Current Snapshot
Latest Year
2024
2024 Participants
407
2024 Assets
$20,746,028
2024 Contributions
$4,785,848
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 0 | $0 | $0 | - |
| Policygenius LLC Employee Benefits Plan | - | 0 | - | - | - |
| Forus 401(K) | - | 0 | - | - | - |
| 2023 | 2 | 407 | $20,746,028 | $4,785,848 | $11,759iApproximate average salary by contribution assumption: employee only about $293,971 at 4% or $195,981 at 6%; with 50% employer match about $195,981 at 4% or $130,654 at 6%; with 100% employer match about $146,986 at 4% or $97,990 at 6%. |
| Forus 401(K) | - | 375 | $20,746,028 | $4,785,848 | $12,762iApproximate average salary by contribution assumption: employee only about $319,057 at 4% or $212,704 at 6%; with 50% employer match about $212,704 at 4% or $141,803 at 6%; with 100% employer match about $159,528 at 4% or $106,352 at 6%. |
| Policygenius LLC Employee Benefits Plan | - | 407 | - | - | - |
| 2022 | 2 | 411 | $15,512,598 | $6,311,468 | $15,356iApproximate average salary by contribution assumption: employee only about $383,909 at 4% or $255,939 at 6%; with 50% employer match about $255,939 at 4% or $170,626 at 6%; with 100% employer match about $191,955 at 4% or $127,970 at 6%. |
| Forus 401(K) | - | 406 | $15,512,598 | $6,311,468 | $15,545iApproximate average salary by contribution assumption: employee only about $388,637 at 4% or $259,091 at 6%; with 50% employer match about $259,091 at 4% or $172,728 at 6%; with 100% employer match about $194,319 at 4% or $129,546 at 6%. |
| Policygenius LLC Employee Benefits Plan | - | 411 | - | - | - |
| 2021 | 2 | 775 | $13,552,732 | $5,830,750 | $7,524iApproximate average salary by contribution assumption: employee only about $188,089 at 4% or $125,392 at 6%; with 50% employer match about $125,392 at 4% or $83,595 at 6%; with 100% employer match about $94,044 at 4% or $62,696 at 6%. |
| Forus 401(K) | - | 618 | $13,552,732 | $5,830,750 | $9,435iApproximate average salary by contribution assumption: employee only about $235,872 at 4% or $157,248 at 6%; with 50% employer match about $157,248 at 4% or $104,832 at 6%; with 100% employer match about $117,936 at 4% or $78,624 at 6%. |
| Policygenius LLC Employee Benefits Plan | - | 775 | - | - | - |
| 2020 | 2 | 522 | $7,229,457 | $3,435,010 | $6,580iApproximate average salary by contribution assumption: employee only about $164,512 at 4% or $109,675 at 6%; with 50% employer match about $109,675 at 4% or $73,116 at 6%; with 100% employer match about $82,256 at 4% or $54,837 at 6%. |
| Forus 401(K) | - | 428 | $7,229,457 | $3,435,010 | $8,026iApproximate average salary by contribution assumption: employee only about $200,643 at 4% or $133,762 at 6%; with 50% employer match about $133,762 at 4% or $89,175 at 6%; with 100% employer match about $100,322 at 4% or $66,881 at 6%. |
| Policygenius LLC Employee Benefits Plan | - | 522 | - | - | - |
| 2019 | 2 | 232 | $3,064,554 | $1,326,099 | $5,716iApproximate average salary by contribution assumption: employee only about $142,899 at 4% or $95,266 at 6%; with 50% employer match about $95,266 at 4% or $63,510 at 6%; with 100% employer match about $71,449 at 4% or $47,633 at 6%. |
| Forus 401(K) | - | 226 | $3,064,554 | $1,326,099 | $5,868iApproximate average salary by contribution assumption: employee only about $146,692 at 4% or $97,795 at 6%; with 50% employer match about $97,795 at 4% or $65,197 at 6%; with 100% employer match about $73,346 at 4% or $48,897 at 6%. |
| Policygenius LLC Employee Benefits Plan | - | 232 | - | - | - |
| 2018 | 1 | 137 | $1,451,457 | $1,024,774 | $7,480iApproximate average salary by contribution assumption: employee only about $187,003 at 4% or $124,668 at 6%; with 50% employer match about $124,668 at 4% or $83,112 at 6%; with 100% employer match about $93,501 at 4% or $62,334 at 6%. |
| Forus 401(K) | - | 137 | $1,451,457 | $1,024,774 | $7,480iApproximate average salary by contribution assumption: employee only about $187,003 at 4% or $124,668 at 6%; with 50% employer match about $124,668 at 4% or $83,112 at 6%; with 100% employer match about $93,501 at 4% or $62,334 at 6%. |
| 2017 | 1 | 81 | $695,081 | $469,235 | $5,793iApproximate average salary by contribution assumption: employee only about $144,826 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%. |
| Forus 401(K) | - | 81 | $695,081 | $469,235 | $5,793iApproximate average salary by contribution assumption: employee only about $144,826 at 4% or $96,550 at 6%; with 50% employer match about $96,550 at 4% or $64,367 at 6%; with 100% employer match about $72,413 at 4% or $48,275 at 6%. |
| 2016 | 1 | 33 | $172,661 | $167,514 | $5,076iApproximate average salary by contribution assumption: employee only about $126,905 at 4% or $84,603 at 6%; with 50% employer match about $84,603 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,302 at 6%. |
| Forus 401(K) | - | 33 | $172,661 | $167,514 | $5,076iApproximate average salary by contribution assumption: employee only about $126,905 at 4% or $84,603 at 6%; with 50% employer match about $84,603 at 4% or $56,402 at 6%; with 100% employer match about $63,452 at 4% or $42,302 at 6%. |