Civic Intelligence

Forsum/Summers & Murphy Inc.

Plan context: Forsum/Summers & Murphy Inc. Profit Sharing Plan

EIN 95-2669104 • Dana Point, CA • 28 filings • 9 plans

34197 Pacific Coast Hwy Ste 200Dana Point, CA 92629
Current Snapshot

Latest Year

2024

2024 Participants

28

2024 Assets

$3,010,195

2024 Contributions

$256,726

Historical Graphs

Total Assets Over Time

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

$3,366,403$1,683,202$0199920142024YearValue
$3,010,195Latest year 2024

Participants Over Time

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

32160199920132024YearValue
28Latest 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
2024128$3,010,195$256,726$9,169iApproximate average salary by contribution assumption: employee only about $229,220 at 4% or $152,813 at 6%; with 50% employer match about $152,813 at 4% or $101,875 at 6%; with 100% employer match about $114,610 at 4% or $76,407 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-28$3,010,195$256,726$9,169iApproximate average salary by contribution assumption: employee only about $229,220 at 4% or $152,813 at 6%; with 50% employer match about $152,813 at 4% or $101,875 at 6%; with 100% employer match about $114,610 at 4% or $76,407 at 6%.
2023132$2,797,188$464,501$14,516iApproximate average salary by contribution assumption: employee only about $362,891 at 4% or $241,928 at 6%; with 50% employer match about $241,928 at 4% or $161,285 at 6%; with 100% employer match about $181,446 at 4% or $120,964 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-32$2,797,188$464,501$14,516iApproximate average salary by contribution assumption: employee only about $362,891 at 4% or $241,928 at 6%; with 50% employer match about $241,928 at 4% or $161,285 at 6%; with 100% employer match about $181,446 at 4% or $120,964 at 6%.
2022131$2,158,579$429,411$13,852iApproximate average salary by contribution assumption: employee only about $346,299 at 4% or $230,866 at 6%; with 50% employer match about $230,866 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-31$2,158,579$429,411$13,852iApproximate average salary by contribution assumption: employee only about $346,299 at 4% or $230,866 at 6%; with 50% employer match about $230,866 at 4% or $153,911 at 6%; with 100% employer match about $173,150 at 4% or $115,433 at 6%.
2021130$2,058,267$268,095$8,937iApproximate average salary by contribution assumption: employee only about $223,413 at 4% or $148,942 at 6%; with 50% employer match about $148,942 at 4% or $99,294 at 6%; with 100% employer match about $111,706 at 4% or $74,471 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-30$2,058,267$268,095$8,937iApproximate average salary by contribution assumption: employee only about $223,413 at 4% or $148,942 at 6%; with 50% employer match about $148,942 at 4% or $99,294 at 6%; with 100% employer match about $111,706 at 4% or $74,471 at 6%.
2020124$1,659,808$143,658$5,986iApproximate average salary by contribution assumption: employee only about $149,644 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,508 at 6%; with 100% employer match about $74,822 at 4% or $49,881 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-24$1,659,808$143,658$5,986iApproximate average salary by contribution assumption: employee only about $149,644 at 4% or $99,763 at 6%; with 50% employer match about $99,763 at 4% or $66,508 at 6%; with 100% employer match about $74,822 at 4% or $49,881 at 6%.
2019124$1,454,074$198,886$8,287iApproximate average salary by contribution assumption: employee only about $207,173 at 4% or $138,115 at 6%; with 50% employer match about $138,115 at 4% or $92,077 at 6%; with 100% employer match about $103,586 at 4% or $69,058 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-24$1,454,074$198,886$8,287iApproximate average salary by contribution assumption: employee only about $207,173 at 4% or $138,115 at 6%; with 50% employer match about $138,115 at 4% or $92,077 at 6%; with 100% employer match about $103,586 at 4% or $69,058 at 6%.
2018126$1,097,189$231,099$8,888iApproximate average salary by contribution assumption: employee only about $222,211 at 4% or $148,140 at 6%; with 50% employer match about $148,140 at 4% or $98,760 at 6%; with 100% employer match about $111,105 at 4% or $74,070 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-26$1,097,189$231,099$8,888iApproximate average salary by contribution assumption: employee only about $222,211 at 4% or $148,140 at 6%; with 50% employer match about $148,140 at 4% or $98,760 at 6%; with 100% employer match about $111,105 at 4% or $74,070 at 6%.
