Rebecca L. Forrest, D.D.S
Plan context: REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN
EIN 56-2014532 • New Bern, NC • 31 filings • 6 plans
Current Snapshot
Latest Year
2020
2020 Participants
5
2020 Assets
$3,654,154
2020 Contributions
$25,474
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 |
|---|---|---|---|---|---|
| 2020 | 3 | 5 | $3,654,154 | $25,474 | $5,095iApproximate average salary by contribution assumption: employee only about $127,370 at 4% or $84,913 at 6%; with 50% employer match about $84,913 at 4% or $56,609 at 6%; with 100% employer match about $63,685 at 4% or $42,457 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $2,589,901 | $0 | - |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 5 | $1,064,253 | $25,474 | $5,095iApproximate average salary by contribution assumption: employee only about $127,370 at 4% or $84,913 at 6%; with 50% employer match about $84,913 at 4% or $56,609 at 6%; with 100% employer match about $63,685 at 4% or $42,457 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2019 | 2 | 4 | $3,311,848 | $74,791 | $18,698iApproximate average salary by contribution assumption: employee only about $467,444 at 4% or $311,629 at 6%; with 50% employer match about $311,629 at 4% or $207,753 at 6%; with 100% employer match about $233,722 at 4% or $155,815 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $2,324,283 | $0 | - |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $987,565 | $74,791 | $18,698iApproximate average salary by contribution assumption: employee only about $467,444 at 4% or $311,629 at 6%; with 50% employer match about $311,629 at 4% or $207,753 at 6%; with 100% employer match about $233,722 at 4% or $155,815 at 6%. |
| 2018 | 2 | 4 | $2,742,126 | $108,375 | $27,094iApproximate average salary by contribution assumption: employee only about $677,344 at 4% or $451,563 at 6%; with 50% employer match about $451,563 at 4% or $301,042 at 6%; with 100% employer match about $338,672 at 4% or $225,781 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $2,003,762 | $34,762 | $8,691iApproximate average salary by contribution assumption: employee only about $217,263 at 4% or $144,842 at 6%; with 50% employer match about $144,842 at 4% or $96,561 at 6%; with 100% employer match about $108,631 at 4% or $72,421 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $738,364 | $73,613 | $18,403iApproximate average salary by contribution assumption: employee only about $460,081 at 4% or $306,721 at 6%; with 50% employer match about $306,721 at 4% or $204,481 at 6%; with 100% employer match about $230,041 at 4% or $153,360 at 6%. |
| 2017 | 2 | 5 | $2,801,784 | $112,551 | $22,510iApproximate average salary by contribution assumption: employee only about $562,755 at 4% or $375,170 at 6%; with 50% employer match about $375,170 at 4% or $250,113 at 6%; with 100% employer match about $281,378 at 4% or $187,585 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $2,049,748 | $48,438 | $12,110iApproximate average salary by contribution assumption: employee only about $302,738 at 4% or $201,825 at 6%; with 50% employer match about $201,825 at 4% or $134,550 at 6%; with 100% employer match about $151,369 at 4% or $100,913 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 5 | $752,036 | $64,113 | $12,823iApproximate average salary by contribution assumption: employee only about $320,565 at 4% or $213,710 at 6%; with 50% employer match about $213,710 at 4% or $142,473 at 6%; with 100% employer match about $160,283 at 4% or $106,855 at 6%. |
| 2016 | 2 | 5 | $2,384,186 | $119,458 | $23,892iApproximate average salary by contribution assumption: employee only about $597,290 at 4% or $398,193 at 6%; with 50% employer match about $398,193 at 4% or $265,462 at 6%; with 100% employer match about $298,645 at 4% or $199,097 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 5 | $1,808,551 | $52,836 | $10,567iApproximate average salary by contribution assumption: employee only about $264,180 at 4% or $176,120 at 6%; with 50% employer match about $176,120 at 4% or $117,413 at 6%; with 100% employer match about $132,090 at 4% or $88,060 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 5 | $575,635 | $66,622 | $13,324iApproximate average salary by contribution assumption: employee only about $333,110 at 4% or $222,073 at 6%; with 50% employer match about $222,073 at 4% or $148,049 at 6%; with 100% employer match about $166,555 at 4% or $111,037 at 6%. |
