Civic Intelligence

Financial Services Forum

Plan context: Financial Services Forum Retirement and 401(K) Plan

EIN 52-2241644 • Washington, DC • 25 filings • 2 plans

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601 13th Street, NWSuite 750 SouthWashington, DC 20005
Current Snapshot

Latest Year

2024

2024 Participants

22

2024 Assets

$4,198,373

2024 Contributions

$396,059

Historical Graphs

Total Assets Over Time

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

$4,198,373$2,099,187$0200020142024YearValue
$4,198,373Latest year 2024

Participants Over Time

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

22110200020122024YearValue
22Latest year 2024

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
2024122$4,198,373$396,059$18,003iApproximate average salary by contribution assumption: employee only about $450,067 at 4% or $300,045 at 6%; with 50% employer match about $300,045 at 4% or $200,030 at 6%; with 100% employer match about $225,034 at 4% or $150,022 at 6%.
Financial Services Forum Retirement and 401(K) Plan-22$4,198,373$396,059$18,003iApproximate average salary by contribution assumption: employee only about $450,067 at 4% or $300,045 at 6%; with 50% employer match about $300,045 at 4% or $200,030 at 6%; with 100% employer match about $225,034 at 4% or $150,022 at 6%.
2023122$3,240,794$304,199$13,827iApproximate average salary by contribution assumption: employee only about $345,681 at 4% or $230,454 at 6%; with 50% employer match about $230,454 at 4% or $153,636 at 6%; with 100% employer match about $172,840 at 4% or $115,227 at 6%.
Financial Services Forum Retirement and 401(K) Plan-22$3,240,794$304,199$13,827iApproximate average salary by contribution assumption: employee only about $345,681 at 4% or $230,454 at 6%; with 50% employer match about $230,454 at 4% or $153,636 at 6%; with 100% employer match about $172,840 at 4% or $115,227 at 6%.
2022121$2,567,133$253,739$12,083iApproximate average salary by contribution assumption: employee only about $302,070 at 4% or $201,380 at 6%; with 50% employer match about $201,380 at 4% or $134,253 at 6%; with 100% employer match about $151,035 at 4% or $100,690 at 6%.
Financial Services Forum Retirement and 401(K) Plan-21$2,567,133$253,739$12,083iApproximate average salary by contribution assumption: employee only about $302,070 at 4% or $201,380 at 6%; with 50% employer match about $201,380 at 4% or $134,253 at 6%; with 100% employer match about $151,035 at 4% or $100,690 at 6%.
2021121$2,832,223$265,865$12,660iApproximate average salary by contribution assumption: employee only about $316,506 at 4% or $211,004 at 6%; with 50% employer match about $211,004 at 4% or $140,669 at 6%; with 100% employer match about $158,253 at 4% or $105,502 at 6%.
Financial Services Forum Retirement and 401(K) Plan-21$2,832,223$265,865$12,660iApproximate average salary by contribution assumption: employee only about $316,506 at 4% or $211,004 at 6%; with 50% employer match about $211,004 at 4% or $140,669 at 6%; with 100% employer match about $158,253 at 4% or $105,502 at 6%.
2020121$2,350,631$212,246$10,107iApproximate average salary by contribution assumption: employee only about $252,674 at 4% or $168,449 at 6%; with 50% employer match about $168,449 at 4% or $112,299 at 6%; with 100% employer match about $126,337 at 4% or $84,225 at 6%.
Financial Services Forum Retirement and 401(K) Plan-21$2,350,631$212,246$10,107iApproximate average salary by contribution assumption: employee only about $252,674 at 4% or $168,449 at 6%; with 50% employer match about $168,449 at 4% or $112,299 at 6%; with 100% employer match about $126,337 at 4% or $84,225 at 6%.
2019120$1,979,214$257,836$12,892iApproximate average salary by contribution assumption: employee only about $322,295 at 4% or $214,863 at 6%; with 50% employer match about $214,863 at 4% or $143,242 at 6%; with 100% employer match about $161,148 at 4% or $107,432 at 6%.
Financial Services Forum Retirement and 401(K) Plan-20$1,979,214$257,836$12,892iApproximate average salary by contribution assumption: employee only about $322,295 at 4% or $214,863 at 6%; with 50% employer match about $214,863 at 4% or $143,242 at 6%; with 100% employer match about $161,148 at 4% or $107,432 at 6%.
