Civic Intelligence

Forbes Tate Partners LLC

Plan context: Forbes Tate Partners LLC 401(K) Plan

EIN 45-5484082 • Washington, DC • 10 filings • 3 plans

777 6th Street, NW8th FloorWashington, DC 20001
Current Snapshot

Latest Year

2018

2018 Participants

59

2018 Assets

$3,953,791

2018 Contributions

$1,105,205

Historical Graphs

Total Assets Over Time

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

$3,953,791$1,976,896$0201220152018YearValue
$3,953,791Latest year 2018

Participants Over Time

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

59300201220152018YearValue
59Latest year 2018

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
2018159$3,953,791$1,105,205$18,732iApproximate average salary by contribution assumption: employee only about $468,307 at 4% or $312,205 at 6%; with 50% employer match about $312,205 at 4% or $208,137 at 6%; with 100% employer match about $234,154 at 4% or $156,102 at 6%.
Forbes Tate Partners LLC 401(K) Plan-59$3,953,791$1,105,205$18,732iApproximate average salary by contribution assumption: employee only about $468,307 at 4% or $312,205 at 6%; with 50% employer match about $312,205 at 4% or $208,137 at 6%; with 100% employer match about $234,154 at 4% or $156,102 at 6%.
2017140$3,219,145$440,363$11,009iApproximate average salary by contribution assumption: employee only about $275,227 at 4% or $183,485 at 6%; with 50% employer match about $183,485 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%.
Forbes Tate Partners LLC 401(K) Plan-40$3,219,145$440,363$11,009iApproximate average salary by contribution assumption: employee only about $275,227 at 4% or $183,485 at 6%; with 50% employer match about $183,485 at 4% or $122,323 at 6%; with 100% employer match about $137,613 at 4% or $91,742 at 6%.
2016136$2,349,995$360,365$10,010iApproximate average salary by contribution assumption: employee only about $250,253 at 4% or $166,836 at 6%; with 50% employer match about $166,836 at 4% or $111,224 at 6%; with 100% employer match about $125,127 at 4% or $83,418 at 6%.
Forbes Tate Partners LLC 401(K) Plan-36$2,349,995$360,365$10,010iApproximate average salary by contribution assumption: employee only about $250,253 at 4% or $166,836 at 6%; with 50% employer match about $166,836 at 4% or $111,224 at 6%; with 100% employer match about $125,127 at 4% or $83,418 at 6%.
2015230$1,858,890$727,531$24,251iApproximate average salary by contribution assumption: employee only about $606,276 at 4% or $404,184 at 6%; with 50% employer match about $404,184 at 4% or $269,456 at 6%; with 100% employer match about $303,138 at 4% or $202,092 at 6%.
Forbes Tate Partners LLC 401(K) Plan-30$1,858,890$720,849$24,028iApproximate average salary by contribution assumption: employee only about $600,708 at 4% or $400,472 at 6%; with 50% employer match about $400,472 at 4% or $266,981 at 6%; with 100% employer match about $300,354 at 4% or $200,236 at 6%.
FORBES TATE, LLC CASH BALANCE PLAN-0$0$6,682-
2014110$281,094$57,149$5,715iApproximate average salary by contribution assumption: employee only about $142,873 at 4% or $95,248 at 6%; with 50% employer match about $95,248 at 4% or $63,499 at 6%; with 100% employer match about $71,436 at 4% or $47,624 at 6%.
FORBES TATE, LLC CASH BALANCE PLAN-10$281,094$57,149$5,715iApproximate average salary by contribution assumption: employee only about $142,873 at 4% or $95,248 at 6%; with 50% employer match about $95,248 at 4% or $63,499 at 6%; with 100% employer match about $71,436 at 4% or $47,624 at 6%.
2013220$1,156,793$313,044$15,652iApproximate average salary by contribution assumption: employee only about $391,305 at 4% or $260,870 at 6%; with 50% employer match about $260,870 at 4% or $173,913 at 6%; with 100% employer match about $195,653 at 4% or $130,435 at 6%.
Forbes Tate Partners LLC 401(K) Plan-20$940,605$222,744$11,137iApproximate average salary by contribution assumption: employee only about $278,430 at 4% or $185,620 at 6%; with 50% employer match about $185,620 at 4% or $123,747 at 6%; with 100% employer match about $139,215 at 4% or $92,810 at 6%.
FORBES TATE, LLC CASH BALANCE PLAN-10$216,188$90,300$9,030iApproximate average salary by contribution assumption: employee only about $225,750 at 4% or $150,500 at 6%; with 50% employer match about $150,500 at 4% or $100,333 at 6%; with 100% employer match about $112,875 at 4% or $75,250 at 6%.
2012211$735,671$264,638$24,058iApproximate average salary by contribution assumption: employee only about $601,450 at 4% or $400,967 at 6%; with 50% employer match about $400,967 at 4% or $267,311 at 6%; with 100% employer match about $300,725 at 4% or $200,483 at 6%.
Forbes Tate Partners LLC 401(K) Plan-11$606,061$189,669$17,243iApproximate average salary by contribution assumption: employee only about $431,066 at 4% or $287,377 at 6%; with 50% employer match about $287,377 at 4% or $191,585 at 6%; with 100% employer match about $215,533 at 4% or $143,689 at 6%.
FORBES TATE, LLC CASH BALANCE PLAN-9$129,610$74,969$8,330iApproximate average salary by contribution assumption: employee only about $208,247 at 4% or $138,831 at 6%; with 50% employer match about $138,831 at 4% or $92,554 at 6%; with 100% employer match about $104,124 at 4% or $69,416 at 6%.