Civic Intelligence

Forthright Wealth Management LLC

Plan context: Forthright Wealth Management LLC 401(K) Plan

EIN 47-3653275 • Alpharetta, GA • 6 filings • 1 plans

5755 North Point PkwySte 47Alpharetta, GA 30022
Current Snapshot

Latest Year

2025

2025 Participants

10

2025 Assets

$3,265,123

2025 Contributions

$394,927

Historical Graphs

Total Assets Over Time

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

$3,265,123$1,632,562$0202020232025YearValue
$3,265,123Latest year 2025

Participants Over Time

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

1050202020232025YearValue
10Latest year 2025

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
2025110$3,265,123$394,927$39,493iApproximate average salary by contribution assumption: employee only about $987,317 at 4% or $658,212 at 6%; with 50% employer match about $658,212 at 4% or $438,808 at 6%; with 100% employer match about $493,659 at 4% or $329,106 at 6%.
Forthright Wealth Management LLC 401(K) Plan-10$3,265,123$394,927$39,493iApproximate average salary by contribution assumption: employee only about $987,317 at 4% or $658,212 at 6%; with 50% employer match about $658,212 at 4% or $438,808 at 6%; with 100% employer match about $493,659 at 4% or $329,106 at 6%.
2024110$2,427,739$199,095$19,910iApproximate average salary by contribution assumption: employee only about $497,738 at 4% or $331,825 at 6%; with 50% employer match about $331,825 at 4% or $221,217 at 6%; with 100% employer match about $248,869 at 4% or $165,913 at 6%.
Forthright Wealth Management LLC 401(K) Plan-10$2,427,739$199,095$19,910iApproximate average salary by contribution assumption: employee only about $497,738 at 4% or $331,825 at 6%; with 50% employer match about $331,825 at 4% or $221,217 at 6%; with 100% employer match about $248,869 at 4% or $165,913 at 6%.
202318$1,952,459$348,417$43,552iApproximate average salary by contribution assumption: employee only about $1,088,803 at 4% or $725,869 at 6%; with 50% employer match about $725,869 at 4% or $483,913 at 6%; with 100% employer match about $544,402 at 4% or $362,934 at 6%.
Forthright Wealth Management LLC 401(K) Plan-8$1,952,459$348,417$43,552iApproximate average salary by contribution assumption: employee only about $1,088,803 at 4% or $725,869 at 6%; with 50% employer match about $725,869 at 4% or $483,913 at 6%; with 100% employer match about $544,402 at 4% or $362,934 at 6%.
202218$1,347,144$243,037$30,380iApproximate average salary by contribution assumption: employee only about $759,491 at 4% or $506,327 at 6%; with 50% employer match about $506,327 at 4% or $337,551 at 6%; with 100% employer match about $379,745 at 4% or $253,164 at 6%.
Forthright Wealth Management LLC 401(K) Plan-8$1,347,144$243,037$30,380iApproximate average salary by contribution assumption: employee only about $759,491 at 4% or $506,327 at 6%; with 50% employer match about $506,327 at 4% or $337,551 at 6%; with 100% employer match about $379,745 at 4% or $253,164 at 6%.
202117$1,259,198$102,197$14,600iApproximate average salary by contribution assumption: employee only about $364,989 at 4% or $243,326 at 6%; with 50% employer match about $243,326 at 4% or $162,217 at 6%; with 100% employer match about $182,495 at 4% or $121,663 at 6%.
Forthright Wealth Management LLC 401(K) Plan-7$1,259,198$102,197$14,600iApproximate average salary by contribution assumption: employee only about $364,989 at 4% or $243,326 at 6%; with 50% employer match about $243,326 at 4% or $162,217 at 6%; with 100% employer match about $182,495 at 4% or $121,663 at 6%.
202017$1,005,270$311,371$44,482iApproximate average salary by contribution assumption: employee only about $1,112,039 at 4% or $741,360 at 6%; with 50% employer match about $741,360 at 4% or $494,240 at 6%; with 100% employer match about $556,020 at 4% or $370,680 at 6%.
Forthright Wealth Management LLC 401(K) Plan-7$1,005,270$311,371$44,482iApproximate average salary by contribution assumption: employee only about $1,112,039 at 4% or $741,360 at 6%; with 50% employer match about $741,360 at 4% or $494,240 at 6%; with 100% employer match about $556,020 at 4% or $370,680 at 6%.