Wealth Forward
Plan context: Wealth Forward 401(K) Plan
EIN 45-3806252 • Fargo, ND • 15 filings • 3 plans
Current Snapshot
Latest Year
2025
2025 Participants
3
2025 Assets
$1,886,464
2025 Contributions
$115,593
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 3 | $1,886,464 | $115,593 | $38,531iApproximate average salary by contribution assumption: employee only about $963,275 at 4% or $642,183 at 6%; with 50% employer match about $642,183 at 4% or $428,122 at 6%; with 100% employer match about $481,638 at 4% or $321,092 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $1,886,464 | $115,593 | $38,531iApproximate average salary by contribution assumption: employee only about $963,275 at 4% or $642,183 at 6%; with 50% employer match about $642,183 at 4% or $428,122 at 6%; with 100% employer match about $481,638 at 4% or $321,092 at 6%. |
| 2024 | 1 | 3 | $1,469,281 | $103,545 | $34,515iApproximate average salary by contribution assumption: employee only about $862,875 at 4% or $575,250 at 6%; with 50% employer match about $575,250 at 4% or $383,500 at 6%; with 100% employer match about $431,438 at 4% or $287,625 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $1,469,281 | $103,545 | $34,515iApproximate average salary by contribution assumption: employee only about $862,875 at 4% or $575,250 at 6%; with 50% employer match about $575,250 at 4% or $383,500 at 6%; with 100% employer match about $431,438 at 4% or $287,625 at 6%. |
| 2023 | 1 | 3 | $1,184,235 | $86,538 | $28,846iApproximate average salary by contribution assumption: employee only about $721,150 at 4% or $480,767 at 6%; with 50% employer match about $480,767 at 4% or $320,511 at 6%; with 100% employer match about $360,575 at 4% or $240,383 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $1,184,235 | $86,538 | $28,846iApproximate average salary by contribution assumption: employee only about $721,150 at 4% or $480,767 at 6%; with 50% employer match about $480,767 at 4% or $320,511 at 6%; with 100% employer match about $360,575 at 4% or $240,383 at 6%. |
| 2022 | 1 | 3 | $887,943 | $97,818 | $32,606iApproximate average salary by contribution assumption: employee only about $815,150 at 4% or $543,433 at 6%; with 50% employer match about $543,433 at 4% or $362,289 at 6%; with 100% employer match about $407,575 at 4% or $271,717 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $887,943 | $97,818 | $32,606iApproximate average salary by contribution assumption: employee only about $815,150 at 4% or $543,433 at 6%; with 50% employer match about $543,433 at 4% or $362,289 at 6%; with 100% employer match about $407,575 at 4% or $271,717 at 6%. |
| 2021 | 1 | 3 | $889,244 | $93,117 | $31,039iApproximate average salary by contribution assumption: employee only about $775,975 at 4% or $517,317 at 6%; with 50% employer match about $517,317 at 4% or $344,878 at 6%; with 100% employer match about $387,988 at 4% or $258,658 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $889,244 | $93,117 | $31,039iApproximate average salary by contribution assumption: employee only about $775,975 at 4% or $517,317 at 6%; with 50% employer match about $517,317 at 4% or $344,878 at 6%; with 100% employer match about $387,988 at 4% or $258,658 at 6%. |
| 2020 | 1 | 3 | $698,856 | $90,556 | $30,185iApproximate average salary by contribution assumption: employee only about $754,633 at 4% or $503,089 at 6%; with 50% employer match about $503,089 at 4% or $335,393 at 6%; with 100% employer match about $377,317 at 4% or $251,544 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $698,856 | $90,556 | $30,185iApproximate average salary by contribution assumption: employee only about $754,633 at 4% or $503,089 at 6%; with 50% employer match about $503,089 at 4% or $335,393 at 6%; with 100% employer match about $377,317 at 4% or $251,544 at 6%. |
| 2019 | 1 | 4 | $531,702 | $85,096 | $21,274iApproximate average salary by contribution assumption: employee only about $531,850 at 4% or $354,567 at 6%; with 50% employer match about $354,567 at 4% or $236,378 at 6%; with 100% employer match about $265,925 at 4% or $177,283 at 6%. |
| Wealth Forward 401(K) Plan | - | 4 | $531,702 | $85,096 | $21,274iApproximate average salary by contribution assumption: employee only about $531,850 at 4% or $354,567 at 6%; with 50% employer match about $354,567 at 4% or $236,378 at 6%; with 100% employer match about $265,925 at 4% or $177,283 at 6%. |
