Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$1,443,233
2024 Contributions
$66,000
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 | 3 | $1,443,233 | $0 | - |
| Forte Group Inc. Retirement Plan | - | 3 | $1,443,233 | - | - |
| 2023 | 1 | 4 | $1,839,059 | $0 | - |
| Forte Group Inc. Retirement Plan | - | 4 | $1,839,059 | - | - |
| 2022 | 1 | 2 | $1,406,037 | $0 | - |
| Forte Group Inc. Retirement Plan | - | 2 | $1,406,037 | - | - |
| 2021 | 1 | 1 | $1,277,037 | $0 | - |
| Forte Group Inc. Retirement Plan | - | 1 | $1,277,037 | - | - |
| 2020 | 1 | 1 | $731,037 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| Forte Group Inc. Retirement Plan | - | 1 | $731,037 | $66,000 | $66,000iApproximate average salary by contribution assumption: employee only about $1,650,000 at 4% or $1,100,000 at 6%; with 50% employer match about $1,100,000 at 4% or $733,333 at 6%; with 100% employer match about $825,000 at 4% or $550,000 at 6%. |
| 2019 | 1 | 1 | $67,537 | $135,605 | $135,605iApproximate average salary by contribution assumption: employee only about $3,390,125 at 4% or $2,260,083 at 6%; with 50% employer match about $2,260,083 at 4% or $1,506,722 at 6%; with 100% employer match about $1,695,063 at 4% or $1,130,042 at 6%. |
| Forte Group Inc. Retirement Plan | - | 1 | $67,537 | $135,605 | $135,605iApproximate average salary by contribution assumption: employee only about $3,390,125 at 4% or $2,260,083 at 6%; with 50% employer match about $2,260,083 at 4% or $1,506,722 at 6%; with 100% employer match about $1,695,063 at 4% or $1,130,042 at 6%. |
| 2018 | 1 | 1 | $108,509 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |
| Forte Group Inc. Retirement Plan | - | 1 | $108,509 | $250,000 | $250,000iApproximate average salary by contribution assumption: employee only about $6,250,000 at 4% or $4,166,667 at 6%; with 50% employer match about $4,166,667 at 4% or $2,777,778 at 6%; with 100% employer match about $3,125,000 at 4% or $2,083,333 at 6%. |