Civic Intelligence

FORTH MOBILITY FUND

Plan context: FORTH 401(K) PLAN

EIN 45-4726335 • Portland, OR • 2 filings • 1 plans

411 NW Park AvenueSuite 201Portland, OR 97209
Current Snapshot

Latest Year

2024

2024 Participants

52

2024 Assets

$1,366,626

2024 Contributions

$468,985

Historical Graphs

Total Assets Over Time

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

$1,366,626$683,313$020232024YearValue
$1,366,626Latest year 2024

Participants Over Time

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

5226020232024YearValue
52Latest year 2024

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
2024152$1,366,626$468,985$9,019iApproximate average salary by contribution assumption: employee only about $225,474 at 4% or $150,316 at 6%; with 50% employer match about $150,316 at 4% or $100,210 at 6%; with 100% employer match about $112,737 at 4% or $75,158 at 6%.
FORTH 401(K) PLAN-52$1,366,626$468,985$9,019iApproximate average salary by contribution assumption: employee only about $225,474 at 4% or $150,316 at 6%; with 50% employer match about $150,316 at 4% or $100,210 at 6%; with 100% employer match about $112,737 at 4% or $75,158 at 6%.
2023147$908,206$332,937$7,084iApproximate average salary by contribution assumption: employee only about $177,094 at 4% or $118,063 at 6%; with 50% employer match about $118,063 at 4% or $78,709 at 6%; with 100% employer match about $88,547 at 4% or $59,031 at 6%.
FORTH 401(K) PLAN-47$908,206$332,937$7,084iApproximate average salary by contribution assumption: employee only about $177,094 at 4% or $118,063 at 6%; with 50% employer match about $118,063 at 4% or $78,709 at 6%; with 100% employer match about $88,547 at 4% or $59,031 at 6%.