Civic Intelligence

Stephen Forbes & Company PC.

Plan context: Stephen Forbes & Company PC. 401K Profit Sharing Plan

EIN 58-2279024 • Alpharetta, GA • 26 filings • 2 plans

8000 Avalon Blvd, Suite 100Alpharetta, GA 30009
Current Snapshot

Latest Year

2024

2024 Participants

11

2024 Assets

$1,501,585

2024 Contributions

$163,562

Historical Graphs

Total Assets Over Time

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

$1,501,585$750,793$0199920142024YearValue
$1,501,585Latest year 2024

Participants Over Time

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

1790199920122024YearValue
11Latest 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
2024111$1,501,585$163,562$14,869iApproximate average salary by contribution assumption: employee only about $371,732 at 4% or $247,821 at 6%; with 50% employer match about $247,821 at 4% or $165,214 at 6%; with 100% employer match about $185,866 at 4% or $123,911 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-11$1,501,585$163,562$14,869iApproximate average salary by contribution assumption: employee only about $371,732 at 4% or $247,821 at 6%; with 50% employer match about $247,821 at 4% or $165,214 at 6%; with 100% employer match about $185,866 at 4% or $123,911 at 6%.
202319$1,196,278$122,682$13,631iApproximate average salary by contribution assumption: employee only about $340,783 at 4% or $227,189 at 6%; with 50% employer match about $227,189 at 4% or $151,459 at 6%; with 100% employer match about $170,392 at 4% or $113,594 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-9$1,196,278$122,682$13,631iApproximate average salary by contribution assumption: employee only about $340,783 at 4% or $227,189 at 6%; with 50% employer match about $227,189 at 4% or $151,459 at 6%; with 100% employer match about $170,392 at 4% or $113,594 at 6%.
202217$962,263$84,476$12,068iApproximate average salary by contribution assumption: employee only about $301,700 at 4% or $201,133 at 6%; with 50% employer match about $201,133 at 4% or $134,089 at 6%; with 100% employer match about $150,850 at 4% or $100,567 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-7$962,263$84,476$12,068iApproximate average salary by contribution assumption: employee only about $301,700 at 4% or $201,133 at 6%; with 50% employer match about $201,133 at 4% or $134,089 at 6%; with 100% employer match about $150,850 at 4% or $100,567 at 6%.
202119$963,618$62,813$6,979iApproximate average salary by contribution assumption: employee only about $174,481 at 4% or $116,320 at 6%; with 50% employer match about $116,320 at 4% or $77,547 at 6%; with 100% employer match about $87,240 at 4% or $58,160 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-9$963,618$62,813$6,979iApproximate average salary by contribution assumption: employee only about $174,481 at 4% or $116,320 at 6%; with 50% employer match about $116,320 at 4% or $77,547 at 6%; with 100% employer match about $87,240 at 4% or $58,160 at 6%.
202017$832,947$49,509$7,073iApproximate average salary by contribution assumption: employee only about $176,818 at 4% or $117,879 at 6%; with 50% employer match about $117,879 at 4% or $78,586 at 6%; with 100% employer match about $88,409 at 4% or $58,939 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-7$832,947$49,509$7,073iApproximate average salary by contribution assumption: employee only about $176,818 at 4% or $117,879 at 6%; with 50% employer match about $117,879 at 4% or $78,586 at 6%; with 100% employer match about $88,409 at 4% or $58,939 at 6%.
2019117$674,195$31,205$1,836iApproximate average salary by contribution assumption: employee only about $45,890 at 4% or $30,593 at 6%; with 50% employer match about $30,593 at 4% or $20,395 at 6%; with 100% employer match about $22,945 at 4% or $15,297 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-17$674,195$31,205$1,836iApproximate average salary by contribution assumption: employee only about $45,890 at 4% or $30,593 at 6%; with 50% employer match about $30,593 at 4% or $20,395 at 6%; with 100% employer match about $22,945 at 4% or $15,297 at 6%.
2018113$545,666$32,633$2,510iApproximate average salary by contribution assumption: employee only about $62,756 at 4% or $41,837 at 6%; with 50% employer match about $41,837 at 4% or $27,891 at 6%; with 100% employer match about $31,378 at 4% or $20,919 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-13$545,666$32,633$2,510iApproximate average salary by contribution assumption: employee only about $62,756 at 4% or $41,837 at 6%; with 50% employer match about $41,837 at 4% or $27,891 at 6%; with 100% employer match about $31,378 at 4% or $20,919 at 6%.
201719$728,790$61,877$6,875iApproximate average salary by contribution assumption: employee only about $171,881 at 4% or $114,587 at 6%; with 50% employer match about $114,587 at 4% or $76,391 at 6%; with 100% employer match about $85,940 at 4% or $57,294 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-9$728,790$61,877$6,875iApproximate average salary by contribution assumption: employee only about $171,881 at 4% or $114,587 at 6%; with 50% employer match about $114,587 at 4% or $76,391 at 6%; with 100% employer match about $85,940 at 4% or $57,294 at 6%.
201616$581,659$27,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$581,659$27,000$4,500iApproximate average salary by contribution assumption: employee only about $112,500 at 4% or $75,000 at 6%; with 50% employer match about $75,000 at 4% or $50,000 at 6%; with 100% employer match about $56,250 at 4% or $37,500 at 6%.
