Civic Intelligence

Forward Financing LLC

Plan context: Forward Financing LLC Retirement Plan

EIN 46-1472077 • Boston, MA • 10 filings • 2 plans

100 Summer Street - Suite 1175Boston, MA 02110
Current Snapshot

Latest Year

2024

2024 Participants

202

2024 Assets

$18,262,213

2024 Contributions

$5,167,234

Historical Graphs

Total Assets Over Time

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

$18,262,213$9,131,107$0201820212024YearValue
$18,262,213Latest year 2024

Participants Over Time

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

2521260201820212024YearValue
202Latest 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
20241202$18,262,213$5,167,234$25,580iApproximate average salary by contribution assumption: employee only about $639,509 at 4% or $426,339 at 6%; with 50% employer match about $426,339 at 4% or $284,226 at 6%; with 100% employer match about $319,755 at 4% or $213,170 at 6%.
Forward Financing LLC Retirement Plan-202$18,262,213$5,167,234$25,580iApproximate average salary by contribution assumption: employee only about $639,509 at 4% or $426,339 at 6%; with 50% employer match about $426,339 at 4% or $284,226 at 6%; with 100% employer match about $319,755 at 4% or $213,170 at 6%.
20231198$12,813,356$3,916,567$19,781iApproximate average salary by contribution assumption: employee only about $494,516 at 4% or $329,677 at 6%; with 50% employer match about $329,677 at 4% or $219,785 at 6%; with 100% employer match about $247,258 at 4% or $164,839 at 6%.
Forward Financing LLC Retirement Plan-198$12,813,356$3,916,567$19,781iApproximate average salary by contribution assumption: employee only about $494,516 at 4% or $329,677 at 6%; with 50% employer match about $329,677 at 4% or $219,785 at 6%; with 100% employer match about $247,258 at 4% or $164,839 at 6%.
20222252$8,276,413$3,955,471$15,696iApproximate average salary by contribution assumption: employee only about $392,408 at 4% or $261,605 at 6%; with 50% employer match about $261,605 at 4% or $174,403 at 6%; with 100% employer match about $196,204 at 4% or $130,803 at 6%.
Forward Financing LLC Retirement Plan-252$8,276,413$3,955,471$15,696iApproximate average salary by contribution assumption: employee only about $392,408 at 4% or $261,605 at 6%; with 50% employer match about $261,605 at 4% or $174,403 at 6%; with 100% employer match about $196,204 at 4% or $130,803 at 6%.
FORWARD FINANCING-----
20212160$5,835,381$2,415,722$15,098iApproximate average salary by contribution assumption: employee only about $377,457 at 4% or $251,638 at 6%; with 50% employer match about $251,638 at 4% or $167,758 at 6%; with 100% employer match about $188,728 at 4% or $125,819 at 6%.
Forward Financing LLC Retirement Plan-160$5,835,381$2,415,722$15,098iApproximate average salary by contribution assumption: employee only about $377,457 at 4% or $251,638 at 6%; with 50% employer match about $251,638 at 4% or $167,758 at 6%; with 100% employer match about $188,728 at 4% or $125,819 at 6%.
FORWARD FINANCING-----
20202120$3,531,047$1,353,603$11,280iApproximate average salary by contribution assumption: employee only about $282,001 at 4% or $188,000 at 6%; with 50% employer match about $188,000 at 4% or $125,334 at 6%; with 100% employer match about $141,000 at 4% or $94,000 at 6%.
Forward Financing LLC Retirement Plan-92$3,531,047$1,353,603$14,713iApproximate average salary by contribution assumption: employee only about $367,827 at 4% or $245,218 at 6%; with 50% employer match about $245,218 at 4% or $163,479 at 6%; with 100% employer match about $183,913 at 4% or $122,609 at 6%.
FORWARD FINANCING-120---
20191124$2,035,194$1,216,444$9,810iApproximate average salary by contribution assumption: employee only about $245,251 at 4% or $163,501 at 6%; with 50% employer match about $163,501 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%.
Forward Financing LLC Retirement Plan-124$2,035,194$1,216,444$9,810iApproximate average salary by contribution assumption: employee only about $245,251 at 4% or $163,501 at 6%; with 50% employer match about $163,501 at 4% or $109,000 at 6%; with 100% employer match about $122,625 at 4% or $81,750 at 6%.
2018160$726,617$350,055$5,834iApproximate average salary by contribution assumption: employee only about $145,856 at 4% or $97,238 at 6%; with 50% employer match about $97,238 at 4% or $64,825 at 6%; with 100% employer match about $72,928 at 4% or $48,619 at 6%.
Forward Financing LLC Retirement Plan-60$726,617$350,055$5,834iApproximate average salary by contribution assumption: employee only about $145,856 at 4% or $97,238 at 6%; with 50% employer match about $97,238 at 4% or $64,825 at 6%; with 100% employer match about $72,928 at 4% or $48,619 at 6%.