Forum Capital Partners II LLC
Plan context: Forum Capital Partners II LLC 401K Retirement Plan
EIN 87-2854500 • 2 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$9,986,262
2024 Contributions
$16,800
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 | 0 | $0 | $16,800 | - |
| Forum Capital Partners II LLC 401K Retirement Plan | - | 0 | - | $16,800 | - |
| 2023 | 1 | 3 | $9,986,262 | $289,754 | $96,585iApproximate average salary by contribution assumption: employee only about $2,414,617 at 4% or $1,609,744 at 6%; with 50% employer match about $1,609,744 at 4% or $1,073,163 at 6%; with 100% employer match about $1,207,308 at 4% or $804,872 at 6%. |
| Forum Capital Partners II LLC 401K Retirement Plan | - | 3 | $9,986,262 | $289,754 | $96,585iApproximate average salary by contribution assumption: employee only about $2,414,617 at 4% or $1,609,744 at 6%; with 50% employer match about $1,609,744 at 4% or $1,073,163 at 6%; with 100% employer match about $1,207,308 at 4% or $804,872 at 6%. |