: employee only about $88,846 at 4% or $59,231 at 6%; with 50% employer match about $59,231 at 4% or $39,487 at 6%; with 100% employer match about $44,423 at 4% or $29,615 at 6%. |
| 2021 | 1 | 10 | $1,710,915 | $55,185 | $5,519iApproximate average salary by contribution assumption: employee only about $137,963 at 4% or $91,975 at 6%; with 50% employer match about $91,975 at 4% or $61,317 at 6%; with 100% employer match about $68,981 at 4% or $45,988 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 10 | $1,710,915 | $55,185 | $5,519iApproximate average salary by contribution assumption: employee only about $137,963 at 4% or $91,975 at 6%; with 50% employer match about $91,975 at 4% or $61,317 at 6%; with 100% employer match about $68,981 at 4% or $45,988 at 6%. |
| 2020 | 1 | 11 | $1,589,668 | $60,274 | $5,479iApproximate average salary by contribution assumption: employee only about $136,986 at 4% or $91,324 at 6%; with 50% employer match about $91,324 at 4% or $60,883 at 6%; with 100% employer match about $68,493 at 4% or $45,662 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 11 | $1,589,668 | $60,274 | $5,479iApproximate average salary by contribution assumption: employee only about $136,986 at 4% or $91,324 at 6%; with 50% employer match about $91,324 at 4% or $60,883 at 6%; with 100% employer match about $68,493 at 4% or $45,662 at 6%. |
| 2019 | 1 | 12 | $1,511,924 | $159,956 | $13,330iApproximate average salary by contribution assumption: employee only about $333,242 at 4% or $222,161 at 6%; with 50% employer match about $222,161 at 4% or $148,107 at 6%; with 100% employer match about $166,621 at 4% or $111,081 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 12 | $1,511,924 | $159,956 | $13,330iApproximate average salary by contribution assumption: employee only about $333,242 at 4% or $222,161 at 6%; with 50% employer match about $222,161 at 4% or $148,107 at 6%; with 100% employer match about $166,621 at 4% or $111,081 at 6%. |
| 2018 | 1 | 11 | $1,234,448 | $227,817 | $20,711iApproximate average salary by contribution assumption: employee only about $517,766 at 4% or $345,177 at 6%; with 50% employer match about $345,177 at 4% or $230,118 at 6%; with 100% employer match about $258,883 at 4% or $172,589 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 11 | $1,234,448 | $227,817 | $20,711iApproximate average salary by contribution assumption: employee only about $517,766 at 4% or $345,177 at 6%; with 50% employer match about $345,177 at 4% or $230,118 at 6%; with 100% employer match about $258,883 at 4% or $172,589 at 6%. |
| 2017 | 1 | 11 | $1,209,390 | $58,148 | $5,286iApproximate average salary by contribution assumption: employee only about $132,155 at 4% or $88,103 at 6%; with 50% employer match about $88,103 at 4% or $58,735 at 6%; with 100% employer match about $66,077 at 4% or $44,052 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 11 | $1,209,390 | $58,148 | $5,286iApproximate average salary by contribution assumption: employee only about $132,155 at 4% or $88,103 at 6%; with 50% employer match about $88,103 at 4% or $58,735 at 6%; with 100% employer match about $66,077 at 4% or $44,052 at 6%. |
| 2016 | 1 | 11 | $970,660 | $38,836 | $3,531iApproximate average salary by contribution assumption: employee only about $88,264 at 4% or $58,842 at 6%; with 50% employer match about $58,842 at 4% or $39,228 at 6%; with 100% employer match about $44,132 at 4% or $29,421 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 11 | $970,660 | $38,836 | $3,531iApproximate average salary by contribution assumption: employee only about $88,264 at 4% or $58,842 at 6%; with 50% employer match about $58,842 at 4% or $39,228 at 6%; with 100% employer match about $44,132 at 4% or $29,421 at 6%. |
| 2015 | 1 | 9 | $870,562 | $45,735 | $5,082iApproximate average salary by contribution assumption: employee only about $127,042 at 4% or $84,694 at 6%; with 50% employer match about $84,694 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,347 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 9 | $870,562 | $45,735 | $5,082iApproximate average salary by contribution assumption: employee only about $127,042 at 4% or $84,694 at 6%; with 50% employer match about $84,694 at 4% or $56,463 at 6%; with 100% employer match about $63,521 at 4% or $42,347 at 6%. |
