Civic Intelligence

Forbes Distributing Company Inc

Plan context: Streamline Cxo Retirement Plan

EIN 63-0244395 • Birmingham, AL • 23 filings • 5 plans

3125 Independence DriveSuite 101Birmingham, AL 35209
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,583,294

2024 Contributions

$2,107

Historical Graphs

Total Assets Over Time

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

$2,310,920$1,155,460$0199920142023YearValue
$1,583,294Latest year 2023

Participants Over Time

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

25130199920112023YearValue
4Latest year 2023

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
202410$0$2,107-
Streamline Cxo Retirement Plan-0$0$2,107-
202314$1,583,294$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
Streamline Cxo Retirement Plan-4$1,583,294$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
202214$1,392,916$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
Streamline Cxo Retirement Plan-4$1,392,916$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
202114$1,717,615$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
Streamline Cxo Retirement Plan-4$1,717,615$13,690$3,423iApproximate average salary by contribution assumption: employee only about $85,563 at 4% or $57,042 at 6%; with 50% employer match about $57,042 at 4% or $38,028 at 6%; with 100% employer match about $42,781 at 4% or $28,521 at 6%.
202014$1,543,539$13,680$3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%.
Streamline Cxo Retirement Plan-4$1,543,539$13,680$3,420iApproximate average salary by contribution assumption: employee only about $85,500 at 4% or $57,000 at 6%; with 50% employer match about $57,000 at 4% or $38,000 at 6%; with 100% employer match about $42,750 at 4% or $28,500 at 6%.
201915$1,694,193$19,300$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
Streamline Cxo Retirement Plan-5$1,694,193$19,300$3,860iApproximate average salary by contribution assumption: employee only about $96,500 at 4% or $64,333 at 6%; with 50% employer match about $64,333 at 4% or $42,889 at 6%; with 100% employer match about $48,250 at 4% or $32,167 at 6%.
201815$1,433,972$25,725$5,145iApproximate average salary by contribution assumption: employee only about $128,625 at 4% or $85,750 at 6%; with 50% employer match about $85,750 at 4% or $57,167 at 6%; with 100% employer match about $64,313 at 4% or $42,875 at 6%.
Streamline Cxo Retirement Plan-5$1,433,972$25,725$5,145iApproximate average salary by contribution assumption: employee only about $128,625 at 4% or $85,750 at 6%; with 50% employer match about $85,750 at 4% or $57,167 at 6%; with 100% employer match about $64,313 at 4% or $42,875 at 6%.
201716$1,704,198$27,318$4,553iApproximate average salary by contribution assumption: employee only about $113,825 at 4% or $75,883 at 6%; with 50% employer match about $75,883 at 4% or $50,589 at 6%; with 100% employer match about $56,913 at 4% or $37,942 at 6%.
Streamline Cxo Retirement Plan-6$1,704,198$27,318$4,553iApproximate average salary by contribution assumption: employee only about $113,825 at 4% or $75,883 at 6%; with 50% employer match about $75,883 at 4% or $50,589 at 6%; with 100% employer match about $56,913 at 4% or $37,942 at 6%.
201616$1,466,717$27,374$4,562iApproximate average salary by contribution assumption: employee only about $114,058 at 4% or $76,039 at 6%; with 50% employer match about $76,039 at 4% or $50,693 at 6%; with 100% employer match about $57,029 at 4% or $38,019 at 6%.
Streamline Cxo Retirement Plan-6$1,466,717$27,374$4,562iApproximate average salary by contribution assumption: employee only about $114,058 at 4% or $76,039 at 6%; with 50% employer match about $76,039 at 4% or $50,693 at 6%; with 100% employer match about $57,029 at 4% or $38,019 at 6%.
201518$1,386,489$28,234$3,529iApproximate average salary by contribution assumption: employee only about $88,231 at 4% or $58,821 at 6%; with 50% employer match about $58,821 at 4% or $39,214 at 6%; with 100% employer match about $44,116 at 4% or $29,410 at 6%.
Streamline Cxo Retirement Plan-8$1,386,489$28,234$3,529iApproximate average salary by contribution assumption: employee only about $88,231 at 4% or $58,821 at 6%; with 50% employer match about $58,821 at 4% or $39,214 at 6%; with 100% employer match about $44,116 at 4% or $29,410 at 6%.
201418$1,565,555$29,425$3,678iApproximate average salary by contribution assumption: employee only about $91,953 at 4% or $61,302 at 6%; with 50% employer match about $61,302 at 4% or $40,868 at 6%; with 100% employer match about $45,977 at 4% or $30,651 at 6%.
Streamline Cxo Retirement Plan-8$1,565,555$29,425$3,678iApproximate average salary by contribution assumption: employee only about $91,953 at 4% or $61,302 at 6%; with 50% employer match about $61,302 at 4% or $40,868 at 6%; with 100% employer match about $45,977 at 4% or $30,651 at 6%.
201210$0$0-
Forbes Distributing Company Inc. Profit Sharing Plan-0---
