Civic Intelligence

THE FOREST AT DUKE

Plan context: The Forest at Duke 403(B) Plan

EIN 56-1630158 • 88 filings • 8 plans

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Current Snapshot

Latest Year

2024

2024 Participants

193

2024 Assets

$7,709,395

2024 Contributions

$562,698

Historical Graphs

Total Assets Over Time

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

$7,709,395$3,854,698$0200920162023YearValue
$7,709,395Latest year 2023

Participants Over Time

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

3031520199920122024YearValue
193Latest 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
20244193$0$0-
The Forest at Duke Dental Plan-140---
The Forest at Duke Life and Disability Plan-193---
The Forest at Duke Medical Plan-134---
The Forest at Duke Vision Plan-117---
20235303$7,709,395$562,698$1,857iApproximate average salary by contribution assumption: employee only about $46,427 at 4% or $30,951 at 6%; with 50% employer match about $30,951 at 4% or $20,634 at 6%; with 100% employer match about $23,214 at 4% or $15,476 at 6%.
The Forest at Duke 403(B) Plan-303$7,709,395$562,698$1,857iApproximate average salary by contribution assumption: employee only about $46,427 at 4% or $30,951 at 6%; with 50% employer match about $30,951 at 4% or $20,634 at 6%; with 100% employer match about $23,214 at 4% or $15,476 at 6%.
The Forest at Duke Dental Plan-139---
The Forest at Duke Life and Disability Plan-191---
The Forest at Duke Medical Plan-133---
The Forest at Duke Vision Plan-120---
20225297$5,897,590$600,276$2,021iApproximate average salary by contribution assumption: employee only about $50,528 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,457 at 6%; with 100% employer match about $25,264 at 4% or $16,843 at 6%.
The Forest at Duke 403(B) Plan-297$5,897,590$600,276$2,021iApproximate average salary by contribution assumption: employee only about $50,528 at 4% or $33,686 at 6%; with 50% employer match about $33,686 at 4% or $22,457 at 6%; with 100% employer match about $25,264 at 4% or $16,843 at 6%.
The Forest at Duke Medical Plan-101---
The Forest at Duke Life and Disability Plan-198---
The Forest at Duke Dental Plan-230---
The Forest at Duke Vision Plan-111---
20214269$4,602,204$552,943$2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,839 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%.
The Forest at Duke 403(B) Plan-269$4,602,204$552,943$2,056iApproximate average salary by contribution assumption: employee only about $51,389 at 4% or $34,259 at 6%; with 50% employer match about $34,259 at 4% or $22,839 at 6%; with 100% employer match about $25,694 at 4% or $17,130 at 6%.
The Forest at Duke Medical Plan-125---
The Forest at Duke Dental Plan-118---
The Forest at Duke Life and Disability Plan-175---
20204263$5,898,852$496,221$1,887iApproximate average salary by contribution assumption: employee only about $47,169 at 4% or $31,446 at 6%; with 50% employer match about $31,446 at 4% or $20,964 at 6%; with 100% employer match about $23,585 at 4% or $15,723 at 6%.
The Forest at Duke 403(B) Plan-263$5,898,852$496,221$1,887iApproximate average salary by contribution assumption: employee only about $47,169 at 4% or $31,446 at 6%; with 50% employer match about $31,446 at 4% or $20,964 at 6%; with 100% employer match about $23,585 at 4% or $15,723 at 6%.
The Forest at Duke Dental Plan-138---
The Forest at Duke Life and Disability Plan-183---
The Forest at Duke Medical Plan-150---
20194295$4,705,350$463,474$1,571iApproximate average salary by contribution assumption: employee only about $39,277 at 4% or $26,185 at 6%; with 50% employer match about $26,185 at 4% or $17,457 at 6%; with 100% employer match about $19,639 at 4% or $13,092 at 6%.
The Forest at Duke 403(B) Plan-295$4,705,350$463,474$1,571iApproximate average salary by contribution assumption: employee only about $39,277 at 4% or $26,185 at 6%; with 50% employer match about $26,185 at 4% or $17,457 at 6%; with 100% employer match about $19,639 at 4% or $13,092 at 6%.
