Civic Intelligence

Forward Wellness Inc.

Plan context: Forward Wellness 401(K) Plan

EIN 81-3404056 • Placentia, CA • 6 filings • 1 plans

1041 E Yorba Linda BlvdSte. 202Placentia, CA 92870
Current Snapshot

Latest Year

2025

2025 Participants

16

2025 Assets

$137,973

2025 Contributions

$53,168

Historical Graphs

Total Assets Over Time

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

$137,973$68,987$0202020232025YearValue
$137,973Latest year 2025

Participants Over Time

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

1680202020232025YearValue
16Latest year 2025

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
2025116$137,973$53,168$3,323iApproximate average salary by contribution assumption: employee only about $83,075 at 4% or $55,383 at 6%; with 50% employer match about $55,383 at 4% or $36,922 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
Forward Wellness 401(K) Plan-16$137,973$53,168$3,323iApproximate average salary by contribution assumption: employee only about $83,075 at 4% or $55,383 at 6%; with 50% employer match about $55,383 at 4% or $36,922 at 6%; with 100% employer match about $41,538 at 4% or $27,692 at 6%.
2024113$75,408$20,456$1,574iApproximate average salary by contribution assumption: employee only about $39,338 at 4% or $26,226 at 6%; with 50% employer match about $26,226 at 4% or $17,484 at 6%; with 100% employer match about $19,669 at 4% or $13,113 at 6%.
Forward Wellness 401(K) Plan-13$75,408$20,456$1,574iApproximate average salary by contribution assumption: employee only about $39,338 at 4% or $26,226 at 6%; with 50% employer match about $26,226 at 4% or $17,484 at 6%; with 100% employer match about $19,669 at 4% or $13,113 at 6%.
202319$48,566$12,891$1,432iApproximate average salary by contribution assumption: employee only about $35,808 at 4% or $23,872 at 6%; with 50% employer match about $23,872 at 4% or $15,915 at 6%; with 100% employer match about $17,904 at 4% or $11,936 at 6%.
Forward Wellness 401(K) Plan-9$48,566$12,891$1,432iApproximate average salary by contribution assumption: employee only about $35,808 at 4% or $23,872 at 6%; with 50% employer match about $23,872 at 4% or $15,915 at 6%; with 100% employer match about $17,904 at 4% or $11,936 at 6%.
2022111$33,511$17,584$1,599iApproximate average salary by contribution assumption: employee only about $39,964 at 4% or $26,642 at 6%; with 50% employer match about $26,642 at 4% or $17,762 at 6%; with 100% employer match about $19,982 at 4% or $13,321 at 6%.
Forward Wellness 401(K) Plan-11$33,511$17,584$1,599iApproximate average salary by contribution assumption: employee only about $39,964 at 4% or $26,642 at 6%; with 50% employer match about $26,642 at 4% or $17,762 at 6%; with 100% employer match about $19,982 at 4% or $13,321 at 6%.
202118$20,527$48,744$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
Forward Wellness 401(K) Plan-8$20,527$48,744$6,093iApproximate average salary by contribution assumption: employee only about $152,325 at 4% or $101,550 at 6%; with 50% employer match about $101,550 at 4% or $67,700 at 6%; with 100% employer match about $76,163 at 4% or $50,775 at 6%.
202019$24,491$22,345$2,483iApproximate average salary by contribution assumption: employee only about $62,069 at 4% or $41,380 at 6%; with 50% employer match about $41,380 at 4% or $27,586 at 6%; with 100% employer match about $31,035 at 4% or $20,690 at 6%.
Forward Wellness 401(K) Plan-9$24,491$22,345$2,483iApproximate average salary by contribution assumption: employee only about $62,069 at 4% or $41,380 at 6%; with 50% employer match about $41,380 at 4% or $27,586 at 6%; with 100% employer match about $31,035 at 4% or $20,690 at 6%.