201119$1,436,565$35,463$3,940iApproximate average salary by contribution assumption: employee only about $98,508 at 4% or $65,672 at 6%; with 50% employer match about $65,672 at 4% or $43,781 at 6%; with 100% employer match about $49,254 at 4% or $32,836 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-9$1,436,565$35,463$3,940iApproximate average salary by contribution assumption: employee only about $98,508 at 4% or $65,672 at 6%; with 50% employer match about $65,672 at 4% or $43,781 at 6%; with 100% employer match about $49,254 at 4% or $32,836 at 6%.
201019$1,483,693$38,603$4,289iApproximate average salary by contribution assumption: employee only about $107,231 at 4% or $71,487 at 6%; with 50% employer match about $71,487 at 4% or $47,658 at 6%; with 100% employer match about $53,615 at 4% or $35,744 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-9$1,483,693$38,603$4,289iApproximate average salary by contribution assumption: employee only about $107,231 at 4% or $71,487 at 6%; with 50% employer match about $71,487 at 4% or $47,658 at 6%; with 100% employer match about $53,615 at 4% or $35,744 at 6%.
2009111$1,781,233$42,504$3,864iApproximate average salary by contribution assumption: employee only about $96,600 at 4% or $64,400 at 6%; with 50% employer match about $64,400 at 4% or $42,933 at 6%; with 100% employer match about $48,300 at 4% or $32,200 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-11$1,781,233$42,504$3,864iApproximate average salary by contribution assumption: employee only about $96,600 at 4% or $64,400 at 6%; with 50% employer match about $64,400 at 4% or $42,933 at 6%; with 100% employer match about $48,300 at 4% or $32,200 at 6%.
2008111$1,489,487$51,074$4,643iApproximate average salary by contribution assumption: employee only about $116,077 at 4% or $77,385 at 6%; with 50% employer match about $77,385 at 4% or $51,590 at 6%; with 100% employer match about $58,039 at 4% or $38,692 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-11$1,489,487$51,074$4,643iApproximate average salary by contribution assumption: employee only about $116,077 at 4% or $77,385 at 6%; with 50% employer match about $77,385 at 4% or $51,590 at 6%; with 100% employer match about $58,039 at 4% or $38,692 at 6%.
2007115$0$0-
Forbes Distributing Company Inc. Profit Sharing Plan-15---
2006118$2,310,920$61,792$3,433iApproximate average salary by contribution assumption: employee only about $85,822 at 4% or $57,215 at 6%; with 50% employer match about $57,215 at 4% or $38,143 at 6%; with 100% employer match about $42,911 at 4% or $28,607 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-18$2,310,920$61,792$3,433iApproximate average salary by contribution assumption: employee only about $85,822 at 4% or $57,215 at 6%; with 50% employer match about $57,215 at 4% or $38,143 at 6%; with 100% employer match about $42,911 at 4% or $28,607 at 6%.
2005123$2,175,522$64,586$2,808iApproximate average salary by contribution assumption: employee only about $70,202 at 4% or $46,801 at 6%; with 50% employer match about $46,801 at 4% or $31,201 at 6%; with 100% employer match about $35,101 at 4% or $23,401 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-23$2,175,522$64,586$2,808iApproximate average salary by contribution assumption: employee only about $70,202 at 4% or $46,801 at 6%; with 50% employer match about $46,801 at 4% or $31,201 at 6%; with 100% employer match about $35,101 at 4% or $23,401 at 6%.
2003123$1,831,245$57,858$2,516iApproximate average salary by contribution assumption: employee only about $62,889 at 4% or $41,926 at 6%; with 50% employer match about $41,926 at 4% or $27,951 at 6%; with 100% employer match about $31,445 at 4% or $20,963 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-23$1,831,245$57,858$2,516iApproximate average salary by contribution assumption: employee only about $62,889 at 4% or $41,926 at 6%; with 50% employer match about $41,926 at 4% or $27,951 at 6%; with 100% employer match about $31,445 at 4% or $20,963 at 6%.
2001122$0$0-
Forbes Distributing Company Inc. Profit Sharing Plan-22---
2000123$2,189,785$122,305$5,318iApproximate average salary by contribution assumption: employee only about $132,940 at 4% or $88,627 at 6%; with 50% employer match about $88,627 at 4% or $59,085 at 6%; with 100% employer match about $66,470 at 4% or $44,313 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-23$2,189,785$122,305$5,318iApproximate average salary by contribution assumption: employee only about $132,940 at 4% or $88,627 at 6%; with 50% employer match about $88,627 at 4% or $59,085 at 6%; with 100% employer match about $66,470 at 4% or $44,313 at 6%.
1999125$2,223,971$38,797$1,552iApproximate average salary by contribution assumption: employee only about $38,797 at 4% or $25,865 at 6%; with 50% employer match about $25,865 at 4% or $17,243 at 6%; with 100% employer match about $19,399 at 4% or $12,932 at 6%.
Forbes Distributing Company Inc. Profit Sharing Plan-25$2,223,971$38,797$1,552iApproximate average salary by contribution assumption: employee only about $38,797 at 4% or $25,865 at 6%; with 50% employer match about $25,865 at 4% or $17,243 at 6%; with 100% employer match about $19,399 at 4% or $12,932 at 6%.