Forsgren Associates Inc.
Plan context: Forsgren Associates Inc., 401K Profit Sharing Plan
EIN 82-0255723 • Slc, UT • 28 filings • 8 plans
Current Snapshot
Latest Year
2024
2024 Participants
143
2024 Assets
$17,538,105
2024 Contributions
$2,787,304
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 | 2 | 143 | $17,538,105 | $2,787,304 | $19,492iApproximate average salary by contribution assumption: employee only about $487,291 at 4% or $324,861 at 6%; with 50% employer match about $324,861 at 4% or $216,574 at 6%; with 100% employer match about $243,645 at 4% or $162,430 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 143 | $17,538,105 | $2,787,304 | $19,492iApproximate average salary by contribution assumption: employee only about $487,291 at 4% or $324,861 at 6%; with 50% employer match about $324,861 at 4% or $216,574 at 6%; with 100% employer match about $243,645 at 4% or $162,430 at 6%. |
| Forsgren & Associates Benefits | - | 135 | - | - | - |
| 2023 | 1 | 109 | $13,230,179 | $1,103,722 | $10,126iApproximate average salary by contribution assumption: employee only about $253,147 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,574 at 4% or $84,382 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 109 | $13,230,179 | $1,103,722 | $10,126iApproximate average salary by contribution assumption: employee only about $253,147 at 4% or $168,765 at 6%; with 50% employer match about $168,765 at 4% or $112,510 at 6%; with 100% employer match about $126,574 at 4% or $84,382 at 6%. |
| 2022 | 1 | 94 | $10,779,992 | $805,185 | $8,566iApproximate average salary by contribution assumption: employee only about $214,145 at 4% or $142,763 at 6%; with 50% employer match about $142,763 at 4% or $95,176 at 6%; with 100% employer match about $107,072 at 4% or $71,382 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 94 | $10,779,992 | $805,185 | $8,566iApproximate average salary by contribution assumption: employee only about $214,145 at 4% or $142,763 at 6%; with 50% employer match about $142,763 at 4% or $95,176 at 6%; with 100% employer match about $107,072 at 4% or $71,382 at 6%. |
| 2021 | 1 | 100 | $12,331,010 | $673,573 | $6,736iApproximate average salary by contribution assumption: employee only about $168,393 at 4% or $112,262 at 6%; with 50% employer match about $112,262 at 4% or $74,841 at 6%; with 100% employer match about $84,197 at 4% or $56,131 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 100 | $12,331,010 | $673,573 | $6,736iApproximate average salary by contribution assumption: employee only about $168,393 at 4% or $112,262 at 6%; with 50% employer match about $112,262 at 4% or $74,841 at 6%; with 100% employer match about $84,197 at 4% or $56,131 at 6%. |
| 2020 | 1 | 99 | $10,517,533 | $649,989 | $6,566iApproximate average salary by contribution assumption: employee only about $164,139 at 4% or $109,426 at 6%; with 50% employer match about $109,426 at 4% or $72,951 at 6%; with 100% employer match about $82,069 at 4% or $54,713 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 99 | $10,517,533 | $649,989 | $6,566iApproximate average salary by contribution assumption: employee only about $164,139 at 4% or $109,426 at 6%; with 50% employer match about $109,426 at 4% or $72,951 at 6%; with 100% employer match about $82,069 at 4% or $54,713 at 6%. |
| 2019 | 1 | 95 | $10,241,148 | $725,602 | $7,638iApproximate average salary by contribution assumption: employee only about $190,948 at 4% or $127,299 at 6%; with 50% employer match about $127,299 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 95 | $10,241,148 | $725,602 | $7,638iApproximate average salary by contribution assumption: employee only about $190,948 at 4% or $127,299 at 6%; with 50% employer match about $127,299 at 4% or $84,866 at 6%; with 100% employer match about $95,474 at 4% or $63,649 at 6%. |
| 2018 | 1 | 101 | $8,586,929 | $643,026 | $6,367iApproximate average salary by contribution assumption: employee only about $159,165 at 4% or $106,110 at 6%; with 50% employer match about $106,110 at 4% or $70,740 at 6%; with 100% employer match about $79,582 at 4% or $53,055 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 101 | $8,586,929 | $643,026 | $6,367iApproximate average salary by contribution assumption: employee only about $159,165 at 4% or $106,110 at 6%; with 50% employer match about $106,110 at 4% or $70,740 at 6%; with 100% employer match about $79,582 at 4% or $53,055 at 6%. |
| 2017 | 1 | 105 | $8,935,961 | $895,162 | $8,525iApproximate average salary by contribution assumption: employee only about $213,134 at 4% or $142,089 at 6%; with 50% employer match about $142,089 at 4% or $94,726 at 6%; with 100% employer match about $106,567 at 4% or $71,045 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 105 | $8,935,961 | $895,162 | $8,525iApproximate average salary by contribution assumption: employee only about $213,134 at 4% or $142,089 at 6%; with 50% employer match about $142,089 at 4% or $94,726 at 6%; with 100% employer match about $106,567 at 4% or $71,045 at 6%. |
