Formula Corp
Plan context: Formula Corp 401K Profit Sharing Plan && Trust
EIN 91-1194332 • Auburn, WA • 27 filings • 7 plans
Current Snapshot
Latest Year
2025
2025 Participants
62
2025 Assets
$4,971,311
2025 Contributions
$469,455
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 62 | $4,971,311 | $469,455 | $7,572iApproximate average salary by contribution assumption: employee only about $189,296 at 4% or $126,198 at 6%; with 50% employer match about $126,198 at 4% or $84,132 at 6%; with 100% employer match about $94,648 at 4% or $63,099 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 62 | $4,971,311 | $469,455 | $7,572iApproximate average salary by contribution assumption: employee only about $189,296 at 4% or $126,198 at 6%; with 50% employer match about $126,198 at 4% or $84,132 at 6%; with 100% employer match about $94,648 at 4% or $63,099 at 6%. |
| 2024 | 1 | 79 | $6,044,773 | $484,838 | $6,137iApproximate average salary by contribution assumption: employee only about $153,430 at 4% or $102,286 at 6%; with 50% employer match about $102,286 at 4% or $68,191 at 6%; with 100% employer match about $76,715 at 4% or $51,143 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 79 | $6,044,773 | $484,838 | $6,137iApproximate average salary by contribution assumption: employee only about $153,430 at 4% or $102,286 at 6%; with 50% employer match about $102,286 at 4% or $68,191 at 6%; with 100% employer match about $76,715 at 4% or $51,143 at 6%. |
| 2023 | 1 | 74 | $4,940,973 | $451,457 | $6,101iApproximate average salary by contribution assumption: employee only about $152,519 at 4% or $101,680 at 6%; with 50% employer match about $101,680 at 4% or $67,786 at 6%; with 100% employer match about $76,260 at 4% or $50,840 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 74 | $4,940,973 | $451,457 | $6,101iApproximate average salary by contribution assumption: employee only about $152,519 at 4% or $101,680 at 6%; with 50% employer match about $101,680 at 4% or $67,786 at 6%; with 100% employer match about $76,260 at 4% or $50,840 at 6%. |
| 2022 | 1 | 83 | $3,932,989 | $450,913 | $5,433iApproximate average salary by contribution assumption: employee only about $135,817 at 4% or $90,545 at 6%; with 50% employer match about $90,545 at 4% or $60,363 at 6%; with 100% employer match about $67,909 at 4% or $45,272 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 83 | $3,932,989 | $450,913 | $5,433iApproximate average salary by contribution assumption: employee only about $135,817 at 4% or $90,545 at 6%; with 50% employer match about $90,545 at 4% or $60,363 at 6%; with 100% employer match about $67,909 at 4% or $45,272 at 6%. |
| 2021 | 1 | 90 | $4,394,062 | $482,414 | $5,360iApproximate average salary by contribution assumption: employee only about $134,004 at 4% or $89,336 at 6%; with 50% employer match about $89,336 at 4% or $59,557 at 6%; with 100% employer match about $67,002 at 4% or $44,668 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 90 | $4,394,062 | $482,414 | $5,360iApproximate average salary by contribution assumption: employee only about $134,004 at 4% or $89,336 at 6%; with 50% employer match about $89,336 at 4% or $59,557 at 6%; with 100% employer match about $67,002 at 4% or $44,668 at 6%. |
| 2020 | 1 | 83 | $3,431,621 | $486,629 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 83 | $3,431,621 | $486,629 | $5,863iApproximate average salary by contribution assumption: employee only about $146,575 at 4% or $97,717 at 6%; with 50% employer match about $97,717 at 4% or $65,144 at 6%; with 100% employer match about $73,288 at 4% or $48,858 at 6%. |
| 2019 | 1 | 72 | $3,028,369 | $351,279 | $4,879iApproximate average salary by contribution assumption: employee only about $121,972 at 4% or $81,315 at 6%; with 50% employer match about $81,315 at 4% or $54,210 at 6%; with 100% employer match about $60,986 at 4% or $40,657 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 72 | $3,028,369 | $351,279 | $4,879iApproximate average salary by contribution assumption: employee only about $121,972 at 4% or $81,315 at 6%; with 50% employer match about $81,315 at 4% or $54,210 at 6%; with 100% employer match about $60,986 at 4% or $40,657 at 6%. |
| 2018 | 1 | 63 | $2,177,086 | $282,734 | $4,488iApproximate average salary by contribution assumption: employee only about $112,196 at 4% or $74,797 at 6%; with 50% employer match about $74,797 at 4% or $49,865 at 6%; with 100% employer match about $56,098 at 4% or $37,399 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 63 | $2,177,086 | $282,734 | $4,488iApproximate average salary by contribution assumption: employee only about $112,196 at 4% or $74,797 at 6%; with 50% employer match about $74,797 at 4% or $49,865 at 6%; with 100% employer match about $56,098 at 4% or $37,399 at 6%. |
