Civic Intelligence

Forbes, Hever & Wallace

Plan context: Forbes, Hever & Wallace Inc. 401(K) Profit Sharing

EIN 76-0177220 • Flower Mound, TX • 27 filings • 4 plans

1500 Lakeside PkwySuite 110Flower Mound, TX 75028
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$5,592,037

2024 Contributions

$433,525

Historical Graphs

Total Assets Over Time

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

$5,592,037$2,796,019$0199920122024YearValue
$5,592,037Latest year 2024

Participants Over Time

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

1680199920122024YearValue
16Latest 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
2024116$5,592,037$433,525$27,095iApproximate average salary by contribution assumption: employee only about $677,383 at 4% or $451,589 at 6%; with 50% employer match about $451,589 at 4% or $301,059 at 6%; with 100% employer match about $338,691 at 4% or $225,794 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-16$5,592,037$433,525$27,095iApproximate average salary by contribution assumption: employee only about $677,383 at 4% or $451,589 at 6%; with 50% employer match about $451,589 at 4% or $301,059 at 6%; with 100% employer match about $338,691 at 4% or $225,794 at 6%.
2023114$5,079,336$374,584$26,756iApproximate average salary by contribution assumption: employee only about $668,900 at 4% or $445,933 at 6%; with 50% employer match about $445,933 at 4% or $297,289 at 6%; with 100% employer match about $334,450 at 4% or $222,967 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-14$5,079,336$374,584$26,756iApproximate average salary by contribution assumption: employee only about $668,900 at 4% or $445,933 at 6%; with 50% employer match about $445,933 at 4% or $297,289 at 6%; with 100% employer match about $334,450 at 4% or $222,967 at 6%.
2022112$4,418,003$358,924$29,910iApproximate average salary by contribution assumption: employee only about $747,758 at 4% or $498,506 at 6%; with 50% employer match about $498,506 at 4% or $332,337 at 6%; with 100% employer match about $373,879 at 4% or $249,253 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-12$4,418,003$358,924$29,910iApproximate average salary by contribution assumption: employee only about $747,758 at 4% or $498,506 at 6%; with 50% employer match about $498,506 at 4% or $332,337 at 6%; with 100% employer match about $373,879 at 4% or $249,253 at 6%.
2021112$4,859,390$321,279$26,773iApproximate average salary by contribution assumption: employee only about $669,331 at 4% or $446,221 at 6%; with 50% employer match about $446,221 at 4% or $297,481 at 6%; with 100% employer match about $334,666 at 4% or $223,110 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-12$4,859,390$321,279$26,773iApproximate average salary by contribution assumption: employee only about $669,331 at 4% or $446,221 at 6%; with 50% employer match about $446,221 at 4% or $297,481 at 6%; with 100% employer match about $334,666 at 4% or $223,110 at 6%.
2020114$3,936,741$360,637$25,760iApproximate average salary by contribution assumption: employee only about $643,995 at 4% or $429,330 at 6%; with 50% employer match about $429,330 at 4% or $286,220 at 6%; with 100% employer match about $321,997 at 4% or $214,665 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-14$3,936,741$360,637$25,760iApproximate average salary by contribution assumption: employee only about $643,995 at 4% or $429,330 at 6%; with 50% employer match about $429,330 at 4% or $286,220 at 6%; with 100% employer match about $321,997 at 4% or $214,665 at 6%.
2019115$4,082,277$303,530$20,235iApproximate average salary by contribution assumption: employee only about $505,883 at 4% or $337,256 at 6%; with 50% employer match about $337,256 at 4% or $224,837 at 6%; with 100% employer match about $252,942 at 4% or $168,628 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-15$4,082,277$303,530$20,235iApproximate average salary by contribution assumption: employee only about $505,883 at 4% or $337,256 at 6%; with 50% employer match about $337,256 at 4% or $224,837 at 6%; with 100% employer match about $252,942 at 4% or $168,628 at 6%.
2018115$3,091,219$281,389$18,759iApproximate average salary by contribution assumption: employee only about $468,982 at 4% or $312,654 at 6%; with 50% employer match about $312,654 at 4% or $208,436 at 6%; with 100% employer match about $234,491 at 4% or $156,327 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-15$3,091,219$281,389$18,759iApproximate average salary by contribution assumption: employee only about $468,982 at 4% or $312,654 at 6%; with 50% employer match about $312,654 at 4% or $208,436 at 6%; with 100% employer match about $234,491 at 4% or $156,327 at 6%.
2017115$3,091,950$348,899$23,260iApproximate average salary by contribution assumption: employee only about $581,498 at 4% or $387,666 at 6%; with 50% employer match about $387,666 at 4% or $258,444 at 6%; with 100% employer match about $290,749 at 4% or $193,833 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-15$3,091,950$348,899$23,260iApproximate average salary by contribution assumption: employee only about $581,498 at 4% or $387,666 at 6%; with 50% employer match about $387,666 at 4% or $258,444 at 6%; with 100% employer match about $290,749 at 4% or $193,833 at 6%.
