Civic Intelligence

Forman and Krehl Chartered

Plan context: Forman and Krehl Chtd 401 K Profit Sharing Plan Trust

EIN 59-2342150 • Ocala, FL • 11 filings • 3 plans

1301 NE 14th StOcala, FL 34470-4641
Current Snapshot

Latest Year

2024

2024 Participants

3

2024 Assets

$96,948

2024 Contributions

$6,014

Historical Graphs

Total Assets Over Time

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

$156,213$78,107$0201420192024YearValue
$96,948Latest year 2024

Participants Over Time

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

420201420192024YearValue
3Latest 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
202413$96,948$6,014$2,005iApproximate average salary by contribution assumption: employee only about $50,117 at 4% or $33,411 at 6%; with 50% employer match about $33,411 at 4% or $22,274 at 6%; with 100% employer match about $25,058 at 4% or $16,706 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-3$96,948$6,014$2,005iApproximate average salary by contribution assumption: employee only about $50,117 at 4% or $33,411 at 6%; with 50% employer match about $33,411 at 4% or $22,274 at 6%; with 100% employer match about $25,058 at 4% or $16,706 at 6%.
202313$95,009$9,166$3,055iApproximate average salary by contribution assumption: employee only about $76,383 at 4% or $50,922 at 6%; with 50% employer match about $50,922 at 4% or $33,948 at 6%; with 100% employer match about $38,192 at 4% or $25,461 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-3$95,009$9,166$3,055iApproximate average salary by contribution assumption: employee only about $76,383 at 4% or $50,922 at 6%; with 50% employer match about $50,922 at 4% or $33,948 at 6%; with 100% employer match about $38,192 at 4% or $25,461 at 6%.
202213$74,328$8,547$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-3$74,328$8,547$2,849iApproximate average salary by contribution assumption: employee only about $71,225 at 4% or $47,483 at 6%; with 50% employer match about $47,483 at 4% or $31,656 at 6%; with 100% employer match about $35,613 at 4% or $23,742 at 6%.
202113$80,421$5,776$1,925iApproximate average salary by contribution assumption: employee only about $48,133 at 4% or $32,089 at 6%; with 50% employer match about $32,089 at 4% or $21,393 at 6%; with 100% employer match about $24,067 at 4% or $16,044 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-3$80,421$5,776$1,925iApproximate average salary by contribution assumption: employee only about $48,133 at 4% or $32,089 at 6%; with 50% employer match about $32,089 at 4% or $21,393 at 6%; with 100% employer match about $24,067 at 4% or $16,044 at 6%.
202014$66,982$6,327$1,582iApproximate average salary by contribution assumption: employee only about $39,544 at 4% or $26,363 at 6%; with 50% employer match about $26,363 at 4% or $17,575 at 6%; with 100% employer match about $19,772 at 4% or $13,181 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$66,982$6,327$1,582iApproximate average salary by contribution assumption: employee only about $39,544 at 4% or $26,363 at 6%; with 50% employer match about $26,363 at 4% or $17,575 at 6%; with 100% employer match about $19,772 at 4% or $13,181 at 6%.
201914$156,213$8,236$2,059iApproximate average salary by contribution assumption: employee only about $51,475 at 4% or $34,317 at 6%; with 50% employer match about $34,317 at 4% or $22,878 at 6%; with 100% employer match about $25,738 at 4% or $17,158 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$156,213$8,236$2,059iApproximate average salary by contribution assumption: employee only about $51,475 at 4% or $34,317 at 6%; with 50% employer match about $34,317 at 4% or $22,878 at 6%; with 100% employer match about $25,738 at 4% or $17,158 at 6%.
201814$126,005$9,811$2,453iApproximate average salary by contribution assumption: employee only about $61,319 at 4% or $40,879 at 6%; with 50% employer match about $40,879 at 4% or $27,253 at 6%; with 100% employer match about $30,659 at 4% or $20,440 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$126,005$9,811$2,453iApproximate average salary by contribution assumption: employee only about $61,319 at 4% or $40,879 at 6%; with 50% employer match about $40,879 at 4% or $27,253 at 6%; with 100% employer match about $30,659 at 4% or $20,440 at 6%.
201714$124,118$14,031$3,508iApproximate average salary by contribution assumption: employee only about $87,694 at 4% or $58,463 at 6%; with 50% employer match about $58,463 at 4% or $38,975 at 6%; with 100% employer match about $43,847 at 4% or $29,231 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$124,118$14,031$3,508iApproximate average salary by contribution assumption: employee only about $87,694 at 4% or $58,463 at 6%; with 50% employer match about $58,463 at 4% or $38,975 at 6%; with 100% employer match about $43,847 at 4% or $29,231 at 6%.
201614$95,654$46,495$11,624iApproximate average salary by contribution assumption: employee only about $290,594 at 4% or $193,729 at 6%; with 50% employer match about $193,729 at 4% or $129,153 at 6%; with 100% employer match about $145,297 at 4% or $96,865 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$95,654$46,495$11,624iApproximate average salary by contribution assumption: employee only about $290,594 at 4% or $193,729 at 6%; with 50% employer match about $193,729 at 4% or $129,153 at 6%; with 100% employer match about $145,297 at 4% or $96,865 at 6%.
201514$45,454$40,631$10,158iApproximate average salary by contribution assumption: employee only about $253,944 at 4% or $169,296 at 6%; with 50% employer match about $169,296 at 4% or $112,864 at 6%; with 100% employer match about $126,972 at 4% or $84,648 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$45,454$40,631$10,158iApproximate average salary by contribution assumption: employee only about $253,944 at 4% or $169,296 at 6%; with 50% employer match about $169,296 at 4% or $112,864 at 6%; with 100% employer match about $126,972 at 4% or $84,648 at 6%.
201414$5,769$5,770$1,443iApproximate average salary by contribution assumption: employee only about $36,063 at 4% or $24,042 at 6%; with 50% employer match about $24,042 at 4% or $16,028 at 6%; with 100% employer match about $18,031 at 4% or $12,021 at 6%.
Forman and Krehl Chtd 401 K Profit Sharing Plan Trust-4$5,769$5,770$1,443iApproximate average salary by contribution assumption: employee only about $36,063 at 4% or $24,042 at 6%; with 50% employer match about $24,042 at 4% or $16,028 at 6%; with 100% employer match about $18,031 at 4% or $12,021 at 6%.