| 2015 | 2 | 4 | $2,172,198 | $105,831 | $26,458iApproximate average salary by contribution assumption: employee only about $661,444 at 4% or $440,963 at 6%; with 50% employer match about $440,963 at 4% or $293,975 at 6%; with 100% employer match about $330,722 at 4% or $220,481 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $1,696,343 | $30,832 | $7,708iApproximate average salary by contribution assumption: employee only about $192,700 at 4% or $128,467 at 6%; with 50% employer match about $128,467 at 4% or $85,644 at 6%; with 100% employer match about $96,350 at 4% or $64,233 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $475,855 | $74,999 | $18,750iApproximate average salary by contribution assumption: employee only about $468,744 at 4% or $312,496 at 6%; with 50% employer match about $312,496 at 4% or $208,331 at 6%; with 100% employer match about $234,372 at 4% or $156,248 at 6%. |
| 2014 | 2 | 4 | $2,095,850 | $99,678 | $24,920iApproximate average salary by contribution assumption: employee only about $622,988 at 4% or $415,325 at 6%; with 50% employer match about $415,325 at 4% or $276,883 at 6%; with 100% employer match about $311,494 at 4% or $207,663 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $1,680,150 | $22,668 | $5,667iApproximate average salary by contribution assumption: employee only about $141,675 at 4% or $94,450 at 6%; with 50% employer match about $94,450 at 4% or $62,967 at 6%; with 100% employer match about $70,838 at 4% or $47,225 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $415,700 | $77,010 | $19,253iApproximate average salary by contribution assumption: employee only about $481,313 at 4% or $320,875 at 6%; with 50% employer match about $320,875 at 4% or $213,917 at 6%; with 100% employer match about $240,656 at 4% or $160,438 at 6%. |
| 2013 | 2 | 4 | $1,905,286 | $127,680 | $31,920iApproximate average salary by contribution assumption: employee only about $798,000 at 4% or $532,000 at 6%; with 50% employer match about $532,000 at 4% or $354,667 at 6%; with 100% employer match about $399,000 at 4% or $266,000 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $1,576,551 | $92,641 | $23,160iApproximate average salary by contribution assumption: employee only about $579,006 at 4% or $386,004 at 6%; with 50% employer match about $386,004 at 4% or $257,336 at 6%; with 100% employer match about $289,503 at 4% or $193,002 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $328,735 | $35,039 | $8,760iApproximate average salary by contribution assumption: employee only about $218,994 at 4% or $145,996 at 6%; with 50% employer match about $145,996 at 4% or $97,331 at 6%; with 100% employer match about $109,497 at 4% or $72,998 at 6%. |
| 2012 | 2 | 3 | $1,575,494 | $145,100 | $48,367iApproximate average salary by contribution assumption: employee only about $1,209,167 at 4% or $806,111 at 6%; with 50% employer match about $806,111 at 4% or $537,407 at 6%; with 100% employer match about $604,583 at 4% or $403,056 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 3 | $1,337,529 | $109,417 | $36,472iApproximate average salary by contribution assumption: employee only about $911,808 at 4% or $607,872 at 6%; with 50% employer match about $607,872 at 4% or $405,248 at 6%; with 100% employer match about $455,904 at 4% or $303,936 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 3 | $237,965 | $35,683 | $11,894iApproximate average salary by contribution assumption: employee only about $297,358 at 4% or $198,239 at 6%; with 50% employer match about $198,239 at 4% or $132,159 at 6%; with 100% employer match about $148,679 at 4% or $99,119 at 6%. |
