Civic Intelligence

Forest Medical Clinic

Plan context: Forest Medical Clinic 401(K) Plan and Trust

EIN 77-0539415 • San Jose, CA • 23 filings • 3 plans

2307 Forest AveSan Jose, CA 95128
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$1,127,117

2024 Contributions

$77,730

Historical Graphs

Total Assets Over Time

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

$1,257,596$628,798$0200920172024YearValue
$1,127,117Latest year 2024

Participants Over Time

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

840200920172024YearValue
5Latest 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
202415$1,127,117$77,730$15,546iApproximate average salary by contribution assumption: employee only about $388,650 at 4% or $259,100 at 6%; with 50% employer match about $259,100 at 4% or $172,733 at 6%; with 100% employer match about $194,325 at 4% or $129,550 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-5$1,127,117$77,730$15,546iApproximate average salary by contribution assumption: employee only about $388,650 at 4% or $259,100 at 6%; with 50% employer match about $259,100 at 4% or $172,733 at 6%; with 100% employer match about $194,325 at 4% or $129,550 at 6%.
202318$954,494$77,730$9,716iApproximate average salary by contribution assumption: employee only about $242,906 at 4% or $161,938 at 6%; with 50% employer match about $161,938 at 4% or $107,958 at 6%; with 100% employer match about $121,453 at 4% or $80,969 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-8$954,494$77,730$9,716iApproximate average salary by contribution assumption: employee only about $242,906 at 4% or $161,938 at 6%; with 50% employer match about $161,938 at 4% or $107,958 at 6%; with 100% employer match about $121,453 at 4% or $80,969 at 6%.
202218$756,648$64,091$8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,523 at 6%; with 50% employer match about $133,523 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-8$756,648$64,091$8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,523 at 6%; with 50% employer match about $133,523 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
202118$915,158$64,091$8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,523 at 6%; with 50% employer match about $133,523 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-8$915,158$64,091$8,011iApproximate average salary by contribution assumption: employee only about $200,284 at 4% or $133,523 at 6%; with 50% employer match about $133,523 at 4% or $89,015 at 6%; with 100% employer match about $100,142 at 4% or $66,761 at 6%.
202017$762,155$86,459$12,351iApproximate average salary by contribution assumption: employee only about $308,782 at 4% or $205,855 at 6%; with 50% employer match about $205,855 at 4% or $137,237 at 6%; with 100% employer match about $154,391 at 4% or $102,927 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-7$762,155$86,459$12,351iApproximate average salary by contribution assumption: employee only about $308,782 at 4% or $205,855 at 6%; with 50% employer match about $205,855 at 4% or $137,237 at 6%; with 100% employer match about $154,391 at 4% or $102,927 at 6%.
201916$623,714$65,279$10,880iApproximate average salary by contribution assumption: employee only about $271,996 at 4% or $181,331 at 6%; with 50% employer match about $181,331 at 4% or $120,887 at 6%; with 100% employer match about $135,998 at 4% or $90,665 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-6$623,714$65,279$10,880iApproximate average salary by contribution assumption: employee only about $271,996 at 4% or $181,331 at 6%; with 50% employer match about $181,331 at 4% or $120,887 at 6%; with 100% employer match about $135,998 at 4% or $90,665 at 6%.
201815$465,593$60,043$12,009iApproximate average salary by contribution assumption: employee only about $300,215 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-5$465,593$60,043$12,009iApproximate average salary by contribution assumption: employee only about $300,215 at 4% or $200,143 at 6%; with 50% employer match about $200,143 at 4% or $133,429 at 6%; with 100% employer match about $150,108 at 4% or $100,072 at 6%.
201726$435,490$64,367$10,728iApproximate average salary by contribution assumption: employee only about $268,196 at 4% or $178,797 at 6%; with 50% employer match about $178,797 at 4% or $119,198 at 6%; with 100% employer match about $134,098 at 4% or $89,399 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-6$435,490$64,367$10,728iApproximate average salary by contribution assumption: employee only about $268,196 at 4% or $178,797 at 6%; with 50% employer match about $178,797 at 4% or $119,198 at 6%; with 100% employer match about $134,098 at 4% or $89,399 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-0$0$0-
201626$1,257,596$100,000$16,667iApproximate average salary by contribution assumption: employee only about $416,667 at 4% or $277,778 at 6%; with 50% employer match about $277,778 at 4% or $185,185 at 6%; with 100% employer match about $208,333 at 4% or $138,889 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-6$920,672$69,514$11,586iApproximate average salary by contribution assumption: employee only about $289,642 at 4% or $193,094 at 6%; with 50% employer match about $193,094 at 4% or $128,730 at 6%; with 100% employer match about $144,821 at 4% or $96,547 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-6$336,924$30,486$5,081iApproximate average salary by contribution assumption: employee only about $127,025 at 4% or $84,683 at 6%; with 50% employer match about $84,683 at 4% or $56,456 at 6%; with 100% employer match about $63,513 at 4% or $42,342 at 6%.