2017132$1,060,661$299,542$9,361iApproximate average salary by contribution assumption: employee only about $234,017 at 4% or $156,011 at 6%; with 50% employer match about $156,011 at 4% or $104,008 at 6%; with 100% employer match about $117,009 at 4% or $78,006 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-32$1,060,661$299,542$9,361iApproximate average salary by contribution assumption: employee only about $234,017 at 4% or $156,011 at 6%; with 50% employer match about $156,011 at 4% or $104,008 at 6%; with 100% employer match about $117,009 at 4% or $78,006 at 6%.
2016132$714,087$279,433$8,732iApproximate average salary by contribution assumption: employee only about $218,307 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,025 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-32$714,087$279,433$8,732iApproximate average salary by contribution assumption: employee only about $218,307 at 4% or $145,538 at 6%; with 50% employer match about $145,538 at 4% or $97,025 at 6%; with 100% employer match about $109,154 at 4% or $72,769 at 6%.
2015129$398,088$323,050$11,140iApproximate average salary by contribution assumption: employee only about $278,491 at 4% or $185,661 at 6%; with 50% employer match about $185,661 at 4% or $123,774 at 6%; with 100% employer match about $139,246 at 4% or $92,830 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-29$398,088$323,050$11,140iApproximate average salary by contribution assumption: employee only about $278,491 at 4% or $185,661 at 6%; with 50% employer match about $185,661 at 4% or $123,774 at 6%; with 100% employer match about $139,246 at 4% or $92,830 at 6%.
2014117$97,523$64,459$3,792iApproximate average salary by contribution assumption: employee only about $94,793 at 4% or $63,195 at 6%; with 50% employer match about $63,195 at 4% or $42,130 at 6%; with 100% employer match about $47,396 at 4% or $31,598 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-17$97,523$64,459$3,792iApproximate average salary by contribution assumption: employee only about $94,793 at 4% or $63,195 at 6%; with 50% employer match about $63,195 at 4% or $42,130 at 6%; with 100% employer match about $47,396 at 4% or $31,598 at 6%.
2013115$38,390$36,974$2,465iApproximate average salary by contribution assumption: employee only about $61,623 at 4% or $41,082 at 6%; with 50% employer match about $41,082 at 4% or $27,388 at 6%; with 100% employer match about $30,812 at 4% or $20,541 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-15$38,390$36,974$2,465iApproximate average salary by contribution assumption: employee only about $61,623 at 4% or $41,082 at 6%; with 50% employer match about $41,082 at 4% or $27,388 at 6%; with 100% employer match about $30,812 at 4% or $20,541 at 6%.
201010$0$0-
Forsum/Summers & Murphy Inc. Profit Sharing Plan-0$0--
2009113$2,174,399$0-
Forsum/Summers & Murphy Inc. Profit Sharing Plan-13$2,174,399$0-
200819$2,311,672$0-
Forsum/Summers & Murphy Inc. Profit Sharing Plan-9$2,311,672--
2007115$0$0-
Forsum/Summers & Murphy Inc. Profit Sharing Plan-15---
2006115$3,366,403$241,142$16,076iApproximate average salary by contribution assumption: employee only about $401,903 at 4% or $267,936 at 6%; with 50% employer match about $267,936 at 4% or $178,624 at 6%; with 100% employer match about $200,952 at 4% or $133,968 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-15$3,366,403$241,142$16,076iApproximate average salary by contribution assumption: employee only about $401,903 at 4% or $267,936 at 6%; with 50% employer match about $267,936 at 4% or $178,624 at 6%; with 100% employer match about $200,952 at 4% or $133,968 at 6%.
2005115$2,730,856$214,996$14,333iApproximate average salary by contribution assumption: employee only about $358,327 at 4% or $238,884 at 6%; with 50% employer match about $238,884 at 4% or $159,256 at 6%; with 100% employer match about $179,163 at 4% or $119,442 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-15$2,730,856$214,996$14,333iApproximate average salary by contribution assumption: employee only about $358,327 at 4% or $238,884 at 6%; with 50% employer match about $238,884 at 4% or $159,256 at 6%; with 100% employer match about $179,163 at 4% or $119,442 at 6%.