| 2016 | 2 | 105 | $8,182,474 | $676,443 | $6,442iApproximate average salary by contribution assumption: employee only about $161,058 at 4% or $107,372 at 6%; with 50% employer match about $107,372 at 4% or $71,581 at 6%; with 100% employer match about $80,529 at 4% or $53,686 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 105 | $8,182,474 | $676,443 | $6,442iApproximate average salary by contribution assumption: employee only about $161,058 at 4% or $107,372 at 6%; with 50% employer match about $107,372 at 4% or $71,581 at 6%; with 100% employer match about $80,529 at 4% or $53,686 at 6%. |
| Forsgren & Associates Benefits | - | 98 | - | - | - |
| 2015 | 1 | 111 | $7,003,812 | $688,950 | $6,207iApproximate average salary by contribution assumption: employee only about $155,169 at 4% or $103,446 at 6%; with 50% employer match about $103,446 at 4% or $68,964 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 111 | $7,003,812 | $688,950 | $6,207iApproximate average salary by contribution assumption: employee only about $155,169 at 4% or $103,446 at 6%; with 50% employer match about $103,446 at 4% or $68,964 at 6%; with 100% employer match about $77,584 at 4% or $51,723 at 6%. |
| 2014 | 1 | 108 | $6,898,984 | $977,787 | $9,054iApproximate average salary by contribution assumption: employee only about $226,340 at 4% or $150,893 at 6%; with 50% employer match about $150,893 at 4% or $100,595 at 6%; with 100% employer match about $113,170 at 4% or $75,447 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 108 | $6,898,984 | $977,787 | $9,054iApproximate average salary by contribution assumption: employee only about $226,340 at 4% or $150,893 at 6%; with 50% employer match about $150,893 at 4% or $100,595 at 6%; with 100% employer match about $113,170 at 4% or $75,447 at 6%. |
| 2013 | 1 | 104 | $5,764,616 | $548,631 | $5,275iApproximate average salary by contribution assumption: employee only about $131,882 at 4% or $87,922 at 6%; with 50% employer match about $87,922 at 4% or $58,614 at 6%; with 100% employer match about $65,941 at 4% or $43,961 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 104 | $5,764,616 | $548,631 | $5,275iApproximate average salary by contribution assumption: employee only about $131,882 at 4% or $87,922 at 6%; with 50% employer match about $87,922 at 4% or $58,614 at 6%; with 100% employer match about $65,941 at 4% or $43,961 at 6%. |
| 2012 | 1 | 82 | $4,986,249 | $558,442 | $6,810iApproximate average salary by contribution assumption: employee only about $170,257 at 4% or $113,504 at 6%; with 50% employer match about $113,504 at 4% or $75,670 at 6%; with 100% employer match about $85,128 at 4% or $56,752 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 82 | $4,986,249 | $558,442 | $6,810iApproximate average salary by contribution assumption: employee only about $170,257 at 4% or $113,504 at 6%; with 50% employer match about $113,504 at 4% or $75,670 at 6%; with 100% employer match about $85,128 at 4% or $56,752 at 6%. |
| 2011 | 1 | 86 | $4,060,657 | $535,387 | $6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,757 at 6%; with 50% employer match about $103,757 at 4% or $69,171 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 86 | $4,060,657 | $535,387 | $6,225iApproximate average salary by contribution assumption: employee only about $155,636 at 4% or $103,757 at 6%; with 50% employer match about $103,757 at 4% or $69,171 at 6%; with 100% employer match about $77,818 at 4% or $51,879 at 6%. |
| 2010 | 1 | 87 | $4,197,962 | $471,166 | $5,416iApproximate average salary by contribution assumption: employee only about $135,393 at 4% or $90,262 at 6%; with 50% employer match about $90,262 at 4% or $60,174 at 6%; with 100% employer match about $67,696 at 4% or $45,131 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 87 | $4,197,962 | $471,166 | $5,416iApproximate average salary by contribution assumption: employee only about $135,393 at 4% or $90,262 at 6%; with 50% employer match about $90,262 at 4% or $60,174 at 6%; with 100% employer match about $67,696 at 4% or $45,131 at 6%. |
| 2009 | 1 | 92 | $3,556,108 | $505,273 | $5,492iApproximate average salary by contribution assumption: employee only about $137,302 at 4% or $91,535 at 6%; with 50% employer match about $91,535 at 4% or $61,023 at 6%; with 100% employer match about $68,651 at 4% or $45,767 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 92 | $3,556,108 | $505,273 | $5,492iApproximate average salary by contribution assumption: employee only about $137,302 at 4% or $91,535 at 6%; with 50% employer match about $91,535 at 4% or $61,023 at 6%; with 100% employer match about $68,651 at 4% or $45,767 at 6%. |
