Civic Intelligence

Spring Forward Financial LLC

Plan context: SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN

EIN 46-1683451 • Branford, CT • 16 filings • 4 plans

14 Griffing Pond RdBranford, CT 06405-6407
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,984,644

2021 Contributions

$390,055

Historical Graphs

Total Assets Over Time

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

$1,984,644$992,322$0201320172020YearValue
$1,984,644Latest year 2020

Participants Over Time

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

630201320172020YearValue
4Latest year 2020

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
202120$0$390,055-
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN-0$0$264,700-
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-0$0$125,355-
202024$1,984,644$273,992$68,498iApproximate average salary by contribution assumption: employee only about $1,712,450 at 4% or $1,141,633 at 6%; with 50% employer match about $1,141,633 at 4% or $761,089 at 6%; with 100% employer match about $856,225 at 4% or $570,817 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-4$1,343,409$125,992$31,498iApproximate average salary by contribution assumption: employee only about $787,450 at 4% or $524,967 at 6%; with 50% employer match about $524,967 at 4% or $349,978 at 6%; with 100% employer match about $393,725 at 4% or $262,483 at 6%.
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN-3$641,235$148,000$49,333iApproximate average salary by contribution assumption: employee only about $1,233,333 at 4% or $822,222 at 6%; with 50% employer match about $822,222 at 4% or $548,148 at 6%; with 100% employer match about $616,667 at 4% or $411,111 at 6%.
201924$1,513,691$265,783$66,446iApproximate average salary by contribution assumption: employee only about $1,661,144 at 4% or $1,107,429 at 6%; with 50% employer match about $1,107,429 at 4% or $738,286 at 6%; with 100% employer match about $830,572 at 4% or $553,715 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-4$1,034,628$115,783$28,946iApproximate average salary by contribution assumption: employee only about $723,644 at 4% or $482,429 at 6%; with 50% employer match about $482,429 at 4% or $321,619 at 6%; with 100% employer match about $361,822 at 4% or $241,215 at 6%.
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN-3$479,063$150,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
201824$1,014,579$253,775$63,444iApproximate average salary by contribution assumption: employee only about $1,586,094 at 4% or $1,057,396 at 6%; with 50% employer match about $1,057,396 at 4% or $704,931 at 6%; with 100% employer match about $793,047 at 4% or $528,698 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-4$714,017$95,775$23,944iApproximate average salary by contribution assumption: employee only about $598,594 at 4% or $399,063 at 6%; with 50% employer match about $399,063 at 4% or $266,042 at 6%; with 100% employer match about $299,297 at 4% or $199,531 at 6%.
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN-3$300,562$158,000$52,667iApproximate average salary by contribution assumption: employee only about $1,316,667 at 4% or $877,778 at 6%; with 50% employer match about $877,778 at 4% or $585,185 at 6%; with 100% employer match about $658,333 at 4% or $438,889 at 6%.
201723$816,838$276,791$92,264iApproximate average salary by contribution assumption: employee only about $2,306,592 at 4% or $1,537,728 at 6%; with 50% employer match about $1,537,728 at 4% or $1,025,152 at 6%; with 100% employer match about $1,153,296 at 4% or $768,864 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-3$670,838$130,791$43,597iApproximate average salary by contribution assumption: employee only about $1,089,925 at 4% or $726,617 at 6%; with 50% employer match about $726,617 at 4% or $484,411 at 6%; with 100% employer match about $544,963 at 4% or $363,308 at 6%.
SPRING FORWARD FINANCIAL, LLC CASH BALANCE PENSION PLAN-3$146,000$146,000$48,667iApproximate average salary by contribution assumption: employee only about $1,216,667 at 4% or $811,111 at 6%; with 50% employer match about $811,111 at 4% or $540,741 at 6%; with 100% employer match about $608,333 at 4% or $405,556 at 6%.
201615$572,842$125,381$25,076iApproximate average salary by contribution assumption: employee only about $626,905 at 4% or $417,937 at 6%; with 50% employer match about $417,937 at 4% or $278,624 at 6%; with 100% employer match about $313,453 at 4% or $208,968 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-5$572,842$125,381$25,076iApproximate average salary by contribution assumption: employee only about $626,905 at 4% or $417,937 at 6%; with 50% employer match about $417,937 at 4% or $278,624 at 6%; with 100% employer match about $313,453 at 4% or $208,968 at 6%.
201525$390,880$182,384$36,477iApproximate average salary by contribution assumption: employee only about $911,920 at 4% or $607,947 at 6%; with 50% employer match about $607,947 at 4% or $405,298 at 6%; with 100% employer match about $455,960 at 4% or $303,973 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-5$390,880$139,283$27,857iApproximate average salary by contribution assumption: employee only about $696,415 at 4% or $464,277 at 6%; with 50% employer match about $464,277 at 4% or $309,518 at 6%; with 100% employer match about $348,208 at 4% or $232,138 at 6%.
SPRING FORWARD FINANCIAL LLC EMPLOYEE GROUP HEALTH PLAN-0$0$43,101-
201426$281,232$179,220$29,870iApproximate average salary by contribution assumption: employee only about $746,750 at 4% or $497,833 at 6%; with 50% employer match about $497,833 at 4% or $331,889 at 6%; with 100% employer match about $373,375 at 4% or $248,917 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-6$281,232$160,980$26,830iApproximate average salary by contribution assumption: employee only about $670,750 at 4% or $447,167 at 6%; with 50% employer match about $447,167 at 4% or $298,111 at 6%; with 100% employer match about $335,375 at 4% or $223,583 at 6%.
SPRING FORWARD FINANCIAL LLC EMPLOYEE GROUP HEALTH PLAN-5$0$18,240$3,648iApproximate average salary by contribution assumption: employee only about $91,200 at 4% or $60,800 at 6%; with 50% employer match about $60,800 at 4% or $40,533 at 6%; with 100% employer match about $45,600 at 4% or $30,400 at 6%.
201316$99,075$93,779$15,630iApproximate average salary by contribution assumption: employee only about $390,746 at 4% or $260,497 at 6%; with 50% employer match about $260,497 at 4% or $173,665 at 6%; with 100% employer match about $195,373 at 4% or $130,249 at 6%.
Spring Forward Financial LLC 401 K Profit Sharing Plan Trust-6$99,075$93,779$15,630iApproximate average salary by contribution assumption: employee only about $390,746 at 4% or $260,497 at 6%; with 50% employer match about $260,497 at 4% or $173,665 at 6%; with 100% employer match about $195,373 at 4% or $130,249 at 6%.