| 2014 | 1 | 12 | $906,621 | $81,999 | $6,833iApproximate average salary by contribution assumption: employee only about $170,831 at 4% or $113,888 at 6%; with 50% employer match about $113,888 at 4% or $75,925 at 6%; with 100% employer match about $85,416 at 4% or $56,944 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 12 | $906,621 | $81,999 | $6,833iApproximate average salary by contribution assumption: employee only about $170,831 at 4% or $113,888 at 6%; with 50% employer match about $113,888 at 4% or $75,925 at 6%; with 100% employer match about $85,416 at 4% or $56,944 at 6%. |
| 2013 | 1 | 12 | $776,157 | $102,525 | $8,544iApproximate average salary by contribution assumption: employee only about $213,594 at 4% or $142,396 at 6%; with 50% employer match about $142,396 at 4% or $94,931 at 6%; with 100% employer match about $106,797 at 4% or $71,198 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 12 | $776,157 | $102,525 | $8,544iApproximate average salary by contribution assumption: employee only about $213,594 at 4% or $142,396 at 6%; with 50% employer match about $142,396 at 4% or $94,931 at 6%; with 100% employer match about $106,797 at 4% or $71,198 at 6%. |
| 2012 | 1 | 16 | $607,202 | $55,609 | $3,476iApproximate average salary by contribution assumption: employee only about $86,889 at 4% or $57,926 at 6%; with 50% employer match about $57,926 at 4% or $38,617 at 6%; with 100% employer match about $43,445 at 4% or $28,963 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 16 | $607,202 | $55,609 | $3,476iApproximate average salary by contribution assumption: employee only about $86,889 at 4% or $57,926 at 6%; with 50% employer match about $57,926 at 4% or $38,617 at 6%; with 100% employer match about $43,445 at 4% or $28,963 at 6%. |
| 2011 | 1 | 13 | $740,307 | $55,266 | $4,251iApproximate average salary by contribution assumption: employee only about $106,281 at 4% or $70,854 at 6%; with 50% employer match about $70,854 at 4% or $47,236 at 6%; with 100% employer match about $53,140 at 4% or $35,427 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 13 | $740,307 | $55,266 | $4,251iApproximate average salary by contribution assumption: employee only about $106,281 at 4% or $70,854 at 6%; with 50% employer match about $70,854 at 4% or $47,236 at 6%; with 100% employer match about $53,140 at 4% or $35,427 at 6%. |
| 2010 | 1 | 13 | $674,700 | $75,379 | $5,798iApproximate average salary by contribution assumption: employee only about $144,960 at 4% or $96,640 at 6%; with 50% employer match about $96,640 at 4% or $64,426 at 6%; with 100% employer match about $72,480 at 4% or $48,320 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 13 | $674,700 | $75,379 | $5,798iApproximate average salary by contribution assumption: employee only about $144,960 at 4% or $96,640 at 6%; with 50% employer match about $96,640 at 4% or $64,426 at 6%; with 100% employer match about $72,480 at 4% or $48,320 at 6%. |
| 2009 | 1 | 13 | $529,962 | $117,709 | $9,055iApproximate average salary by contribution assumption: employee only about $226,363 at 4% or $150,909 at 6%; with 50% employer match about $150,909 at 4% or $100,606 at 6%; with 100% employer match about $113,182 at 4% or $75,454 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 13 | $529,962 | $117,709 | $9,055iApproximate average salary by contribution assumption: employee only about $226,363 at 4% or $150,909 at 6%; with 50% employer match about $150,909 at 4% or $100,606 at 6%; with 100% employer match about $113,182 at 4% or $75,454 at 6%. |
| 2008 | 1 | 12 | $332,650 | $59,977 | $4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 12 | $332,650 | $59,977 | $4,998iApproximate average salary by contribution assumption: employee only about $124,952 at 4% or $83,301 at 6%; with 50% employer match about $83,301 at 4% or $55,534 at 6%; with 100% employer match about $62,476 at 4% or $41,651 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 15 | - | - | - |