2018116$1,474,793$146,971$9,186iApproximate average salary by contribution assumption: employee only about $229,642 at 4% or $153,095 at 6%; with 50% employer match about $153,095 at 4% or $102,063 at 6%; with 100% employer match about $114,821 at 4% or $76,547 at 6%.
Financial Services Forum Retirement and 401(K) Plan-16$1,474,793$146,971$9,186iApproximate average salary by contribution assumption: employee only about $229,642 at 4% or $153,095 at 6%; with 50% employer match about $153,095 at 4% or $102,063 at 6%; with 100% employer match about $114,821 at 4% or $76,547 at 6%.
2017110$2,004,822$166,976$16,698iApproximate average salary by contribution assumption: employee only about $417,440 at 4% or $278,293 at 6%; with 50% employer match about $278,293 at 4% or $185,529 at 6%; with 100% employer match about $208,720 at 4% or $139,147 at 6%.
Financial Services Forum Retirement and 401(K) Plan-10$2,004,822$166,976$16,698iApproximate average salary by contribution assumption: employee only about $417,440 at 4% or $278,293 at 6%; with 50% employer match about $278,293 at 4% or $185,529 at 6%; with 100% employer match about $208,720 at 4% or $139,147 at 6%.
2016110$1,922,538$232,365$23,237iApproximate average salary by contribution assumption: employee only about $580,913 at 4% or $387,275 at 6%; with 50% employer match about $387,275 at 4% or $258,183 at 6%; with 100% employer match about $290,456 at 4% or $193,638 at 6%.
Financial Services Forum Retirement and 401(K) Plan-10$1,922,538$232,365$23,237iApproximate average salary by contribution assumption: employee only about $580,913 at 4% or $387,275 at 6%; with 50% employer match about $387,275 at 4% or $258,183 at 6%; with 100% employer match about $290,456 at 4% or $193,638 at 6%.
2015111$2,178,501$267,053$24,278iApproximate average salary by contribution assumption: employee only about $606,939 at 4% or $404,626 at 6%; with 50% employer match about $404,626 at 4% or $269,751 at 6%; with 100% employer match about $303,469 at 4% or $202,313 at 6%.
Financial Services Forum Retirement and 401(K) Plan-11$2,178,501$267,053$24,278iApproximate average salary by contribution assumption: employee only about $606,939 at 4% or $404,626 at 6%; with 50% employer match about $404,626 at 4% or $269,751 at 6%; with 100% employer match about $303,469 at 4% or $202,313 at 6%.
2014112$2,075,713$338,857$28,238iApproximate average salary by contribution assumption: employee only about $705,952 at 4% or $470,635 at 6%; with 50% employer match about $470,635 at 4% or $313,756 at 6%; with 100% employer match about $352,976 at 4% or $235,317 at 6%.
Financial Services Forum Retirement and 401(K) Plan-12$2,075,713$338,857$28,238iApproximate average salary by contribution assumption: employee only about $705,952 at 4% or $470,635 at 6%; with 50% employer match about $470,635 at 4% or $313,756 at 6%; with 100% employer match about $352,976 at 4% or $235,317 at 6%.
2013112$1,920,435$184,089$15,341iApproximate average salary by contribution assumption: employee only about $383,519 at 4% or $255,679 at 6%; with 50% employer match about $255,679 at 4% or $170,453 at 6%; with 100% employer match about $191,759 at 4% or $127,840 at 6%.
Financial Services Forum Retirement and 401(K) Plan-12$1,920,435$184,089$15,341iApproximate average salary by contribution assumption: employee only about $383,519 at 4% or $255,679 at 6%; with 50% employer match about $255,679 at 4% or $170,453 at 6%; with 100% employer match about $191,759 at 4% or $127,840 at 6%.
2012112$1,511,637$228,216$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
Financial Services Forum Retirement and 401(K) Plan-12$1,511,637$228,216$19,018iApproximate average salary by contribution assumption: employee only about $475,450 at 4% or $316,967 at 6%; with 50% employer match about $316,967 at 4% or $211,311 at 6%; with 100% employer match about $237,725 at 4% or $158,483 at 6%.
2011113$1,274,776$159,798$12,292iApproximate average salary by contribution assumption: employee only about $307,304 at 4% or $204,869 at 6%; with 50% employer match about $204,869 at 4% or $136,579 at 6%; with 100% employer match about $153,652 at 4% or $102,435 at 6%.
Financial Services Forum Retirement and 401(K) Plan-13$1,274,776$159,798$12,292iApproximate average salary by contribution assumption: employee only about $307,304 at 4% or $204,869 at 6%; with 50% employer match about $204,869 at 4% or $136,579 at 6%; with 100% employer match about $153,652 at 4% or $102,435 at 6%.
