Civic Intelligence

Forsberg Insurance Planning Inc.

Plan context: Forsberg Insurance Planning Inc. Profit Sharing Plan

EIN 58-2674844 • Plymouth, MA • 19 filings • 2 plans

85 Samoset St.Plymouth, MA 02360
Current Snapshot

Latest Year

2022

2022 Participants

3

2022 Assets

$3,715,570

2022 Contributions

$74,047

Historical Graphs

Total Assets Over Time

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

$3,715,570$1,857,785$0200420132021YearValue
$3,715,570Latest year 2021

Participants Over Time

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

320200420132021YearValue
3Latest year 2021

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
202210$0$0-
Forsberg Insurance Planning Inc. Profit Sharing Plan-0$0--
202113$3,715,570$0-
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$3,715,570--
202013$3,135,378$0-
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$3,135,378--
201913$2,991,998$74,047$24,682iApproximate average salary by contribution assumption: employee only about $617,058 at 4% or $411,372 at 6%; with 50% employer match about $411,372 at 4% or $274,248 at 6%; with 100% employer match about $308,529 at 4% or $205,686 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$2,991,998$74,047$24,682iApproximate average salary by contribution assumption: employee only about $617,058 at 4% or $411,372 at 6%; with 50% employer match about $411,372 at 4% or $274,248 at 6%; with 100% employer match about $308,529 at 4% or $205,686 at 6%.
201813$2,494,099$74,046$24,682iApproximate average salary by contribution assumption: employee only about $617,050 at 4% or $411,367 at 6%; with 50% employer match about $411,367 at 4% or $274,244 at 6%; with 100% employer match about $308,525 at 4% or $205,683 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$2,494,099$74,046$24,682iApproximate average salary by contribution assumption: employee only about $617,050 at 4% or $411,367 at 6%; with 50% employer match about $411,367 at 4% or $274,244 at 6%; with 100% employer match about $308,525 at 4% or $205,683 at 6%.
201712$2,482,129$67,047$33,524iApproximate average salary by contribution assumption: employee only about $838,088 at 4% or $558,725 at 6%; with 50% employer match about $558,725 at 4% or $372,483 at 6%; with 100% employer match about $419,044 at 4% or $279,363 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-2$2,482,129$67,047$33,524iApproximate average salary by contribution assumption: employee only about $838,088 at 4% or $558,725 at 6%; with 50% employer match about $558,725 at 4% or $372,483 at 6%; with 100% employer match about $419,044 at 4% or $279,363 at 6%.
201613$2,149,797$279,417$93,139iApproximate average salary by contribution assumption: employee only about $2,328,475 at 4% or $1,552,317 at 6%; with 50% employer match about $1,552,317 at 4% or $1,034,878 at 6%; with 100% employer match about $1,164,238 at 4% or $776,158 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$2,149,797$279,417$93,139iApproximate average salary by contribution assumption: employee only about $2,328,475 at 4% or $1,552,317 at 6%; with 50% employer match about $1,552,317 at 4% or $1,034,878 at 6%; with 100% employer match about $1,164,238 at 4% or $776,158 at 6%.
201513$1,874,427$71,047$23,682iApproximate average salary by contribution assumption: employee only about $592,058 at 4% or $394,706 at 6%; with 50% employer match about $394,706 at 4% or $263,137 at 6%; with 100% employer match about $296,029 at 4% or $197,353 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,874,427$71,047$23,682iApproximate average salary by contribution assumption: employee only about $592,058 at 4% or $394,706 at 6%; with 50% employer match about $394,706 at 4% or $263,137 at 6%; with 100% employer match about $296,029 at 4% or $197,353 at 6%.
201413$1,798,647$69,047$23,016iApproximate average salary by contribution assumption: employee only about $575,392 at 4% or $383,594 at 6%; with 50% employer match about $383,594 at 4% or $255,730 at 6%; with 100% employer match about $287,696 at 4% or $191,797 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,798,647$69,047$23,016iApproximate average salary by contribution assumption: employee only about $575,392 at 4% or $383,594 at 6%; with 50% employer match about $383,594 at 4% or $255,730 at 6%; with 100% employer match about $287,696 at 4% or $191,797 at 6%.
201313$1,631,331$70,047$23,349iApproximate average salary by contribution assumption: employee only about $583,725 at 4% or $389,150 at 6%; with 50% employer match about $389,150 at 4% or $259,433 at 6%; with 100% employer match about $291,863 at 4% or $194,575 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,631,331$70,047$23,349iApproximate average salary by contribution assumption: employee only about $583,725 at 4% or $389,150 at 6%; with 50% employer match about $389,150 at 4% or $259,433 at 6%; with 100% employer match about $291,863 at 4% or $194,575 at 6%.