2016114$2,340,021$296,587$21,185iApproximate average salary by contribution assumption: employee only about $529,620 at 4% or $353,080 at 6%; with 50% employer match about $353,080 at 4% or $235,387 at 6%; with 100% employer match about $264,810 at 4% or $176,540 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-14$2,340,021$296,587$21,185iApproximate average salary by contribution assumption: employee only about $529,620 at 4% or $353,080 at 6%; with 50% employer match about $353,080 at 4% or $235,387 at 6%; with 100% employer match about $264,810 at 4% or $176,540 at 6%.
2015112$2,789,311$347,547$28,962iApproximate average salary by contribution assumption: employee only about $724,056 at 4% or $482,704 at 6%; with 50% employer match about $482,704 at 4% or $321,803 at 6%; with 100% employer match about $362,028 at 4% or $241,352 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-12$2,789,311$347,547$28,962iApproximate average salary by contribution assumption: employee only about $724,056 at 4% or $482,704 at 6%; with 50% employer match about $482,704 at 4% or $321,803 at 6%; with 100% employer match about $362,028 at 4% or $241,352 at 6%.
2014112$2,616,236$326,358$27,197iApproximate average salary by contribution assumption: employee only about $679,913 at 4% or $453,275 at 6%; with 50% employer match about $453,275 at 4% or $302,183 at 6%; with 100% employer match about $339,956 at 4% or $226,638 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-12$2,616,236$326,358$27,197iApproximate average salary by contribution assumption: employee only about $679,913 at 4% or $453,275 at 6%; with 50% employer match about $453,275 at 4% or $302,183 at 6%; with 100% employer match about $339,956 at 4% or $226,638 at 6%.
2013113$3,365,120$195,361$15,028iApproximate average salary by contribution assumption: employee only about $375,694 at 4% or $250,463 at 6%; with 50% employer match about $250,463 at 4% or $166,975 at 6%; with 100% employer match about $187,847 at 4% or $125,231 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-13$3,365,120$195,361$15,028iApproximate average salary by contribution assumption: employee only about $375,694 at 4% or $250,463 at 6%; with 50% employer match about $250,463 at 4% or $166,975 at 6%; with 100% employer match about $187,847 at 4% or $125,231 at 6%.
2012112$2,854,435$293,001$24,417iApproximate average salary by contribution assumption: employee only about $610,419 at 4% or $406,946 at 6%; with 50% employer match about $406,946 at 4% or $271,297 at 6%; with 100% employer match about $305,209 at 4% or $203,473 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-12$2,854,435$293,001$24,417iApproximate average salary by contribution assumption: employee only about $610,419 at 4% or $406,946 at 6%; with 50% employer match about $406,946 at 4% or $271,297 at 6%; with 100% employer match about $305,209 at 4% or $203,473 at 6%.
2011114$2,342,290$255,198$18,228iApproximate average salary by contribution assumption: employee only about $455,711 at 4% or $303,807 at 6%; with 50% employer match about $303,807 at 4% or $202,538 at 6%; with 100% employer match about $227,855 at 4% or $151,904 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-14$2,342,290$255,198$18,228iApproximate average salary by contribution assumption: employee only about $455,711 at 4% or $303,807 at 6%; with 50% employer match about $303,807 at 4% or $202,538 at 6%; with 100% employer match about $227,855 at 4% or $151,904 at 6%.
2010113$2,687,743$204,160$15,705iApproximate average salary by contribution assumption: employee only about $392,615 at 4% or $261,744 at 6%; with 50% employer match about $261,744 at 4% or $174,496 at 6%; with 100% employer match about $196,308 at 4% or $130,872 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-13$2,687,743$204,160$15,705iApproximate average salary by contribution assumption: employee only about $392,615 at 4% or $261,744 at 6%; with 50% employer match about $261,744 at 4% or $174,496 at 6%; with 100% employer match about $196,308 at 4% or $130,872 at 6%.
2009113$2,305,588$192,910$14,839iApproximate average salary by contribution assumption: employee only about $370,981 at 4% or $247,321 at 6%; with 50% employer match about $247,321 at 4% or $164,880 at 6%; with 100% employer match about $185,490 at 4% or $123,660 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-13$2,305,588$192,910$14,839iApproximate average salary by contribution assumption: employee only about $370,981 at 4% or $247,321 at 6%; with 50% employer match about $247,321 at 4% or $164,880 at 6%; with 100% employer match about $185,490 at 4% or $123,660 at 6%.