201525$1,097,994$218,000$43,600iApproximate average salary by contribution assumption: employee only about $1,090,000 at 4% or $726,667 at 6%; with 50% employer match about $726,667 at 4% or $484,444 at 6%; with 100% employer match about $545,000 at 4% or $363,333 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-5$805,388$191,887$38,377iApproximate average salary by contribution assumption: employee only about $959,435 at 4% or $639,623 at 6%; with 50% employer match about $639,623 at 4% or $426,416 at 6%; with 100% employer match about $479,718 at 4% or $319,812 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-5$292,606$26,113$5,223iApproximate average salary by contribution assumption: employee only about $130,565 at 4% or $87,043 at 6%; with 50% employer match about $87,043 at 4% or $58,029 at 6%; with 100% employer match about $65,283 at 4% or $43,522 at 6%.
201425$905,314$211,849$42,370iApproximate average salary by contribution assumption: employee only about $1,059,245 at 4% or $706,163 at 6%; with 50% employer match about $706,163 at 4% or $470,776 at 6%; with 100% employer match about $529,623 at 4% or $353,082 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-5$628,331$182,344$36,469iApproximate average salary by contribution assumption: employee only about $911,720 at 4% or $607,813 at 6%; with 50% employer match about $607,813 at 4% or $405,209 at 6%; with 100% employer match about $455,860 at 4% or $303,907 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-5$276,983$29,505$5,901iApproximate average salary by contribution assumption: employee only about $147,525 at 4% or $98,350 at 6%; with 50% employer match about $98,350 at 4% or $65,567 at 6%; with 100% employer match about $73,763 at 4% or $49,175 at 6%.
201324$667,758$180,530$45,133iApproximate average salary by contribution assumption: employee only about $1,128,313 at 4% or $752,208 at 6%; with 50% employer match about $752,208 at 4% or $501,472 at 6%; with 100% employer match about $564,156 at 4% or $376,104 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-4$421,790$150,000$37,500iApproximate average salary by contribution assumption: employee only about $937,500 at 4% or $625,000 at 6%; with 50% employer match about $625,000 at 4% or $416,667 at 6%; with 100% employer match about $468,750 at 4% or $312,500 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-4$245,968$30,530$7,633iApproximate average salary by contribution assumption: employee only about $190,813 at 4% or $127,208 at 6%; with 50% employer match about $127,208 at 4% or $84,806 at 6%; with 100% employer match about $95,406 at 4% or $63,604 at 6%.
201224$467,830$214,506$53,627iApproximate average salary by contribution assumption: employee only about $1,340,663 at 4% or $893,775 at 6%; with 50% employer match about $893,775 at 4% or $595,850 at 6%; with 100% employer match about $670,331 at 4% or $446,888 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-4$248,772$170,000$42,500iApproximate average salary by contribution assumption: employee only about $1,062,500 at 4% or $708,333 at 6%; with 50% employer match about $708,333 at 4% or $472,222 at 6%; with 100% employer match about $531,250 at 4% or $354,167 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-4$219,058$44,506$11,127iApproximate average salary by contribution assumption: employee only about $278,163 at 4% or $185,442 at 6%; with 50% employer match about $185,442 at 4% or $123,628 at 6%; with 100% employer match about $139,081 at 4% or $92,721 at 6%.
201124$214,563$108,398$27,100iApproximate average salary by contribution assumption: employee only about $677,488 at 4% or $451,658 at 6%; with 50% employer match about $451,658 at 4% or $301,106 at 6%; with 100% employer match about $338,744 at 4% or $225,829 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-4$136,803$30,638$7,660iApproximate average salary by contribution assumption: employee only about $191,488 at 4% or $127,658 at 6%; with 50% employer match about $127,658 at 4% or $85,106 at 6%; with 100% employer match about $95,744 at 4% or $63,829 at 6%.
FOREST MEDICAL CLINIC DEFINED BENEFIT PLAN & TRUST-4$77,760$77,760$19,440iApproximate average salary by contribution assumption: employee only about $486,000 at 4% or $324,000 at 6%; with 50% employer match about $324,000 at 4% or $216,000 at 6%; with 100% employer match about $243,000 at 4% or $162,000 at 6%.
201012$113,666$52,538$26,269iApproximate average salary by contribution assumption: employee only about $656,725 at 4% or $437,817 at 6%; with 50% employer match about $437,817 at 4% or $291,878 at 6%; with 100% employer match about $328,363 at 4% or $218,908 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-2$113,666$52,538$26,269iApproximate average salary by contribution assumption: employee only about $656,725 at 4% or $437,817 at 6%; with 50% employer match about $437,817 at 4% or $291,878 at 6%; with 100% employer match about $328,363 at 4% or $218,908 at 6%.
200912$51,527$51,671$25,836iApproximate average salary by contribution assumption: employee only about $645,888 at 4% or $430,592 at 6%; with 50% employer match about $430,592 at 4% or $287,061 at 6%; with 100% employer match about $322,944 at 4% or $215,296 at 6%.
Forest Medical Clinic 401(K) Plan and Trust-2$51,527$51,671$25,836iApproximate average salary by contribution assumption: employee only about $645,888 at 4% or $430,592 at 6%; with 50% employer match about $430,592 at 4% or $287,061 at 6%; with 100% employer match about $322,944 at 4% or $215,296 at 6%.