Civic Intelligence

Bollenback & Forret, P.A.

Plan context: Bollenback & Forret, P.A. 401K Retirement Plan

EIN 59-2134908 • Clearwater, FL • 26 filings • 4 plans

1000 Pinellas StreetClearwater, FL 33756-3433
Current Snapshot

Latest Year

2023

2023 Participants

15

2023 Assets

$3,352,019

2023 Contributions

$32,661

Historical Graphs

Total Assets Over Time

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

$5,077,305$2,538,653$0199920112022YearValue
$3,352,019Latest year 2022

Participants Over Time

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

21110199920112022YearValue
15Latest year 2022

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
202310$0$32,661-
Bollenback & Forret, P.A. 401K Retirement Plan-0$0$32,661-
2022115$3,352,019$155,103$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-15$3,352,019$155,103$10,340iApproximate average salary by contribution assumption: employee only about $258,505 at 4% or $172,337 at 6%; with 50% employer match about $172,337 at 4% or $114,891 at 6%; with 100% employer match about $129,253 at 4% or $86,168 at 6%.
2021120$3,817,296$212,827$10,641iApproximate average salary by contribution assumption: employee only about $266,034 at 4% or $177,356 at 6%; with 50% employer match about $177,356 at 4% or $118,237 at 6%; with 100% employer match about $133,017 at 4% or $88,678 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-20$3,817,296$212,827$10,641iApproximate average salary by contribution assumption: employee only about $266,034 at 4% or $177,356 at 6%; with 50% employer match about $177,356 at 4% or $118,237 at 6%; with 100% employer match about $133,017 at 4% or $88,678 at 6%.
2020121$3,233,871$190,304$9,062iApproximate average salary by contribution assumption: employee only about $226,552 at 4% or $151,035 at 6%; with 50% employer match about $151,035 at 4% or $100,690 at 6%; with 100% employer match about $113,276 at 4% or $75,517 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-21$3,233,871$190,304$9,062iApproximate average salary by contribution assumption: employee only about $226,552 at 4% or $151,035 at 6%; with 50% employer match about $151,035 at 4% or $100,690 at 6%; with 100% employer match about $113,276 at 4% or $75,517 at 6%.
2019120$3,667,831$202,275$10,114iApproximate average salary by contribution assumption: employee only about $252,844 at 4% or $168,563 at 6%; with 50% employer match about $168,563 at 4% or $112,375 at 6%; with 100% employer match about $126,422 at 4% or $84,281 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-20$3,667,831$202,275$10,114iApproximate average salary by contribution assumption: employee only about $252,844 at 4% or $168,563 at 6%; with 50% employer match about $168,563 at 4% or $112,375 at 6%; with 100% employer match about $126,422 at 4% or $84,281 at 6%.
2018119$3,702,966$175,464$9,235iApproximate average salary by contribution assumption: employee only about $230,874 at 4% or $153,916 at 6%; with 50% employer match about $153,916 at 4% or $102,611 at 6%; with 100% employer match about $115,437 at 4% or $76,958 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-19$3,702,966$175,464$9,235iApproximate average salary by contribution assumption: employee only about $230,874 at 4% or $153,916 at 6%; with 50% employer match about $153,916 at 4% or $102,611 at 6%; with 100% employer match about $115,437 at 4% or $76,958 at 6%.
2017121$5,077,305$184,179$8,770iApproximate average salary by contribution assumption: employee only about $219,261 at 4% or $146,174 at 6%; with 50% employer match about $146,174 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,087 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-21$5,077,305$184,179$8,770iApproximate average salary by contribution assumption: employee only about $219,261 at 4% or $146,174 at 6%; with 50% employer match about $146,174 at 4% or $97,449 at 6%; with 100% employer match about $109,630 at 4% or $73,087 at 6%.
2016121$4,276,483$186,830$8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-21$4,276,483$186,830$8,897iApproximate average salary by contribution assumption: employee only about $222,417 at 4% or $148,278 at 6%; with 50% employer match about $148,278 at 4% or $98,852 at 6%; with 100% employer match about $111,208 at 4% or $74,139 at 6%.
2015120$4,597,305$173,341$8,667iApproximate average salary by contribution assumption: employee only about $216,676 at 4% or $144,451 at 6%; with 50% employer match about $144,451 at 4% or $96,301 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-20$4,597,305$173,341$8,667iApproximate average salary by contribution assumption: employee only about $216,676 at 4% or $144,451 at 6%; with 50% employer match about $144,451 at 4% or $96,301 at 6%; with 100% employer match about $108,338 at 4% or $72,225 at 6%.
