Civic Intelligence

Forza Capital Management LLC

Plan context: Forza Capital Management LLC 401(K) P/S Plan

EIN 91-1960697 • Fort Worth, TX • 5 filings • 2 plans

3212 Donnelly Cir #506Fort Worth, TX 76107
Current Snapshot

Latest Year

2012

2012 Participants

3

2012 Assets

$64,817

2012 Contributions

$69,271

Historical Graphs

Total Assets Over Time

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

$84,417$42,209$0200620102012YearValue
$64,817Latest year 2012

Participants Over Time

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

630200620102012YearValue
3Latest year 2012

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
201213$64,817$0-
Forza Capital Management LLC 401(K) P/S Plan-3$64,817$0-
201113$69,927$0-
Forza Capital Management LLC 401(K) P/S Plan-3$69,927$0-
201013$84,417$0-
Forza Capital Management LLC 401(K) P/S Plan-3$84,417$0-
200913$62,837$0-
Forza Capital Management LLC 401(K) P/S Plan-3$62,837$0-
200616$69,271$69,271$11,545iApproximate average salary by contribution assumption: employee only about $288,629 at 4% or $192,419 at 6%; with 50% employer match about $192,419 at 4% or $128,280 at 6%; with 100% employer match about $144,315 at 4% or $96,210 at 6%.
Forza Capital Management LLC 401(K) P/S Plan-6$69,271$69,271$11,545iApproximate average salary by contribution assumption: employee only about $288,629 at 4% or $192,419 at 6%; with 50% employer match about $192,419 at 4% or $128,280 at 6%; with 100% employer match about $144,315 at 4% or $96,210 at 6%.