| 2017 | 1 | 48 | $2,135,176 | $266,048 | $5,543iApproximate average salary by contribution assumption: employee only about $138,567 at 4% or $92,378 at 6%; with 50% employer match about $92,378 at 4% or $61,585 at 6%; with 100% employer match about $69,283 at 4% or $46,189 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 48 | $2,135,176 | $266,048 | $5,543iApproximate average salary by contribution assumption: employee only about $138,567 at 4% or $92,378 at 6%; with 50% employer match about $92,378 at 4% or $61,585 at 6%; with 100% employer match about $69,283 at 4% or $46,189 at 6%. |
| 2016 | 1 | 47 | $1,751,056 | $237,854 | $5,061iApproximate average salary by contribution assumption: employee only about $126,518 at 4% or $84,345 at 6%; with 50% employer match about $84,345 at 4% or $56,230 at 6%; with 100% employer match about $63,259 at 4% or $42,173 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 47 | $1,751,056 | $237,854 | $5,061iApproximate average salary by contribution assumption: employee only about $126,518 at 4% or $84,345 at 6%; with 50% employer match about $84,345 at 4% or $56,230 at 6%; with 100% employer match about $63,259 at 4% or $42,173 at 6%. |
| 2015 | 1 | 42 | $1,433,443 | $259,956 | $6,189iApproximate average salary by contribution assumption: employee only about $154,736 at 4% or $103,157 at 6%; with 50% employer match about $103,157 at 4% or $68,771 at 6%; with 100% employer match about $77,368 at 4% or $51,579 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 42 | $1,433,443 | $259,956 | $6,189iApproximate average salary by contribution assumption: employee only about $154,736 at 4% or $103,157 at 6%; with 50% employer match about $103,157 at 4% or $68,771 at 6%; with 100% employer match about $77,368 at 4% or $51,579 at 6%. |
| 2014 | 1 | 33 | $1,394,759 | $205,030 | $6,213iApproximate average salary by contribution assumption: employee only about $155,326 at 4% or $103,551 at 6%; with 50% employer match about $103,551 at 4% or $69,034 at 6%; with 100% employer match about $77,663 at 4% or $51,775 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 33 | $1,394,759 | $205,030 | $6,213iApproximate average salary by contribution assumption: employee only about $155,326 at 4% or $103,551 at 6%; with 50% employer match about $103,551 at 4% or $69,034 at 6%; with 100% employer match about $77,663 at 4% or $51,775 at 6%. |
| 2013 | 1 | 31 | $1,113,769 | $180,262 | $5,815iApproximate average salary by contribution assumption: employee only about $145,373 at 4% or $96,915 at 6%; with 50% employer match about $96,915 at 4% or $64,610 at 6%; with 100% employer match about $72,686 at 4% or $48,458 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 31 | $1,113,769 | $180,262 | $5,815iApproximate average salary by contribution assumption: employee only about $145,373 at 4% or $96,915 at 6%; with 50% employer match about $96,915 at 4% or $64,610 at 6%; with 100% employer match about $72,686 at 4% or $48,458 at 6%. |
| 2012 | 1 | 35 | $771,888 | $167,066 | $4,773iApproximate average salary by contribution assumption: employee only about $119,333 at 4% or $79,555 at 6%; with 50% employer match about $79,555 at 4% or $53,037 at 6%; with 100% employer match about $59,666 at 4% or $39,778 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 35 | $771,888 | $167,066 | $4,773iApproximate average salary by contribution assumption: employee only about $119,333 at 4% or $79,555 at 6%; with 50% employer match about $79,555 at 4% or $53,037 at 6%; with 100% employer match about $59,666 at 4% or $39,778 at 6%. |
| 2011 | 1 | 24 | $541,372 | $144,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 24 | $541,372 | $144,000 | $6,000iApproximate average salary by contribution assumption: employee only about $150,000 at 4% or $100,000 at 6%; with 50% employer match about $100,000 at 4% or $66,667 at 6%; with 100% employer match about $75,000 at 4% or $50,000 at 6%. |
| 2010 | 1 | 9 | $412,126 | $20,089 | $2,232iApproximate average salary by contribution assumption: employee only about $55,803 at 4% or $37,202 at 6%; with 50% employer match about $37,202 at 4% or $24,801 at 6%; with 100% employer match about $27,901 at 4% or $18,601 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 9 | $412,126 | $20,089 | $2,232iApproximate average salary by contribution assumption: employee only about $55,803 at 4% or $37,202 at 6%; with 50% employer match about $37,202 at 4% or $24,801 at 6%; with 100% employer match about $27,901 at 4% or $18,601 at 6%. |
| 2009 | 1 | 7 | $349,096 | $16,951 | $2,422iApproximate average salary by contribution assumption: employee only about $60,539 at 4% or $40,360 at 6%; with 50% employer match about $40,360 at 4% or $26,906 at 6%; with 100% employer match about $30,270 at 4% or $20,180 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 7 | $349,096 | $16,951 | $2,422iApproximate average salary by contribution assumption: employee only about $60,539 at 4% or $40,360 at 6%; with 50% employer match about $40,360 at 4% or $26,906 at 6%; with 100% employer match about $30,270 at 4% or $20,180 at 6%. |