| 2006 | 1 | 13 | $375,537 | $61,953 | $4,766iApproximate average salary by contribution assumption: employee only about $119,140 at 4% or $79,427 at 6%; with 50% employer match about $79,427 at 4% or $52,951 at 6%; with 100% employer match about $59,570 at 4% or $39,713 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 13 | $375,537 | $61,953 | $4,766iApproximate average salary by contribution assumption: employee only about $119,140 at 4% or $79,427 at 6%; with 50% employer match about $79,427 at 4% or $52,951 at 6%; with 100% employer match about $59,570 at 4% or $39,713 at 6%. |
| 2005 | 1 | 11 | $292,581 | $34,133 | $3,103iApproximate average salary by contribution assumption: employee only about $77,575 at 4% or $51,717 at 6%; with 50% employer match about $51,717 at 4% or $34,478 at 6%; with 100% employer match about $38,788 at 4% or $25,858 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 11 | $292,581 | $34,133 | $3,103iApproximate average salary by contribution assumption: employee only about $77,575 at 4% or $51,717 at 6%; with 50% employer match about $51,717 at 4% or $34,478 at 6%; with 100% employer match about $38,788 at 4% or $25,858 at 6%. |
| 2004 | 1 | 10 | $164,552 | $21,042 | $2,104iApproximate average salary by contribution assumption: employee only about $52,605 at 4% or $35,070 at 6%; with 50% employer match about $35,070 at 4% or $23,380 at 6%; with 100% employer match about $26,302 at 4% or $17,535 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 10 | $164,552 | $21,042 | $2,104iApproximate average salary by contribution assumption: employee only about $52,605 at 4% or $35,070 at 6%; with 50% employer match about $35,070 at 4% or $23,380 at 6%; with 100% employer match about $26,302 at 4% or $17,535 at 6%. |
| 2003 | 1 | 6 | $132,861 | $19,958 | $3,326iApproximate average salary by contribution assumption: employee only about $83,158 at 4% or $55,439 at 6%; with 50% employer match about $55,439 at 4% or $36,959 at 6%; with 100% employer match about $41,579 at 4% or $27,719 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 6 | $132,861 | $19,958 | $3,326iApproximate average salary by contribution assumption: employee only about $83,158 at 4% or $55,439 at 6%; with 50% employer match about $55,439 at 4% or $36,959 at 6%; with 100% employer match about $41,579 at 4% or $27,719 at 6%. |
| 2002 | 1 | 6 | $111,342 | $18,558 | $3,093iApproximate average salary by contribution assumption: employee only about $77,325 at 4% or $51,550 at 6%; with 50% employer match about $51,550 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,775 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 6 | $111,342 | $18,558 | $3,093iApproximate average salary by contribution assumption: employee only about $77,325 at 4% or $51,550 at 6%; with 50% employer match about $51,550 at 4% or $34,367 at 6%; with 100% employer match about $38,663 at 4% or $25,775 at 6%. |
| 2001 | 1 | 6 | $136,363 | $20,813 | $3,469iApproximate average salary by contribution assumption: employee only about $86,721 at 4% or $57,814 at 6%; with 50% employer match about $57,814 at 4% or $38,543 at 6%; with 100% employer match about $43,360 at 4% or $28,907 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 6 | $136,363 | $20,813 | $3,469iApproximate average salary by contribution assumption: employee only about $86,721 at 4% or $57,814 at 6%; with 50% employer match about $57,814 at 4% or $38,543 at 6%; with 100% employer match about $43,360 at 4% or $28,907 at 6%. |
| 2000 | 1 | 6 | $0 | $0 | - |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 6 | - | - | - |
| 1999 | 1 | 8 | $181,487 | $25,183 | $3,148iApproximate average salary by contribution assumption: employee only about $78,697 at 4% or $52,465 at 6%; with 50% employer match about $52,465 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%. |
| Formula Corporation Pension Plan 401K and Profit Sharing Plan | - | 8 | $181,487 | $25,183 | $3,148iApproximate average salary by contribution assumption: employee only about $78,697 at 4% or $52,465 at 6%; with 50% employer match about $52,465 at 4% or $34,976 at 6%; with 100% employer match about $39,348 at 4% or $26,232 at 6%. |