Civic Intelligence

Forward Strategies Insurance B

Plan context: Forward Strategies Insurance B 401 K Profit Sharing Plan Trust

EIN 82-0582730 • Tucson, AZ • 16 filings • 6 plans

10371 N. Oracle Rd. Ste 102Tucson, AZ 85737
Current Snapshot

Latest Year

2020

2020 Participants

1

2020 Assets

$555,216

2020 Contributions

$2,883

Historical Graphs

Total Assets Over Time

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

$658,534$329,267$0200520132019YearValue
$555,216Latest year 2019

Participants Over Time

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

740200520122019YearValue
1Latest year 2019

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
202010$0$2,883-
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-0$0$2,883-
201911$555,216$35,782$35,782iApproximate average salary by contribution assumption: employee only about $894,550 at 4% or $596,367 at 6%; with 50% employer match about $596,367 at 4% or $397,578 at 6%; with 100% employer match about $447,275 at 4% or $298,183 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-1$555,216$35,782$35,782iApproximate average salary by contribution assumption: employee only about $894,550 at 4% or $596,367 at 6%; with 50% employer match about $596,367 at 4% or $397,578 at 6%; with 100% employer match about $447,275 at 4% or $298,183 at 6%.
201811$399,673$30,158$30,158iApproximate average salary by contribution assumption: employee only about $753,950 at 4% or $502,633 at 6%; with 50% employer match about $502,633 at 4% or $335,089 at 6%; with 100% employer match about $376,975 at 4% or $251,317 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-1$399,673$30,158$30,158iApproximate average salary by contribution assumption: employee only about $753,950 at 4% or $502,633 at 6%; with 50% employer match about $502,633 at 4% or $335,089 at 6%; with 100% employer match about $376,975 at 4% or $251,317 at 6%.
201714$658,534$35,200$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-4$658,534$35,200$8,800iApproximate average salary by contribution assumption: employee only about $220,000 at 4% or $146,667 at 6%; with 50% employer match about $146,667 at 4% or $97,778 at 6%; with 100% employer match about $110,000 at 4% or $73,333 at 6%.
201615$559,969$41,711$8,342iApproximate average salary by contribution assumption: employee only about $208,555 at 4% or $139,037 at 6%; with 50% employer match about $139,037 at 4% or $92,691 at 6%; with 100% employer match about $104,278 at 4% or $69,518 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5$559,969$41,711$8,342iApproximate average salary by contribution assumption: employee only about $208,555 at 4% or $139,037 at 6%; with 50% employer match about $139,037 at 4% or $92,691 at 6%; with 100% employer match about $104,278 at 4% or $69,518 at 6%.
201515$591,430$41,462$8,292iApproximate average salary by contribution assumption: employee only about $207,310 at 4% or $138,207 at 6%; with 50% employer match about $138,207 at 4% or $92,138 at 6%; with 100% employer match about $103,655 at 4% or $69,103 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5$591,430$41,462$8,292iApproximate average salary by contribution assumption: employee only about $207,310 at 4% or $138,207 at 6%; with 50% employer match about $138,207 at 4% or $92,138 at 6%; with 100% employer match about $103,655 at 4% or $69,103 at 6%.
201416$567,754$53,171$8,862iApproximate average salary by contribution assumption: employee only about $221,546 at 4% or $147,697 at 6%; with 50% employer match about $147,697 at 4% or $98,465 at 6%; with 100% employer match about $110,773 at 4% or $73,849 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-6$567,754$53,171$8,862iApproximate average salary by contribution assumption: employee only about $221,546 at 4% or $147,697 at 6%; with 50% employer match about $147,697 at 4% or $98,465 at 6%; with 100% employer match about $110,773 at 4% or $73,849 at 6%.
201316$469,201$54,408$9,068iApproximate average salary by contribution assumption: employee only about $226,700 at 4% or $151,133 at 6%; with 50% employer match about $151,133 at 4% or $100,756 at 6%; with 100% employer match about $113,350 at 4% or $75,567 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-6$469,201$54,408$9,068iApproximate average salary by contribution assumption: employee only about $226,700 at 4% or $151,133 at 6%; with 50% employer match about $151,133 at 4% or $100,756 at 6%; with 100% employer match about $113,350 at 4% or $75,567 at 6%.
201217$378,489$62,604$8,943iApproximate average salary by contribution assumption: employee only about $223,586 at 4% or $149,057 at 6%; with 50% employer match about $149,057 at 4% or $99,371 at 6%; with 100% employer match about $111,793 at 4% or $74,529 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-7$378,489$62,604$8,943iApproximate average salary by contribution assumption: employee only about $223,586 at 4% or $149,057 at 6%; with 50% employer match about $149,057 at 4% or $99,371 at 6%; with 100% employer match about $111,793 at 4% or $74,529 at 6%.
201116$422,792$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-6$422,792$55,000$9,167iApproximate average salary by contribution assumption: employee only about $229,167 at 4% or $152,778 at 6%; with 50% employer match about $152,778 at 4% or $101,852 at 6%; with 100% employer match about $114,583 at 4% or $76,389 at 6%.
201014$399,051$33,092$8,273iApproximate average salary by contribution assumption: employee only about $206,825 at 4% or $137,883 at 6%; with 50% employer match about $137,883 at 4% or $91,922 at 6%; with 100% employer match about $103,413 at 4% or $68,942 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-4$399,051$33,092$8,273iApproximate average salary by contribution assumption: employee only about $206,825 at 4% or $137,883 at 6%; with 50% employer match about $137,883 at 4% or $91,922 at 6%; with 100% employer match about $103,413 at 4% or $68,942 at 6%.
200915$348,323$33,954$6,791iApproximate average salary by contribution assumption: employee only about $169,770 at 4% or $113,180 at 6%; with 50% employer match about $113,180 at 4% or $75,453 at 6%; with 100% employer match about $84,885 at 4% or $56,590 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5$348,323$33,954$6,791iApproximate average salary by contribution assumption: employee only about $169,770 at 4% or $113,180 at 6%; with 50% employer match about $113,180 at 4% or $75,453 at 6%; with 100% employer match about $84,885 at 4% or $56,590 at 6%.
200816$240,857$92,693$15,449iApproximate average salary by contribution assumption: employee only about $386,221 at 4% or $257,481 at 6%; with 50% employer match about $257,481 at 4% or $171,654 at 6%; with 100% employer match about $193,110 at 4% or $128,740 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-6$240,857$92,693$15,449iApproximate average salary by contribution assumption: employee only about $386,221 at 4% or $257,481 at 6%; with 50% employer match about $257,481 at 4% or $171,654 at 6%; with 100% employer match about $193,110 at 4% or $128,740 at 6%.
200715$0$0-
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5---
200615$0$0-
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5---
200515$92,149$89,076$17,815iApproximate average salary by contribution assumption: employee only about $445,380 at 4% or $296,920 at 6%; with 50% employer match about $296,920 at 4% or $197,947 at 6%; with 100% employer match about $222,690 at 4% or $148,460 at 6%.
Forward Strategies Insurance B 401 K Profit Sharing Plan Trust-5$92,149$89,076$17,815iApproximate average salary by contribution assumption: employee only about $445,380 at 4% or $296,920 at 6%; with 50% employer match about $296,920 at 4% or $197,947 at 6%; with 100% employer match about $222,690 at 4% or $148,460 at 6%.