2008113$1,679,272$219,032$16,849iApproximate average salary by contribution assumption: employee only about $421,215 at 4% or $280,810 at 6%; with 50% employer match about $280,810 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,405 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-13$1,679,272$219,032$16,849iApproximate average salary by contribution assumption: employee only about $421,215 at 4% or $280,810 at 6%; with 50% employer match about $280,810 at 4% or $187,207 at 6%; with 100% employer match about $210,608 at 4% or $140,405 at 6%.
200719$2,302,742$263,041$29,227iApproximate average salary by contribution assumption: employee only about $730,669 at 4% or $487,113 at 6%; with 50% employer match about $487,113 at 4% or $324,742 at 6%; with 100% employer match about $365,335 at 4% or $243,556 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-9$2,302,742$263,041$29,227iApproximate average salary by contribution assumption: employee only about $730,669 at 4% or $487,113 at 6%; with 50% employer match about $487,113 at 4% or $324,742 at 6%; with 100% employer match about $365,335 at 4% or $243,556 at 6%.
2006110$1,905,159$302,742$30,274iApproximate average salary by contribution assumption: employee only about $756,855 at 4% or $504,570 at 6%; with 50% employer match about $504,570 at 4% or $336,380 at 6%; with 100% employer match about $378,428 at 4% or $252,285 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-10$1,905,159$302,742$30,274iApproximate average salary by contribution assumption: employee only about $756,855 at 4% or $504,570 at 6%; with 50% employer match about $504,570 at 4% or $336,380 at 6%; with 100% employer match about $378,428 at 4% or $252,285 at 6%.
2005111$1,460,500$220,962$20,087iApproximate average salary by contribution assumption: employee only about $502,186 at 4% or $334,791 at 6%; with 50% employer match about $334,791 at 4% or $223,194 at 6%; with 100% employer match about $251,093 at 4% or $167,395 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-11$1,460,500$220,962$20,087iApproximate average salary by contribution assumption: employee only about $502,186 at 4% or $334,791 at 6%; with 50% employer match about $334,791 at 4% or $223,194 at 6%; with 100% employer match about $251,093 at 4% or $167,395 at 6%.
2004110$1,162,070$190,264$19,026iApproximate average salary by contribution assumption: employee only about $475,660 at 4% or $317,107 at 6%; with 50% employer match about $317,107 at 4% or $211,404 at 6%; with 100% employer match about $237,830 at 4% or $158,553 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-10$1,162,070$190,264$19,026iApproximate average salary by contribution assumption: employee only about $475,660 at 4% or $317,107 at 6%; with 50% employer match about $317,107 at 4% or $211,404 at 6%; with 100% employer match about $237,830 at 4% or $158,553 at 6%.
2003110$909,606$189,200$18,920iApproximate average salary by contribution assumption: employee only about $473,000 at 4% or $315,333 at 6%; with 50% employer match about $315,333 at 4% or $210,222 at 6%; with 100% employer match about $236,500 at 4% or $157,667 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-10$909,606$189,200$18,920iApproximate average salary by contribution assumption: employee only about $473,000 at 4% or $315,333 at 6%; with 50% employer match about $315,333 at 4% or $210,222 at 6%; with 100% employer match about $236,500 at 4% or $157,667 at 6%.
200219$579,603$198,884$22,098iApproximate average salary by contribution assumption: employee only about $552,456 at 4% or $368,304 at 6%; with 50% employer match about $368,304 at 4% or $245,536 at 6%; with 100% employer match about $276,228 at 4% or $184,152 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-9$579,603$198,884$22,098iApproximate average salary by contribution assumption: employee only about $552,456 at 4% or $368,304 at 6%; with 50% employer match about $368,304 at 4% or $245,536 at 6%; with 100% employer match about $276,228 at 4% or $184,152 at 6%.
200118$499,046$73,876$9,235iApproximate average salary by contribution assumption: employee only about $230,863 at 4% or $153,908 at 6%; with 50% employer match about $153,908 at 4% or $102,606 at 6%; with 100% employer match about $115,431 at 4% or $76,954 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-8$499,046$73,876$9,235iApproximate average salary by contribution assumption: employee only about $230,863 at 4% or $153,908 at 6%; with 50% employer match about $153,908 at 4% or $102,606 at 6%; with 100% employer match about $115,431 at 4% or $76,954 at 6%.
200027$4,806$4,806$687iApproximate average salary by contribution assumption: employee only about $17,164 at 4% or $11,443 at 6%; with 50% employer match about $11,443 at 4% or $7,629 at 6%; with 100% employer match about $8,582 at 4% or $5,721 at 6%.
Forbes, Hever & Wallace Inc. 401(K) Profit Sharing-7$4,806$4,806$687iApproximate average salary by contribution assumption: employee only about $17,164 at 4% or $11,443 at 6%; with 50% employer match about $11,443 at 4% or $7,629 at 6%; with 100% employer match about $8,582 at 4% or $5,721 at 6%.
Forbes, Hever & Wallace Profit Sharing Plan-0---
199918$546,901$0-
Forbes, Hever & Wallace Profit Sharing Plan-8$546,901--