| 2011 | 2 | 4 | $1,425,355 | $152,400 | $38,100iApproximate average salary by contribution assumption: employee only about $952,500 at 4% or $635,000 at 6%; with 50% employer match about $635,000 at 4% or $423,333 at 6%; with 100% employer match about $476,250 at 4% or $317,500 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $1,212,393 | $113,163 | $28,291iApproximate average salary by contribution assumption: employee only about $707,269 at 4% or $471,513 at 6%; with 50% employer match about $471,513 at 4% or $314,342 at 6%; with 100% employer match about $353,634 at 4% or $235,756 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $212,962 | $39,237 | $9,809iApproximate average salary by contribution assumption: employee only about $245,231 at 4% or $163,488 at 6%; with 50% employer match about $163,488 at 4% or $108,992 at 6%; with 100% employer match about $122,616 at 4% or $81,744 at 6%. |
| 2010 | 2 | 4 | $1,259,551 | $129,303 | $32,326iApproximate average salary by contribution assumption: employee only about $808,144 at 4% or $538,763 at 6%; with 50% employer match about $538,763 at 4% or $359,175 at 6%; with 100% employer match about $404,072 at 4% or $269,381 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $1,070,885 | $89,388 | $22,347iApproximate average salary by contribution assumption: employee only about $558,675 at 4% or $372,450 at 6%; with 50% employer match about $372,450 at 4% or $248,300 at 6%; with 100% employer match about $279,338 at 4% or $186,225 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $188,666 | $39,915 | $9,979iApproximate average salary by contribution assumption: employee only about $249,469 at 4% or $166,313 at 6%; with 50% employer match about $166,313 at 4% or $110,875 at 6%; with 100% employer match about $124,734 at 4% or $83,156 at 6%. |
| 2009 | 2 | 4 | $1,033,961 | $167,195 | $41,799iApproximate average salary by contribution assumption: employee only about $1,044,969 at 4% or $696,646 at 6%; with 50% employer match about $696,646 at 4% or $464,431 at 6%; with 100% employer match about $522,484 at 4% or $348,323 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $905,677 | $125,000 | $31,250iApproximate average salary by contribution assumption: employee only about $781,250 at 4% or $520,833 at 6%; with 50% employer match about $520,833 at 4% or $347,222 at 6%; with 100% employer match about $390,625 at 4% or $260,417 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $128,284 | $42,195 | $10,549iApproximate average salary by contribution assumption: employee only about $263,719 at 4% or $175,813 at 6%; with 50% employer match about $175,813 at 4% or $117,208 at 6%; with 100% employer match about $131,859 at 4% or $87,906 at 6%. |
| 2008 | 2 | 4 | $670,722 | $200,742 | $50,186iApproximate average salary by contribution assumption: employee only about $1,254,638 at 4% or $836,425 at 6%; with 50% employer match about $836,425 at 4% or $557,617 at 6%; with 100% employer match about $627,319 at 4% or $418,213 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | $670,722 | $196,674 | $49,169iApproximate average salary by contribution assumption: employee only about $1,229,213 at 4% or $819,475 at 6%; with 50% employer match about $819,475 at 4% or $546,317 at 6%; with 100% employer match about $614,606 at 4% or $409,738 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 0 | - | $4,068 | - |
| 2007 | 2 | 4 | $39,605 | $39,749 | $9,937iApproximate average salary by contribution assumption: employee only about $248,431 at 4% or $165,621 at 6%; with 50% employer match about $165,621 at 4% or $110,414 at 6%; with 100% employer match about $124,216 at 4% or $82,810 at 6%. |
| Rebecca L. Forrest, Dds Pa Employees' 401K Profit Sharing Plan and Trust | - | 4 | $39,605 | $39,749 | $9,937iApproximate average salary by contribution assumption: employee only about $248,431 at 4% or $165,621 at 6%; with 50% employer match about $165,621 at 4% or $110,414 at 6%; with 100% employer match about $124,216 at 4% or $82,810 at 6%. |
| REBECCA L. FORREST, D.D.S. DEFINED BENEFIT PLAN | - | 4 | - | - | - |
| 2004 | 1 | 4 | $0 | $0 | - |
| REBECCA L. FORREST, D.D.S. 412I RETIREMENT PLAN | - | 4 | - | - | - |
| 2003 | 1 | 5 | $0 | $0 | - |
| REBECCA L. FORREST, D.D.S. 412I RETIREMENT PLAN | - | 5 | - | - | - |