Civic Intelligence

Fora Financial LLC

Plan context: Fora Financial LLC 401(K) Plan

EIN 90-0393753 • New York, NY • 21 filings • 3 plans

519 8th Avenue11th FloorNew York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

154

2024 Assets

$6,842,387

2024 Contributions

$1,558,907

Historical Graphs

Total Assets Over Time

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

$6,842,387$3,421,194$0201320192024YearValue
$6,842,387Latest year 2024

Participants Over Time

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

173870201320192024YearValue
154Latest year 2024

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
20242154$6,842,387$1,558,907$10,123iApproximate average salary by contribution assumption: employee only about $253,069 at 4% or $168,713 at 6%; with 50% employer match about $168,713 at 4% or $112,475 at 6%; with 100% employer match about $126,535 at 4% or $84,356 at 6%.
Fora Financial LLC 401(K) Plan-137$6,842,387$1,558,907$11,379iApproximate average salary by contribution assumption: employee only about $284,472 at 4% or $189,648 at 6%; with 50% employer match about $189,648 at 4% or $126,432 at 6%; with 100% employer match about $142,236 at 4% or $94,824 at 6%.
Fora Financial LLC Employee Benefits Plan-154---
20232144$5,004,907$1,312,841$9,117iApproximate average salary by contribution assumption: employee only about $227,924 at 4% or $151,949 at 6%; with 50% employer match about $151,949 at 4% or $101,299 at 6%; with 100% employer match about $113,962 at 4% or $75,975 at 6%.
Fora Financial LLC 401(K) Plan-129$5,004,907$1,312,841$10,177iApproximate average salary by contribution assumption: employee only about $254,427 at 4% or $169,618 at 6%; with 50% employer match about $169,618 at 4% or $113,078 at 6%; with 100% employer match about $127,213 at 4% or $84,809 at 6%.
Fora Financial LLC Employee Benefits Plan-144---
20222163$3,592,380$1,154,677$7,084iApproximate average salary by contribution assumption: employee only about $177,098 at 4% or $118,065 at 6%; with 50% employer match about $118,065 at 4% or $78,710 at 6%; with 100% employer match about $88,549 at 4% or $59,033 at 6%.
Fora Financial LLC 401(K) Plan-139$3,592,380$1,154,677$8,307iApproximate average salary by contribution assumption: employee only about $207,676 at 4% or $138,450 at 6%; with 50% employer match about $138,450 at 4% or $92,300 at 6%; with 100% employer match about $103,838 at 4% or $69,225 at 6%.
Fora Financial LLC Employee Benefits Plan-163---
20212173$3,464,005$957,005$5,532iApproximate average salary by contribution assumption: employee only about $138,296 at 4% or $92,197 at 6%; with 50% employer match about $92,197 at 4% or $61,465 at 6%; with 100% employer match about $69,148 at 4% or $46,099 at 6%.
Fora Financial LLC 401(K) Plan-135$3,464,005$957,005$7,089iApproximate average salary by contribution assumption: employee only about $177,223 at 4% or $118,149 at 6%; with 50% employer match about $118,149 at 4% or $78,766 at 6%; with 100% employer match about $88,612 at 4% or $59,074 at 6%.
Fora Financial LLC Employee Benefits Plan-173---
20202129$2,807,504$708,227$5,490iApproximate average salary by contribution assumption: employee only about $137,253 at 4% or $91,502 at 6%; with 50% employer match about $91,502 at 4% or $61,001 at 6%; with 100% employer match about $68,627 at 4% or $45,751 at 6%.
Fora Financial LLC 401(K) Plan-110$2,807,504$708,227$6,438iApproximate average salary by contribution assumption: employee only about $160,961 at 4% or $107,307 at 6%; with 50% employer match about $107,307 at 4% or $71,538 at 6%; with 100% employer match about $80,480 at 4% or $53,654 at 6%.
Fora Financial LLC Employee Benefits Plan-129---
