Civic Intelligence

Forward Wellness Family Therapy Inc.

Plan context: Forward Wellness Family Therapy 401(K) Plan

EIN 86-3263103 • Placentia, CA • 5 filings • 1 plans

1041 E Yorba Linda BlvdSuite 202Placentia, CA 92870
Current Snapshot

Latest Year

2025

2025 Participants

89

2025 Assets

$822,041

2025 Contributions

$378,802

Historical Graphs

Total Assets Over Time

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

$822,041$411,021$0202120232025YearValue
$822,041Latest year 2025

Participants Over Time

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

89450202120232025YearValue
89Latest 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
2025189$822,041$378,802$4,256iApproximate average salary by contribution assumption: employee only about $106,405 at 4% or $70,937 at 6%; with 50% employer match about $70,937 at 4% or $47,291 at 6%; with 100% employer match about $53,203 at 4% or $35,468 at 6%.
Forward Wellness Family Therapy 401(K) Plan-89$822,041$378,802$4,256iApproximate average salary by contribution assumption: employee only about $106,405 at 4% or $70,937 at 6%; with 50% employer match about $70,937 at 4% or $47,291 at 6%; with 100% employer match about $53,203 at 4% or $35,468 at 6%.
2024155$428,716$143,435$2,608iApproximate average salary by contribution assumption: employee only about $65,198 at 4% or $43,465 at 6%; with 50% employer match about $43,465 at 4% or $28,977 at 6%; with 100% employer match about $32,599 at 4% or $21,733 at 6%.
Forward Wellness Family Therapy 401(K) Plan-55$428,716$143,435$2,608iApproximate average salary by contribution assumption: employee only about $65,198 at 4% or $43,465 at 6%; with 50% employer match about $43,465 at 4% or $28,977 at 6%; with 100% employer match about $32,599 at 4% or $21,733 at 6%.
2023133$323,543$152,842$4,632iApproximate average salary by contribution assumption: employee only about $115,789 at 4% or $77,193 at 6%; with 50% employer match about $77,193 at 4% or $51,462 at 6%; with 100% employer match about $57,895 at 4% or $38,596 at 6%.
Forward Wellness Family Therapy 401(K) Plan-33$323,543$152,842$4,632iApproximate average salary by contribution assumption: employee only about $115,789 at 4% or $77,193 at 6%; with 50% employer match about $77,193 at 4% or $51,462 at 6%; with 100% employer match about $57,895 at 4% or $38,596 at 6%.
2022126$198,564$138,808$5,339iApproximate average salary by contribution assumption: employee only about $133,469 at 4% or $88,979 at 6%; with 50% employer match about $88,979 at 4% or $59,320 at 6%; with 100% employer match about $66,735 at 4% or $44,490 at 6%.
Forward Wellness Family Therapy 401(K) Plan-26$198,564$138,808$5,339iApproximate average salary by contribution assumption: employee only about $133,469 at 4% or $88,979 at 6%; with 50% employer match about $88,979 at 4% or $59,320 at 6%; with 100% employer match about $66,735 at 4% or $44,490 at 6%.
2021117$79,254$23,088$1,358iApproximate average salary by contribution assumption: employee only about $33,953 at 4% or $22,635 at 6%; with 50% employer match about $22,635 at 4% or $15,090 at 6%; with 100% employer match about $16,976 at 4% or $11,318 at 6%.
Forward Wellness Family Therapy 401(K) Plan-17$79,254$23,088$1,358iApproximate average salary by contribution assumption: employee only about $33,953 at 4% or $22,635 at 6%; with 50% employer match about $22,635 at 4% or $15,090 at 6%; with 100% employer match about $16,976 at 4% or $11,318 at 6%.