Forte Foundation
Plan context: Forte Foundation 401(K) Plan
EIN 61-1457145 • Austin, TX • 18 filings • 2 plans
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
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 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%. |
| 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%. |
| 2024 | 1 | 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%. |
| 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%. |
| 2023 | 1 | 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%. |
| 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%. |
| 2022 | 1 | 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%. |
| 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%. |
| 2021 | 1 | 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%. |
| 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%. |
| 2020 | 1 | 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%. |
| 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%. |
| 2019 | 1 | 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%. |
| 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%. |
| 2018 | 1 | 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%. |
| 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%. |
| 2017 | 1 | 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%. |
| 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%. |
| 2016 | 1 | 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%. |
| 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%. |
| 2015 | 1 | 0 | $571,991 | $73,123 | - |
| Forte Foundation 401(K) Plan | - | 0 | $571,991 | $73,123 | - |
| 2013 | 1 | 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%. |
| 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%. |
| 2012 | 1 | 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%. |
| 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%. |
| 2011 | 1 | 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%. |
| 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%. |
| 2010 | 1 | 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%. |
| 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%. |
| 2009 | 1 | 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%. |
| 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%. |
| 2008 | 1 | 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%. |
| 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%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Forte Foundation 401(K) Plan | - | 8 | - | - | - |