20192126$2,019,175$747,509$5,933iApproximate average salary by contribution assumption: employee only about $148,315 at 4% or $98,877 at 6%; with 50% employer match about $98,877 at 4% or $65,918 at 6%; with 100% employer match about $74,158 at 4% or $49,438 at 6%.
Fora Financial LLC 401(K) Plan-109$2,019,175$747,509$6,858iApproximate average salary by contribution assumption: employee only about $171,447 at 4% or $114,298 at 6%; with 50% employer match about $114,298 at 4% or $76,199 at 6%; with 100% employer match about $85,724 at 4% or $57,149 at 6%.
Fora Financial LLC Employee Benefits Plan-126---
20182128$1,180,827$530,908$4,148iApproximate average salary by contribution assumption: employee only about $103,693 at 4% or $69,129 at 6%; with 50% employer match about $69,129 at 4% or $46,086 at 6%; with 100% employer match about $51,846 at 4% or $34,564 at 6%.
Fora Financial LLC 401(K) Plan-128$1,180,827$530,908$4,148iApproximate average salary by contribution assumption: employee only about $103,693 at 4% or $69,129 at 6%; with 50% employer match about $69,129 at 4% or $46,086 at 6%; with 100% employer match about $51,846 at 4% or $34,564 at 6%.
Fora Financial LLC Employee Benefits Plan-102---
20172121$816,623$499,319$4,127iApproximate average salary by contribution assumption: employee only about $103,165 at 4% or $68,777 at 6%; with 50% employer match about $68,777 at 4% or $45,851 at 6%; with 100% employer match about $51,583 at 4% or $34,388 at 6%.
Fora Financial LLC 401(K) Plan-90$816,623$499,319$5,548iApproximate average salary by contribution assumption: employee only about $138,700 at 4% or $92,466 at 6%; with 50% employer match about $92,466 at 4% or $61,644 at 6%; with 100% employer match about $69,350 at 4% or $46,233 at 6%.
Fora Financial LLC Employee Benefits Plan-121---
20162115$624,685$219,398$1,908iApproximate average salary by contribution assumption: employee only about $47,695 at 4% or $31,797 at 6%; with 50% employer match about $31,797 at 4% or $21,198 at 6%; with 100% employer match about $23,848 at 4% or $15,898 at 6%.
Fora Financial LLC 401(K) Plan-42$624,685$219,398$5,224iApproximate average salary by contribution assumption: employee only about $130,594 at 4% or $87,063 at 6%; with 50% employer match about $87,063 at 4% or $58,042 at 6%; with 100% employer match about $65,297 at 4% or $43,531 at 6%.
Fora Financial LLC Employee Benefits Plan-115---
2015130$494,905$152,667$5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,408 at 6%.
Fora Financial LLC 401(K) Plan-30$494,905$152,667$5,089iApproximate average salary by contribution assumption: employee only about $127,222 at 4% or $84,815 at 6%; with 50% employer match about $84,815 at 4% or $56,543 at 6%; with 100% employer match about $63,611 at 4% or $42,408 at 6%.
2014128$382,027$223,888$7,996iApproximate average salary by contribution assumption: employee only about $199,900 at 4% or $133,267 at 6%; with 50% employer match about $133,267 at 4% or $88,844 at 6%; with 100% employer match about $99,950 at 4% or $66,633 at 6%.
Fora Financial LLC 401(K) Plan-28$382,027$223,888$7,996iApproximate average salary by contribution assumption: employee only about $199,900 at 4% or $133,267 at 6%; with 50% employer match about $133,267 at 4% or $88,844 at 6%; with 100% employer match about $99,950 at 4% or $66,633 at 6%.
2013126$148,596$140,993$5,423iApproximate average salary by contribution assumption: employee only about $135,570 at 4% or $90,380 at 6%; with 50% employer match about $90,380 at 4% or $60,253 at 6%; with 100% employer match about $67,785 at 4% or $45,190 at 6%.
Fora Financial LLC 401(K) Plan-26$148,596$140,993$5,423iApproximate average salary by contribution assumption: employee only about $135,570 at 4% or $90,380 at 6%; with 50% employer match about $90,380 at 4% or $60,253 at 6%; with 100% employer match about $67,785 at 4% or $45,190 at 6%.
Fora Financial LLC | EIN 90-0393753 | 2024 Form 5500 Company Profile