2004111$2,324,294$166,000$15,091iApproximate average salary by contribution assumption: employee only about $377,273 at 4% or $251,515 at 6%; with 50% employer match about $251,515 at 4% or $167,677 at 6%; with 100% employer match about $188,636 at 4% or $125,758 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-11$2,324,294$166,000$15,091iApproximate average salary by contribution assumption: employee only about $377,273 at 4% or $251,515 at 6%; with 50% employer match about $251,515 at 4% or $167,677 at 6%; with 100% employer match about $188,636 at 4% or $125,758 at 6%.
2003111$1,923,149$178,509$16,228iApproximate average salary by contribution assumption: employee only about $405,702 at 4% or $270,468 at 6%; with 50% employer match about $270,468 at 4% or $180,312 at 6%; with 100% employer match about $202,851 at 4% or $135,234 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-11$1,923,149$178,509$16,228iApproximate average salary by contribution assumption: employee only about $405,702 at 4% or $270,468 at 6%; with 50% employer match about $270,468 at 4% or $180,312 at 6%; with 100% employer match about $202,851 at 4% or $135,234 at 6%.
2002213$1,356,038$149,880$11,529iApproximate average salary by contribution assumption: employee only about $288,231 at 4% or $192,154 at 6%; with 50% employer match about $192,154 at 4% or $128,103 at 6%; with 100% employer match about $144,115 at 4% or $96,077 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-13$1,356,038$149,880$11,529iApproximate average salary by contribution assumption: employee only about $288,231 at 4% or $192,154 at 6%; with 50% employer match about $192,154 at 4% or $128,103 at 6%; with 100% employer match about $144,115 at 4% or $96,077 at 6%.
Forsum/Summers & Murphy Inc. Money Purchase Pension Plan-0---
2001211$492,142$116,891$10,626iApproximate average salary by contribution assumption: employee only about $265,661 at 4% or $177,108 at 6%; with 50% employer match about $177,108 at 4% or $118,072 at 6%; with 100% employer match about $132,831 at 4% or $88,554 at 6%.
Forsum/Summers & Murphy Inc. Money Purchase Pension Plan-11$492,142$116,891$10,626iApproximate average salary by contribution assumption: employee only about $265,661 at 4% or $177,108 at 6%; with 50% employer match about $177,108 at 4% or $118,072 at 6%; with 100% employer match about $132,831 at 4% or $88,554 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-11---
2000212$1,536,666$111,882$9,324iApproximate average salary by contribution assumption: employee only about $233,088 at 4% or $155,392 at 6%; with 50% employer match about $155,392 at 4% or $103,594 at 6%; with 100% employer match about $116,544 at 4% or $77,696 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-11$1,054,965$4,770$434iApproximate average salary by contribution assumption: employee only about $10,841 at 4% or $7,227 at 6%; with 50% employer match about $7,227 at 4% or $4,818 at 6%; with 100% employer match about $5,420 at 4% or $3,614 at 6%.
Forsum/Summers & Murphy Inc. Money Purchase Pension Plan-12$481,701$107,112$8,926iApproximate average salary by contribution assumption: employee only about $223,150 at 4% or $148,767 at 6%; with 50% employer match about $148,767 at 4% or $99,178 at 6%; with 100% employer match about $111,575 at 4% or $74,383 at 6%.
1999212$1,545,960$132,745$11,062iApproximate average salary by contribution assumption: employee only about $276,552 at 4% or $184,368 at 6%; with 50% employer match about $184,368 at 4% or $122,912 at 6%; with 100% employer match about $138,276 at 4% or $92,184 at 6%.
Forsum/Summers & Murphy Inc. Profit Sharing Plan-12$1,139,513$31,350$2,613iApproximate average salary by contribution assumption: employee only about $65,313 at 4% or $43,542 at 6%; with 50% employer match about $43,542 at 4% or $29,028 at 6%; with 100% employer match about $32,656 at 4% or $21,771 at 6%.
Forsum/Summers & Murphy Inc. Money Purchase Pension Plan-12$406,447$101,395$8,450iApproximate average salary by contribution assumption: employee only about $211,240 at 4% or $140,826 at 6%; with 50% employer match about $140,826 at 4% or $93,884 at 6%; with 100% employer match about $105,620 at 4% or $70,413 at 6%.