| 2018 | 2 | 3 | $792,912 | $156,964 | $52,321iApproximate average salary by contribution assumption: employee only about $1,308,033 at 4% or $872,022 at 6%; with 50% employer match about $872,022 at 4% or $581,348 at 6%; with 100% employer match about $654,017 at 4% or $436,011 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $396,456 | $78,482 | $26,161iApproximate average salary by contribution assumption: employee only about $654,017 at 4% or $436,011 at 6%; with 50% employer match about $436,011 at 4% or $290,674 at 6%; with 100% employer match about $327,008 at 4% or $218,006 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $396,456 | $78,482 | $26,161iApproximate average salary by contribution assumption: employee only about $654,017 at 4% or $436,011 at 6%; with 50% employer match about $436,011 at 4% or $290,674 at 6%; with 100% employer match about $327,008 at 4% or $218,006 at 6%. |
| 2017 | 1 | 3 | $377,506 | $77,506 | $25,835iApproximate average salary by contribution assumption: employee only about $645,883 at 4% or $430,589 at 6%; with 50% employer match about $430,589 at 4% or $287,059 at 6%; with 100% employer match about $322,942 at 4% or $215,294 at 6%. |
| Wealth Forward 401(K) Plan | - | 3 | $377,506 | $77,506 | $25,835iApproximate average salary by contribution assumption: employee only about $645,883 at 4% or $430,589 at 6%; with 50% employer match about $430,589 at 4% or $287,059 at 6%; with 100% employer match about $322,942 at 4% or $215,294 at 6%. |
| 2016 | 1 | 5 | $496,788 | $71,478 | $14,296iApproximate average salary by contribution assumption: employee only about $357,390 at 4% or $238,260 at 6%; with 50% employer match about $238,260 at 4% or $158,840 at 6%; with 100% employer match about $178,695 at 4% or $119,130 at 6%. |
| Wealth Forward 401(K) Plan | - | 5 | $496,788 | $71,478 | $14,296iApproximate average salary by contribution assumption: employee only about $357,390 at 4% or $238,260 at 6%; with 50% employer match about $238,260 at 4% or $158,840 at 6%; with 100% employer match about $178,695 at 4% or $119,130 at 6%. |
| 2015 | 1 | 5 | $367,961 | $91,891 | $18,378iApproximate average salary by contribution assumption: employee only about $459,455 at 4% or $306,303 at 6%; with 50% employer match about $306,303 at 4% or $204,202 at 6%; with 100% employer match about $229,728 at 4% or $153,152 at 6%. |
| Wealth Forward 401(K) Plan | - | 5 | $367,961 | $91,891 | $18,378iApproximate average salary by contribution assumption: employee only about $459,455 at 4% or $306,303 at 6%; with 50% employer match about $306,303 at 4% or $204,202 at 6%; with 100% employer match about $229,728 at 4% or $153,152 at 6%. |
| 2014 | 1 | 6 | $352,650 | $75,525 | $12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| Wealth Forward 401(K) Plan | - | 6 | $352,650 | $75,525 | $12,588iApproximate average salary by contribution assumption: employee only about $314,688 at 4% or $209,792 at 6%; with 50% employer match about $209,792 at 4% or $139,861 at 6%; with 100% employer match about $157,344 at 4% or $104,896 at 6%. |
| 2013 | 1 | 5 | $524,246 | $99,639 | $19,928iApproximate average salary by contribution assumption: employee only about $498,195 at 4% or $332,130 at 6%; with 50% employer match about $332,130 at 4% or $221,420 at 6%; with 100% employer match about $249,098 at 4% or $166,065 at 6%. |
| Wealth Forward 401(K) Plan | - | 5 | $524,246 | $99,639 | $19,928iApproximate average salary by contribution assumption: employee only about $498,195 at 4% or $332,130 at 6%; with 50% employer match about $332,130 at 4% or $221,420 at 6%; with 100% employer match about $249,098 at 4% or $166,065 at 6%. |
| 2012 | 1 | 7 | $354,831 | $88,186 | $12,598iApproximate average salary by contribution assumption: employee only about $314,950 at 4% or $209,967 at 6%; with 50% employer match about $209,967 at 4% or $139,978 at 6%; with 100% employer match about $157,475 at 4% or $104,983 at 6%. |
| Wealth Forward 401(K) Plan | - | 7 | $354,831 | $88,186 | $12,598iApproximate average salary by contribution assumption: employee only about $314,950 at 4% or $209,967 at 6%; with 50% employer match about $209,967 at 4% or $139,978 at 6%; with 100% employer match about $157,475 at 4% or $104,983 at 6%. |