201213$1,396,147$61,047$20,349iApproximate average salary by contribution assumption: employee only about $508,725 at 4% or $339,150 at 6%; with 50% employer match about $339,150 at 4% or $226,100 at 6%; with 100% employer match about $254,363 at 4% or $169,575 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,396,147$61,047$20,349iApproximate average salary by contribution assumption: employee only about $508,725 at 4% or $339,150 at 6%; with 50% employer match about $339,150 at 4% or $226,100 at 6%; with 100% employer match about $254,363 at 4% or $169,575 at 6%.
201113$1,138,946$61,047$20,349iApproximate average salary by contribution assumption: employee only about $508,725 at 4% or $339,150 at 6%; with 50% employer match about $339,150 at 4% or $226,100 at 6%; with 100% employer match about $254,363 at 4% or $169,575 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,138,946$61,047$20,349iApproximate average salary by contribution assumption: employee only about $508,725 at 4% or $339,150 at 6%; with 50% employer match about $339,150 at 4% or $226,100 at 6%; with 100% employer match about $254,363 at 4% or $169,575 at 6%.
201013$1,163,939$63,047$21,016iApproximate average salary by contribution assumption: employee only about $525,392 at 4% or $350,261 at 6%; with 50% employer match about $350,261 at 4% or $233,507 at 6%; with 100% employer match about $262,696 at 4% or $175,131 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$1,163,939$63,047$21,016iApproximate average salary by contribution assumption: employee only about $525,392 at 4% or $350,261 at 6%; with 50% employer match about $350,261 at 4% or $233,507 at 6%; with 100% employer match about $262,696 at 4% or $175,131 at 6%.
200913$967,544$63,047$21,016iApproximate average salary by contribution assumption: employee only about $525,392 at 4% or $350,261 at 6%; with 50% employer match about $350,261 at 4% or $233,507 at 6%; with 100% employer match about $262,696 at 4% or $175,131 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$967,544$63,047$21,016iApproximate average salary by contribution assumption: employee only about $525,392 at 4% or $350,261 at 6%; with 50% employer match about $350,261 at 4% or $233,507 at 6%; with 100% employer match about $262,696 at 4% or $175,131 at 6%.
200813$685,870$60,547$20,182iApproximate average salary by contribution assumption: employee only about $504,558 at 4% or $336,372 at 6%; with 50% employer match about $336,372 at 4% or $224,248 at 6%; with 100% employer match about $252,279 at 4% or $168,186 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$685,870$60,547$20,182iApproximate average salary by contribution assumption: employee only about $504,558 at 4% or $336,372 at 6%; with 50% employer match about $336,372 at 4% or $224,248 at 6%; with 100% employer match about $252,279 at 4% or $168,186 at 6%.
200712$933,934$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-2$933,934$56,000$28,000iApproximate average salary by contribution assumption: employee only about $700,000 at 4% or $466,667 at 6%; with 50% employer match about $466,667 at 4% or $311,111 at 6%; with 100% employer match about $350,000 at 4% or $233,333 at 6%.
200612$808,037$56,275$28,138iApproximate average salary by contribution assumption: employee only about $703,438 at 4% or $468,958 at 6%; with 50% employer match about $468,958 at 4% or $312,639 at 6%; with 100% employer match about $351,719 at 4% or $234,479 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-2$808,037$56,275$28,138iApproximate average salary by contribution assumption: employee only about $703,438 at 4% or $468,958 at 6%; with 50% employer match about $468,958 at 4% or $312,639 at 6%; with 100% employer match about $351,719 at 4% or $234,479 at 6%.
200513$657,405$53,912$17,971iApproximate average salary by contribution assumption: employee only about $449,267 at 4% or $299,511 at 6%; with 50% employer match about $299,511 at 4% or $199,674 at 6%; with 100% employer match about $224,633 at 4% or $149,756 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$657,405$53,912$17,971iApproximate average salary by contribution assumption: employee only about $449,267 at 4% or $299,511 at 6%; with 50% employer match about $299,511 at 4% or $199,674 at 6%; with 100% employer match about $224,633 at 4% or $149,756 at 6%.
200413$586,946$51,223$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.
Forsberg Insurance Planning Inc. Profit Sharing Plan-3$586,946$51,223$17,074iApproximate average salary by contribution assumption: employee only about $426,858 at 4% or $284,572 at 6%; with 50% employer match about $284,572 at 4% or $189,715 at 6%; with 100% employer match about $213,429 at 4% or $142,286 at 6%.