2014121$4,504,438$177,572$8,456iApproximate average salary by contribution assumption: employee only about $211,395 at 4% or $140,930 at 6%; with 50% employer match about $140,930 at 4% or $93,953 at 6%; with 100% employer match about $105,698 at 4% or $70,465 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-21$4,504,438$177,572$8,456iApproximate average salary by contribution assumption: employee only about $211,395 at 4% or $140,930 at 6%; with 50% employer match about $140,930 at 4% or $93,953 at 6%; with 100% employer match about $105,698 at 4% or $70,465 at 6%.
2013117$4,207,045$199,216$11,719iApproximate average salary by contribution assumption: employee only about $292,965 at 4% or $195,310 at 6%; with 50% employer match about $195,310 at 4% or $130,207 at 6%; with 100% employer match about $146,482 at 4% or $97,655 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-17$4,207,045$199,216$11,719iApproximate average salary by contribution assumption: employee only about $292,965 at 4% or $195,310 at 6%; with 50% employer match about $195,310 at 4% or $130,207 at 6%; with 100% employer match about $146,482 at 4% or $97,655 at 6%.
2012119$3,544,234$163,177$8,588iApproximate average salary by contribution assumption: employee only about $214,707 at 4% or $143,138 at 6%; with 50% employer match about $143,138 at 4% or $95,425 at 6%; with 100% employer match about $107,353 at 4% or $71,569 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-19$3,544,234$163,177$8,588iApproximate average salary by contribution assumption: employee only about $214,707 at 4% or $143,138 at 6%; with 50% employer match about $143,138 at 4% or $95,425 at 6%; with 100% employer match about $107,353 at 4% or $71,569 at 6%.
2011116$3,025,230$182,381$11,399iApproximate average salary by contribution assumption: employee only about $284,970 at 4% or $189,980 at 6%; with 50% employer match about $189,980 at 4% or $126,653 at 6%; with 100% employer match about $142,485 at 4% or $94,990 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-16$3,025,230$182,381$11,399iApproximate average salary by contribution assumption: employee only about $284,970 at 4% or $189,980 at 6%; with 50% employer match about $189,980 at 4% or $126,653 at 6%; with 100% employer match about $142,485 at 4% or $94,990 at 6%.
2010119$2,972,066$171,919$9,048iApproximate average salary by contribution assumption: employee only about $226,209 at 4% or $150,806 at 6%; with 50% employer match about $150,806 at 4% or $100,537 at 6%; with 100% employer match about $113,105 at 4% or $75,403 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-19$2,972,066$171,919$9,048iApproximate average salary by contribution assumption: employee only about $226,209 at 4% or $150,806 at 6%; with 50% employer match about $150,806 at 4% or $100,537 at 6%; with 100% employer match about $113,105 at 4% or $75,403 at 6%.
2009120$2,501,448$174,584$8,729iApproximate average salary by contribution assumption: employee only about $218,230 at 4% or $145,487 at 6%; with 50% employer match about $145,487 at 4% or $96,991 at 6%; with 100% employer match about $109,115 at 4% or $72,743 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-20$2,501,448$174,584$8,729iApproximate average salary by contribution assumption: employee only about $218,230 at 4% or $145,487 at 6%; with 50% employer match about $145,487 at 4% or $96,991 at 6%; with 100% employer match about $109,115 at 4% or $72,743 at 6%.
2008119$2,098,682$200,128$10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,551 at 6%; with 50% employer match about $175,551 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-19$2,098,682$200,128$10,533iApproximate average salary by contribution assumption: employee only about $263,326 at 4% or $175,551 at 6%; with 50% employer match about $175,551 at 4% or $117,034 at 6%; with 100% employer match about $131,663 at 4% or $87,775 at 6%.
2007120$2,997,462$235,975$11,799iApproximate average salary by contribution assumption: employee only about $294,969 at 4% or $196,646 at 6%; with 50% employer match about $196,646 at 4% or $131,097 at 6%; with 100% employer match about $147,484 at 4% or $98,323 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-20$2,997,462$235,975$11,799iApproximate average salary by contribution assumption: employee only about $294,969 at 4% or $196,646 at 6%; with 50% employer match about $196,646 at 4% or $131,097 at 6%; with 100% employer match about $147,484 at 4% or $98,323 at 6%.
