Civic Intelligence

Jeffrey a. Forrey O.D.

Plan context: Jeffrey a. Forrey, O.D. 401K Plan

EIN 91-0871657 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

5

2007 Assets

$649,950

2007 Contributions

$42,824

Historical Graphs

Total Assets Over Time

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

$649,950$324,975$0199920042006YearValue
$649,950Latest year 2006

Participants Over Time

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

740199920032007YearValue
5Latest year 2007

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
200715$0$0-
Jeffrey a. Forrey, O.D. 401K Plan-5---
200615$649,950$42,824$8,565iApproximate average salary by contribution assumption: employee only about $214,120 at 4% or $142,747 at 6%; with 50% employer match about $142,747 at 4% or $95,164 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-5$649,950$42,824$8,565iApproximate average salary by contribution assumption: employee only about $214,120 at 4% or $142,747 at 6%; with 50% employer match about $142,747 at 4% or $95,164 at 6%; with 100% employer match about $107,060 at 4% or $71,373 at 6%.
200515$615,445$74,219$14,844iApproximate average salary by contribution assumption: employee only about $371,095 at 4% or $247,397 at 6%; with 50% employer match about $247,397 at 4% or $164,931 at 6%; with 100% employer match about $185,548 at 4% or $123,698 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-5$615,445$74,219$14,844iApproximate average salary by contribution assumption: employee only about $371,095 at 4% or $247,397 at 6%; with 50% employer match about $247,397 at 4% or $164,931 at 6%; with 100% employer match about $185,548 at 4% or $123,698 at 6%.
200415$537,265$64,434$12,887iApproximate average salary by contribution assumption: employee only about $322,170 at 4% or $214,780 at 6%; with 50% employer match about $214,780 at 4% or $143,187 at 6%; with 100% employer match about $161,085 at 4% or $107,390 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-5$537,265$64,434$12,887iApproximate average salary by contribution assumption: employee only about $322,170 at 4% or $214,780 at 6%; with 50% employer match about $214,780 at 4% or $143,187 at 6%; with 100% employer match about $161,085 at 4% or $107,390 at 6%.
200315$431,358$66,912$13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,693 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-5$431,358$66,912$13,382iApproximate average salary by contribution assumption: employee only about $334,560 at 4% or $223,040 at 6%; with 50% employer match about $223,040 at 4% or $148,693 at 6%; with 100% employer match about $167,280 at 4% or $111,520 at 6%.
200215$321,032$69,579$13,916iApproximate average salary by contribution assumption: employee only about $347,895 at 4% or $231,930 at 6%; with 50% employer match about $231,930 at 4% or $154,620 at 6%; with 100% employer match about $173,948 at 4% or $115,965 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-5$321,032$69,579$13,916iApproximate average salary by contribution assumption: employee only about $347,895 at 4% or $231,930 at 6%; with 50% employer match about $231,930 at 4% or $154,620 at 6%; with 100% employer match about $173,948 at 4% or $115,965 at 6%.
200116$0$0-
Jeffrey a. Forrey, O.D. 401K Plan-6---
200016$0$0-
Jeffrey a. Forrey, O.D. 401K Plan-6---
199917$235,658$44,686$6,384iApproximate average salary by contribution assumption: employee only about $159,593 at 4% or $106,395 at 6%; with 50% employer match about $106,395 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,198 at 6%.
Jeffrey a. Forrey, O.D. 401K Plan-7$235,658$44,686$6,384iApproximate average salary by contribution assumption: employee only about $159,593 at 4% or $106,395 at 6%; with 50% employer match about $106,395 at 4% or $70,930 at 6%; with 100% employer match about $79,796 at 4% or $53,198 at 6%.