201516$518,015$57,300$9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$518,015$57,300$9,550iApproximate average salary by contribution assumption: employee only about $238,750 at 4% or $159,167 at 6%; with 50% employer match about $159,167 at 4% or $106,111 at 6%; with 100% employer match about $119,375 at 4% or $79,583 at 6%.
201416$462,438$55,700$9,283iApproximate average salary by contribution assumption: employee only about $232,083 at 4% or $154,722 at 6%; with 50% employer match about $154,722 at 4% or $103,148 at 6%; with 100% employer match about $116,042 at 4% or $77,361 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$462,438$55,700$9,283iApproximate average salary by contribution assumption: employee only about $232,083 at 4% or $154,722 at 6%; with 50% employer match about $154,722 at 4% or $103,148 at 6%; with 100% employer match about $116,042 at 4% or $77,361 at 6%.
201316$389,283$17,760$2,960iApproximate average salary by contribution assumption: employee only about $74,000 at 4% or $49,333 at 6%; with 50% employer match about $49,333 at 4% or $32,889 at 6%; with 100% employer match about $37,000 at 4% or $24,667 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$389,283$17,760$2,960iApproximate average salary by contribution assumption: employee only about $74,000 at 4% or $49,333 at 6%; with 50% employer match about $49,333 at 4% or $32,889 at 6%; with 100% employer match about $37,000 at 4% or $24,667 at 6%.
201216$322,484$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$322,484--
201115$301,046$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-5$301,046--
201015$399,993$4,514$903iApproximate average salary by contribution assumption: employee only about $22,570 at 4% or $15,047 at 6%; with 50% employer match about $15,047 at 4% or $10,031 at 6%; with 100% employer match about $11,285 at 4% or $7,523 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-5$399,993$4,514$903iApproximate average salary by contribution assumption: employee only about $22,570 at 4% or $15,047 at 6%; with 50% employer match about $15,047 at 4% or $10,031 at 6%; with 100% employer match about $11,285 at 4% or $7,523 at 6%.
200913$396,955$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-3$396,955--
200813$0$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-3---
200715$0$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-5---
200614$555,675$69,480$17,370iApproximate average salary by contribution assumption: employee only about $434,250 at 4% or $289,500 at 6%; with 50% employer match about $289,500 at 4% or $193,000 at 6%; with 100% employer match about $217,125 at 4% or $144,750 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-4$555,675$69,480$17,370iApproximate average salary by contribution assumption: employee only about $434,250 at 4% or $289,500 at 6%; with 50% employer match about $289,500 at 4% or $193,000 at 6%; with 100% employer match about $217,125 at 4% or $144,750 at 6%.
200515$422,491$65,913$13,183iApproximate average salary by contribution assumption: employee only about $329,565 at 4% or $219,710 at 6%; with 50% employer match about $219,710 at 4% or $146,473 at 6%; with 100% employer match about $164,783 at 4% or $109,855 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-5$422,491$65,913$13,183iApproximate average salary by contribution assumption: employee only about $329,565 at 4% or $219,710 at 6%; with 50% employer match about $219,710 at 4% or $146,473 at 6%; with 100% employer match about $164,783 at 4% or $109,855 at 6%.
200413$365,131$70,765$23,588iApproximate average salary by contribution assumption: employee only about $589,708 at 4% or $393,139 at 6%; with 50% employer match about $393,139 at 4% or $262,093 at 6%; with 100% employer match about $294,854 at 4% or $196,569 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-3$365,131$70,765$23,588iApproximate average salary by contribution assumption: employee only about $589,708 at 4% or $393,139 at 6%; with 50% employer match about $393,139 at 4% or $262,093 at 6%; with 100% employer match about $294,854 at 4% or $196,569 at 6%.
200316$0$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6---
200216$143,042$44,793$7,466iApproximate average salary by contribution assumption: employee only about $186,638 at 4% or $124,425 at 6%; with 50% employer match about $124,425 at 4% or $82,950 at 6%; with 100% employer match about $93,319 at 4% or $62,213 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$143,042$44,793$7,466iApproximate average salary by contribution assumption: employee only about $186,638 at 4% or $124,425 at 6%; with 50% employer match about $124,425 at 4% or $82,950 at 6%; with 100% employer match about $93,319 at 4% or $62,213 at 6%.
200115$0$0-
Stephen Forbes & Company PC. 401K Profit Sharing Plan-5---
200018$81,303$46,079$5,760iApproximate average salary by contribution assumption: employee only about $143,997 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-8$81,303$46,079$5,760iApproximate average salary by contribution assumption: employee only about $143,997 at 4% or $95,998 at 6%; with 50% employer match about $95,998 at 4% or $63,999 at 6%; with 100% employer match about $71,998 at 4% or $47,999 at 6%.
199916$39,670$34,177$5,696iApproximate average salary by contribution assumption: employee only about $142,404 at 4% or $94,936 at 6%; with 50% employer match about $94,936 at 4% or $63,291 at 6%; with 100% employer match about $71,202 at 4% or $47,468 at 6%.
Stephen Forbes & Company PC. 401K Profit Sharing Plan-6$39,670$34,177$5,696iApproximate average salary by contribution assumption: employee only about $142,404 at 4% or $94,936 at 6%; with 50% employer match about $94,936 at 4% or $63,291 at 6%; with 100% employer match about $71,202 at 4% or $47,468 at 6%.