Civic Intelligence

STEVEN G. FORTE, DDS, ENDODONTICS, PC

Plan context: STEVEN G. FORTE, DDS, ENDODONTICS, PC CASH BALANCE PLAN

EIN 47-1076750 • Locust Hill, VA • 9 filings • 4 plans

400 North Shore RdLocust Hill, VA 23092
Current Snapshot

Latest Year

2019

2019 Participants

8

2019 Assets

$670,148

2019 Contributions

$100,356

Historical Graphs

Total Assets Over Time

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

$670,148$335,074$0201620182019YearValue
$670,148Latest year 2019

Participants Over Time

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

840201620182019YearValue
8Latest year 2019

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
201948$670,148$100,356$12,545iApproximate average salary by contribution assumption: employee only about $313,613 at 4% or $209,075 at 6%; with 50% employer match about $209,075 at 4% or $139,383 at 6%; with 100% employer match about $156,806 at 4% or $104,538 at 6%.
STEVEN G. FORTE, DDS, ENDODONTICS, PC CASH BALANCE PLAN-8$377,437$36,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Steven G. Forte, Dds, Endodontics PC Retirement Plan-2$292,711$64,356$32,178iApproximate average salary by contribution assumption: employee only about $804,450 at 4% or $536,300 at 6%; with 50% employer match about $536,300 at 4% or $357,533 at 6%; with 100% employer match about $402,225 at 4% or $268,150 at 6%.
Steven G. Forte, Dds, Endodontics PC Retirement Plan-0$0$0-
STEVEN G. FORTE, DDS, ENDODONTIC, PC CASH BALANCE PLAN-0$0$0-
201828$522,774$248,472$31,059iApproximate average salary by contribution assumption: employee only about $776,475 at 4% or $517,650 at 6%; with 50% employer match about $517,650 at 4% or $345,100 at 6%; with 100% employer match about $388,238 at 4% or $258,825 at 6%.
STEVEN G. FORTE, DDS, ENDODONTICS, PC CASH BALANCE PLAN-8$315,707$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
Steven G. Forte, Dds, Endodontics PC Retirement Plan-7$207,067$78,472$11,210iApproximate average salary by contribution assumption: employee only about $280,257 at 4% or $186,838 at 6%; with 50% employer match about $186,838 at 4% or $124,559 at 6%; with 100% employer match about $140,129 at 4% or $93,419 at 6%.
201726$297,602$218,761$36,460iApproximate average salary by contribution assumption: employee only about $911,504 at 4% or $607,669 at 6%; with 50% employer match about $607,669 at 4% or $405,113 at 6%; with 100% employer match about $455,752 at 4% or $303,835 at 6%.
STEVEN G. FORTE, DDS, ENDODONTICS, PC CASH BALANCE PLAN-6$155,000$155,000$25,833iApproximate average salary by contribution assumption: employee only about $645,833 at 4% or $430,556 at 6%; with 50% employer match about $430,556 at 4% or $287,037 at 6%; with 100% employer match about $322,917 at 4% or $215,278 at 6%.
Steven G. Forte, Dds, Endodontics PC Retirement Plan-4$142,602$63,761$15,940iApproximate average salary by contribution assumption: employee only about $398,506 at 4% or $265,671 at 6%; with 50% employer match about $265,671 at 4% or $177,114 at 6%; with 100% employer match about $199,253 at 4% or $132,835 at 6%.
201615$68,042$66,222$13,244iApproximate average salary by contribution assumption: employee only about $331,110 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%.
Steven G. Forte, Dds, Endodontics PC Retirement Plan-5$68,042$66,222$13,244iApproximate average salary by contribution assumption: employee only about $331,110 at 4% or $220,740 at 6%; with 50% employer match about $220,740 at 4% or $147,160 at 6%; with 100% employer match about $165,555 at 4% or $110,370 at 6%.