Forbes Asset Management Inc.
Plan context: Forbes Asset Management Inc. Retirement Plan
EIN 47-2410550 • 12 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$166,307
2025 Contributions
$51,658
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $166,307 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $166,307 | - | - |
| 2024 | 1 | 1 | $506,482 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $506,482 | - | - |
| 2023 | 1 | 1 | $142,933 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $142,933 | - | - |
| 2022 | 1 | 1 | $70,237 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $70,237 | - | - |
| 2021 | 1 | 1 | $120,881 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $120,881 | - | - |
| 2020 | 1 | 1 | $53,209 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $53,209 | - | - |
| 2019 | 1 | 1 | $0 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | - | - | - |
| 2018 | 1 | 1 | $0 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | - | - | - |
| 2017 | 1 | 1 | $40,612 | $51,658 | $51,658iApproximate average salary by contribution assumption: employee only about $1,291,450 at 4% or $860,967 at 6%; with 50% employer match about $860,967 at 4% or $573,978 at 6%; with 100% employer match about $645,725 at 4% or $430,483 at 6%. |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $40,612 | $51,658 | $51,658iApproximate average salary by contribution assumption: employee only about $1,291,450 at 4% or $860,967 at 6%; with 50% employer match about $860,967 at 4% or $573,978 at 6%; with 100% employer match about $645,725 at 4% or $430,483 at 6%. |
| 2016 | 1 | 1 | $261,296 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $261,296 | - | - |
| 2015 | 1 | 1 | $238,870 | $0 | - |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $238,870 | - | - |
| 2014 | 1 | 1 | $211,190 | $211,205 | $211,205iApproximate average salary by contribution assumption: employee only about $5,280,125 at 4% or $3,520,083 at 6%; with 50% employer match about $3,520,083 at 4% or $2,346,722 at 6%; with 100% employer match about $2,640,063 at 4% or $1,760,042 at 6%. |
| Forbes Asset Management Inc. Retirement Plan | - | 1 | $211,190 | $211,205 | $211,205iApproximate average salary by contribution assumption: employee only about $5,280,125 at 4% or $3,520,083 at 6%; with 50% employer match about $3,520,083 at 4% or $2,346,722 at 6%; with 100% employer match about $2,640,063 at 4% or $1,760,042 at 6%. |