2010111$1,267,978$186,818$16,983iApproximate average salary by contribution assumption: employee only about $424,586 at 4% or $283,058 at 6%; with 50% employer match about $283,058 at 4% or $188,705 at 6%; with 100% employer match about $212,293 at 4% or $141,529 at 6%.
Financial Services Forum Retirement and 401(K) Plan-11$1,267,978$186,818$16,983iApproximate average salary by contribution assumption: employee only about $424,586 at 4% or $283,058 at 6%; with 50% employer match about $283,058 at 4% or $188,705 at 6%; with 100% employer match about $212,293 at 4% or $141,529 at 6%.
2009113$1,173,914$169,270$13,021iApproximate average salary by contribution assumption: employee only about $325,519 at 4% or $217,013 at 6%; with 50% employer match about $217,013 at 4% or $144,675 at 6%; with 100% employer match about $162,760 at 4% or $108,506 at 6%.
Financial Services Forum Retirement and 401(K) Plan-13$1,173,914$169,270$13,021iApproximate average salary by contribution assumption: employee only about $325,519 at 4% or $217,013 at 6%; with 50% employer match about $217,013 at 4% or $144,675 at 6%; with 100% employer match about $162,760 at 4% or $108,506 at 6%.
200817$0$0-
Financial Services Forum Retirement and 401(K) Plan-7---
200717$0$0-
Financial Services Forum Retirement and 401(K) Plan-7---
200618$997,262$151,415$18,927iApproximate average salary by contribution assumption: employee only about $473,172 at 4% or $315,448 at 6%; with 50% employer match about $315,448 at 4% or $210,299 at 6%; with 100% employer match about $236,586 at 4% or $157,724 at 6%.
Financial Services Forum Retirement and 401(K) Plan-8$997,262$151,415$18,927iApproximate average salary by contribution assumption: employee only about $473,172 at 4% or $315,448 at 6%; with 50% employer match about $315,448 at 4% or $210,299 at 6%; with 100% employer match about $236,586 at 4% or $157,724 at 6%.
200517$772,817$103,789$14,827iApproximate average salary by contribution assumption: employee only about $370,675 at 4% or $247,117 at 6%; with 50% employer match about $247,117 at 4% or $164,744 at 6%; with 100% employer match about $185,338 at 4% or $123,558 at 6%.
Financial Services Forum Retirement and 401(K) Plan-7$772,817$103,789$14,827iApproximate average salary by contribution assumption: employee only about $370,675 at 4% or $247,117 at 6%; with 50% employer match about $247,117 at 4% or $164,744 at 6%; with 100% employer match about $185,338 at 4% or $123,558 at 6%.
200419$705,917$234,926$26,103iApproximate average salary by contribution assumption: employee only about $652,572 at 4% or $435,048 at 6%; with 50% employer match about $435,048 at 4% or $290,032 at 6%; with 100% employer match about $326,286 at 4% or $217,524 at 6%.
Financial Services Forum Retirement and 401(K) Plan-9$705,917$234,926$26,103iApproximate average salary by contribution assumption: employee only about $652,572 at 4% or $435,048 at 6%; with 50% employer match about $435,048 at 4% or $290,032 at 6%; with 100% employer match about $326,286 at 4% or $217,524 at 6%.
200319$430,012$196,799$21,867iApproximate average salary by contribution assumption: employee only about $546,664 at 4% or $364,443 at 6%; with 50% employer match about $364,443 at 4% or $242,962 at 6%; with 100% employer match about $273,332 at 4% or $182,221 at 6%.
Financial Services Forum Retirement and 401(K) Plan-9$430,012$196,799$21,867iApproximate average salary by contribution assumption: employee only about $546,664 at 4% or $364,443 at 6%; with 50% employer match about $364,443 at 4% or $242,962 at 6%; with 100% employer match about $273,332 at 4% or $182,221 at 6%.
200217$0$0-
Financial Services Forum Retirement and 401(K) Plan-7---
200115$0$0-
Financial Services Forum Retirement and 401(K) Plan-5---
200013$19,011$19,008$6,336iApproximate average salary by contribution assumption: employee only about $158,400 at 4% or $105,600 at 6%; with 50% employer match about $105,600 at 4% or $70,400 at 6%; with 100% employer match about $79,200 at 4% or $52,800 at 6%.
Financial Services Forum Retirement and 401(K) Plan-3$19,011$19,008$6,336iApproximate average salary by contribution assumption: employee only about $158,400 at 4% or $105,600 at 6%; with 50% employer match about $105,600 at 4% or $70,400 at 6%; with 100% employer match about $79,200 at 4% or $52,800 at 6%.