Civic Intelligence

The Forum Corporation

Plan context: The Forum Corporation Employee Stock Ownership Plan

EIN 54-0893868 • 18 filings • 7 plans

Current Snapshot

Latest Year

2005

2005 Participants

167

2005 Assets

$6,079,995

2005 Contributions

$945,169

Historical Graphs

Total Assets Over Time

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

$29,694,564$14,847,282$0199920012004YearValue
$6,079,995Latest year 2004

Participants Over Time

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

4392200199920022004YearValue
167Latest year 2004

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
200510$0$0-
The Forum Corporation Employee Stock Ownership Plan-0---
20041167$6,079,995$0-
The Forum Corporation Employee Stock Ownership Plan-167$6,079,995--
20032270$0$945,169$3,501iApproximate average salary by contribution assumption: employee only about $87,516 at 4% or $58,344 at 6%; with 50% employer match about $58,344 at 4% or $38,896 at 6%; with 100% employer match about $43,758 at 4% or $29,172 at 6%.
The Forum Corporation of North America 401K Savings and Investment Plan-0-$945,169-
The Forum Corporation Employee Stock Ownership Plan-270---
20022396$15,006,232$2,570,671$6,492iApproximate average salary by contribution assumption: employee only about $162,290 at 4% or $108,193 at 6%; with 50% employer match about $108,193 at 4% or $72,129 at 6%; with 100% employer match about $81,145 at 4% or $54,097 at 6%.
The Forum Corporation of North America 401K Savings and Investment Plan-396$15,006,232$2,570,671$6,492iApproximate average salary by contribution assumption: employee only about $162,290 at 4% or $108,193 at 6%; with 50% employer match about $108,193 at 4% or $72,129 at 6%; with 100% employer match about $81,145 at 4% or $54,097 at 6%.
The Forum Corporation Employee Stock Ownership Plan-304---
20014439$11,691,740$11,250$26iApproximate average salary by contribution assumption: employee only about $641 at 4% or $427 at 6%; with 50% employer match about $427 at 4% or $285 at 6%; with 100% employer match about $320 at 4% or $214 at 6%.
The Forum Corporation Employee Stock Ownership Plan-219$11,691,740$11,250$51iApproximate average salary by contribution assumption: employee only about $1,284 at 4% or $856 at 6%; with 50% employer match about $856 at 4% or $571 at 6%; with 100% employer match about $642 at 4% or $428 at 6%.
THE FORUM CORPORATION SEVERANCE PLAN-0---
THE FORUM CORPORATION LIFE & LTD PLAN-0---
The Forum Corporation of North America 401K Savings and Investment Plan-439---
20005318$29,694,564$2,432,445$7,649iApproximate average salary by contribution assumption: employee only about $191,230 at 4% or $127,487 at 6%; with 50% employer match about $127,487 at 4% or $84,991 at 6%; with 100% employer match about $95,615 at 4% or $63,743 at 6%.
The Forum Corporation Employee Stock Ownership Plan-318$15,817,362$554,504$1,744iApproximate average salary by contribution assumption: employee only about $43,593 at 4% or $29,062 at 6%; with 50% employer match about $29,062 at 4% or $19,375 at 6%; with 100% employer match about $21,797 at 4% or $14,531 at 6%.
The Forum Corporation of North America 401K Savings and Investment Plan-307$13,877,202$1,877,941$6,117iApproximate average salary by contribution assumption: employee only about $152,927 at 4% or $101,951 at 6%; with 50% employer match about $101,951 at 4% or $67,967 at 6%; with 100% employer match about $76,463 at 4% or $50,976 at 6%.
THE FORUM CORPORATION SEVERANCE PLAN-2---
Forum Corporation Employee Benefit Plan-227---
THE FORUM CORPORATION LIFE & LTD PLAN-234---
19993301$28,035,381$2,725,776$9,056iApproximate average salary by contribution assumption: employee only about $226,393 at 4% or $150,929 at 6%; with 50% employer match about $150,929 at 4% or $100,619 at 6%; with 100% employer match about $113,197 at 4% or $75,464 at 6%.
The Forum Corporation of North America 401K Savings and Investment Plan-301$14,721,381$1,923,776$6,391iApproximate average salary by contribution assumption: employee only about $159,782 at 4% or $106,521 at 6%; with 50% employer match about $106,521 at 4% or $71,014 at 6%; with 100% employer match about $79,891 at 4% or $53,261 at 6%.
The Forum Corporation Employee Stock Ownership Plan-285$13,314,000$802,000$2,814iApproximate average salary by contribution assumption: employee only about $70,351 at 4% or $46,901 at 6%; with 50% employer match about $46,901 at 4% or $31,267 at 6%; with 100% employer match about $35,175 at 4% or $23,450 at 6%.
Forum Corporation Employee Benefit Plan-251---