Civic Intelligence

Forte Foundation

Plan context: Forte Foundation 401(K) Plan

EIN 61-1457145 • Austin, TX • 18 filings • 2 plans

9600 Escarpment #745Pmb 72Austin, TX 78749
Current Snapshot

Latest Year

2025

2025 Participants

51

2025 Assets

$5,649,313

2025 Contributions

$546,250

Historical Graphs

Total Assets Over Time

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

$5,649,313$2,824,657$0200820172025YearValue
$5,649,313Latest year 2025

Participants Over Time

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

55280200720172025YearValue
51Latest year 2025

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
2025151$5,649,313$546,250$10,711iApproximate average salary by contribution assumption: employee only about $267,770 at 4% or $178,513 at 6%; with 50% employer match about $178,513 at 4% or $119,009 at 6%; with 100% employer match about $133,885 at 4% or $89,257 at 6%.
Forte Foundation 401(K) Plan-51$5,649,313$546,250$10,711iApproximate average salary by contribution assumption: employee only about $267,770 at 4% or $178,513 at 6%; with 50% employer match about $178,513 at 4% or $119,009 at 6%; with 100% employer match about $133,885 at 4% or $89,257 at 6%.
2024155$4,485,613$866,410$15,753iApproximate average salary by contribution assumption: employee only about $393,823 at 4% or $262,548 at 6%; with 50% employer match about $262,548 at 4% or $175,032 at 6%; with 100% employer match about $196,911 at 4% or $131,274 at 6%.
Forte Foundation 401(K) Plan-55$4,485,613$866,410$15,753iApproximate average salary by contribution assumption: employee only about $393,823 at 4% or $262,548 at 6%; with 50% employer match about $262,548 at 4% or $175,032 at 6%; with 100% employer match about $196,911 at 4% or $131,274 at 6%.
2023154$3,218,279$502,516$9,306iApproximate average salary by contribution assumption: employee only about $232,646 at 4% or $155,098 at 6%; with 50% employer match about $155,098 at 4% or $103,398 at 6%; with 100% employer match about $116,323 at 4% or $77,549 at 6%.
Forte Foundation 401(K) Plan-54$3,218,279$502,516$9,306iApproximate average salary by contribution assumption: employee only about $232,646 at 4% or $155,098 at 6%; with 50% employer match about $155,098 at 4% or $103,398 at 6%; with 100% employer match about $116,323 at 4% or $77,549 at 6%.
2022151$2,306,492$431,729$8,465iApproximate average salary by contribution assumption: employee only about $211,632 at 4% or $141,088 at 6%; with 50% employer match about $141,088 at 4% or $94,059 at 6%; with 100% employer match about $105,816 at 4% or $70,544 at 6%.
Forte Foundation 401(K) Plan-51$2,306,492$431,729$8,465iApproximate average salary by contribution assumption: employee only about $211,632 at 4% or $141,088 at 6%; with 50% employer match about $141,088 at 4% or $94,059 at 6%; with 100% employer match about $105,816 at 4% or $70,544 at 6%.
2021144$2,447,179$577,144$13,117iApproximate average salary by contribution assumption: employee only about $327,923 at 4% or $218,615 at 6%; with 50% employer match about $218,615 at 4% or $145,743 at 6%; with 100% employer match about $163,961 at 4% or $109,308 at 6%.
Forte Foundation 401(K) Plan-44$2,447,179$577,144$13,117iApproximate average salary by contribution assumption: employee only about $327,923 at 4% or $218,615 at 6%; with 50% employer match about $218,615 at 4% or $145,743 at 6%; with 100% employer match about $163,961 at 4% or $109,308 at 6%.
2020128$1,663,934$300,692$10,739iApproximate average salary by contribution assumption: employee only about $268,475 at 4% or $178,983 at 6%; with 50% employer match about $178,983 at 4% or $119,322 at 6%; with 100% employer match about $134,238 at 4% or $89,492 at 6%.
Forte Foundation 401(K) Plan-28$1,663,934$300,692$10,739iApproximate average salary by contribution assumption: employee only about $268,475 at 4% or $178,983 at 6%; with 50% employer match about $178,983 at 4% or $119,322 at 6%; with 100% employer match about $134,238 at 4% or $89,492 at 6%.
2019123$1,530,998$258,707$11,248iApproximate average salary by contribution assumption: employee only about $281,203 at 4% or $187,469 at 6%; with 50% employer match about $187,469 at 4% or $124,979 at 6%; with 100% employer match about $140,602 at 4% or $93,734 at 6%.
Forte Foundation 401(K) Plan-23$1,530,998$258,707$11,248iApproximate average salary by contribution assumption: employee only about $281,203 at 4% or $187,469 at 6%; with 50% employer match about $187,469 at 4% or $124,979 at 6%; with 100% employer match about $140,602 at 4% or $93,734 at 6%.
2018122$1,193,487$252,807$11,491iApproximate average salary by contribution assumption: employee only about $287,281 at 4% or $191,520 at 6%; with 50% employer match about $191,520 at 4% or $127,680 at 6%; with 100% employer match about $143,640 at 4% or $95,760 at 6%.