| 2008 | 1 | 26 | $281,268 | $19,424 | $747iApproximate average salary by contribution assumption: employee only about $18,677 at 4% or $12,451 at 6%; with 50% employer match about $12,451 at 4% or $8,301 at 6%; with 100% employer match about $9,338 at 4% or $6,226 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 26 | $281,268 | $19,424 | $747iApproximate average salary by contribution assumption: employee only about $18,677 at 4% or $12,451 at 6%; with 50% employer match about $12,451 at 4% or $8,301 at 6%; with 100% employer match about $9,338 at 4% or $6,226 at 6%. |
| 2007 | 1 | 21 | $381,081 | $23,373 | $1,113iApproximate average salary by contribution assumption: employee only about $27,825 at 4% or $18,550 at 6%; with 50% employer match about $18,550 at 4% or $12,367 at 6%; with 100% employer match about $13,913 at 4% or $9,275 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 21 | $381,081 | $23,373 | $1,113iApproximate average salary by contribution assumption: employee only about $27,825 at 4% or $18,550 at 6%; with 50% employer match about $18,550 at 4% or $12,367 at 6%; with 100% employer match about $13,913 at 4% or $9,275 at 6%. |
| 2006 | 1 | 22 | $409,325 | $23,772 | $1,081iApproximate average salary by contribution assumption: employee only about $27,014 at 4% or $18,009 at 6%; with 50% employer match about $18,009 at 4% or $12,006 at 6%; with 100% employer match about $13,507 at 4% or $9,005 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 22 | $409,325 | $23,772 | $1,081iApproximate average salary by contribution assumption: employee only about $27,014 at 4% or $18,009 at 6%; with 50% employer match about $18,009 at 4% or $12,006 at 6%; with 100% employer match about $13,507 at 4% or $9,005 at 6%. |
| 2005 | 1 | 27 | $362,892 | $24,747 | $917iApproximate average salary by contribution assumption: employee only about $22,914 at 4% or $15,276 at 6%; with 50% employer match about $15,276 at 4% or $10,184 at 6%; with 100% employer match about $11,457 at 4% or $7,638 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 27 | $362,892 | $24,747 | $917iApproximate average salary by contribution assumption: employee only about $22,914 at 4% or $15,276 at 6%; with 50% employer match about $15,276 at 4% or $10,184 at 6%; with 100% employer match about $11,457 at 4% or $7,638 at 6%. |
| 2004 | 1 | 26 | $319,732 | $24,331 | $936iApproximate average salary by contribution assumption: employee only about $23,395 at 4% or $15,597 at 6%; with 50% employer match about $15,597 at 4% or $10,398 at 6%; with 100% employer match about $11,698 at 4% or $7,798 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 26 | $319,732 | $24,331 | $936iApproximate average salary by contribution assumption: employee only about $23,395 at 4% or $15,597 at 6%; with 50% employer match about $15,597 at 4% or $10,398 at 6%; with 100% employer match about $11,698 at 4% or $7,798 at 6%. |
| 2003 | 1 | 23 | $270,782 | $23,843 | $1,037iApproximate average salary by contribution assumption: employee only about $25,916 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,518 at 6%; with 100% employer match about $12,958 at 4% or $8,639 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 23 | $270,782 | $23,843 | $1,037iApproximate average salary by contribution assumption: employee only about $25,916 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,518 at 6%; with 100% employer match about $12,958 at 4% or $8,639 at 6%. |
| 2002 | 1 | 19 | $196,965 | $35,338 | $1,860iApproximate average salary by contribution assumption: employee only about $46,497 at 4% or $30,998 at 6%; with 50% employer match about $30,998 at 4% or $20,665 at 6%; with 100% employer match about $23,249 at 4% or $15,499 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 19 | $196,965 | $35,338 | $1,860iApproximate average salary by contribution assumption: employee only about $46,497 at 4% or $30,998 at 6%; with 50% employer match about $30,998 at 4% or $20,665 at 6%; with 100% employer match about $23,249 at 4% or $15,499 at 6%. |
| 2001 | 1 | 18 | $0 | $0 | - |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 18 | - | - | - |
| 2000 | 1 | 18 | $0 | $0 | - |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 18 | - | - | - |
| 1999 | 1 | 18 | $148,672 | $32,815 | $1,823iApproximate average salary by contribution assumption: employee only about $45,576 at 4% or $30,384 at 6%; with 50% employer match about $30,384 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%. |
| Formula Corp 401K Profit Sharing Plan && Trust | - | 18 | $148,672 | $32,815 | $1,823iApproximate average salary by contribution assumption: employee only about $45,576 at 4% or $30,384 at 6%; with 50% employer match about $30,384 at 4% or $20,256 at 6%; with 100% employer match about $22,788 at 4% or $15,192 at 6%. |