2006117$2,621,150$213,625$12,566iApproximate average salary by contribution assumption: employee only about $314,154 at 4% or $209,436 at 6%; with 50% employer match about $209,436 at 4% or $139,624 at 6%; with 100% employer match about $157,077 at 4% or $104,718 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-17$2,621,150$213,625$12,566iApproximate average salary by contribution assumption: employee only about $314,154 at 4% or $209,436 at 6%; with 50% employer match about $209,436 at 4% or $139,624 at 6%; with 100% employer match about $157,077 at 4% or $104,718 at 6%.
2005116$2,693,916$181,222$11,326iApproximate average salary by contribution assumption: employee only about $283,159 at 4% or $188,773 at 6%; with 50% employer match about $188,773 at 4% or $125,849 at 6%; with 100% employer match about $141,580 at 4% or $94,386 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-16$2,693,916$181,222$11,326iApproximate average salary by contribution assumption: employee only about $283,159 at 4% or $188,773 at 6%; with 50% employer match about $188,773 at 4% or $125,849 at 6%; with 100% employer match about $141,580 at 4% or $94,386 at 6%.
2004115$2,454,781$155,788$10,386iApproximate average salary by contribution assumption: employee only about $259,647 at 4% or $173,098 at 6%; with 50% employer match about $173,098 at 4% or $115,399 at 6%; with 100% employer match about $129,823 at 4% or $86,549 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-15$2,454,781$155,788$10,386iApproximate average salary by contribution assumption: employee only about $259,647 at 4% or $173,098 at 6%; with 50% employer match about $173,098 at 4% or $115,399 at 6%; with 100% employer match about $129,823 at 4% or $86,549 at 6%.
2003117$2,048,633$169,324$9,960iApproximate average salary by contribution assumption: employee only about $249,006 at 4% or $166,004 at 6%; with 50% employer match about $166,004 at 4% or $110,669 at 6%; with 100% employer match about $124,503 at 4% or $83,002 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-17$2,048,633$169,324$9,960iApproximate average salary by contribution assumption: employee only about $249,006 at 4% or $166,004 at 6%; with 50% employer match about $166,004 at 4% or $110,669 at 6%; with 100% employer match about $124,503 at 4% or $83,002 at 6%.
2002116$1,600,371$169,383$10,586iApproximate average salary by contribution assumption: employee only about $264,661 at 4% or $176,441 at 6%; with 50% employer match about $176,441 at 4% or $117,627 at 6%; with 100% employer match about $132,330 at 4% or $88,220 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-16$1,600,371$169,383$10,586iApproximate average salary by contribution assumption: employee only about $264,661 at 4% or $176,441 at 6%; with 50% employer match about $176,441 at 4% or $117,627 at 6%; with 100% employer match about $132,330 at 4% or $88,220 at 6%.
2001215$1,853,152$180,523$12,035iApproximate average salary by contribution assumption: employee only about $300,872 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,721 at 6%; with 100% employer match about $150,436 at 4% or $100,291 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-15$1,853,152$180,523$12,035iApproximate average salary by contribution assumption: employee only about $300,872 at 4% or $200,581 at 6%; with 50% employer match about $200,581 at 4% or $133,721 at 6%; with 100% employer match about $150,436 at 4% or $100,291 at 6%.
BOLLENBACK & FORRET P.A. SECTION 125 PLAN-0---
2000116$1,989,614$176,068$11,004iApproximate average salary by contribution assumption: employee only about $275,106 at 4% or $183,404 at 6%; with 50% employer match about $183,404 at 4% or $122,269 at 6%; with 100% employer match about $137,553 at 4% or $91,702 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-16$1,989,614$176,068$11,004iApproximate average salary by contribution assumption: employee only about $275,106 at 4% or $183,404 at 6%; with 50% employer match about $183,404 at 4% or $122,269 at 6%; with 100% employer match about $137,553 at 4% or $91,702 at 6%.
1999113$1,974,367$153,857$11,835iApproximate average salary by contribution assumption: employee only about $295,879 at 4% or $197,253 at 6%; with 50% employer match about $197,253 at 4% or $131,502 at 6%; with 100% employer match about $147,939 at 4% or $98,626 at 6%.
Bollenback & Forret, P.A. 401K Retirement Plan-13$1,974,367$153,857$11,835iApproximate average salary by contribution assumption: employee only about $295,879 at 4% or $197,253 at 6%; with 50% employer match about $197,253 at 4% or $131,502 at 6%; with 100% employer match about $147,939 at 4% or $98,626 at 6%.