Forward Financial Partners LLC
Plan context: Forward Financial Partners LLC 401(K) Plan
EIN 81-1497598 • Brookfield, WI • 8 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,416,461
2024 Contributions
$157,763
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 8 | $1,416,461 | $157,763 | $19,720iApproximate average salary by contribution assumption: employee only about $493,009 at 4% or $328,673 at 6%; with 50% employer match about $328,673 at 4% or $219,115 at 6%; with 100% employer match about $246,505 at 4% or $164,336 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 8 | $1,416,461 | $157,763 | $19,720iApproximate average salary by contribution assumption: employee only about $493,009 at 4% or $328,673 at 6%; with 50% employer match about $328,673 at 4% or $219,115 at 6%; with 100% employer match about $246,505 at 4% or $164,336 at 6%. |
| 2023 | 1 | 7 | $1,063,745 | $147,332 | $21,047iApproximate average salary by contribution assumption: employee only about $526,186 at 4% or $350,790 at 6%; with 50% employer match about $350,790 at 4% or $233,860 at 6%; with 100% employer match about $263,093 at 4% or $175,395 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 7 | $1,063,745 | $147,332 | $21,047iApproximate average salary by contribution assumption: employee only about $526,186 at 4% or $350,790 at 6%; with 50% employer match about $350,790 at 4% or $233,860 at 6%; with 100% employer match about $263,093 at 4% or $175,395 at 6%. |
| 2022 | 1 | 7 | $762,385 | $142,057 | $20,294iApproximate average salary by contribution assumption: employee only about $507,346 at 4% or $338,231 at 6%; with 50% employer match about $338,231 at 4% or $225,487 at 6%; with 100% employer match about $253,673 at 4% or $169,115 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 7 | $762,385 | $142,057 | $20,294iApproximate average salary by contribution assumption: employee only about $507,346 at 4% or $338,231 at 6%; with 50% employer match about $338,231 at 4% or $225,487 at 6%; with 100% employer match about $253,673 at 4% or $169,115 at 6%. |
| 2021 | 1 | 7 | $795,352 | $136,500 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 7 | $795,352 | $136,500 | $19,500iApproximate average salary by contribution assumption: employee only about $487,500 at 4% or $325,000 at 6%; with 50% employer match about $325,000 at 4% or $216,667 at 6%; with 100% employer match about $243,750 at 4% or $162,500 at 6%. |
| 2020 | 1 | 7 | $601,645 | $139,852 | $19,979iApproximate average salary by contribution assumption: employee only about $499,471 at 4% or $332,981 at 6%; with 50% employer match about $332,981 at 4% or $221,987 at 6%; with 100% employer match about $249,736 at 4% or $166,490 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 7 | $601,645 | $139,852 | $19,979iApproximate average salary by contribution assumption: employee only about $499,471 at 4% or $332,981 at 6%; with 50% employer match about $332,981 at 4% or $221,987 at 6%; with 100% employer match about $249,736 at 4% or $166,490 at 6%. |
| 2019 | 1 | 8 | $365,498 | $123,004 | $15,376iApproximate average salary by contribution assumption: employee only about $384,388 at 4% or $256,258 at 6%; with 50% employer match about $256,258 at 4% or $170,839 at 6%; with 100% employer match about $192,194 at 4% or $128,129 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 8 | $365,498 | $123,004 | $15,376iApproximate average salary by contribution assumption: employee only about $384,388 at 4% or $256,258 at 6%; with 50% employer match about $256,258 at 4% or $170,839 at 6%; with 100% employer match about $192,194 at 4% or $128,129 at 6%. |
| 2018 | 1 | 7 | $188,231 | $114,238 | $16,320iApproximate average salary by contribution assumption: employee only about $407,993 at 4% or $271,995 at 6%; with 50% employer match about $271,995 at 4% or $181,330 at 6%; with 100% employer match about $203,996 at 4% or $135,998 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 7 | $188,231 | $114,238 | $16,320iApproximate average salary by contribution assumption: employee only about $407,993 at 4% or $271,995 at 6%; with 50% employer match about $271,995 at 4% or $181,330 at 6%; with 100% employer match about $203,996 at 4% or $135,998 at 6%. |
| 2017 | 1 | 6 | $96,759 | $94,464 | $15,744iApproximate average salary by contribution assumption: employee only about $393,600 at 4% or $262,400 at 6%; with 50% employer match about $262,400 at 4% or $174,933 at 6%; with 100% employer match about $196,800 at 4% or $131,200 at 6%. |
| Forward Financial Partners LLC 401(K) Plan | - | 6 | $96,759 | $94,464 | $15,744iApproximate average salary by contribution assumption: employee only about $393,600 at 4% or $262,400 at 6%; with 50% employer match about $262,400 at 4% or $174,933 at 6%; with 100% employer match about $196,800 at 4% or $131,200 at 6%. |