| 2008 | 1 | 112 | $2,411,386 | $439,306 | $3,922iApproximate average salary by contribution assumption: employee only about $98,059 at 4% or $65,373 at 6%; with 50% employer match about $65,373 at 4% or $43,582 at 6%; with 100% employer match about $49,030 at 4% or $32,686 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 112 | $2,411,386 | $439,306 | $3,922iApproximate average salary by contribution assumption: employee only about $98,059 at 4% or $65,373 at 6%; with 50% employer match about $65,373 at 4% or $43,582 at 6%; with 100% employer match about $49,030 at 4% or $32,686 at 6%. |
| 2007 | 1 | 87 | $2,927,605 | $530,150 | $6,094iApproximate average salary by contribution assumption: employee only about $152,342 at 4% or $101,561 at 6%; with 50% employer match about $101,561 at 4% or $67,708 at 6%; with 100% employer match about $76,171 at 4% or $50,781 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 87 | $2,927,605 | $530,150 | $6,094iApproximate average salary by contribution assumption: employee only about $152,342 at 4% or $101,561 at 6%; with 50% employer match about $101,561 at 4% or $67,708 at 6%; with 100% employer match about $76,171 at 4% or $50,781 at 6%. |
| 2005 | 1 | 78 | $1,951,337 | $265,587 | $3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 78 | $1,951,337 | $265,587 | $3,405iApproximate average salary by contribution assumption: employee only about $85,124 at 4% or $56,749 at 6%; with 50% employer match about $56,749 at 4% or $37,833 at 6%; with 100% employer match about $42,562 at 4% or $28,375 at 6%. |
| 2004 | 1 | 73 | $2,010,562 | $275,235 | $3,770iApproximate average salary by contribution assumption: employee only about $94,259 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,420 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 73 | $2,010,562 | $275,235 | $3,770iApproximate average salary by contribution assumption: employee only about $94,259 at 4% or $62,839 at 6%; with 50% employer match about $62,839 at 4% or $41,893 at 6%; with 100% employer match about $47,129 at 4% or $31,420 at 6%. |
| 2003 | 1 | 81 | $1,661,730 | $204,001 | $2,519iApproximate average salary by contribution assumption: employee only about $62,963 at 4% or $41,976 at 6%; with 50% employer match about $41,976 at 4% or $27,984 at 6%; with 100% employer match about $31,482 at 4% or $20,988 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 81 | $1,661,730 | $204,001 | $2,519iApproximate average salary by contribution assumption: employee only about $62,963 at 4% or $41,976 at 6%; with 50% employer match about $41,976 at 4% or $27,984 at 6%; with 100% employer match about $31,482 at 4% or $20,988 at 6%. |
| 2002 | 1 | 69 | $1,601,857 | $216,474 | $3,137iApproximate average salary by contribution assumption: employee only about $78,433 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,859 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 69 | $1,601,857 | $216,474 | $3,137iApproximate average salary by contribution assumption: employee only about $78,433 at 4% or $52,288 at 6%; with 50% employer match about $52,288 at 4% or $34,859 at 6%; with 100% employer match about $39,216 at 4% or $26,144 at 6%. |
| 2001 | 1 | 79 | $0 | $0 | - |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 79 | - | - | - |
| 2000 | 2 | 105 | $2,964,246 | $244,950 | $2,333iApproximate average salary by contribution assumption: employee only about $58,321 at 4% or $38,881 at 6%; with 50% employer match about $38,881 at 4% or $25,921 at 6%; with 100% employer match about $29,161 at 4% or $19,440 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 86 | $2,964,246 | $244,950 | $2,848iApproximate average salary by contribution assumption: employee only about $71,206 at 4% or $47,471 at 6%; with 50% employer match about $47,471 at 4% or $31,647 at 6%; with 100% employer match about $35,603 at 4% or $23,735 at 6%. |
| FORSGREN ASSOCIATES, INC. EMPLOYEE WELFARE BENEFIT PLAN | - | 105 | - | - | - |
| 1999 | 1 | 61 | $3,898,556 | $214,074 | $3,509iApproximate average salary by contribution assumption: employee only about $87,735 at 4% or $58,490 at 6%; with 50% employer match about $58,490 at 4% or $38,993 at 6%; with 100% employer match about $43,868 at 4% or $29,245 at 6%. |
| Forsgren Associates Inc., 401K Profit Sharing Plan | - | 61 | $3,898,556 | $214,074 | $3,509iApproximate average salary by contribution assumption: employee only about $87,735 at 4% or $58,490 at 6%; with 50% employer match about $58,490 at 4% or $38,993 at 6%; with 100% employer match about $43,868 at 4% or $29,245 at 6%. |