Forcella Wealth Management
Plan context: Fwm 401K Profit Sharing Plan
EIN 68-0049349 • Redding, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
5
2010 Assets
$61,267
2010 Contributions
$30,731
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 |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Fwm 401K Profit Sharing Plan | - | 0 | $0 | $0 | - |
| 2009 | 1 | 5 | $61,267 | $30,731 | $6,146iApproximate average salary by contribution assumption: employee only about $153,655 at 4% or $102,437 at 6%; with 50% employer match about $102,437 at 4% or $68,291 at 6%; with 100% employer match about $76,828 at 4% or $51,218 at 6%. |
| Fwm 401K Profit Sharing Plan | - | 5 | $61,267 | $30,731 | $6,146iApproximate average salary by contribution assumption: employee only about $153,655 at 4% or $102,437 at 6%; with 50% employer match about $102,437 at 4% or $68,291 at 6%; with 100% employer match about $76,828 at 4% or $51,218 at 6%. |
| 2008 | 1 | 3 | $21,804 | $21,612 | $7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%. |
| Fwm 401K Profit Sharing Plan | - | 3 | $21,804 | $21,612 | $7,204iApproximate average salary by contribution assumption: employee only about $180,100 at 4% or $120,067 at 6%; with 50% employer match about $120,067 at 4% or $80,044 at 6%; with 100% employer match about $90,050 at 4% or $60,033 at 6%. |
| 2007 | 1 | 2 | $10,134 | $10,126 | $5,063iApproximate average salary by contribution assumption: employee only about $126,575 at 4% or $84,383 at 6%; with 50% employer match about $84,383 at 4% or $56,256 at 6%; with 100% employer match about $63,288 at 4% or $42,192 at 6%. |
| Fwm 401K Profit Sharing Plan | - | 2 | $10,134 | $10,126 | $5,063iApproximate average salary by contribution assumption: employee only about $126,575 at 4% or $84,383 at 6%; with 50% employer match about $84,383 at 4% or $56,256 at 6%; with 100% employer match about $63,288 at 4% or $42,192 at 6%. |