The Forest at Duke Dental Plan-137---
The Forest at Duke Life and Disability Plan-181---
The Forest at Duke Medical Plan-145---
20184280$3,905,217$398,993$1,425iApproximate average salary by contribution assumption: employee only about $35,624 at 4% or $23,750 at 6%; with 50% employer match about $23,750 at 4% or $15,833 at 6%; with 100% employer match about $17,812 at 4% or $11,875 at 6%.
The Forest at Duke 403(B) Plan-280$3,905,217$398,993$1,425iApproximate average salary by contribution assumption: employee only about $35,624 at 4% or $23,750 at 6%; with 50% employer match about $23,750 at 4% or $15,833 at 6%; with 100% employer match about $17,812 at 4% or $11,875 at 6%.
The Forest at Duke Dental Plan-135---
The Forest at Duke Life and Disability Plan-195---
The Forest at Duke Medical Plan-142---
20174289$4,177,409$352,079$1,218iApproximate average salary by contribution assumption: employee only about $30,457 at 4% or $20,304 at 6%; with 50% employer match about $20,304 at 4% or $13,536 at 6%; with 100% employer match about $15,228 at 4% or $10,152 at 6%.
The Forest at Duke 403(B) Plan-289$4,177,409$352,079$1,218iApproximate average salary by contribution assumption: employee only about $30,457 at 4% or $20,304 at 6%; with 50% employer match about $20,304 at 4% or $13,536 at 6%; with 100% employer match about $15,228 at 4% or $10,152 at 6%.
The Forest at Duke Dental Plan-121---
The Forest at Duke Life and Disability Plan-168---
The Forest at Duke Medical Plan-123---
20164280$4,383,019$354,646$1,267iApproximate average salary by contribution assumption: employee only about $31,665 at 4% or $21,110 at 6%; with 50% employer match about $21,110 at 4% or $14,073 at 6%; with 100% employer match about $15,832 at 4% or $10,555 at 6%.
The Forest at Duke 403(B) Plan-280$4,383,019$354,646$1,267iApproximate average salary by contribution assumption: employee only about $31,665 at 4% or $21,110 at 6%; with 50% employer match about $21,110 at 4% or $14,073 at 6%; with 100% employer match about $15,832 at 4% or $10,555 at 6%.
The Forest at Duke Medical Plan-113---
The Forest at Duke Life and Disability Plan-146---
The Forest at Duke Dental Plan-110---
20154249$4,889,045$469,276$1,885iApproximate average salary by contribution assumption: employee only about $47,116 at 4% or $31,411 at 6%; with 50% employer match about $31,411 at 4% or $20,940 at 6%; with 100% employer match about $23,558 at 4% or $15,705 at 6%.
The Forest at Duke 403(B) Plan-249$4,889,045$469,276$1,885iApproximate average salary by contribution assumption: employee only about $47,116 at 4% or $31,411 at 6%; with 50% employer match about $31,411 at 4% or $20,940 at 6%; with 100% employer match about $23,558 at 4% or $15,705 at 6%.
The Forest at Duke Dental Plan-127---
The Forest at Duke Life and Disability Plan-155---
The Forest at Duke Medical Plan-112---
20144198$4,524,586$348,756$1,761iApproximate average salary by contribution assumption: employee only about $44,035 at 4% or $29,357 at 6%; with 50% employer match about $29,357 at 4% or $19,571 at 6%; with 100% employer match about $22,017 at 4% or $14,678 at 6%.
The Forest at Duke 403(B) Plan-198$4,524,586$348,756$1,761iApproximate average salary by contribution assumption: employee only about $44,035 at 4% or $29,357 at 6%; with 50% employer match about $29,357 at 4% or $19,571 at 6%; with 100% employer match about $22,017 at 4% or $14,678 at 6%.
The Forest at Duke Dental Plan-129---
The Forest at Duke Life and Disability Plan-175---
The Forest at Duke Medical Plan-141---
20134257$5,247,295$454,979$1,770iApproximate average salary by contribution assumption: employee only about $44,259 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,671 at 6%; with 100% employer match about $22,129 at 4% or $14,753 at 6%.
The Forest at Duke 403(B) Plan-257$5,247,295$454,979$1,770iApproximate average salary by contribution assumption: employee only about $44,259 at 4% or $29,506 at 6%; with 50% employer match about $29,506 at 4% or $19,671 at 6%; with 100% employer match about $22,129 at 4% or $14,753 at 6%.