Forte Foundation 401(K) Plan-22$1,193,487$252,807$11,491iApproximate average salary by contribution assumption: employee only about $287,281 at 4% or $191,520 at 6%; with 50% employer match about $191,520 at 4% or $127,680 at 6%; with 100% employer match about $143,640 at 4% or $95,760 at 6%.
2017118$1,035,250$177,044$9,836iApproximate average salary by contribution assumption: employee only about $245,894 at 4% or $163,930 at 6%; with 50% employer match about $163,930 at 4% or $109,286 at 6%; with 100% employer match about $122,947 at 4% or $81,965 at 6%.
Forte Foundation 401(K) Plan-18$1,035,250$177,044$9,836iApproximate average salary by contribution assumption: employee only about $245,894 at 4% or $163,930 at 6%; with 50% employer match about $163,930 at 4% or $109,286 at 6%; with 100% employer match about $122,947 at 4% or $81,965 at 6%.
2016115$723,478$144,745$9,650iApproximate average salary by contribution assumption: employee only about $241,242 at 4% or $160,828 at 6%; with 50% employer match about $160,828 at 4% or $107,219 at 6%; with 100% employer match about $120,621 at 4% or $80,414 at 6%.
Forte Foundation 401(K) Plan-15$723,478$144,745$9,650iApproximate average salary by contribution assumption: employee only about $241,242 at 4% or $160,828 at 6%; with 50% employer match about $160,828 at 4% or $107,219 at 6%; with 100% employer match about $120,621 at 4% or $80,414 at 6%.
201510$571,991$73,123-
Forte Foundation 401(K) Plan-0$571,991$73,123-
2013111$425,345$101,395$9,218iApproximate average salary by contribution assumption: employee only about $230,443 at 4% or $153,629 at 6%; with 50% employer match about $153,629 at 4% or $102,419 at 6%; with 100% employer match about $115,222 at 4% or $76,814 at 6%.
Forte Foundation 401(K) Plan-11$425,345$101,395$9,218iApproximate average salary by contribution assumption: employee only about $230,443 at 4% or $153,629 at 6%; with 50% employer match about $153,629 at 4% or $102,419 at 6%; with 100% employer match about $115,222 at 4% or $76,814 at 6%.
201219$299,383$74,019$8,224iApproximate average salary by contribution assumption: employee only about $205,608 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
Forte Foundation 401(K) Plan-9$299,383$74,019$8,224iApproximate average salary by contribution assumption: employee only about $205,608 at 4% or $137,072 at 6%; with 50% employer match about $137,072 at 4% or $91,381 at 6%; with 100% employer match about $102,804 at 4% or $68,536 at 6%.
201117$207,441$47,312$6,759iApproximate average salary by contribution assumption: employee only about $168,971 at 4% or $112,648 at 6%; with 50% employer match about $112,648 at 4% or $75,098 at 6%; with 100% employer match about $84,486 at 4% or $56,324 at 6%.
Forte Foundation 401(K) Plan-7$207,441$47,312$6,759iApproximate average salary by contribution assumption: employee only about $168,971 at 4% or $112,648 at 6%; with 50% employer match about $112,648 at 4% or $75,098 at 6%; with 100% employer match about $84,486 at 4% or $56,324 at 6%.
201016$201,141$49,983$8,331iApproximate average salary by contribution assumption: employee only about $208,263 at 4% or $138,842 at 6%; with 50% employer match about $138,842 at 4% or $92,561 at 6%; with 100% employer match about $104,131 at 4% or $69,421 at 6%.
Forte Foundation 401(K) Plan-6$201,141$49,983$8,331iApproximate average salary by contribution assumption: employee only about $208,263 at 4% or $138,842 at 6%; with 50% employer match about $138,842 at 4% or $92,561 at 6%; with 100% employer match about $104,131 at 4% or $69,421 at 6%.
200917$139,061$53,216$7,602iApproximate average salary by contribution assumption: employee only about $190,057 at 4% or $126,705 at 6%; with 50% employer match about $126,705 at 4% or $84,470 at 6%; with 100% employer match about $95,029 at 4% or $63,352 at 6%.
Forte Foundation 401(K) Plan-7$139,061$53,216$7,602iApproximate average salary by contribution assumption: employee only about $190,057 at 4% or $126,705 at 6%; with 50% employer match about $126,705 at 4% or $84,470 at 6%; with 100% employer match about $95,029 at 4% or $63,352 at 6%.
200818$105,563$52,111$6,514iApproximate average salary by contribution assumption: employee only about $162,847 at 4% or $108,565 at 6%; with 50% employer match about $108,565 at 4% or $72,376 at 6%; with 100% employer match about $81,423 at 4% or $54,282 at 6%.
Forte Foundation 401(K) Plan-8$105,563$52,111$6,514iApproximate average salary by contribution assumption: employee only about $162,847 at 4% or $108,565 at 6%; with 50% employer match about $108,565 at 4% or $72,376 at 6%; with 100% employer match about $81,423 at 4% or $54,282 at 6%.
200718$0$0-
Forte Foundation 401(K) Plan-8---