Civic Intelligence

ACTIONABLE INSIGHTS FORUM

Plan context: ACTIONABLE INSIGHTS FORUM 401(K) PLAN

EIN 81-3005993 • Carlsbad, CA • 2 filings • 1 plans

5962 LA Place CTSte 130Carlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$101,673

2024 Contributions

$62,622

Historical Graphs

Total Assets Over Time

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

$101,673$50,837$020232024YearValue
$101,673Latest year 2024

Participants Over Time

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

42020232024YearValue
4Latest 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
202414$101,673$62,622$15,656iApproximate average salary by contribution assumption: employee only about $391,388 at 4% or $260,925 at 6%; with 50% employer match about $260,925 at 4% or $173,950 at 6%; with 100% employer match about $195,694 at 4% or $130,463 at 6%.
ACTIONABLE INSIGHTS FORUM 401(K) PLAN-4$101,673$62,622$15,656iApproximate average salary by contribution assumption: employee only about $391,388 at 4% or $260,925 at 6%; with 50% employer match about $260,925 at 4% or $173,950 at 6%; with 100% employer match about $195,694 at 4% or $130,463 at 6%.
202313$32,225$30,101$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.
ACTIONABLE INSIGHTS FORUM 401(K) PLAN-3$32,225$30,101$10,034iApproximate average salary by contribution assumption: employee only about $250,842 at 4% or $167,228 at 6%; with 50% employer match about $167,228 at 4% or $111,485 at 6%; with 100% employer match about $125,421 at 4% or $83,614 at 6%.