The Forest at Duke Dental Plan-134---
The Forest at Duke Life and Disability Plan-186---
The Forest at Duke Medical Plan-142---
20124275$4,671,844$412,959$1,502iApproximate average salary by contribution assumption: employee only about $37,542 at 4% or $25,028 at 6%; with 50% employer match about $25,028 at 4% or $16,685 at 6%; with 100% employer match about $18,771 at 4% or $12,514 at 6%.
The Forest at Duke 403(B) Plan-275$4,671,844$412,959$1,502iApproximate average salary by contribution assumption: employee only about $37,542 at 4% or $25,028 at 6%; with 50% employer match about $25,028 at 4% or $16,685 at 6%; with 100% employer match about $18,771 at 4% or $12,514 at 6%.
The Forest at Duke Dental Plan-138---
The Forest at Duke Life and Disability Plan-186---
The Forest at Duke Medical Plan-145---
20114285$4,129,704$422,892$1,484iApproximate average salary by contribution assumption: employee only about $37,096 at 4% or $24,731 at 6%; with 50% employer match about $24,731 at 4% or $16,487 at 6%; with 100% employer match about $18,548 at 4% or $12,365 at 6%.
The Forest at Duke 403(B) Plan-285$4,129,704$422,892$1,484iApproximate average salary by contribution assumption: employee only about $37,096 at 4% or $24,731 at 6%; with 50% employer match about $24,731 at 4% or $16,487 at 6%; with 100% employer match about $18,548 at 4% or $12,365 at 6%.
The Forest at Duke Dental Plan-136---
The Forest at Duke Life and Disability Plan-161---
The Forest at Duke Medical Plan-141---
20104276$3,438,558$447,408$1,621iApproximate average salary by contribution assumption: employee only about $40,526 at 4% or $27,017 at 6%; with 50% employer match about $27,017 at 4% or $18,012 at 6%; with 100% employer match about $20,263 at 4% or $13,509 at 6%.
The Forest at Duke 403(B) Plan-276$3,438,558$447,408$1,621iApproximate average salary by contribution assumption: employee only about $40,526 at 4% or $27,017 at 6%; with 50% employer match about $27,017 at 4% or $18,012 at 6%; with 100% employer match about $20,263 at 4% or $13,509 at 6%.
The Forest at Duke Life and Disability Plan-157---
The Forest at Duke Dental Plan-134---
The Forest at Duke Medical Plan-139---
20094274$3,142,973$458,724$1,674iApproximate average salary by contribution assumption: employee only about $41,854 at 4% or $27,903 at 6%; with 50% employer match about $27,903 at 4% or $18,602 at 6%; with 100% employer match about $20,927 at 4% or $13,951 at 6%.
The Forest at Duke 403(B) Plan-274$3,142,973$458,724$1,674iApproximate average salary by contribution assumption: employee only about $41,854 at 4% or $27,903 at 6%; with 50% employer match about $27,903 at 4% or $18,602 at 6%; with 100% employer match about $20,927 at 4% or $13,951 at 6%.
The Forest at Duke Dental Plan-122---
The Forest at Duke Medical Plan-125---
The Forest at Duke Life and Disability Plan-148---
20084147$0$0-
The Forest at Duke 403(B) Plan-0---
The Forest at Duke Life and Disability Plan-147---
The Forest at Duke Dental Plan-114---
The Forest at Duke Medical Plan-117---
20074144$0$0-
The Forest at Duke 403(B) Plan-0---
The Forest at Duke Medical Plan-118---
The Forest at Duke Life and Disability Plan-144---
The Forest at Duke Dental Plan-112---
20063140$0$0-
The Forest at Duke Medical Plan-119---
The Forest at Duke Dental Plan-109---
The Forest at Duke Life and Disability Plan-140---
20053135$0$0-
The Forest at Duke Life and Disability Plan-135---
The Forest at Duke Medical Plan-110---
The Forest at Duke Dental Plan-104---
20042133$0$0-
The Forest at Duke Dental Plan-105---
The Forest at Duke Life and Disability Plan-133---
20031117$0$0-
The Forest at Duke Life and Disability Plan-117---
20022114$0$0-
The Forest at Duke Dental Plan-114---
The Forest at Duke Life and Disability Plan-114---
2001196$0$0-
The Forest at Duke Life and Disability Plan-96---
20001110$0$0-
The Forest at Duke Life and Disability Plan-110---
19991113$0$0-
The Forest at Duke Life and Disability Plan-113---